Podcasts about Wedbush Securities

AI chip-maker Nvidia is due to report its earnings today - with investors bracing for a $300 billion swing in market value. Wedbush Securities analyst Dan Ives spoke to Corin Dann.

Dan Ives, global head of tech research at Wedbush Securities, give his take on the week's megacap tech earnings. Ives spoke with Bloomberg's Paul Sweeney and Alexis Christoforous.See omnystudio.com/listener for privacy information.

The leaders of the world's two biggest economies have met on the sidelines of the APEC summit. A meeting with China's President Xi Jinping was the pinnacle of US President Donald Trump's trip around Asia. Wedbush Securities analyst Dan Ives spoke to Corin Dann.

Hundreds of the world's most popular apps and websites, including Snapchat and Facebook, have been offline overnight, after an outage at Amazon Web Services. Wedbush Securities analyst Dan Ives spoke to Ingrid Hipliss.

Dan Ives—Wall Street's most colorfully dressed tech bull—shares why the AI party is just getting started. As Managing Director and Global Head of Technology Research at Wedbush Securities, Dan predicts that autonomous vehicles will be so widespread, your kids won't need driver's licenses by 2029, and, he thinks, humanoid robots will be in millions of homes. Unlike the late '90s dot-com bubble built on PowerPoint dreams and venture capital fumes, this revolution is bankrolled by tech giants sitting on mountains of cash. Ives breaks down his “AI 30” stock picks, explains why he'd rather drive a Ferrari (tech stocks) than a beat-up minivan (value stocks), and admits the one thing that keeps him up at night: China. For more, read Liz's column every Thursday at ⁠⁠On The Money⁠⁠ by SoFi⁠⁠⁠, and follow Liz on Twitter ⁠⁠@LizThomasStrat⁠⁠. Additional resources: ⁠⁠On The Money⁠⁠: Sign up for SoFi's newsletter for intel, insights, and inspo to help you get your money right. ⁠⁠Investing 101 Center⁠⁠: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. ⁠⁠Wealth Investing Guide⁠⁠: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www.⁠⁠ SoFi.com/Legal⁠⁠. ©2025 Social Finance, Inc. All Rights Reserved.

Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) break down the Fed's fresh 25 bps rate cut and what it really means for the market. They get into why this move could be rocket fuel for tech stocks, how it might speed up the entire AI arms race, and what the next few months could look like if the Fed keeps cutting. Dan brings the heat with insights on market reaction, the political crosswinds, and what investors should actually expect going into the next cycle. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

September 19, 2025 ~ Dan Ives, managing director and senior equity analyst at Wedbush Securities, talks with Chris, Lloyd, and Jamie about the world's leading chipmaker Nividia investing in Intel and will collaborate with the struggling semiconductor company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dan Ives, Global Head: Technology at Wedbush Securities, discusses Oracle's share surge after the company's strong outlook for its cloud business. He is joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Scott Wapner and the Investment Committee are lives in Huntington Beach, California at Future Proof, a gathering of financial advisors and Investment professionals.  We are joined by Dan Ives of Wedbush Securities to look ahead to the Apple Event at 1pm.  Plus, Blackrock's Rick Rieder joins us later to talk about everything from the market, the fed, rates and more. And later, CNBC's Leslie Picker brings us an interview from JPM's Jamie Dimon to talk about his new HQ in NYC. 

Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses Apple's unveiling of the iPhone 17 Air. Dan gives his view of where Apple stands in the AI race, and his position as Chairman of Eightco Holdings. He speaks with Bloomberg's Tim Stenovec and Carol Massar at the Future Proof conference in Huntington Beach, California.See omnystudio.com/listener for privacy information.

Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) dive into the current market trends. They discuss the Federal Reserve's decision, inflation impacts, tech sector highs, the evolving AI landscape, and the critical role of Nvidia and other tech giants. Plus, they touch on the rising importance of crypto assets and the exciting launch of their new clothing lines. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Dan Ives, senor equity analyst and global head of tech research at Wedbush Securities, discusses Nvidia’s second-quarter results, the company’s strong global growth outside of China, and why he sees the chipmaker reaching a $5 trillion market cap “either by year end, or early 26.”See omnystudio.com/listener for privacy information.

August 27, 2025 ~ Dan Ives, managing director and senior equity analyst at Wedbush Securities, joins Chris, Lloyd, and Jamie to discuss the U.S. government making an $8.9 billion investment in Intel common stock.

Einstein and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) unpack all the latest wild updates on the Street from the Fed decision to earnings calls and everything in between. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

August 13, 2025 ~ Dan Ives, managing director and senior equity research analyst at Wedbush Securities, joins Chris, Lloyd, and Jamie to discuss Nvidia and AMD's agreement to provide the federal government some of their revenue from chip sales to China.

Apple is having a "BlackBerry moment" when it comes to artificial intelligence says Dan Ives, Wedbush Securities global head of tech research. Ives says Cook is sitting on a park bench drinking lemonade, watching the competition pass him by. He speaks with Bloomberg's Tom Keene and Paul SweeneySee omnystudio.com/listener for privacy information.

