Podcasts about wedbush

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Best podcasts about wedbush

Latest podcast episodes about wedbush

Closing Bell
Closing Bell: Alphabet & Tesla on Deck 7/23/25

Closing Bell

Play Episode Listen Later Jul 23, 2025 46:29


What lies ahead as Alphabet and Tesla get ready to report in Overtime? We discuss with Wedbush's Dan Ives and Odyssey Capital's Jason Snipe. Plus, the Wharton School's Jeremy Siegel says things will be better for the Fed if Chair Powell steps down. He explains why. And we tell you what to watch when Chipotle and IBM report after the bell. 

CNBC's
The Feud For The Fed… And How It's Hitting The Bond Market 7/16/25

CNBC's "Fast Money"

Play Episode Listen Later Jul 16, 2025 43:38


Rumors about Trump's firing Fed Chair Powell heating up – then cooling back down. How the bond market is responding to Trump's back and forth on Powell. Plus United's second-quarter earnings results and Wedbush's Dan Ives forecasts big tech earnings.   Fast Money Disclaimer 

WALL STREET COLADA
Wall Street Fluctúa con la Inflación, Trump Apuesta por Energía e IA y Alerta con Aranceles Farmacéuticos.

WALL STREET COLADA

Play Episode Listen Later Jul 16, 2025 4:44


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street opera mixto ante expectativa inflacionaria: Futuros sin dirección clara: $SPX plano, $US100 -0.1%, $INDU +0.1%. El mercado asimila el IPC de junio mientras se publican el IPP (0.2% m/m esperado) y resultados de $BAC, $GS y $MS. Las tasas a 10 y 2 años se mantienen estables. • Trump lanza mega plan de energía e IA desde Pennsylvania: Se anunciaron inversiones por $36B en centros de datos y $56B en energía. Hiperescaladores como $AMZN, $GOOG y $CRWV participarán. Wedbush estima un gasto de $2T en IA en los próximos tres años. • Critical Metals se dispara por avances en Groenlandia: $CRML +32.7% tras lanzar programa de perforación en Tanbreez. El yacimiento suma 22.56B toneladas y podría valer hasta $3.6B. El estudio de viabilidad y expansión del depósito Fjord generan gran expectativa. • Trump evalúa aranceles a fármacos y chips a fin de mes: Nuevas tarifas afectarían a $PFE, $MRK, $LLY, $AAPL y $SSNLF. Iniciaría con tasas bajas y subiría hasta 200%. Se esperan acuerdos bilaterales antes del 1 de agosto, con India como prioridad. Una jornada de inflación, resultados bancarios y posicionamientos estratégicos de Trump en IA, energía y comercio global. ¡No te lo pierdas!

TD Ameritrade Network
Positive Digital Ad Spend Outlook, META's New Cycle of Spending

TD Ameritrade Network

Play Episode Listen Later Jul 11, 2025 6:07


Scott Devitt and his Wedbush team share insights from a recent Digital Ads survey. He reveals a largely positive backdrop for the overall digital advertising space addressing companies like The Trade Desk (TTD), Pinterest (PINS), Amazon (AMZN) and more. For Meta Platforms (META), he says the company is entering a "different phase" now spending millions of dollars to bring in talent for the A.I. cycle following a year of efficiency. Scott looks at the A.I. capabilities that could impact its digital advertising business.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Ives: TSLA Disruption Ahead, PLTR $160 Call, NVDA & MSFT On Way to $5T

TD Ameritrade Network

Play Episode Listen Later Jul 11, 2025 9:54


Wedbush's Dan Ives, the tech mega bull of Wall Street, returns to The Watch List to talk all things A.I. He continues to credit Elon Musk for Tesla's (TSLA) success and urges the "board can't be asleep at the wheel" when it comes to offering his pay package. Dan adds that Tesla's biggest disruption is yet to come through robotaxi. He elaborates on his $160 price target for Palantir (PLTR) as he believes CEO Alex Karp "understands where the markets are going." On Nvidia (NVDA) and Microsoft (MSFT), Dan makes the case for both companies crossing the $5 trillion market cap milestone.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Closing Bell
Closing Bell: Time for Tim Cook to Depart? 7/10/25

Closing Bell

Play Episode Listen Later Jul 10, 2025 43:22


Longtime analyst Walter Piecyk making a stunning call that Tim Cook needs to go. We discuss with our Steve Kovach and Wedbush's Dan Ives. Plus, we get a shareholder's take with Malcolm Ethridge from Capital Area Planning Group. And, Former Fed Vice Chair Richard Clarida maps out his forecast for the fed. 

TD Ameritrade Network
PLTR, AMZN & META: Charting Big A.I. Movers

TD Ameritrade Network

Play Episode Listen Later Jul 10, 2025 14:43


Wedbush's Dan Ives raised his price target on Palantir (PLTR) as the stock continues to offer upside for investors. Citizens JMP boosted its price target on Amazon (AMZN), citing notable growth potential through AWS cloud. Meta Platforms (META) got its own price target bump from BofA, with the firm seeing promise in the company's A.I. projects and partnerships. Jenny Horne takes investors through the biggest analyst notes affecting these A.I. stocks. Rick Ducat turns to the bearish and bullish technicals in the charts.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Dan Ives Boosts PLTR Price Target: Will it be the Next ORCL?

