Wedbush Securities analyst Dan Ives expects Meta Platforms and Microsoft to stand firm on their ambitious artificial ...

Looking ahead, IDC estimates AI platform sales will increase at 40% annually to reach $153 billion by 2028. Palantir ...

Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly optimistic about Nvidia's future and just called ...

On top of this, Ives is also calling for more than $1 trillion in AI infrastructure spending in the near term. Considering that Nvidia customers including Microsoft, Alphabet, Meta Platforms ...

Dan Ives is the managing director and global head ... official stats on Blackwell and its impact on the business. I see Microsoft (NASDAQ: MSFT) as one of the safest AI opportunities in big ...

Apple’s Worldwide Developers Conference this week is the most important one for the company in at least 10 years, Wedbush analysts led by Dan Ives said ... as Nvidia and Microsoft benefit ...

Dan Ives is one of the most closely followed personalities ... company's next growth wave revolves around agentic AI. At the moment, Microsoft's CoPilot is the most mainstream agentic AI offering ...

NVIDIA Corp. NVDA shares fell 6.22% on Tuesday following CEO Jensen Huang‘s CES 2025 keynote, prompting Wedbush Securities Managing Director Dan Ives to draw parallels with another ...

Wedbush Securities analyst Dan Ives expects Meta Platforms Inc. META and Microsoft Corp. MSFT to stand firm on their ambitious artificial intelligence spending plans during their upcoming earnings ...