Wedbush Securities Senior Tech Analyst Dan Ives talks big earnings for big tech as Microsoft and Meta are taking off as the promise of AI is paying off. Ives spoke with Bloomberg's Nathan Hagar.See omnystudio.com/listener for privacy information.

July 31, 2025 ~ Chris and Lloyd talk with Dan Ives, managing director and senior equity analyst at Wedbush Securities, about the negative impact Elon Musk's idea of starting a third political party can have on his companies.

Mark Zuckerberg has agreed to settle a multibillion-dollar lawsuit with a group of shareholders over how top executives at Meta handled repeated privacy violations by Facebook. Wedbush Securities analyst Dan Ives spoke to Corin Dann.

President Trump threatens substantial levies on copper and the pharma sector, as the EU scrambles to agree on a tariff deal. U.S. Commerce Secretary Howard Lutnick says that both sides are making progress. Meta bets on EssilorLuxottica - reportedly taking a $3.5 billion minority stake in the Ray-Ban maker as the U.S. tech giant makes a push in the 'smart glasses' space. Elon Musk lashes out at one of the most bullish Tesla analysts on Wall Street, telling Wedbush Securities' Dan Ives to "Shut up," after he called for Musk to cut back on politics.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

US President Donald Trump has doubled down on his new tariff deadline of August 1st, posting on social media that "there will be no change" to the date, and "no extensions will be granted". Wedbush Securities analyst Dan Ives spoke to Ingrid Hipkiss.

As the U.S. attacks Iran, tensions in the Middle East tighten as the one of the key chokepoints for global oil is at risk. The Federal Reserve held interest rates steady last week, as expected, but the divide inside the central bank deepens as policy hawks and doves take sides. Plus, why the A.I. revolution might just be getting started, and which companies will be driving the next wave of hyper-growth, according to Dan Ives of Wedbush Securities. Dan is so convinced that he helped create an A.I. focused ETF with his own name on it. Learn more about your ad choices. Visit podcastchoices.com/adchoices

We welcome back Dan Ives, the Global Head of Technology Research at Wedbush Securities, for his third appearance in three months. Dan discusses his recent visits to the New York Stock Exchange and major calls on tech stocks, especially his bullish stance on Tesla. He introduces his new ETF, the Dan Ives Wedbush AI Revolution ETF, which includes a dynamic list of 30 companies crucial to the AI sector, like Nvidia, Microsoft, and Tesla. Despite skepticism around high valuations and market digestion, Dan remains optimistic about the transformative potential of AI. The podcast also covers the performance and future prospects of major tech players like Oracle, IBM, Meta, and Apple, as well as the potential for AI-driven growth in the tech sector. Dan highlights the importance of staying adaptable and responsive in the ever-evolving market landscape, offering insights into how his ETF reflects this approach. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

US president Donald Trump said a deal with China "is done" after two days of high-level talks in London - the US will gain access to rare earth metals, while Chinese students can resume studies in American universities. Wedbush Securities analyst Dan Ives spoke to Corin Dann.

Einstein and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) tackle tech today. The episode delves into the impact of rising interest rates on tech stocks from 2020 to 2022, the shifts seen in 2023, and projections for a tech bull market in 2024. They discuss key topics like AI, market corrections, and differentiating factors between tech and other sectors. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Today Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) cover the record-setting Q1 2024, the AI revolution led by companies like Nvidia and Microsoft, the impact of Fed rate cuts, and the geopolitical factors influencing oil prices. They also explore the effects of inflation, interest rates, and the upcoming election year on the market. Tune in for expert insights and practical advice on navigating the stock market with confidence. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Apple has been unveiling big changes at its annual WWDC event, not just for its ubiquitous iPhone, but its products across the board. Wedbush Securities' Dan Ives spoke to Corin Dann.

From mutual admiration to a fierce public blow-up. The short-lived alliance between US president Donald Trump and Elon Musk appears to have come to a dramatic end. The two men have been trading accusations, threats and insults. What's behind the break-up? And why does it matter? In this episode: Niall Stanage, Political analyst and White House columnist for The Hill. Dan Ives, Technology analyst and Managing Director, Wedbush Securities. Faiz Siddiqui, Author of 'Hubris Maximus: The Shattering of Elon Musk'. Host: Elizabeth Puranam Connect with us:@AJEPodcasts on Twitter, Instagram, Facebook

Dan Ives, Global Head of Technology at Wedbush Securities, discusses the feud between Elon Musk and President Trump and how it's affecting Tesla stock, Musk's other companies, and his personal wealth. He speaks with Bloomberg's Lisa Abramowicz and Annmarie HordernSee omnystudio.com/listener for privacy information.

