Wedbush analyst Dan Ives told CNBC on Thursday that the U.S. has taken the technology lead from China for the first time in 30 years, citing NVIDIA, hyperscalers, and Palantir, but warned that the Tru…
Dan Ives of Yorkville Ives told CNBC that investors still underestimate NVIDIA (NASDAQ: NVDA) ahead of its fiscal second-quarter earnings on August 26, 2026, arguing that analyst models for the next 1…
Wall Street strategist Dan Ives of Wedbush Securities has identified Oracle Corp. as the winner and Amazon.com Inc. as the loser in the AI trade, citing Oracle's strategic cloud infrastructure deals a…
Wedbush Securities flagged near-term risks for Nvidia Corp. following reports that the chipmaker is supporting OpenAI's data center expansion, according to a note from analyst Dan Ives. The alleged in…
Wedbush analyst Dan Ives said on CNBC on July 27 that demand for Nvidia's AI chips is outpacing supply by 12 to 1, a figure he has since raised to 15 to 1. The shortage is driven by a bottleneck in TS…
Nvidia, the leading supplier of AI GPUs, faces demand that outpaces supply by a 12-to-1 ratio, according to analyst Dan Ives, boosting its revenue prospects. The company reported $82 billion in Q1 rev…
The Trump administration has banned imports of Chinese humanoid and quadruped robots, citing national security risks from data collection and cybersecurity vulnerabilities. The Federal Communications …
Dan Ives, after 25 years as a top Wall Street tech analyst at Wedbush Securities, has left to launch Yorkville Ives, a modern merchant bank with Yorkville Securities, citing the AI revolution as enabl…
Dan Ives left Wedbush Securities on July 1 and launched Yorkville Ives & Co. on July 15, a merchant bank focused on AI dealmaking that combines equity research, strategic advisory, capital raising, an…
Dan Ives, a well-known tech analyst, and Yorkville Advisors, a securities group with ties to the Trump family, have launched an AI-focused bank called Ives Yorkville AI Bank. The venture aims to provi…
IBM warned that the artificial intelligence boom is compressing traditional software budgets, sending its shares down more than 7% in after-hours trading. Chief Financial Officer James Kavanaugh told …
SK Hynix, a South Korean memory-chip maker and key Nvidia supplier, is set to begin trading on the Nasdaq this Friday, aiming to raise approximately $28 billion in what could be one of the largest tec…
A new analysis shows that layoffs at major tech companies like Meta, Microsoft, and Dell do not meaningfully fund AI infrastructure spending. At Meta, layoff savings cover only 2-6% of capital expendi…
Wedbush analyst Dan Ives initiated coverage of SpaceX with an Outperform rating and $190 price target, citing the company's three-way bet on launch, connectivity, and artificial intelligence. Ives hig…
Wedbush Securities initiated stock coverage on SpaceX with a $190 price target and 'Outperform' rating, citing strengths in Starlink connectivity, Starship launches, and AI compute projects. Analyst D…
Palantir stock has crashed 35% this year and fallen 45% from its 52-week high, despite strong first-quarter revenue of $1.63 billion. Analysts like Wedbush's Dan Ives argue the sell-off is overdone, c…
Nvidia stock has underperformed the S&P 500 for six straight trading days, the longest stretch since September 2025, driven by institutional rotation out of AI hardware stocks and concerns over Big Te…
Wedbush analyst Dan Ives warned that AI stocks are in an 'air pocket' as investors treat Meta and Microsoft like 'bear market names that cannot be owned' amid uncertainty over AI monetization. Ives no…
Wedbush analyst Dan Ives raised Apple's 12-month price target to $400, the most bullish on Wall Street, driven by AI services monetization that could add $75-$100 per share. The bull case assumes AI f…
Wedbush tech analyst Dan Ives said Big Tech CEOs will not cut AI spending due to the competitive arms race, despite declining stock prices. Goldman Sachs projects $5.3 trillion in combined capex for M…