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

Software giant Microsoft Corp. (NASDAQ:MSFT) reported better-than-expected fiscal year 2024 second-quarter results on Tuesday, prompting Wedbush analyst Daniel Ives to reaffirm his optimistic ...

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: Look, I mean, it was a Cinderella ride ... And then it hit 3 trillion, right. Or Microsoft going back to 02, 03 saying that story was done. So the point is like my view in covering ...

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 ...

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 ...