Dan Ives

Elon Musk-led SpaceX‘s upcoming IPO could trigger retirement funds, including 401 (k) accounts, worth trillions to invest in the commercial space flight giant following its June public listing. $30 Trillion Worth Of Retirement Funds In a post on X on Saturday, Hedgeye shared that the IPO...

Two analysts read the same earnings report on the same day and reached conclusions $140 apart.  That is the current state of Palantir Technologies Inc. (NASDAQ:PLTR) on Wall Street, and says almost everything about how the market is pricing AI software right now. PLTR stock is climbing. See...

While much of Wall Street remains focused on artificial intelligence, IBM Corp (NYSE:IBM) is placing a massive bet on what could come next. • What’s going on with IBM stock? The company announced a $10 billion commitment over the next five years to accelerate its quantum computing...

Snowflake (NYSE:SNOW) stock is surging higher Thursday after the company beat analyst estimates for first-quarter revenue and earnings per share on Wednesday. Here's what leading analysts are saying after the report. The Snowflake Analysts Rosenblatt analyst Blair Abernethy maintained a Buy rating...

Salesforce Inc (NYSE:CRM) analysts mostly maintain their ratings and price targets, with some figures lowered, after the company reported first-quarter financial results on Wednesday. • Salesforce stock is gaining positive traction. Why is CRM stock advancing? The Salesforce Analysts DA...

Shares of Zscaler Inc (NASDAQ:ZS) tanked in early trading on Wednesday after the company announced its fiscal third-quarter results. Here are the key analyst insights for the cloud security leader: Wedbush analyst Dan Ives maintained an Outperform rating, while slashing the price target from $300...

Talk of a possible Tesla-SpaceX combination is picking up as Elon Musk moves closer to bringing SpaceX to Wall Street. TSLA stock is moving. See the price action here.  The idea has reportedly been discussed by Musk with people around him, while some Tesla Inc. (NASDAQ:TSLA) employees have long...

A new company backed by International Business Machines Corp. (NYSE:IBM) is receiving a $1 billion U.S. government investment to establish America’s first quantum foundry, supporting Wall Street forecasts that IBM will be a central player in the global quantum industry. Validating The ‘...

Nvidia Corporation (NASDAQ:NVDA) shares are trading lower on Thursday, despite beating analyst estimates for first-quarter revenue and earnings per share. Here's why analysts are raising their price targets on the stock going forward. The Nvidia Analysts Bank of America Securities analyst Vivek...

Elon Musk's corporate universe could be headed for its biggest combination yet, according to Wedbush analyst Dan Ives, who is now putting an 80% probability on a Tesla Inc. (NASDAQ:TSLA) and SpaceX merger. TSLA stock is moving. See the chart and price action here.  Ives made the call in a...

Wall Street has spent months worrying that Oracle Corp (NYSE:ORCL) is borrowing too aggressively to fund its AI ambitions. Wedbush analyst Dan Ives thinks the market may be looking at the story backward. Ives raised his price target on Oracle to $275 from $225 this week, implying more than 40%...

On Monday, Palantir Technologies Inc. (NASDAQ:PLTR) said its commitment to U.S. national security continues to outweigh all other business priorities. Palantir Puts Defense First Amid Growing AI Demand During Palantir's first-quarter 2026 earnings call, CEO Alex Karp told investors the company will...

When it comes to the markets, two of the most well-known names for retail investors are Ross Gerber and Dan Ives. Both are well known for their frequent appearances on financial TV and their wide social media followings. Both figures also have ETFs that follow some of their top investments. The Dan...

The artificial intelligence (AI) boom has largely been framed around semiconductors, but a new industry note from Wedbush Securities suggests investors may be looking in the wrong place. • Bloom Energy stock is facing resistance. What’s driving BE stock lower? Behind the surge in...

It’s been an eventful week for Apple Inc. (NASDAQ:AAPL) and its leadership. Here’s a quick roundup of the major stories that unfolded over the week. Buffett: Apple’s Leadership Shift Could Reshape Shareholder Returns Strategies Warren Buffett shared insights into Apple’s...