Software giant Microsoft Corp. (NASDAQ:MSFT) reported better-than-expected fiscal year 2024 second-quarter results on Tuesday, prompting Wedbush analyst Daniel Ives to reaffirm his optimistic ...

Wedbush Securities analyst Dan Ives expects Meta Platforms and Microsoft to stand firm on their ambitious artificial intelligence spending plans during their upcoming earnings calls, despite recent ...

Palantir also gave stronger guidance than Wall Street anticipated. Management estimates that first-quarter revenue will ...

Dan Ives sees Meta's AI-driven growth adding $100 per share, while despite Tesla's EV struggles, he remains bullish on Musk's ...

Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...

On top of this, Ives is also calling for more than $1 trillion in AI infrastructure spending in the near term. Considering that Nvidia customers including Microsoft, Alphabet, Meta Platforms ...

Dan Ives is one of the most closely followed personalities ... company's next growth wave revolves around agentic AI. At the moment, Microsoft's CoPilot is the most mainstream agentic AI offering ...

Dan Ives is the managing director and global head ... official stats on Blackwell and its impact on the business. I see Microsoft (NASDAQ: MSFT) as one of the safest AI opportunities in big ...

Wedbush Securities analyst Dan Ives expects Meta Platforms Inc. META and Microsoft Corp. MSFT to stand firm on their ambitious artificial intelligence spending plans during their upcoming earnings ...