TD Ameritrade Network

Play Episode Listen Later Jul 10, 2025 7:49


Wedbush's Dan Ives increased his price target on Palantir (PLTR) to $160 from $140 over his "growing confidence" in its A.I. strategy that could lead it to be "the next Oracle (ORCL)." The issue Marley Kayden sees in the thesis: extremely elevated expectations. She notes the company currently trades at 600 times earnings, throwing a wrench into the argument for "exponential" growth potential.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

WALL STREET COLADA
Delta Sorprende con Sólidos Resultados, MP Materials Sube 38 % y Palantir Apunta a Ser el Nuevo Oracle.

WALL STREET COLADA

Play Episode Listen Later Jul 10, 2025 5:09


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street se mantiene plano ante foco en aranceles: Futuros sin dirección clara: $SPX y $US100 sin cambios, $INDU -0.2 %. El mercado sigue digiriendo las cartas de tarifas de Trump y el impacto político. Hoy se publican solicitudes de desempleo (consenso: 245K). • Delta sorprende y eleva previsión anual: $DAL sube +10 % premarket tras superar estimaciones del 2T con buenos márgenes en servicios premium y fidelidad. También suben $AAL, $UAL, $LUV, $JBLU y $ALK entre +2 % y +7 %. • MP Materials se dispara con apoyo del Pentágono: $MP +38.9 % tras anunciar una nueva planta de imanes y expansión en Mountain Pass con respaldo multimillonario del Departamento de Defensa. Refuerza independencia de EE.UU. frente a tierras raras extranjeras. • Palantir eleva guía y apunta a liderazgo AI: $PLTR mantiene rating Outperform en Wedbush, que sube su precio objetivo a $160. Destacan su potencial para superar los $1B en ingresos por IA y su papel clave en EE.UU. y la OTAN. • OpenAI desafía a Google con navegador AI: OpenAI, respaldada por $MSFT, lanzará un navegador conversacional para competir con Chrome y redirigir el uso de la web a través de IA. Busca integrar ChatGPT en la experiencia diaria y captar cuota publicitaria. Una jornada con foco en innovación, defensa estratégica y tecnología disruptiva. ¡No te lo pierdas!

Nightly Business Report
Bears Out of Hibernation, “Shut Up, Dan” and Uber's One Big Beautiful Bill Boost 7/8/25

Nightly Business Report

Play Episode Listen Later Jul 8, 2025 44:06


Why we could see a 12% correction in stocks by year-end. Elon Musk telling Wedbush's Dan Ives to “shut up.” Ives joins to dig into what's got Musk so fired up. Plus, Bank of America bullish on Uber thanks in part to President Trump's megabill. 

WALL STREET COLADA
Wall Street retrocede por Nuevos Aranceles, Musk Lanza Partido y Amazon Lidera Guerra de Ofertas

WALL STREET COLADA

Play Episode Listen Later Jul 7, 2025 4:39


Notas del Show: En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street retrocede tras amenaza arancelaria: Futuros en rojo: $SPX −0.5 %, $US100 −0.6 %, $INDU −0.3 %. Trump propuso un nuevo arancel del 10 % desde el 1 de agosto a países que respalden a BRICS y pidió al Congreso prorrogar tarifas. También rechazó el plan de Elon Musk de fundar un nuevo partido. El mercado espera avances comerciales esta semana. • Tesla se desploma tras movimiento político de Musk: $TSLA −7 % en premarket. Musk anunció el “America Party”, generando presión política y comercial para Tesla, que acumula una caída del 22 % en 2025. Wedbush advierte que este giro desvía el foco en un momento clave para la compañía. • Amazon desata batalla de descuentos minoristas: $AMZN lanza Prime Day (8–11 julio), estimado en $21B en ventas (+60 % YoY). Walmart responde con “Walmart Deals” (8–13 julio), Target con Circle Week (6–12), Best Buy con “Black Friday in July” y Kohl's con Summer Cyber Deals. La competencia por el consumo se intensifica. • Oracle recorta precios para conquistar el sector federal: $ORCL ofrecerá hasta −75 % en software con licencia y descuentos en cloud para agencias federales. El acuerdo con la GSA busca modernizar TI gubernamental y sigue iniciativas similares de $CRM, $GOOGL, $ADBE y $MSFT. Oracle apunta a +40 % en crecimiento cloud este año fiscal. Una jornada cargada de anuncios políticos, guerra de precios en retail y apuestas por modernizar la nube federal. ¡No te lo pierdas!

Bloomberg Daybreak: US Edition
Holiday Special: 2025 Tech Trends with Ives and Munster

Bloomberg Daybreak: US Edition

Play Episode Listen Later Jul 4, 2025 38:38 Transcription Available


In a special July 4th edition of Bloomberg Daybreak...Bloomberg’s Nathan Hager looks at the biggest tech stories from 2025 and what we can expect for the rest of the year. He speaks with Gene Munster of Deepwater Asset Management and Dan Ives from Wedbush. See omnystudio.com/listener for privacy information.

BizNews Radio
BN Briefing: Trump Tariffs dominate; DA rejects Human Settlements budget; there is hope for SA

BizNews Radio

Play Episode Listen Later Jul 3, 2025 22:33


In today's BizNews Briefing: the Financial Times tracks Trump's looming tariff deadline; the DA rejects the R30bn human settlements budget over corruption claims; Professor Theo Venter urges quiet diplomacy to stabilise the GNU; OUTA's Wayne Duvenage shares his hopes for SA's future; Ian Cameron welcomes more funds for the police; and Wedbush warns Musk to tread carefully with Trump - for Tesla's sake.

TD Ameritrade Network
NVDA Races Toward $4T Market Cap, Can Momentum Continue?

