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 ...
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Buying Palantir Stock Today Is Like Buying Tesla Stock 10 Years Ago, Dan Ives Says: 'This Could Be A $1 Trillion Market Cap'
Wedbush's Dan Ives believes Palantir investors focused on valuation are missing the bigger picture. "When we do the checks ...
Palantir, Salesforce Poised to Dominate AI Software as Wedbush Forecasts $2T AI Boom
Wedbush highlights Palantir and Salesforce as top AI investments, predicting rapid enterprise adoption and major capital ...
2 AI Stocks to Buy Before They Soar 300% and 110%, According to Certain Wall Street Analysts
That implies 300% upside from its current market value of $250 billion. Hans Mosesmann at Rosenblatt Securities recently ...
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 ...
PLTR and CRM to Benefit as “AI Software Era” Arrives, Says Wedbush
According to 4.5-star Wedbush Securities analyst Dan Ives, the broader software industry is now set to benefit from the exploding use cases of ...
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Dan Ives Expects Meta And Microsoft To Stand Firm On $60 - $80 Billion AI Spending Plans Amid DeepSeek's Disruptive AI Model
Wedbush Securities analyst Dan Ives expects Meta Platforms and Microsoft to stand firm on their ambitious artificial ...
DeepSeek hysteria could quickly fade as skepticism on Wall Street grows
Here’s why this story is so treacherous from a standpoint if you’re betting against US AI and companies like Nvidia.
Benzinga.com12d
Dan Ives Says Chinese Startup DeepSeek's $6 Million AI Development Assertion Is 'Likely A Fictional Story'
Wedbush analyst Dan Ives has expressed skepticism over Chinese startup DeepSeek’s assertion of developing its low-cost AI model, R1, for under $6 million. What Happened: DeepSeek has stated that ...
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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 ...