All articles tagged with #dan ives
Analyst Dan Ives argues Nvidia’s AI server price increases aren’t a demand warning but evidence of persistent memory-driven supply constraints in AI infrastructure. He expects the memory cycle to stay elevated through a multi-year period, with hyperscalers continuing to invest, and says Nvidia’s earnings will hinge on whether it can raise prices without dampening orders.
Dan Ives keeps a $350 target on IBM after the stock’s 26% weekly drop, arguing the quarterly miss was a timing issue rather than a fundamental decay and that IBM remains a core AI-infrastructure play thanks to watsonx, mainframe strength, and solid free cash flow. The upcoming July 22 earnings print is the key catalyst to validate the bull case and potentially unlock upside beyond the street's ~$270 targets.
South Korea’s KOSPI fell about 10% in a tech-led rout, with SK Hynix overtaking Samsung in value. Wedbush’s Dan Ives argues the pullback is a breather, not a sign AI demand is fading, noting tight supply of high-bandwidth memory and the central role of memory-makers like SK Hynix, Micron, and Samsung in the AI buildout; Micron’s upcoming earnings could offer a key read on demand for AI memory.
Palantir Technologies’ stock rose in Monday premarket trading as a broad tech rally boosted by AI optimism and investor focus on the data-layer monetization thesis highlighted by Dan Ives, with supportive headlines from IBM and Snowflake helping sentiment.
Wedbush analyst Daniel Ives calls the tech-sector pullback the “AI Ghost Trade” and outlines 10 catalysts to reverse it, including OpenAI funding closure, Nvidia AI demand, Oracle capital raises, Salesforce AI monetization, increased M&A, Apple's Siri AI rollout, CrowdStrike AI monetization, and AI monetization from Microsoft/ServiceNow and Meta/Alphabet; the piece also notes several AI names carry a Strong Buy consensus among analysts.
Wedbush’s Daniel Ives reiterates a street-high $350 price target for Apple, calling the recent stock selloff unwarranted and arguing Apple’s AI strategy—centering on an upgraded Siri and an AI-powered subscription—could unlock significant value. With billions of devices installed and firm momentum on AI monetization, Ives sees upside of roughly 32% to the target, despite a prior delay scare. The stock’s current consensus remains a Moderate Buy with upside potential around the mid-teens, and Apple is positioned for a 2026 rollout after this year’s AI push.
Analyst Dan Ives says the software selloff is the worst in 25 years as Microsoft and Salesforce confront a harsh AI-driven valuation reset and shifting investor expectations for AI profitability.
Wedbush’s Dan Ives says there’s a growing chance Tesla could merge with SpaceX and xAI as Elon Musk’s AI ecosystem expands; the SpaceX–xAI deal has intensified investor interest in a potential Musk empire merger, though the idea remains speculative and timing uncertain, with TSLA still viewed by many analysts as a mixture of growth drivers beyond EVs and AI initiatives.
Wedbush analyst Dan Ives predicts a very strong Q4 for Big Tech led by Microsoft, Alphabet and Amazon due to robust AI enterprise demand, with Taiwan Semiconductor’s results backing AI growth and neocloud players CoreWeave (CRWV) and Nebius NBIS gaining validation; earnings for MSFT, GOOGL, and AMZN are expected in late Jan/early Feb.
Wall Street's top tech bull Dan Ives predicts that five stocks will dominate the AI market by 2026, highlighting a significant 'AI inflection' point for investors.
Apple's 'Invisible AI' strategy is viewed positively by 5-star analyst Dan Ives, who sees significant upside potential for the company into 2026, highlighting the importance of its innovative AI approach.
Dan Ives shares his top AI investment picks for the upcoming year, highlighting key trends and opportunities in the AI sector as the market anticipates growth and innovation.
Analyst Dan Ives has set a bold $250 price target for Nvidia stock by the end of 2026, citing the company's critical role in AI development and the ongoing AI boom, with Nvidia's market cap soaring from under $100 billion in 2021 to over $4 trillion today.
Eightco Holdings' stock surged 5,600% after Dan Ives, a well-known analyst, joined as chairman and announced a focus on acquiring Worldcoin, a crypto created by Sam Altman, with an initial investment of $250 million, highlighting the growing trend of corporate crypto treasury strategies in 2025.