Daniel Ives

Tesla Bull Says Elon Musk Delivered 'Rip The Band-Aid Off' Q1 But Cautions This Could Derail Bullish Thesis
Tesla Q1 Earnings Preview: Is EV Giant No Longer A 'Growth Stock?' Analysts Cautious, Want Answers About Robotaxis, Model 2
Can Magnificent 7 Help Script Market Turnaround? Earnings Pick Up Pace With Microsoft, Meta, Alphabet And Tesla Expected This Week
Tesla Q1 Earnings Preview: Is EV Giant No Longer A 'Growth Stock?' Analysts Cautious, Want Answers About Robotaxis, Model 2
Can Magnificent 7 Help Script Market Turnaround? Earnings Pick Up Pace With Microsoft, Meta, Alphabet And Tesla Expected This Week
Nvidia Rally Evaporates — Did AI-Led Tech Stock Bubble Just Burst? This Data Point Offers A Clue.
Tesla, Musk Face 'Moment Of Truth' With Q1 Earnings Call: 'Believers Are Giving Up On The Story And Throwing In The White Towel'

Daniel Ives Recent News

US Stocks Look Set To Start Week On Solid Note Despite Iran-Israel Conflict, Bitcoin Tops $66K: Why This Analyst Sees Another Tech Bull Run
U.S. stocks may shake off geopolitical concerns on Monday and aim for a rebound after a week of weakness, as traders eagerly anticipate the upcoming earnings season.
Tesla Robotaxis No 'Magic Model' To Replace Sub-$30K EV, Says Analyst: 'Musk Needs To Give Clear Roadmap'
Ives said he sees 60% of future growth over the next few years coming from Model 2, which was expcted to hit the roads by late 2025 or early 2026.
Apple Faces Difficult China Demand Environment, Results Could Be Better Than Feared, Analyst Says: 'The Black Cloud Over Cupertino'
China remains a headwind for Apple in the current quarter. A leading analyst sees things changing in the future.
Tesla Q1 Deliveries Preview: Analysts Cut Targets, 'Nightmare Quarter For Tesla'
Analysts are cutting their estimates for Tesla's first quarter deliveries. A look at key estimates and what it means.
Tesla Bull Trims Price Target Ahead Of Q1 Deliveries Update, Warns Of 'Darker Days' Ahead: 'For Musk, This Is A Fork-In-The-Road Time'
Wedbush analyst Daniel Ives maintained an Outperform rating on the stock and cut his price target from $315 to $300.
Microsoft's 'iPhone Moment:' Analyst Sees 19% Upside For Tech Giant's Stock As Copilot AI Usage Surges
Ives also raised his estimate of the percentage of Microsoft's installed base ultimately utilizing Copilot from 60% to 70%.
Apple DOJ Lawsuit Could Challenge 'Core Business Model': Leading Analyst Predicts What's Next For Tech Giant
A lawsuit from the Department of Justice against Apple could have an impact on the company and lead to a fine, settlement or changing of App Store practices.
Hold Your Breath, Tech World: Nvidia's GTC 2024 Set To 'Launch Next Phase Of AI Revolution' — Wedbush's Ives Reveals What's At Stake
The focus will be on details and pricing of the new Blackwell B100 chip, teased in November 2023, as per Ives.
Rivian Takes 'Positive Step In The Right Direction' With R2, R3 Event, But Analysts See 'Mountain-Like Climb Ahead' For EV Maker
Analysts see the R2 and R3 event as a positive for Rivian but questions remain for the future of the company.
Apple's $1B Gamble On 3 Blockbusters: Box Office Results, Streaming Impact, And Oscar Nominations
Apple has boosted its streaming platforms in recent years with big bets on blockbuster movies and sports rights. Is the bet paying off?
Elon Musk's Unfinished Projects Tied To Tesla's Stock Plunge, Says Investor Ross Gerber: 'Just Coming Down To Earth To A Much More Reasonable Valuation'
Tesla is dealing with several issues including a growing competition, noted investor Ross Gerber. The company has been scrambling to stay ahead of competitors like BYD in China, even resorting to considerable price cuts on certain models.
Tesla Bull Says EV Giant Is Going Through 'Brutal Transition,' Blames This For 80% Of Stock Sell-Off
There is risk-off sentiment toward Tesla in this market, the analyst said, adding that he doesn't believe the stock will sit around current levels six to twelve months from now.
Apple's China, EV Headwinds Show It's Not All 'Roses And Rainbows' For Company, Analyst Says 'Next Phase Of Monetization Is On The Horizon'
While China remains a concern for Apple and its IPhone ecosystem, an analyst points to more catalysts for the company beyond its current negative news cycle.
Should Investors Worry About Zscaler's Deceleration? 12 Analysts Provide Takeaways
Shares of Zscaler Inc (NASDAQ: ZS) tanked in premarket trading on Friday, after the company reported higher-than-expected sales and earnings for the fiscal second quarter.
Salesforce Gains Momentum With GenAI Platform, Here's What 9 Analysts Have To Say
Shares of Salesforce Inc (NYSE: CRM) rose in premarket trading on Thursday, after the company reported higher-than-expected sales and earnings for the fourth quarter
AI Revolution Confirmed? Wedbush's Dan Ives Points To Latest Sign From Mid-Cap Tech Company 'Seeing Demand Spike'
With c3.ai following in the footsteps of its bigger AI counterparts, Ives says it is a confirmation that AI revolution is underway.
Nvidia 'Cracked The Code': Analyst Says 'Golden GPUs' Have Sparked A 'Generational Tech Transformation'
The AI revolution has just started and there are several legs to play out and investors should see the forest through the woods, says Dan Ives.
Nvidia Q4 Earnings Highlights: Revenue Beat, EPS Beat, Q1 Guidance And More
Nvidia fourth quarter results and key highlights and a look at first quarter guidance from the company.
Palo Alto Networks' Near-Term Just Got Messier: What 10 Analysts Are Saying
Shares of Palo Alto Networks Inc (NASDAQ: PANW) tanked in early trading on Wednesday, even after the company reported a revenue beat for its fiscal second quarter.
As Wall Street Braces For 'Major Beat-And-Raise Special' From Nvidia Again, Tech Analyst Singles Out Key Metric To Watch: 'AI Party Is Just Getting Started'
The most important thing to look for is the pace of data-center AI-driven spending, the analyst said.
$1 Trillion AI Gold Rush: Analyst Equates Tech Firm To 'Messi,' Calls NVIDIA's Huang 'Godfather Of AI'
Wedbush analysts predict a $1 trillion surge in AI investments in the next decade, with companies like Palantir emerging as leaders in the field.
Tesla Stock Caught In 'Category 5 Hurricane' Due To Musk Compensation Plan: 3 Ways This Analyst Would Fix The Problem
An analyst proposes three ideas for Tesla's Board of Directors to move past the Musk compensation plan weighing on Tesla stock.
Cybersecurity Firm Fortinet Takes 'Step In Right Direction': 7 Analysts Deep Dive Into Q4 Print
Shares of Fortinet Inc (NASDAQ: FTNT) climbed in premarket trading on Wednesday, after the cybersecurity company reported better-than-expected fourth-quarter results.