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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 · 21h ago

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

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.

The Economic Times · Oct 4

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 · 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.

The Economic Times · Aug 31

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 · Aug 27

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 18

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 · Aug 5

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 · Jul 31

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 · Jul 29