Dan Ives Just Called DeepSeek the "Temu of AI." Here's What That Means, and Why I Think He's Right.
DeepSeek is the Temu of AI. Just like Temu was the "Amazon model destroyer" a few years ago...Amazon's team adjusted and now look where Temu and Amazon both are sitting. This latest shot across the ...
Dan Ives Just Called the Nvidia Sell-Off a "Golden" Buying Opportunity. Here's Why I Think He's Absolutely Right
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 ...
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Dan Ives Says Palantir Could Be Next Oracle Or Salesforce As AI Boom Drives Massive Software Spending, Highlights 8-10x Multiplier Effect
Wedbush Securities analyst Dan Ives predicts ... on Tuesday, Ives highlighted the multiplier effect of AI infrastructure spending, noting that “for every dollar spent on Nvidia chip, there ...
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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 ... Moreover, Nvidia has also identified multiple ways to generate value from ...
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Dan Ives Just Called the Nvidia Sell-Off a "Golden" Buying Opportunity. Here's Why I Think He's Absolutely Right
Is now an opportunity to buy the dip in Nvidia? Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly ...
Benzinga.com11d
Nvidia, TSMC Stocks Fell As Trump Hit Mexico, Canada, And China With Tariffs—But Top Analyst Sees Only 'Limited' Supply Chain Impact On Chips
sparking fears of supply chain disruptions — yet Wedbush analyst Dan Ives says Nvidia Corporation NVDA and Taiwan Semiconductor Mfg. Co. Ltd. TSM won't face immediate fallout. What Happened ...
DeepSeek AI's low cost is "likely a fictional story", expert says
Tech industry analyst says DeepSeek AI's alleged low cost is "likely a fictional story." Other experts also raise doubts.