TD Ameritrade Network

Play Episode Listen Later Jul 1, 2025 5:28


Wedbush's Dan Ives points to Nvidia (NVDA) and Microsoft (MSFT) as the first companies poised to hit the $4 trillion market cap milestone. Diane King Hall poses the question, "why stop at four, why not five?" She talks about Dan's commentary on Nvidia being the "poster child" of A.I. and whether the Mag 7 giant can maintain its momentum.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
MU Under the Microscope: What to Watch for in Micron's Outlook

TD Ameritrade Network

Play Episode Listen Later Jun 26, 2025 5:17


Wedbush's Matthew Bryson dives deeper into Micron's (MU) earnings report after markets took time to digest the numbers. He lists the high-bandwidth memory GPU revenue as the company's most important metric with potential to shake up future reports. Matthew makes the argument that the earnings many investors saw as "strong" showed signs of weakness.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Ives: Tech Boom Here to Stay, NVDA's New Growth Story "Has Just Begun"

TD Ameritrade Network

Play Episode Listen Later Jun 26, 2025 6:20


"The reality is, this is a tech bull market," says Wedbush's Dan Ives, projecting a 15% rally across the tech sector this year. He believes Nvidia (NVDA), Microsoft (MSFT), and Meta Platforms (META) will continue to dominate the Big Tech trade despite pricier valuations. As Dan argues, investors need to "look out three, four, five years" to future tech these companies will create. The giant he says will be at the center of it all: Nvidia (NVDA).======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
MSFT & NVDA Price Target Hikes Amid A.I. Bull Wave

TD Ameritrade Network

Play Episode Listen Later Jun 25, 2025 6:23


Wedbush's Dan Ives boosts his bullishness on Microsoft (MSFT). He bumped up his $515 price target on the Mag 7 giant to $600 on expectations its Azure cloud will continue driving growth. Jenny Horne talks about the "consistency" Microsoft has shown to increase investor confidence and the role OpenAI will play in the future. Loop Capital also boosted its price target on Nvidia (NVDA) following the stock's stunning bounce off April lows.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Analysts React to TSLA Robotaxi Event, AAPL Eyes A.I. Takeover

TD Ameritrade Network

Play Episode Listen Later Jun 23, 2025 6:23


Jenny Horne describes the analyst community response to Tesla's (TSLA) Robotaxi launch in Austin. She discusses the range of bullish to tepid responses to its self-driving technology launch, including Wedbush's Dan Ives simply saying "this is the future" after attending the event. Then, Jenny looks at reports of Apple (AAPL) considering takeover bids for Perplexity A.I. and what that might mean for the iPhone maker's next steps in A.I.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

WALL STREET COLADA
Wall Street Sube con Calma Post-Ataque, Tesla Lanza Robotaxis y Amazon Amplía IA en Corea.

WALL STREET COLADA

Play Episode Listen Later Jun 23, 2025 4:23


En este episodio cubrimos los eventos más relevantes antes de la apertura del mercado: • Wall Street sube con cautela tras ataque a Irán: Futuros al alza: $SPX +0.1%, $US100 +0.3%, $INDU +0.1%. El fin de semana, EE.UU. bombardeó instalaciones nucleares iraníes en Fordow, Natanz e Isfahan. El Parlamento iraní votó a favor de cerrar el Estrecho de Ormuz, pero la decisión queda en manos del Consejo de Seguridad Nacional. El petróleo subió con fuerza, pero luego retrocedió: WTI -0.9%, Brent -1%. Hoy se publican PMI de junio y ventas de casas existentes (3.96M esperadas). • Tesla lanza robotaxis en Austin: $TSLA desplegó una prueba limitada de su servicio de robotaxis usando vehículos Model Y con Full Self-Driving. La flota se limita a unas pocas unidades y zonas específicas, con un empleado en el asiento del pasajero. El servicio podría pausarse en septiembre por requerimientos legales en Texas. Wedbush estima que la oportunidad en IA y autonomía vale $1 Billón. La acción ha bajado -6.4% en seis semanas. • Amazon impulsa IA en Corea del Sur con nuevo data center: $AMZN y SK Group construirán una AWS AI Zone en Ulsan para 2027, generando hasta 78,000 empleos y consolidando a Corea como hub de IA. La inversión se suma a los $5.88B ya comprometidos en el país. El proyecto busca liderar en IA segura y escalable en Asia-Pacífico. Una jornada con foco en geopolítica, inteligencia artificial y avances regulatorios. ¡No te lo pierdas!

Closing Bell
Closing Bell Overtime: San Francisco Fed President On Inflation & The Rate Debate; Tesla's Path To $2T Market Cap 6/20/25

Closing Bell

Play Episode Listen Later Jun 20, 2025 43:09


San Francisco Fed President Mary Daly talks inflation, policy, and the path of the economy. Schwab's Kevin Gordon weighs in on this week's market action. Dan Ives of Wedbush breaks down Tesla's Robotaxi momentum and IBM's recent breakout. Meta CTO Andrew Bosworth talks the company's AI push, competition with defense contractors, and joining the U.S. Army Reserve. Our Pippa Stevens reports on the high-stakes competition between states to land data centers—and what it's costing taxpayers.

