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EXPLAINED: Dan ives | Rare Historical Photos

A $95 Billion Reason Why META Stock Is in Focus Today

Meta stock sinks as the company announces plans to raise up to $95 billion via stock offerings. Dan Ives still remains bullish on META shares.

Barchart · Oct 26

Tesla Is Betting on a Flying Car to Combat Its Stock Slump

With Tesla shares under pressure, Elon Musk is turning heads with a flying Roadster. But can the hype lift TSLA stock?

Barchart · Oct 25

The AI Buildout Is Only 15% Complete—Here Is Where the Next Dollar Actually Goes

AI spending is less than 15% complete in Dan Ives' view, with NVIDIA, Palantir, Meta and the neoclouds anchoring a bull run he sees lasting 2 to 3 more years.

MarketBeat · Oct 21

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Dan Ives Calls the Selloff in NVDA Stock a Buying Opportunity as Analysts See 53% Upside

Nvidia shares have stumbled as AI debt concerns shake the chip sector, but Dan Ives sees a buying opportunity.

Barchart · Oct 21

Adults Are Fueling a Toy Boom—These 4 Stocks Could Cash In

Adult "kidult" buyers are driving toy sales, but Hasbro, Mattel, Nintendo and GameStop stocks show diverging results, with durable IP like Magic: The Gathering and Pokemon outperforming hype-driven products.

MarketBeat · Oct 20

Tesla's Roadster Reveal Hints at 2 Much Bigger Moves

Tesla's flying Roadster demo showcased self-driving tech and fueled Tesla-SpaceX merger speculation, with analysts weighing in ahead of the company's Oct. 21 earnings report.

MarketBeat · Oct 19

Dan Ives Is Betting Big on Gamestop Stock, but a Lot Is Riding on Its Collectibles Business

Dan Ives reiterates his $32 GameStop price target as collectibles reach 45.1% of sales. Here is what the numbers say and where the risks sit.

Barchart · Oct 19

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Could AI Finally Unlock Apple’s Next Leg of Growth?

Apple's stock hit a $5 trillion market cap as investors bet on AI-driven growth through Siri, services, and a new foldable iPhone ahead of its Nov. 2 earnings report.

MarketBeat · Oct 19

Why Dan Ives Says Now Is the Time to Buy the Dip on Nvidia Stock

Dan Ives remains convinced that Nvidia stock will rip higher over the next 12 months. He explained why in his latest research note to clients.

Barchart · Oct 16

Tesla Stock Could Reach $500, but Not Just with Electric Cars

Tesla’s path to $500 may depend less on electric cars and more on whether its bold ambitions can deliver sustainable growth and profits.

Barchart · Oct 16

Tech Star Dan Ives Just Made a Shocking Prediction on Apple Stock

Ives believes Apple's AI strategy could add $75 per share to its valuation, with a $400 price target reflecting the potential of its massive device ecosystem.

Barchart · Oct 14

Why CrowdStrike Stock Is 1 of Dan Ives’ Top Tech Picks for 2027

CrowdStrike is riding the AI-driven cybersecurity boom, earning a spot among Dan Ives’ top tech picks for 2027.

Barchart · Oct 13

Dan Ives Calls SpaceX’s $40B Nvidia Chip Debt Plan a ‘Smart Move’

Analyst Dan Ives breaks down SpaceX's move to raise $40B for Nvidia chips.

Barchart · Oct 11

SpaceX Could Borrow $40 Billion for Nvidia Chips as Musk Makes a Massive New Bet on AI. Its Stock Fell.

SpaceX is exploring a financing package consisting of roughly $10 billion in bank loans and another $30 billion in investment-grade bonds.

International Business Times · Oct 7

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The Economic Times · Oct 4

Spy chief Jay Clayton, the Trump loyalist tech bosses trust on AI

The 60-year-old lawyer, who will keep his post as director of national intelligence, is unlikely to question the central place of artificial intelligence in the US economy, even as opposition to the technology grows among American voters.

International Business Times · Sep 30

Dan Ives Launches A $200 Million AI Fund, Opening Private Companies To Public Investors

The closed-end fund sold 20 million shares at $10 each and plans to put at least 80% of its net assets into companies tied to AI and its infrastructure.

Barchart · Sep 10

Nebius Just Became Palantir’s Preferred AI Infrastructure Partner. What This Means for NBIS Stock.

Palantir named Nebius its preferred sovereign AI infrastructure partner on Sept. 8, sending shares up 7.7% after the news.

Fortune · Sep 4

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.

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The Economic Times · Sep 2

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.

Euronews · Aug 31

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.

The Economic Times · Aug 31

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.

Fortune · Aug 27

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.

Benzinga · Aug 18

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 · Aug 5

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 · Jul 31

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.

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