U.S. AI infrastructure project is 'bullish for software', says Wedbush's Dan Ives
Dan Ives, Wedbush, joins 'Fast Money' to talk the U.S.' infrastructure investment plans and what it means for Big Tech.
TikTok is in a massive position of strength amid a high-stakes game of poker, Wedbush’s Dan Ives says
TikTok has publicly thanked Trump for the extension, calling it a "strong stand for the First Amendment and against arbitrary ...
Snowflake Stock Has Missed the Software Rally. Analyst Says to Buy.
Snowflake stock has underperformed some of its peers, but big things are coming for the software company, Wedbush analyst Dan Ives says. Ives also maintained an Outperform rating on the stock. Ives ...
We think Elon Musk could buy TikTok without the algorithm, says Wedbush Securities' Dan Ives
Dan Ives, Wedbush Securities global head of tech research, joins CNBC's 'The Exchange' to discuss the looming TikTok ban in ...
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$3.0 trillion in AI capex: could that benefit iDEGEN in 2025?
Dan Ives expects another $3.0 trillion in AI capex over the next three year. Continued spending on artificial intelligence ...
Apple's China problems keep weighing on the stock
Apple faced two downgrades ahead of earnings, with analysts citing weak iPhone demand. China continues to be a headwind for ...
Snowflake likely to see 'strong' AI driven growth this year: Wedbush
Snowflake (SNOW) is likely to get its fair share of artificial intelligence spending in 2025, Wedbush Securities said. Read ...