Dan Ives

Dan Ives, a tech analyst specializing in AI and disruptive technology, shares insights on the booming AI landscape and Tesla's future, predicting a robust bull market driven by innovative advancements. He discusses Tesla's robotics roadmap, including robotaxis by 2026. Neil Dutta, a business economist, provides a sobering view of the economy, highlighting a disconnect between strong GDP metrics and rising unemployment. He warns of a potential Fed policy mistake and rates economic concern as high, suggesting a challenging year ahead.

Geoffrey Yu, a Senior Market Strategist, discusses the potential for continued growth in 2026 and how diversification strategies depend on inflation and recession risks. Dana Peterson, Chief Economist at The Conference Board, examines consumer confidence and the impact of tariffs on hiring. Andrew Bishop, a Policy Research expert, analyzes U.S. foreign policy challenges, particularly regarding Iran and China. Dan Ives, Head of Tech Research, shares insights on AI's pivotal role in 2026 and highlights top tech stocks to watch.

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, tech research lead at Wedbush and creator of the Ives AI Revolution ETF, dives into the burgeoning AI landscape. He forecasts a staggering $2-4 trillion surge in tech spending and discusses critical players like NVIDIA. Ives examines the dynamics between large-cap and small-cap stocks, presenting emerging opportunities and risks. He intriguingly links AI with cryptocurrencies, predicting a revolutionary shift in finance. The conversation paints a thrilling picture of an industry that's just getting warmed up!

Dan Ives, a savvy technology sector analyst from Wedbush Securities, joins Chris Verrone, a market strategist at Strategas, for a deep dive into economic predictions. They tackle pressing issues like AI monetization timelines and the current struggles of the housing market. Tesla’s uncertain future is debated, with Ives likening Musk's leadership to a wartime CEO. The conversation also touches on financial sector dynamics and healthcare's potential rebound, weaving a narrative that looks ahead to 2026’s economic landscape.

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 technology analyst at Wedbush Securities, explores the AI landscape and its implications for big tech. He shares insights on AI as a transformative force in the Fourth Industrial Revolution and discusses the winners and losers emerging from this shift. Ives critiques Apple's slow AI strategy and highlights the significant investment opportunities in AI-driven companies. He compares Tesla's and Waymo's approaches to autonomy, while also addressing Europe's challenges in adopting AI due to regulatory issues.

Sarah Hunt, Chief Market Strategist at Alpine Saxon Woods, discusses market reactions to tech CapEx and the skepticism around AI investments, emphasizing excessive selloffs. Dan Ives, Global Head of Tech Research at Wedbush, analyzes Apple’s surprising upgrade cycle and predicts growth potential for Amazon's cloud services. Peter Tchir, Head of Macro Strategy at Academy Securities, shares insights on market rotations toward security-focused investments amid global tensions. Lisa Mateo rounds up headlines, including changes to SNAP benefits affecting Halloween.

Eric Rosengren, former Boston Fed President, analyzes the upcoming CPI report, predicting a persistent inflation rate around 3.1%. Sarah Bianchi, a former Treasury official, evaluates U.S. sanctions on Russia’s oil sector and their potential impact on U.S.-China trade discussions. Dan Ives champions Tesla's future despite recent profit declines, focusing on its AI and autonomous driving ventures. Thomas DiNapoli discusses strong Wall Street profits and critiques Musk's compensation package, emphasizing concerns over income inequality and board independence.

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.