Dan Ives, a financial analyst at Wedbush Securities, shares insights on Nvidia's recent earnings, revealing its $30 billion quarterly revenue amidst stock price declines. He discusses what distinguishes Nvidia in the AI sector and challenges competitors face. Michael Batnick joins for a segment exploring hedge fund struggles and retail investor sentiment, creating a 'casino-like' trading environment. The conversation shifts to the resilience of the insurance sector and highlights the importance of commitment to long-term investment strategies.

In a riveting discussion, Dan Ives, a Senior Equity Analyst at Wedbush Securities, and Gene Munster, Managing Partner at Deepwater Asset Management, predict a $4 trillion valuation for tech giants boosted by AI innovations. They dive into Tesla's advancements in autonomous driving and the political shifts affecting market dynamics. Lisa Mateo adds her voice by delving into the media’s role in shaping business narratives. The trio uncovers both the immense potential and critical challenges facing the tech market and investors alike.

Dan Ives, Managing Director at Wedbush Securities, dives into Tesla's current challenges and the importance of innovation in the fast food sector, especially with the rise of weight-loss drugs like Ozempic. He believes Google is the most underrated of the 'Magnificent 7' stocks and shares insights on why Palantir stands out in AI technology. Plus, Ives discusses Trump's evolving stance on Bitcoin and its market implications, showcasing a rich intersection of finance and consumer behavior.

Joseph Wang, a macro expert, joins market trend commentator Thelastbearstanding, urban economic analyst Michael Kao, and tech analyst Dan Ives for an insightful discussion. They delve into the Federal Reserve's historic rate cut and its market implications. Topics include the state of inflation, the labor market’s slowdown, and the impact on housing. They also explore gold price trends amid geopolitical tensions and predict a bright future for tech stocks, driven by AI advancements and increased capital expenditures.

Tech analyst Dan Ives and journalist Alex Kantrowitz discuss the meltdown of SNAP, Disney earnings, and breakdowns of big tech companies like Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon.

Dan Ives, Managing Director of Equity Research at Wedbush Securities, brings his tech stock expertise, while Stephanie Link, Chief Investment Strategist at Hightower Advisors, offers keen insights on market strategies. They dive into Apple's impressive 42% stock increase, despite mixed news. The duo also analyzes how a potential Trump presidency could shift tech markets, NVIDIA's booming AI chip demand, and Amazon's struggles with culture amidst its vast growth. Catch their take on the evolving tech landscape and investment opportunities!

Ethan Harris, BofA Securities Head of Global Economics, sees a mild recession early next year. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist says market is pricing in four Fed rate cuts next year. Kathy Jones, Charles Schwab Chief Fixed Income Strategist says there's a lot of disinflation in the pipeline. Dan Ives, Wedbush Sr. Research Analyst says AI is going to bigger than the street anticipates. Sean O'Brien, Brotherhood of Teamsters General President says Amazon is definitely a target going forward.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

In this discussion, tech expert Dan Ives from Wedbush Securities predicts a multi-year tech bull market driven by AI advancements. He dissects the roles of Nvidia and Qualcomm in shaping this landscape, emphasizing Qualcomm's ambitious AI initiatives. The conversation delves into the competitive dynamics in chip development, the tightrope balancing act between the U.S. and China, and how Intel's challenges linger. Ives also hints at potential major shifts in the stock market as AI continues to evolve, pointing to significant growth opportunities.

Dan Ives, managing director and senior equity research analyst at Wedbush Securities, discusses the November tech rally, generative AI, Microsoft's AI dominance, the state of Apple and Tesla, Rivian's pickup truck, the Cybertruck's chances, 2024 predictions, and Elon Musk's future at X. Bitcoin madness also makes a comeback in the conversation.

In this insightful discussion, Monica Guerra from Morgan Stanley Wealth Management shares her take on how the 2024 election could sway investor sentiment. Dan Ives of Wedbush Securities reacts to Microsoft and Meta's earnings, highlighting the importance of tech in the upcoming reports. Brian Levitt from Invesco breaks down market drivers amidst political and geopolitical turbulence. Michael Froman, from the Council on Foreign Relations, delves into tariffs, giving a glimpse of what a Harris or Trump administration might mean for trade policies.