-
Forget $5 Trillion, Dan Ives Thinks Nvidia Is $6 Trillion Company In Making
Thursday, March 19, 2026 - 7:05am | 816Read More...Despite recent stock market “digestion,” Wedbush Securities analyst Dan Ives remains ultra-bullish on Nvidia Corp. (NASDAQ:NVDA), projecting the chipmaker will hit a $6 trillion market capitalization by 2027 as the artificial intelligence (AI)revolution enters its next aggressive phase...
-
Nvidia's Jensen Huang Somehow Made A $4.4 Trillion Company Sound Undervalued: Stock Outlook Is 'Unbelievably Favorable'
Tuesday, March 17, 2026 - 10:42am | 786Read More...NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang surprised some analysts and investors with the announcement of $1 trillion in bookings through 2027 for AI chips during his keynote speech at GTC 2026. Analysts break down what the figure means and where Nvidia stock could be headed over the short...
-
Rubrik Posts Strong Q4, But 'Rarified Air' Isn't Enough To Lift Shares In Soft Software Market
Friday, March 13, 2026 - 12:23pm | 464Read More...Shares of Rubrik Inc (NYSE:RBRK) came under pressure in early trading on Friday, despite the company reporting upbeat fiscal fourth-quarter results. Here are the key analyst insights: Wedbush analyst Dan Ives maintained an Outperform, while slashing the price target from $120 to $90. Cantor...
-
Microsoft, Palantir Are Selling At 'Garage Sale Prices,' Says Dan Ives As AI Monetization Takes Center Stage
Tuesday, March 10, 2026 - 3:48am | 826Read More...Wedbush Securities’ Dan Ives has issued a ringing endorsement for the tech sector's heavyweights, suggesting that the current market landscape offers a generational buying opportunity. The ‘Garage Sale’ Moment In a conversation with Schwab Network, Ives characterized the recent...
-
Apple's AI Hardware Blitz Could Send The Stock 33% Higher, Says Wedbush's Dan Ives
Thursday, March 5, 2026 - 10:09am | 418Read More...Apple Inc. (NASDAQ:AAPL) just unleashed a wave of new hardware — and this time the real story is AI. The tech giant rolled out updated Macs, new silicon and a refreshed iPhone aimed squarely at powering AI workloads across its ecosystem. Wedbush analyst Dan Ives believes the launch lineup could...
-
HSBC Dismisses 'SaaSpocalypse' Fears Amid $1 Trillion Sell-Off, Says 'Software Is Already Eating AI'
Thursday, February 26, 2026 - 9:00am | 935Read More...HSBC has downplayed concerns about AI replacing the software-as-a-service (SaaS) sector or an impending “SaaSpocalypse,” predicting instead that software will benefit from AI’s development. The bank’s analysts believe that AI will not overthrow software, but rather be a...
-
Nvidia Q4 Preview: Wall Street's Desperate For Good News — Can The AI Giant Deliver?
Tuesday, February 24, 2026 - 3:26pm | 605Read More...NVIDIA Corp (NASDAQ:NVDA) could have extra pressure to save the recent declines in valuation for technology stocks when the company reports fourth-quarter financial results on Wednesday after market close. • What’s ahead for NVDA stock? An analyst thinks Nvidia could help provide some...
-
Salesforce Q4 Preview: Analyst Expects Strong Earnings, Brushes Off 'AI Ghost Trade Narrative'
Tuesday, February 24, 2026 - 12:31pm | 867Read More...Salesforce Inc (NYSE:CRM) is set to report fourth-quarter financial results Wednesday after market close, with its shares trading near 52-week lows. Here are the earnings estimates, what experts are saying ahead of the report, and the key items to watch. Salesforce Q4 Earnings Estimates Wall Street...
-
'AI Ghost Trade' Fears Slam CrowdStrike, Palo Alto Stock — But Dan Ives Sees Winners
Monday, February 23, 2026 - 12:27pm | 506Read More...Cybersecurity stocks are getting hit by what Wedbush Securities’ Dan Ives calls an "AI Ghost Trade" — but the firm believes investors are misreading the threat. Shares of Crowdstrike Holdings Inc (NASDAQ:CRWD), Palo Alto Networks Inc (NASDAQ:PANW), and Zscaler Inc (NASDAQ:ZS) have come under...
-
Palo Alto Networks' Stock Slides On Limited Q2 Upside, Analysts Blame Too Many 'Balls In The Air'
Wednesday, February 18, 2026 - 12:39pm | 1111Read More...Shares of Palo Alto Networks Inc (NASDAQ:PANW) nosedived in early trading on Wednesday, after the company reported its fiscal second-quarter results. Here are the key analyst insights: Needham analyst Mike Cikos maintained a Buy rating, while reducing the price target from $230 to $200. Goldman...
-
Dan Ives Says Apple's AI Alone Could Be Worth $1.5 Trillion — And Almost No One Is Pricing It In
Tuesday, February 17, 2026 - 1:37pm | 390Read More...Apple Inc's (NASDAQ:AAPL) next trillion dollars of market value may not come from a new iPhone — it may come from Siri. Wedbush analyst Dan Ives believes Apple's AI monetization opportunity could add $75 to $100 per share to the stock over the next few years. That implies Apple's AI layer alone...
-
Tesla Eyes US Solar Cell Expansion, Musk Targets 100-Gigawatt Power Push For AI Data Centers
Friday, February 6, 2026 - 12:10pm | 541Read More...Tesla Inc (NASDAQ:TSLA) is moving quickly to turn Elon Musk's massive solar vision into reality, as the company ramps up plans for U.S.-based solar cell manufacturing alongside its broader AI and robotaxi ambitions. Tesla Scales Up U.S. Solar Manufacturing Plans The electric vehicle giant has...
-
Palantir, Microsoft And 3 More Software Stocks To Buy At The 'Garage Sale'
Thursday, February 5, 2026 - 1:10pm | 545Read More...The software sector is suffering a broad and violent sell-off, with sector indexes like the iShares Expanded Tech-Software Sector ETF (NYSE:IGV) entering a technical bear market. The software sell-off has been driven by a wave of investor anxiety some are calling the “SaaSpocalypse,...
-
The Elon Musk-onomy Consolidation: Is a Tesla SpaceX Merger Coming?
Wednesday, February 4, 2026 - 1:15pm | 836Read More...The financial world is buzzing with a radical theory regarding the future of Elon Musk's empire. While Wall Street has long anticipated a blockbuster SpaceX IPO, billionaire investor Chamath Palihapitiya and a bullish Wall Street analyst are each suggesting a far more disruptive path: a...
-
Palantir (PLTR) Stock Remains The 'Messi Of AI': Analyst Says 'Another Robust Year' Coming
Tuesday, February 3, 2026 - 1:08pm | 369Read More...Palantir Technologies (NASDAQ:PLTR) shares are trading higher after beating fourth-quarter (Q4) analyst estimates and providing stronger-than-expected guidance. Wedbush analyst Dan Ives breaks down the key highlights and why he remains bullish amid the share surge. Wedbush Sees More Growth Ahead...
















