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EXPLAINED: Dan ives | Rare Historical Photos

Nvidia’s $13 billion Hugging Face bet reveals Jensen Huang’s vision for the next AI battleground

The chipmaker's latest deal shows it is spending big on strategic positioning.

Fortune

John Ternus takes over as Apple enters era of AI, foldable phones

John Ternus took over as Apple's chief executive on Tuesday, inheriting a company that towers over the smartphone market but trails its rivals in artificial intelligence. He becomes executive chairman of Apple's board, with a mandate the company has said includes engaging policymakers around the world.

The Economic Times

Who is the man set to lead Apple into the world of artificial intelligence?

John Ternus takes over as Apple's chief executive on Tuesday, inheriting a company that towers over the smartphone market but trails its rivals in artificial intelligence.

Euronews

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John Ternus to lead Apple into the age of AI

John Ternus takes over as Apple's chief executive on Tuesday, inheriting a company that towers over the smartphone market but trails its rivals in artificial intelligence. Ives expects the new chief executive to lean into what he knows.

The Economic Times

Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers

Other customer segments are growing faster than the cloud giants that once dominated Nvidia's sales.

Fortune

Cybersecurity 'Golden Age' Is Coming, Says Dan Ives — But Warns Of A 'Sci-Fi Movie Gone Bad' Without Regulation

A growing risk of hacks in the artificial intelligence sector could highlight the investment opportunity in cybersecurity stocks, a technology expert says in the call for federal regulation.

Benzinga

SpaceX Caught in a ‘Capex Tug of War’ — Dan Ives Says Investors Are ‘Buying Musk, Buying the Vision’

One of Wall Street’s most quoted tech analysts, Dan Ives may no longer be issuing price targets in his new role — but he’s still shaping the narrative. His latest focus: SpaceX’s long‑term vision after its first earnings report as a public company.

Benzinga

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Trump’s Illegal Tariffs Delivered 85% of Apple’s Earnings Beat

Apple Inc (NASDAQ:AAPL) beat analyst estimates for both revenue and earnings per share for a 15th straight quarter on Thursday. Investors may be surprised to learn how much of an impact tariff refunds had on the earnings beat.

Benzinga

Steve Eisman Says He'd Be 'Petrified' Running OpenAI or Anthropic as Cheap Chinese Models Threaten Price War

Steve Eisman says he wouldn’t want to run OpenAI or Anthropic right now, and with both labs preparing to go public, the timing stings.

Benzinga

Benzinga Bulls and Bears: IBM, Super Micro, Tesla

Benzinga examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

Benzinga

USAR Stock Alert: What to Know as USA Rare Earth Announces Leadership Transition

USA Rare Earth has named a new CEO amid buzz around the company’s mine-to-magnet platform.

Barchart

'I’m an example of what I’ve preached': Dan Ives knows AI has a 'PR problem' but it led to his massive career change after 25 years on Wall Street

"We're going to look back on this period," the co-founder of Yorkville Ives told Fortune, "and realize this is building the Vegas Strip in 1955."

Fortune

Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

Barchart

There’s Another New Reason to Get Bullish on Nvidia Stock

Nvidia launched a full-stack safety platform for robotics as physical AI continues to be a hot topic.

Barchart

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Fortune

How one chip stock reversed the global tech selloff, exposed AI's 'memory tax' and made the case for an entire valuation regime change

Micron had a "drop the mic" quarter, Dan Ives said. Others called it a restructuring of how Wall Street will price the AI trade for years to come.

Kiplinger

The Best Nasdaq Stocks to Buy for Long-Term Upside

The best Nasdaq stocks to buy include familiar tech-related names, as well as companies with strong long-term upside potential operating in other sectors.

Barchart

Dan Ives Predicts a Tesla-SpaceX Megamerger. Here’s What Investors Need to Know.

A merger of Elon Musk's companies would be valued at $3.6 trillion.

MarketBeat

Could a Tesla-SpaceX Merger Be Closer Than Investors Think?

With SpaceX now public and Dan Ives putting merger odds at 80%, Tesla's biggest catalyst may have nothing to do with robotaxis at all.

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Fortune

On the day of a historic IPO, SpaceX’s president is already hinting at a Tesla merger: ‘That might make Elon Musk’s life a little easier’

A combined SpaceX-Tesla could be worth more than $3 trillion.

Kiplinger

Dow Adds 929 Points on New Signs of Peace: Stock Market Today

If nothing else, President Donald Trump knows how to use the tools at his command to generate attention, in markets as well as any public sphere.

Fortune

SpaceX's record IPO has Wall Street torn between a Musk 'holy grail' and a $72-per-share leap of faith

Analysts disagree on whether SpaceX is worth what Musk is asking.

Kiplinger

Nasdaq Leads as Chip Stocks Bounce: Stock Market Today

Semiconductor stocks rebounded sharply on Monday, with Intel and Micron leading chipmakers higher.

Euronews

SpaceX sets IPO price, valuing company at $1.75tn ahead of record debut

The company said on Wednesday that it plans to list its shares at $135 each. The offering would value SpaceX at around $1.77tn (€1.56tn), making it one of the world's most valuable listed companies and potentially the largest IPO in history.

Kiplinger

Dow Slides 620 Points as Rally Pauses: Stock Market Today

It was probably just one of those days for the stock market after five straight sessions of new record highs, but Middle East questions must be answered soon.

Barchart

Wedbush Just Increased Its Price Target on IBM Stock. The Company Is Quietly Building a New Chapter.

Wedbush recently raised its IBM price target to $350 from $320, citing confidence in IBM’s profitable growth, AI infrastructure positioning, hybrid cloud momentum, and quantum computing strategy.

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