Research analyst Dan Ives just compared DeepSeek's AI model to Chinese online retailer Temu. For the last couple of days, it's been nearly impossible to tune into financial news programming and ...
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 ...
For the last couple of days, it's been nearly impossible to tune into financial news programming and not hear about Chinese artificial intelligence (AI) start-up DeepSeek. One voice of reason I ...
One voice of reason I tend to follow closely on Wall Street is technology analyst Dan Ives of Wedbush Securities. Recently, Ives posted on social media that DeepSeek is the "Temu of AI" -- a nod ...
Wedbush's Dan Ives believes Palantir investors focused on valuation are missing the bigger picture. "When we do the checks that we've done for Palantir, I think it's the next Oracle, it's the next ...