TD Ameritrade Network
FOMO: Legacy Tech Names IBM & ORCL

TD Ameritrade Network

Play Episode Listen Later Jun 18, 2025 6:50


Marley Kayden drops by the Next Gen set to profile a pair of legacy tech stocks that received bullish notes from Wall Street analysts. For IBM Corp. (IBM), BofA hiked its price target to $320 from $290 as shares reach new all-time highs today. For Oracle (ORCL), Guggeheim lifted its target to $250 from $220 while keeping a buy rating. Marley adds another bullish note as Wedbush's Dan Ives calls IBM and ORCL "similar to how I viewed Microsoft in mid-2023."======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Streaming Wars Intensify: WBD Split, NFLX Outperformance & ROKU Growth

TD Ameritrade Network

Play Episode Listen Later Jun 12, 2025 7:04


Alicia Reese with Wedbush talks all about the streaming wars on Wall Street. She first turns to Warner Bros. Discovery (WBD) splitting into two separate companies and explains how it drives growth for its top line. Alicia's firm is also reevaluating Netflix (NFLX) after the stock's outperformance, which she argues will face tests in its ad tier resiliency. She later discusses Roku Inc. (ROKU) and how it has performed in 2025.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Trump Says China Deal Is Done, Tesla Robotaxi To Launch on June 22, Major Carplay Update

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Jun 11, 2025 11:27


Shoot us a Text.Episode #1067: We're covering how President Trump announced that China will provide rare earth minerals in a new trade deal. Plus Tesla's push toward a robotaxi launch in Austin and what it means for the future of autonomy and Apple brings a major refresh to CarPlay in iOS26.President Trump just announced the deal is “done” regarding a sweeping trade agreement that positions China as the upfront supplier of rare earths to the U.S.—a major shift with big implications for auto and defense manufacturing.Trump says China will supply magnets and rare earths “up front” under a trade deal.U.S. to grant concessions like college access to Chinese students.The deal still requires final sign-off by Trump and Chinese President Xi Jinping.Tensions had escalated after China restricted exports critical to auto and defense.“WE ARE GETTING A TOTAL OF 55% TARIFFS, CHINA IS GETTING 10%,” Trump wrote on Truth SocialTesla's long-awaited robotaxi service is almost here. Elon Musk says it could officially launch in Austin on June 22—with an emphasis on “tentatively.” It's a make-or-break moment for Tesla's autonomous ambitions.Tesla is testing unmodified Model Ys with a new FSD system that has ~4x more parameters than the current version.The service will launch in a geo-fenced area of Austin with a small internal fleet supported by human teleoperators.A trailing car with a safety driver has been spotted following the autonomous vehicles during testing.The company just started truly driverless tests in late May—weeks ahead of the projected launch."The vast majority of valuation upside looking ahead for Tesla is centered around the success of its autonomous vision," said Wedbush analyst Dan Ives.Apple is rolling out iOS26 with its biggest CarPlay update in years, bringing a sleek new look and features that aim to put your car's native OS to shame.CarPlay gets a new “Liquid Glass” design with glossy, semi-transparent icons and tabs.Widgets come to the homepage, allowing real-time views of calendars, smart home tools, and weather.Messaging gets streamlined with voice-activated emojis (Tapbacks) and pinned conversations for quicker access.Incoming calls now appear in a compact banner, no longer hijacking your entire display during navigation.Live Activities—real-time countdowns and status updates—are now embedded in CarPlay for things like food orders or airport pickups.Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.Get the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/

SBS World News Radio
Is Elon Musk ruining Tesla? & Virgin Australia launches IPO

SBS World News Radio

Play Episode Listen Later Jun 6, 2025 17:56


SBS Finance Editor Ricardo Gonçalves speaks with Daniel Ives from Wedbush and Alex Pollak, CIO at Loftus Peak about the deteriorating relationship between Donald Trump and Elon Musk as Tesla's share price tumbled overnight, plus a look at the day's sharemarket moves including Virgin Australia's IPO with Heath Moss from HLM Investments.

TD Ameritrade Network
Ives: "Biggest Value to Tesla is Ahead," NVDA to $250, "Steps Back" from Tariffs

TD Ameritrade Network

Play Episode Listen Later Jun 2, 2025 10:41


"New all-time highs for tech are on the horizon," says Wedbush's Dan Ives. He believes the next leg of A.I. is coming as it transitions from hardware to software. Autonomous driving is another industry Dan expects to boom with Tesla (TSLA) in the driver's seat. He sees the Big Tech giant reaching a $2 trillion market cap with its robotaxi and robotics divisions driving growth. Dan adds that Nvidia (NVDA) can become a $250 stock in the next couple years after the Trump administration "took steps back from the cliff" of tariffs.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Nightly Business Report
US-China Trade Latest, Dimon's Dire Warning, Musk's Last Day 5/30/25

Nightly Business Report

Play Episode Listen Later May 30, 2025 41:41


The White House and Beijing are trading salvos in the trade war over broken agreements and threats over semiconductor exports. Plus, JPMorgan Chase CEO Jamie Dimon has a dire warning for the bond market that all investors need to hear. And with Elon Musk wrapping up his time as a special government employee, we ask Wedbush's Dan Ives about what it means for Tesla's future.

Squawk on the Street
Countdown to Nvidia, AI Biotech Picks, and A Retail Wrap-Up: Key Takeaways From Results 5/28/25

Squawk on the Street

Play Episode Listen Later May 28, 2025 42:57


Nvidia front and center ahead of results after the bell: Carl Quintanilla, Sara Eisen, and David Faber discussed what to expect tonight with Wedbush's Dan Ives – and broke down the key reports of the morning when it comes to the consumer… In addition to extra color from the CEO of Abercrombie & Fitch, as shares surge on record Q1 sales from the name.  Plus: Could President Trump's policies dent the dollar's dominance? Former Goldman Asset Management Chairman Jim O'Neill arguing yes – hear his defense, this hour… Along with Jefferies' top picks within one sector they say could be a major winner in the AI revolution, and a deep-dive on Trump's promises to take Fannie Mae and Freddie Mac public.  Also in focus: A live read from the ground at Bitcoin 2025; Why Loop Capital says tariffs could be a good thing for Apple; and Family offices get bullish – the details.   Squawk on the Street Disclaimer

