Dan Ives

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 Nvidia's latest earnings, showcasing its pivotal role in AI and what distinguishes Jensen Huang in the tech landscape. They discuss the recent dip in Nvidia's stock despite impressive growth and the competitive landscape with giants like Apple. Ives shares insights into technology production efficiency and stock buybacks affecting market volatility. Josh also teases his new book, exploring themes of prosperity and capitalism in today’s economy.

Dan Ives, a tech sector expert and Managing Director at Wedbush Securities, joins the conversation to dissect the latest in AI and market dynamics. He dives into DeepSeek's market influence and Nvidia's historic losses, sparking a debate on the shifting investment landscape. With insights on Tesla's future under Elon Musk and the competitive race for AI supremacy, Ives shares his vision for the transformative potential of robotics and cloud computing. The episode also highlights the market's evolving responses and the critical role of major tech players in shaping the future.

Dan Ives, Managing Director at Wedbush Securities and tech sector expert, shares insights on Tesla's current challenges and its market potential. He argues that Tesla is more than just a car company amidst skepticism over its projections. Ives also highlights Google as undervalued in the tech landscape and praises Palantir as a leading AI company. The discussion dives into the intersection of politics and cryptocurrency, emphasizing how public figures navigate this evolving landscape while consumer behaviors shift.

Dan Ives, Global Head of Tech Research at Wedbush Securities, shares his insights on the booming tech earnings from Microsoft and Meta, both driven by major investments in AI. He discusses the fluctuating dollar and the Federal Reserve's interest rates amidst economic uncertainty. Ives also delves into President Trump's recent tariff announcements aimed at reshaping global trade relations, including significant tariffs on imports from South Korea and India. His analysis offers a fascinating look at the intersection of technology, economics, and politics.

Dan Ives, Global Head of Technology at Wedbush Securities, shares insights on Tesla's stock amidst Elon Musk's political battles, posing questions about stability. Ben Laidler, Head of Equity Strategy at Bradesco Securities, discusses a cautious yet optimistic outlook for equities, hinting at potential S&P growth despite market volatility. The conversation navigates the intersection of politics and business strategy, and how global tariffs are shaping the investment landscape as 2025 approaches.

In this engaging discussion, Dan Ives, Global Head of Technology Research at Wedbush Securities, dives into the tech sector's current struggles. He highlights the impact of tariffs and supply chain challenges on major companies like Nvidia and Apple, revealing revised earnings estimates. Ives raises concerns about the structural damage to the industry amid economic uncertainties. The conversation also touches on the resilience of certain stocks and the evolving landscape influenced by generative AI and market dynamics.

Dan Ives leads global tech research at Wedbush Securities, sharing insights on NVIDIA's milestone $4 trillion market cap and its AI implications. Brian Fairbanks discusses Trex's sustainable decking amidst evolving consumer preferences. Ty Brady highlights Amazon's robotics revolution and its impact on workplace productivity. Laura Bliss tackles America's recycling myths while Sam Zussman talks about WNBA expansion and the Barclays Center's entertainment evolution. Lastly, Stephen Silver explores dynamics in the luxury jewelry market against a backdrop of trade policies.

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.

Dan Ives, Head of Global Technology at Wedbush Securities, shares his insights on Tesla’s stock performance and Elon Musk’s influence on the tech giant, emphasizing the effects of tariffs on the auto industry. Amanda Lynam, from BlackRock, discusses the current state of credit spreads and consumer sentiment amid concerns about a growth slowdown. Both guests analyze the potential economic ramifications of ongoing trade policies, highlighting the complexity of the U.S. market landscape.