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The Latest Breaking News from Dan Ives

Nvidia says America's trade war with China is hurting revenue, warning Trump's tariffs have added a big 'unknown' to its future outlook

CEO Jensen Huang said Nvidia sales in China are half of what they were before export controls.

Fortune

Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI

Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.

Fortune

Tesla Falls Despite China FSD Report; Elon Musk's DOGE Doesn't Change 'Holy Grail,' Says Longtime Bull

Tesla fell despite a report that the EV giant will roll out FSD in China. Elon Musk's DOGE brand impact is "containable," Dan Ives said.

Investors Business Daily

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Palantir Stock Skids—How Much Further Can It Fall?

PLTR stock is down more than 17%; investors wonder if the stock is setting up for a knock-out blow or if it can get up off the map and surge higher

MarketBeat

Wedbush: This Little-Known AI Stock Could Be the Next Palantir

Veteran tech analyst Dan Ives of Wedbush this stock can potentially mimic Palantir's rise.

Barchart

Elon Musk Denies $400 Million Fed Contract For 'Armored Tesla'; DOGE Could 'Alienate' Consumers

Tesla stock jumped early Thursday, looking to add to its Wednesday advance.

Investors Business Daily

Elon Musk's OpenAI Bid A 'Distraction' From Tesla's Challenges

Tesla stock continued its recent slide Tuesday following news late Monday that Elon Musk has led a takeover bid for OpenAI.

Investors Business Daily

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Palantir Stock Surges After Blockbuster Earnings: What's Next?

PLTR stock surged over 22% in after-hours trading after a blockbuster earnings report, but at over $100 there will be questions about where the stock goes next

MarketBeat

It Could Be A Muted 2025 For Tesla. This Is Why Investors Don't Care Following Q4 Earnings.

Tesla stock advanced early Thursday following worse-than-expected quarterly results.

Investors Business Daily

GM’s 100-year-old China business can’t keep up with the country's EV boom

The automaker estimates its struggling China business will cost $5 billion, but it isn't giving up on the country yet.

Fortune

DeepSeek selloff: Should you buy the dip in Nvidia, tech?

The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.

Fortune

How Mixed Analyst Opinions Are Shaping Apple Stock’s Outlook

AAPL stock is down 10% in 2025 as analysts are forecasting slowing iPhone sales in China, but investors shouldn't ignore Services revenue

MarketBeat

Apple is facing a ‘fork in the road year’ on AI, but has one clear advantage, analysts say

Wedbush Securities analysts predicted about 20% of the world’s population will access AI through an Apple device over the coming years.

Fortune

Autonomous Driving And Other Keys That Could Move Tesla Stock On Earnings

Tesla reports fourth-quarter earnings and revenue on Jan. 29.

Investors Business Daily

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news in one place.

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Investors Business Daily

Oracle Stock Surges As Trump Unveils Stargate AI Plan With OpenAI, SoftBank

Oracle stock is rallying following the White House announcement of the Stargate AI infrastructure plan.

Fortune

What is the Stargate AI project?

Donald Trump has announced the "Stargate Project." Backed by major tech companies, the project aims to boost AI infrastructure in the U.S.

Fortune

The AI trend that could send software stocks soaring in 2025

Palantir and Salesforce have seen their shares soar amid enthusiastic demand for powerful digital assistants and AI platforms.

Fortune

TikTok is on the up in a high-stakes game of poker, Wedbush's Dan Ives says

TikTok is on the up in a high-stakes game of poker, Wedbush's Dan Ives says.

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Kiplinger

Stock Market Today: Stocks Pause After a Big Rally

The Nasdaq continues to lag the S&P 500 and the Dow so far in 2025.

The Independent UK

How much is TikTok worth and who could buy it?

The supremely popular TikTok could be banned on Jan. 19 under a federal law that forces the video sharing platform to divest itself from its China-based parent company, ByteDance, or shut down its U.S. operations

Barchart

This Analyst Says Apple Is Failing at AI. Is It Time to Sell AAPL Stock?

Apple’s pullback could offer an attractive entry point as iPhone sales and services remain resilient.

MarketBeat

Breaking Down Pegasystems, A Wedbush Top AI Pick for 2025

Pegasystems made Wedbush's list of top 10 AI picks for 2025. See how this company is using AI to streamline and transform business.

Fortune

Why Nvidia is betting on agentic AI use for enterprises

The tech giant is preparing for its next phase of growth.

Fortune

Apple's new chief financial officer will use the same 'CFO playbook' say top analysts—and that's good news for investors

Kevan Parekh, who first joined the company in 2013, begins his tenure as finance chief.

International Business Times UK

Tesla Stock Drops 6% on Annual Sales Decline Despite Record Q4 Deliveries as BYD Closes in Fast

Tesla's drop in annual sales marks the first year-over-year decline. However, analysts think the launch of Tesla's lower-priced EV this year, the growing uptake of its full self-driving software, and the robotaxi testing could take the company's market cap beyond £1.61 trillion.

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