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The Latest Breaking News from Dan Ives

Apple's 'BlackBerry Moment' Looms Without These 3 Bold AI Moves, Warns Dan Ives

It's been a rare good week for Apple Inc (NASDAQ:AAPL) bulls. A $100 billion U.S. manufacturing splash earned CEO Tim Cook some political goodwill and helped clear tariff fog — yet Wedbush’s Dan Ives has a stark warning for the iPhone maker.

Benzinga

Apple's $704 Billion Decade-Long Buybacks Exceed Market Cap Of All But 13 Companies Worldwide

Tim Cook-led Apple Inc. (NASDAQ:AAPL) has amplified its shareholder value for several years with a robust share repurchase program, so much so that only 13 firms worldwide have a market capitalization higher than the shares that AAPL has bought back.

Benzinga

Palantir CEO Warns US Could Lose AI Race Despite Record $1 Billion Quarter: Being Ahead Is the 'Danger Zone'

Palantir Technologies Inc. (NYSE:PLTR) posted record earnings driven by AI adoption, but CEO Alex Karp says the U.S. risks falling behind without an "all-in" national effort.

Benzinga

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Elon Musk's xAI Made It First — Now Google, OpenAI, Anthropic Land Federal AI Gig

The U.S. Government has given the nod to AI tools from OpenAI, Google (NASDAQ:GOOG) (NASDAQ:GOOGL), and Anthropic, marking a significant milestone in the Trump administration’s drive to increase AI utilization in federal agencies.

Benzinga

Rally Pauses for Hot Earnings, Cool Data: Stock Market Today

Markets were mostly mixed Tuesday after decisive moves Friday and Monday.

Kiplinger

Palantir's Q2 Beat Buoys AI-Themed ETFs: Is This The Next Nvidia Moment?

Palantir Technologies (NASDAQ:PLTR) just launched a powerful earnings missile, and AI-named ETFs are enjoying the ride. With another quarter of revenue surprises, strong cash flows, and surging commercial demand, the AI company has emerged as an high-voltage ETF player.

Benzinga

Palantir Stock Soars After Blowout Earnings Report

Palantir stock jumped after beating earnings and hitting $1B in revenue, but investors shouldn't be scared off due to the stock's high valuation

MarketBeat

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Palantir Stock Is Hitting All-Time Highs Tuesday: What's Going On?

Palantir Technologies Inc (NASDAQ:PLTR) shares are hitting all-time highs on Tuesday following the company’s better-than-expected results for the second quarter. Multiple analysts also raised price targets following the print.

Benzinga

Dan Ives Raises Palantir Price Target, Sees 24% Upside On 'Hyper Growth Demand' — Stock Jumps Nearly 6% In Tuesday Pre-Market

Wedbush analyst Dan Ives raised his price target on Palantir Technologies Inc. (NYSE:PLTR) to $200, citing “hyper growth demand” and “off the charts” commercial expansion.

Benzinga

Palantir Surges Over 4% In After Hours Trading On Strong Q2 Earnings—Analyst Warns August Could Trigger 'Mean Reversion' As PLTR Trades At 80x Revenue

Palantir Technologies Inc. (NYSE:PLTR) extended gains 4.57% in after-hours trading on Monday, reaching $168 following a blowout second-quarter earnings report. However, technical analyst Mark Newton warned of stretched valuations as the stock’s Relative Strength Index indicator hit 95.

Benzinga

Elon Musk's $29 Billion Pay Package Solidifies Tesla CEO Role 'Till 2030,' Says Dan Ives—Gary Black Calls It Favorable For TSLA Stock

Tesla Inc. (NASDAQ:TSLA) bull and Wedbush Securities' analyst Dan Ives, as well as Future Fund LLC's managing director, Gary Black, have weighed in on Elon Musk's new $29 billion pay package, reacting positively to the news.

Benzinga

Jim Cramer Says Palantir's 'Next Stop Is $200' After Q2 Earnings Blowout: Dan Ives Calls It 'The Messi of AI'

AI giant, Palantir Technologies Inc. (NASDAQ:PLTR), is drawing loud praise from Wall Street analysts following the company’s robust second-quarter performance, as it surged past consensus estimates.

Benzinga

Tesla's Compensation Plan For Elon Musk Removes Overhang, Secures Company's 'Most Important Asset'

A new pay package for Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk could alleviate one of the factors holding back the price of the electric vehicle company’s shares, according to Wedbush analyst Dan Ives in a new investor note.

Benzinga

Palantir Stock Is Trending Today: What's Going On?

Palantir Technologies Inc (NASDAQ:PLTR) shares are trading higher Monday ahead of earnings scheduled after the bell. Here’s what you need to know before the report.

Benzinga

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Benzinga

Elon Musk Agrees With Cathie Wood: Tesla Is 'Largest AI Project On Earth' Amid Robotaxi Vision, Samsung Chip Deal Buzz

Tesla Inc. (NASDAQ:TSLA) is the world's most ambitious AI endeavor, according to ARK Invest CEO Cathie Wood, who predicts its autonomous vehicle efforts could generate trillions in revenue.

Fortune

Apple's blowout earnings marred by tariff fears, a slow AI rollout, and the stock barely moves

On tariffs, "We estimate the impact to add about $1.1 billion to our costs," CEO Tim Cook said.

International Business Times

US Tech Titan Earnings Rise On AI As Economy Roils

Tech giants Amazon, Apple, Meta and Microsoft this week eclipsed earnings expectations, cashing in on artificial intelligence (AI) while navigating economic waters roiled by US tariffs.

Kiplinger

Stocks Can't Hold Meta, Microsoft Gains: Stock Market Today

The main indexes all opened higher Thursday on impressive Big Tech earnings, but momentum faded into the close.

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news in one place.

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The Independent UK

FTSE 100 closes down after US inflation figures temper tech firms’ results

The index closed down 4.13 points at 9,132.81.

Benzinga

Microsoft Stock Has Upside After 'Eye Popping Cloud And AI Strength' In Q4

Microsoft Corporation (NASDAQ:MSFT) analysts weigh in on the company's strong cloud growth shown in the company's fourth-quarter financial results.

Benzinga

Meta, Microsoft And Google Are Unleashing A $250 Billion AI Tsunami

The AI revolution is officially a $240 billion spending spree. Meta Platforms Inc (NASDAQ:META), Microsoft Corp (NASDAQ:MSFT) and Alphabet Inc‘s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google are pouring unprecedented capital into AI infrastructure, igniting what Wedbush analyst Dan Ives calls a “watershed moment” for technology.

MarketBeat

Microsoft Blasts Past Earnings—What’s Next for MSFT?

Microsoft stock surged on strong AI and cloud results, but with shares at record highs, traders may want to wait or consider a bullish call spread.

The Guardian - US

Wall Street delighted with Microsoft as it spends $100bn on AI

Company’s second-quarter financial results showed a booming cloud business and enormous capital expenditures

International Business Times

Microsoft Quarterly Profits Soar On AI And Cloud Growth

Technology giant Microsoft on Wednesday said its profit soared above expectations in the recently ended quarter, driven by its cloud computing and artificial intelligence (AI) units.

Benzinga

Microsoft's $74 Billion AI Surprise? ETFs Bet Big On Azure's Secret Weapon

With Microsoft (NASDAQ:MSFT) preparing to report fourth-quarter results after markets close today, expectations are high, both for the tech giant and the ETFs riding its AI wave. Wall Street analysts are estimating revenue of $73.8 billion and earnings per share of close to $3.37.

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