Dan Ives Just Called DeepSeek the "Temu of AI." Here's What That Means, and Why I Think He's Right.
While reporting on the DeepSeek story is fluid, initial claims from the company are that engineers built the AI model using Nvidia (NASDAQ: NVDA) A100 and H800 graphics processing units (GPUs). These ...
Palantir Stock Investors Just Got Great News and a Trillion-Dollar Target From Wall Street
Palantir also gave stronger guidance than Wall Street anticipated. Management estimates that first-quarter revenue will ...
Palantir’s path to a Trillion? Wall Street just gave investors a huge boost; here's what analysts are saying
Palantir Technologies continues to surge, fueled by its AI platform, and saw its stock rise by 49%. Analysts, particularly ...
‘Grab the Bull by the Horns,’ Says Daniel Ives About Tesla Stock
Tesla (NASDAQ:TSLA) shares are back on the rise, but their post-election rally has been on shaky ground. The stock has come ...
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1 AI Stock to Buy Before It Soars 335% to $1 Trillion, According to a Wall Street Analyst
Looking ahead, IDC estimates AI platform sales will increase at 40% annually to reach $153 billion by 2028. Palantir ...
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Big Tech earnings: Wall Street 'underestimating' tech, Ives says
Wedbush Securities managing director and global head of technology research Dan Ives joins Morning ... AI CapEx that I think the Street's massively underestimating." Ives says Big Tech's massive ...
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DeepSeek hysteria could quickly fade as skepticism on Wall Street grows
Jack Forbes/NY Post In the coming weeks, Wall Street tech analysts will be ... Noted tech analyst Dan Ives is one who doesn’t quite buy the DeepSeek rags-to-riches story. He doesn’t dispute ...
What is DeepSeek, and why is it causing Nvidia and other stocks to slump?
Chinese startup DeepSeek has debuted an AI app that challenges OpenAI's ChatGPT and other U.S. rivals, sending a shock ...
Inside the lovefest between Palantir and its army of retail investors
"It's not cookie-cutter Wall Street, but Palantir's changing the technology space, and retail understood that," Dan Ives told ...
2 AI Stocks to Buy Before They Soar 300% and 110%, According to Certain Wall Street Analysts
Dan Ives at Wedbush believes Palantir could be a trillion-dollar company within two or three years. Hans Mosesmann at ...
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Dan Ives Just Called DeepSeek the "Temu of AI." Here's What That Means, and Why I Think He's Right.
One voice of reason I tend to follow closely on Wall Street is technology analyst Dan Ives of Wedbush Securities. Recently, Ives posted on social media that DeepSeek is the "Temu of AI" -- a nod ...