Facts vs Feelings with Ryan Detrick & Sonu Varghese
Talking with Dan Ives about the Future of Tech, AI and Innovation (Ep. 137)

Facts vs Feelings with Ryan Detrick & Sonu Varghese

Play Episode Listen Later May 28, 2025 42:08


In the latest episode of Facts vs Feelings, Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, welcome tech analyst Dan Ives, Managing Director at Wedbush, to discuss the state of AI, the future of autonomous technologies, China-U.S. relations in tech, and investment opportunities beyond the usual headlines.Broadcasting from Carson's 2025 Spring Partner Summit in Omaha, this conversation blends covers everything from Tesla and Palantir to Microsoft's AI momentum and more.Key TakeawaysTesla Is Not Just a Car Company: Dan emphasized that Tesla should be valued as a disruptive AI and robotics company, not merely an automaker. Autonomous robotics are seen as a core driver of its future valuation.AI Party Is Just Getting Started: We're still in the early innings of the AI revolution—around “10:30 p.m.” on an all-night timeline, according to Dan. He likens skeptics to party-poopers who will wish they had joined once the sun comes up.China Cannot Be Decoupled: Efforts to cut ties with China in tech manufacturing are unrealistic, says Dan. The U.S. relies heavily on Chinese infrastructure, and disrupting this would have broad economic consequences.Apple as the AI Highway: While Apple may have lagged in AI innovation early on, Dan believes it will become the dominant platform for consumer AI applications thanks to its vast device ecosystem and installed base.Microsoft's Untapped AI Monetization: Despite a recent lull in stock performance, Dan sees Microsoft as massively underappreciated in its AI capabilities, especially within its enterprise customer base.Google (Alphabet) Is Underloved: Alphabet is currently the most underestimated of the “Magnificent Seven” tech stocks, particularly due to overstated concerns about search being disrupted by AI.Palantir's Long-Term Role: Dan projects Palantir as a trillion-dollar company in the making, thanks to its growing role in enterprise and sovereign AI applications.AI Stocks Beyond the Headlines: Emerging names like Pegasystems, SoundHound, Veronis, and CyberArk are cited as under-the-radar plays in the AI boom, especially in areas like cybersecurity and data infrastructure.Autonomous + Robotics = Game Changer: Dan envisions a near-future where humanoid robots under $20,000 become household norms—transforming labor, transportation, and daily life.Bitcoin's Role in Tech: Bitcoin's institutional adoption is growing, and Dan sees it as a risk-on asset with increasing relevance, especially in a deregulated environment. Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrick Connect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvarghese Connect with Dan:• LinkedIn: Daniel Ives• X: @DivesTech Questions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.com#FactsVsFeelings #DanIves #AIRevolution #TeslaAI #MicrosoftAI #TechInvesting #AutonomousFuture #InnovationEconomy #NVIDIA #Palantir #CryptoAndTech #ChinaUSRelations #BigTech #FutureOfWork #CarsonPartners #FinancialPodcast 

TD Ameritrade Network
AAPL Future Uncertain in Tariff Volatility, Dan Ives Ups TSLA Price Target

TD Ameritrade Network

Play Episode Listen Later May 23, 2025 7:03


J.D. Durkin dives deeper into President Trump's threat of tariffs on Apple (AAPL). The president wants more U.S. production, though J.D. points to analysts warning that it will raise prices higher for iPhones and other Apple products. Tesla (TSLA) rallied before selling off with the rest of the market after Wedbush's Dan Ives raised his price target on the company to a Street high. J.D. notes the optimism comes ahead of the company's expected robotaxi launch next month in Austin.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

On The Tape
Palantir: Meme or Maestro? A Conversation with Dan Ives

On The Tape

Play Episode Listen Later May 12, 2025 69:27


Dan Nathan and Dan Ives, Global Head of Technology Research at Wedbush, engage in a detailed discussion on recent tech market dynamics. They reflect on a particularly challenging period in April, marked by falling markets, rising yields, and tariff impacts. They touch on topics like major tech earnings, AI developments, and enterprise spending trends. Ives highlights the importance of survey data in technology research and shares insights into companies like Microsoft, Amazon, Apple, and Google. The conversation also covers the future of AI-driven revenue, autonomous vehicles, and the importance of Apple's strategic decisions in the evolving tech landscape. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

Bloomberg Talks
Wedbush Dan Ives Talks Tesla

Bloomberg Talks

Play Episode Listen Later May 1, 2025 9:01 Transcription Available


Dan Ives, Wedbush Securities Managing Director, says Elon Musk is making the right choice by focusing more on Tesla and less on the Department of Government Efficiency. He is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Closing Bell
Mega-Cap Tech Earnings and Trade Uncertainty in Focus 04/30/25

Closing Bell

Play Episode Listen Later Apr 30, 2025 43:30


A jam-packed afternoon with Meta, Microsoft, Qualcomm, and Robinhood headlining a massive tech earnings slate. Barbara Doran of BD8 Capital helps break down the results. Wedbush's Dan Ives gives instant reaction to Microsoft and Meta, followed later by T. Rowe's Tony Wang for broader tech insight and the policy implications of Trump's first 100 days. Mizuho's Dan Dolev gives his take on Robinhood, while DA Davidson's Gil Luria looks ahead to Apple reporting tomorrow. 

WALL STREET COLADA
Powell Se Queda, Tesla Rebota y Trump Suaviza Retórica Comercial.

