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SaaS Stocks Try To Recover — 'Software Empire Strikes Back'
Monday, April 13, 2026 - 12:14pm | 863Read More...SaaS stocks were trying to stage a modest rebound on Monday after a rough stretch, with some high‑profile names finally participating in what Jim Cramer called the "software empire" attempts to strike back. ORCL stock is climbing. See the chart and price action here. From SaaSpocalypse To A...
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Palantir Sell-Off 'Way Over-Blown'—Wall Street Bull Sees 70% Upside For Stock
Friday, April 10, 2026 - 4:31pm | 556Read More...Palantir Technologies (NASDAQ:PLTR) stock just logged an ugly week, but one of Wall Street's loudest bulls is calling the sell-off "way over-blown" and sees roughly 70% upside from here. PLTR stock is moving. See the chart and price action here. Palantir's downdraft picked up steam when...
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Michael Burry Vs. Dan Ives: Palantir Stock Sell-Off Signals A Shift In The AI Trade
Friday, April 10, 2026 - 10:04am | 730Read More...Palantir Technologies Inc. (NASDAQ:PLTR) stock isn't waiting for the debate to settle. Despite a high-profile pushback from Wedbush analyst Dan Ives against bearish takes from Michael Burry, Palantir shares dropped 7.30% at close on Thursday and were down over 8% premarket as of 9 a.m. ET —...
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Michael Burry Saying Anthropic Eating Palantir's Lunch Is 'The Wrong Take And Fictional Narrative,' Says Top Analyst
Thursday, April 9, 2026 - 11:38pm | 984Read More...On Thursday, Wedbush Securities analyst Dan Ives dismissed statements made by famed investor Michael Burry that Anthropic is overtaking Palantir Technologies (NASDAQ:PLTR). Ives Rejects Burry's Anthropic Vs Palantir Narrative "We believe the take that Anthropic is eating PLTR's lunch … is the wrong...
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SaaS Stock Meltdown: ServiceNow, Salesforce, Cloudflare, Snowflake Hit Hard
Thursday, April 9, 2026 - 1:56pm | 701Read More...SaaS and AI‑adjacent software names were back in the crosshairs Thursday, with Salesforce Inc. (NYSE:CRM), Cloudflare Inc. (NYSE:NET), Snowflake Inc. (NYSE:SNOW), Microsoft Corp. (NASDAQ:MSFT), Zscaler Inc. (NASDAQ:ZS) and ServiceNow Inc. (NYSE:NOW) all trading sharply lower as investors bailed out...
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Salesforce Stock Is Tumbling Today: What's Going On?
Thursday, April 9, 2026 - 1:25pm | 861Read More...Salesforce Inc (NYSE:CRM) shares are tumbling Thursday as the software sector continues to slide. Wedbush's Dan Ives is pushing back on the sell-off. Salesforce stock is testing key support levels. Why are CRM shares at support? Wedbush: The Selloff Doesn't Match Reality The drop in Salesforce...
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Microsoft, Salesforce, ServiceNow Sell-Off Is Overdone: Dan Ives
Wednesday, April 8, 2026 - 1:33pm | 669Read More...Dan Ives is calling the turn. With geopolitical tensions easing after Iran ceasefire developments, the Wedbush analyst sees a risk-on shift underway—and argues that tech stocks, especially Microsoft Corporation (NASDAQ:MSFT), Salesforce, Inc. (NYSE:CRM) and ServiceNow, Inc (NYSE:NOW), are mispriced...
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Warren Buffett, Dan Ives Bet On The Same 3 Stocks — Some Might Surprise You
Wednesday, April 1, 2026 - 5:30pm | 786Read More...When it comes to the financial markets, Warren Buffett and Dan Ives are two of the most recognizable names. While Buffett has retired as CEO of Berkshire Hathaway (NYSE:BRK)(NYSE:BRK), Ives has become one of the most prominent analysts, with a particular focus on technology stocks. The two...
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Dan Ives Says Tesla's Terafab Project Is Hinting Towards Merger With SpaceX—Predicts Nearly 55% TSLA Upside
Wednesday, March 25, 2026 - 5:47am | 800Read More...Investor Dan Ives, who is the managing director of Wedbush Securities, thinks that the Tesla Inc. (NASDAQ:TSLA) Terafab AI chip project could be hinting towards a possible SpaceX merger next year. Terafab Would Pave The Way For SpaceX-Tesla Merger In a new investor note released on Tuesday, Ives...
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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...
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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...
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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...
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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...
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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...
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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...
















