Tag

Dan Ives

All articles tagged with #dan ives

Ives Unveils 10 Catalysts to Reignite Tech Stocks Amid AI Selloff
market-news5 days ago

Ives Unveils 10 Catalysts to Reignite Tech Stocks Amid AI Selloff

Wedbush analyst Daniel Ives calls the tech-sector pullback the “AI Ghost Trade” and outlines 10 catalysts to reverse it, including OpenAI funding closure, Nvidia AI demand, Oracle capital raises, Salesforce AI monetization, increased M&A, Apple's Siri AI rollout, CrowdStrike AI monetization, and AI monetization from Microsoft/ServiceNow and Meta/Alphabet; the piece also notes several AI names carry a Strong Buy consensus among analysts.

Apple AI Push Keeps Street-High $350 Target, Ives Says
market-news7 days ago

Apple AI Push Keeps Street-High $350 Target, Ives Says

Wedbush’s Daniel Ives reiterates a street-high $350 price target for Apple, calling the recent stock selloff unwarranted and arguing Apple’s AI strategy—centering on an upgraded Siri and an AI-powered subscription—could unlock significant value. With billions of devices installed and firm momentum on AI monetization, Ives sees upside of roughly 32% to the target, despite a prior delay scare. The stock’s current consensus remains a Moderate Buy with upside potential around the mid-teens, and Apple is positioned for a 2026 rollout after this year’s AI push.

Analyst sees rising odds of a Tesla–SpaceX–xAI merger
business21 days ago

Analyst sees rising odds of a Tesla–SpaceX–xAI merger

Wedbush’s Dan Ives says there’s a growing chance Tesla could merge with SpaceX and xAI as Elon Musk’s AI ecosystem expands; the SpaceX–xAI deal has intensified investor interest in a potential Musk empire merger, though the idea remains speculative and timing uncertain, with TSLA still viewed by many analysts as a mixture of growth drivers beyond EVs and AI initiatives.

Elon Musk Clashes with Tesla Analysts Over Company Oversight
business7 months ago

Elon Musk Clashes with Tesla Analysts Over Company Oversight

Tesla CEO Elon Musk announced plans to start a new political party called the America Party, prompting Wedbush analyst Dan Ives to suggest that Tesla's board should impose limits on Musk's political activities and increase his ownership stake. Musk responded dismissively to Ives' comments, highlighting ongoing tensions between the CEO's political ambitions and corporate oversight. The situation underscores concerns about Musk's focus on politics amid Tesla's financial and strategic challenges.