WALL STREET COLADA

Play Episode Listen Later Apr 23, 2025 4:15


En este episodio, repasamos los temas más importantes del día: • Wall Street sube con fuerza tras calmarse las tensiones: $SPX +2.2%, $US100 +2.6%, $INDU +1.8% luego de que Trump aseguró que no planea destituir a Powell y moderó su postura sobre aranceles a China. El 10Y cae a 4.35%. Hoy se publican el PMI Flash, ventas de casas nuevas y el Beige Book. • Tesla rebota pese a débiles resultados: $TSLA +6.2% premarket tras reafirmación de Elon Musk sobre su compromiso con la empresa y reducción de su tiempo en el gobierno y otros proyectos. Wedbush sube PT a $350. Tesla reiteró avances en nuevos modelos y el Cybercab, aunque advierte sobre el impacto de la guerra comercial. • Automotrices advierten sobre tarifas a autopartes: Asociaciones del sector enviaron carta a la Casa Blanca alertando sobre riesgos de paros de producción y despidos si se imponen los aranceles del 3 de mayo. Reorganizar cadenas de suministro tomará tiempo, advierten. Un episodio clave para entender cómo la política, la tecnología y las cadenas globales siguen marcando el rumbo de los mercados.

Closing Bell
Stocks Rally, Tesla Earnings & Fed Fight Take Center Stage 4/22/25

Closing Bell

Play Episode Listen Later Apr 22, 2025 45:43


Carson Group's Ryan Detrick and Payne Capital's Courtney Garcia break down today's huge rally, with the major averages regaining all of Monday's big losses. A packed slate of earnings led by Tesla. Wedbush's Dan Ives and former Tesla President Jon McNeill give instant reaction to the EV-maker's numbers. On the macro front, Jefferies' David Zervos discusses Fed policy and the latest Trump vs. Powell tensions. Other earnings include Enphase, Baker Hughes, Capital One, Intuitive Surgical and SAP. Plus, Morgan gives key takeaways from defense sector earnings. 

Bitesize Business Breakfast Podcast
Taaleem to open second Harrow International School in Dubai

Bitesize Business Breakfast Podcast

Play Episode Listen Later Apr 15, 2025 30:35


15 Apr 2025. Taaleem is bringing a second Harrow International School to Dubai — we speak to CEO Alan Williamson about the expansion of their ultra-premium education offering. Silicon Valley analyst Dan Ives joins us on Apple’s narrow escape from Trump’s tariffs. And Rachael Kennerley breaks down why Dubai and Abu Dhabi have topped Savills’ global wealth index — and why the world’s wealthiest are making the UAE their new home.See omnystudio.com/listener for privacy information.

Gary and Shannon
Tariff Pause

Gary and Shannon

Play Episode Listen Later Apr 10, 2025 24:49 Transcription Available


GUEST: Sahak Manuelian, Managing Director and Head of Equity Trading at Wedbush Securities. The stock market rose following the tariff pause but then fell again. How much revenue are we generating from these tariffs?

TD Ameritrade Network
TSM 1Q Revenue Rises 41.6%, Ives Cuts MSFT Target

TD Ameritrade Network

Play Episode Listen Later Apr 10, 2025 6:08


It's tale of two tech stories from Jenny Horne to kick off Morning Trade Live. TSMC (TSM) reported a 46.5% March revenue increase from last year's levels as the company looks for clarity on Pres. Trump's tariff policies. Then, Jenny looks at one of the Mag 7 stocks - Microsoft (MSFT) - after it gets a price target adjustment from Wedbush's Dan Ives to $475 from $550.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Aujourd'hui l'économie
Comment Apple tente d'esquiver les droits de douane de Donald Trump

Aujourd'hui l'économie

Play Episode Listen Later Apr 9, 2025 3:22


Les mesures douanières de Donald Trump sont entrées en vigueur. Ce n'est pas sans conséquences, notamment, pour Apple. Le problème pour la « marque à la pomme », c'est qu'une grande partie de son produit phare, à savoir l'iPhone, est produite en Chine. Décryptage. On les craignait, elles sont désormais entrées en application : les mesures commerciales de Donald Trump à l'encontre de la Chine sont entrées en vigueur ce mercredi 9 avril. Dorénavant, tout produit fabriqué et venant de la Chine arrivant sur le sol américain est taxé à partir d'aujourd'hui à hauteur de 104%. Concrètement pour Apple, si tout à l'heure, une cargaison d'iPhones produits en Chine arrive dans un port américain, l'entreprise devra payer cette surtaxe aux autorités. Et cette surtaxe devrait coûter très cher à Apple, quoique, au bout de la chaîne, c'est le consommateur américain qui en paiera le prix fort. D'après le bureau d'analyses Rosenblatt Securities, le prix d'un iPhone 16 SE devrait passer de 599 à 846 dollars. Cela correspond à une augmentation du prix de 43%. Et forcément, une telle hausse pourrait provoquer un recul de la demande. On estime déjà de 8 à 10 millions d'unités en moins vendues dans le monde sur les prochains mois, ce qui représente tout de même 5% des ventes d'iPhones par an par Apple. Et quand on sait que ce produit représente la moitié des revenus de l'entreprise, ce n'est pas négligeable. À lire aussiDans la tête de Donald Trump, que veut-il gagner avec sa guerre commerciale?Trouver des alternatives, et vite Apple a pris ses précautions. Avant que cette surtaxe n'entre en vigueur, selon le Wall Street Journal, Apple a vidé ses stocks de ses sites d'assemblage. Ces derniers jours, ce sont cinq avions-cargos remplis d'iPhones qui ont quitté la Chine en urgence pour atterrir aux États-Unis. C'est en effet une opération artisanale et éclair pour constituer des stocks et gagner du temps, mais ce n'est pas viable sur le long terme. L'autre solution trouvée par la « marque à la pomme », c'est d'augmenter ses capacités de production dans un autre pays moins concerné par les mesures du président américain. Il s'agit de l'Inde. Les droits de douane sur sa production sont de 26%. Et puis produire en Inde ça permet à Apple de continuer d'utiliser des pièces chinoises sans être soumis aux taxes de Donald Trump. Garder un œil sur les États-Unis Mais Apple pourrait produire aux États-Unis, intégralement, comme le souhaite Donald Trump. Sauf que ça coûte cher, très cher. Un iPhone, c'est 2 000 composants. Les fabriquer sur le sol américain aurait un impact considérable sur les prix. Si on se réfère aux travaux du cabinet de recherche WedBush, un iPhone produit intégralement aux Etats-Unis coûterait 3 500 dollars. C'est trois à quatre fois plus qu'aujourd'hui. A ce prix-là, il serait difficile de trouver des acheteurs.  À lire aussiComment les multinationales ont anticipé les droits de douane américainsPour autant, Apple a fait un pas vers les autorités en promettant 500 milliards de dollars d'investissements aux États-Unis. Il existe une marge de manœuvre, notamment  en négociant avec l'administration Trump pour éviter de subir trop fortement sa guerre commerciale. Le lobbying entre la Silicon Valley et la Maison Blanche doit être intense. En tous cas preuve que la situation fait peur, le cours d'Apple à la Bourse de New York a perdu plus de 20% depuis l'annonce des mesures douanières du président américain la semaine dernière.  Finalement, Apple n'est qu'une illustration de bon nombre d'entreprises américaines qui ont délocalisé leur production et qui sont confrontées à la politique commerciale de Donald Trump ! 

Squawk on the Street
Stocks Swing On Tariff Headlines: What Investors Should Know 4/7/25

Squawk on the Street

Play Episode Listen Later Apr 7, 2025 54:33


A volatile morning for stocks after a report that the White House was contemplating a 90-day pause on tariffs – a report that's now been confirmed as “fake news” by the administration… Sara Eisen, David Faber, Carl Quintanilla broke down the latest swings and returned to Washington for fresh color throughout the hour. Why longtime market vet and Wharton Professor Jeremy Siegel is calling tariffs “the worst policy mistake in 95 years” – plus, Rockefeller's Ruchir Sharma, fresh off an op-ed arguing the Federal Reserve shouldn't rescue markets here.  Also in focus: big weakness in big tech – the worst performing sector on the year, as all of the Mag-7 sits in correction territory… Wedbush's Dan Ives joined the team to breakdown the move, and his choice to cut estimates on Apple & Tesla on tariff concerns. Squawk on the Street Disclaimer

TD Ameritrade Network
Stock Market Morning Minute: Tariff Impact, TSLA, GS

TD Ameritrade Network

Play Episode Listen Later Apr 7, 2025 2:01


Ahead of another likely volatile trading session, Tom White recaps the latest from Donald Trump's tariff policy and the ripple effects on the global economy. Meanwhile, Wedbush's Dan Ives slashes his price target on Tesla (TSLA). And, Goldman Sachs (GS) gets a downgrade ahead of earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Dan Ives Slashes TSLA & AAPL Price Targets, Expects Major Tariff Headwinds

TD Ameritrade Network

Play Episode Listen Later Apr 7, 2025 8:26


Dan Ives shared pessimism with the Schwab Network on Big Tech's future under President Trump's tariff policy. Now, he slashed his $550 price target on Tesla (TSLA) to $315. Jenny Horne notes CEO Elon Musk's connection to the Trump administration as a reason for Ives cutting expectations. The Wedbush analyst also lowered his price target on Apple (AAPL) to $250 from $325.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
Stock Market Today: Volatile Swings, Ives' TSLA & AAPL Price Target Cuts, DLTR Rallies

TD Ameritrade Network

Play Episode Listen Later Apr 7, 2025 2:46


Tariff volatility continued to grip markets but the NDX closed in the green despite having its largest intraday trading range since 2008. Tesla (TSLA) and Apple (AAPL) were among the biggest laggards of the market, due in part to price target cuts from Wedbush's Dan Ives. Dollar Tree (DLTR) shined as a notable winner thanks to an upgrade from Citi. Caroline Woods takes investors through the trading session's biggest stories.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Closing Bell
Closing Bell Overtime: Worst Day For Stocks Since Pandemic Lows After Shock Trump Tariffs 4/3/25

Closing Bell

Play Episode Listen Later Apr 3, 2025 51:33


A global rout in stocks after President Trump's tariffs announcement. We have you covered from every angle, including tech's sell off with Wedbush's Dan Ives and positioning from here with Morgan Stanley Wealth Management CIO Lisa Shalett . Plus, White House advisor Peter Navarro on the math behind the rates for different countries. 

TD Ameritrade Network
Big Tech & Retail Face "Worse Than the Worst Case Scenario"

TD Ameritrade Network

Play Episode Listen Later Apr 3, 2025 6:12


Dan Ives with Wedbush says President Trump's tariffs are "worse than the worst case scenario." Apple (AAPL) and Nvidia (NVDA) are at the center of supply chain risk when it comes to the tech industry, along with Nike (NKE) and Lululemon (LULU) for retail. Jenny Horne weighs the outlook for these companies and whether there's pricing reprieve on the horizon.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Squawk on the Street
SOTS 2nd Hour: Fed Decision Breakdown, Accenture CEO, & Celtics Deal Latest 3/20/25

Squawk on the Street

Play Episode Listen Later Mar 20, 2025 42:38


Another pause from the Fed when it comes to rates – alongside fresh commentary from Chair Jerome Powell: David Faber, Sara Eisen, and Michael Santoli discussed the latest for stocks top of the hour, including the Fed's new economic projections around inflation and GDP. Plus, Stifel's Chief Equity Strategist broke down what he's calling a temporary “Relief Rally” for markets – ahead of a possible slowdown into year-end – and Accenture CEO Julie Sweet talked enterprise demand for AI after new quarterly results from the company. Also in focus: Tesla on pace to add to its longest weekly losing streak ever, the 2 things Wedbush says CEO Elon Musk needs to do to get the stock back on track… A breakdown of headlines that the Boston Celtics have been sold for $6B+… And the Street's bull case for AI stocks – along with some key names to watch here. Squawk on the Street Disclaimer

Mac OS Ken
Wedbush Still Bullish on AAPL - MOSK: 03.17.2025

Mac OS Ken

Play Episode Listen Later Mar 17, 2025 14:33


- Wedbush Analyst as Bullish as Ever on AAPL - GOP Subpoenas 16 Tech Firms Over Alleged Censorship and A.I. - Apple Pledges E2EE for RCS in Future Updates - Amazon Dropping Echo's On-Device Request Processing - Apple Music Classical Launches Web Player - Apple TV+ Teases Third Season of Kids' Series “Jane” - Apple TV+ Announces Return of “Ted Lasso” - Sponsored by Rogue Amoeba: Get 20% off your next great audio tool for your Mac, with code MACOSKEN at MacAudio.com/KEN  - Consumer Reports eyes A.I. voice cloning and we catch up on those newspaper cyberattacks on Checklist No. 415 - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Squawk on the Street
SOTS 2nd Hour: Tariffs Deep-Dive with Peter Navarro, & the Jobs Report Breakdown 3/7/25

Squawk on the Street

Play Episode Listen Later Mar 7, 2025 50:27


Jobs coming in weaker-than-expected in February, plus fresh tariff headlines this morning -Carl Quintanilla, Sara Eisen, and David Faber broke down the latest for stocks top of the hour before a wide-ranging interview with White House Senior Counselor for Trade and Manufacturing Peter Navarro. Plus – Goldman's Chief Economist discussed what's next for the economy and the Fed here. Also in focus: Tesla's longest streak of weekly declines *ever* - why Wedbush is adding it to their Top Picks List; retail earnings out of Costco and Gap sending shares in opposite directions; and the President of the National Urban League talks DEI rollbacks  Squawk on the Street Disclaimer

Closing Bell
Closing Bell Overtime: Stocks Sell Off Into Close; Nvidia Slams Tech Stocks 3/3/25

Closing Bell

Play Episode Listen Later Mar 3, 2025 45:36


Jon and Morgan lead a packed hour, covering today's major selling from every angle. A market panel with Wells Fargo's Sameer Samana and iCapital's Anastasia Amoroso to break down the day's action. Goldman Sachs' Greg Tuorto weighs in on small caps, while former Tesla President Jon McNeill discusses Tesla, tariffs, and EV policy. Later, Wedbush's Dan Ives hits the sharp turn lower in Nvidia and what to do with Apple. Morgan hits a bright spot in the market: European defense stocks. 

Squawk on the Street
SOTS 2nd Hour: M&A Under Trump, Tariff Tech Picks, & DeepSeek-ing New Funds? 2/19/25

Squawk on the Street

Play Episode Listen Later Feb 19, 2025 41:37


Carl Quintanilla and Courtney Reagan broke down today's market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting the homebuilders, Bumble plunging double-digits, and Etsy citing consumer headwinds… But that said: some green shoots in energy, from Solaredge to Occidental.  Within the hour: the team talked top tech picks with Wedbush's Dan Ives, fresh off a channel check in Asia; the state of the AI arms race with Logan Bartlett of Redpoint Ventures; broke down one sector still licking its wounds post-DeepSeek sell-off; and discussed Trump's decision to keep Biden-era rules around merger reviews - with one former FTC Commissioner who says that's not a bad thing.  Also in focus: Saudi-backed Future Investment Institute kicking off its “Priority Summit” in Miami, with President Trump expected to attend – David Faber brought a live read from the ground, and broke down expectations with CEO Richard Attias.  Squawk on the Street Disclaimer

Mac OS Ken
Wedbush Says Time to Buy AAPL - MOSK: 01.23.2025

Mac OS Ken

Play Episode Listen Later Jan 23, 2025 14:13


- Ives: Recent AAPL Selloff a “Golden Opportunity” - CIRP: iPhone Shoppers Chose Thrift Last Quarter - Indonesian Minister Hopes Indonesia's Ban on iPhone 16 Sales Will End Soon  - Samsung Shows Off Android XR Headset - GDC Survey: More Game Developers Working on Apple Vision Pro Than PlayStation VR - Apple Previews New Miami Store - Apple TV+ Teases Kids' Animated Series “Goldie” - Apple TV+ Outs Trailer for “Love You to Death” - Apple TV+ Outs Trailer for Vietnam War Docuseries - Bad guys are scamming in the wake of the L.A. fires + ignoring smishing attempts on Checklist 407 - Scams Sparked by SoCal Fires - online at checklist.libsyn.com - Catch Ken on Mastodon - @macosken@mastodon.social - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!