Wedbush Securities Head of Global Technology Dan Ives discusses launching a new ETF, the Dan IVES Wedbush AI Revolution ETF, which tracks his investment picks in AI sectors. Ives believes his years of coverage and extensive research will differentiate his ETF from other AI-centric offerings, and Wedbush Fund Advisers plans to launch additional ETFs in the future. Ives spoke with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

13 May 2025. Markets rally as the US and China agree to slash tariffs, is this the moment tech stocks and investors have been waiting for? We ask top analyst Dan Ives. Plus, ADNOC L&S reports earnings - CFO Nick Gleeson joins us. And we talk digital banking and disruption with Starling Bank CEO Raman Bhatia.See omnystudio.com/listener for privacy information.

Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) to talk about the market's recent bounce, how new tariffs are shaking up the game, and why the supply-chain mess is still dragging on big industries. They get into how policy moves, trade deals, and geopolitical drama are hitting everything from chips to EVs—and what that means if you're trying to position yourself for the next leg of growth. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

The United States and China have come to an agreement to temporarily suspend most of the tariffs the two nations had placed on each other's goods. Wedbush Securities analyst Dan Ives spoke to Corin Dann.

Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) break down recent market trends, like the unexpectedly positive tech earnings from giants like Microsoft, Alphabet, and Amazon. Despite global economic challenges, including supply chain disruptions and tariff concerns, the tech sector remains resilient. Apple's strategic pivot to India amidst tariff pressures highlights the adaptability of big tech. While traditional industries like auto manufacturing face hurdles, tech continues to act as a ‘safety blanket' for investors. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) dive deep into the current market chaos driven by tariffs and uncertainty from the White House. They examine the economic impacts of recent political decisions, the critical need for clarity, and how investors can navigate these turbulent times. Peter and Dan break down the intricate logistics affected by tariffs, lay out possible paths forward, and emphasize the importance of decisive deals. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Today Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) breaks down the biggest headlines hitting your feed. They get into Elon pivoting away from Doge and doubling down on Tesla, Trump's latest tariff bombshells, and how all of this is sending shockwaves through an already jittery market. Peter and Dan unpack the last six weeks of volatility, what's actually driving investor sentiment, and what it means for the sectors tech bros care about most—AI, EVs, chips, you name it. They also hit IPO momentum, historical patterns that matter right now, and the macro signals you should actually be paying attention to. If you want real market intel straight from the epicenter—not the TikTok cliffs notes—this is your episode. Don't sleep on it.

The United States has handed its first major concession to China in their escalating trade war, by exempting some electronic goods from Donald Trump's "reciprocal" tariffs. Wedbush Securities analyst Dan Ives spoke to Corin Dann.

Dan Nathan is joined by Dan Ives, Global Head of Technology Research at Wedbush Securities, to discuss the current state of the tech sector and broader market dynamics. The podcast covers a range of topics including the impact of tariffs on the U.S. tech industry, the potential long-term effects on supply chains, and the implications for major tech companies like Nvidia, Apple, Microsoft, Google, Meta, Amazon, and Tesla. Dan Ives shares his concerns about the structural damage to the tech sector and provides insight into his revised earnings estimates for these companies. The conversation also touches on the resilience of certain stocks, the anticipated performance of hyperscalers, and the broader economic challenges posed by current U.S. policies. Despite the market volatility, both Dans emphasize the importance of staying well-informed and managing investment strategies carefully during uncertain times. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

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?

US stocks have been swinging wildly today as traders hope Donald Trump's tariffs might be eased or scrapped. Wedbush Securities' Dan Ives spoke to Corin Dann.

Guest – Sahak Manuelian – Managing Director, Head of Equity Trading at Wedbush Securities in Pasadena, CA. U.S. stocks plunge minutes into trading day as tariffs slam global markets. If Hetero Relationships are so bad, why do women go back for more?

Peter and Dan Ives (Managing Director  covering the Technology sector at Wedbush Securities) discuss the recent market turbulence and what it means for investors. This episode covers the recent sell-off, the role of tariffs and interest rates, and the incredible growth prospects of AI and tech stocks. Whether you're a seasoned trader or a market newcomer, this episode provides valuable perspectives on navigating today's financial landscape. All investing involves the risk of loss, including loss of principal. This podcast is for informational purposes only and does not constitute financial, investment, or legal advice. Always do your own research and consult a licensed financial advisor before making any financial decisions or investments.

Dominic Chu and the Investment Committee are live from “Future Proof Citywide” in Miami Beach to discuss this critical moment in the market. Wedbush Securities' Dan Ives joins us to discuss Alphabet's acquisition of Wiz. And later, BMO's Brian Belski joins us to defend his firm's 6,700 price target on the S&P. Investment Committee Disclosures

Global head of technology for Wedbush Securities, Dan Ives and senior tech analyst for Bloomberg Intelligence, Mandeep Singh discuss Nvidia earnings following a breakdown of the fourth quarter showing the company beating estimates. They are joined by Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Trump directs Guantanamo Bay to be prepared to host up to 30,000 migrants. RFK Jr. clashes with Democrats over past comments about vaccines and abortion rights. Dan Ives, managing director at Wedbush Securities, give his take on the latest earnings from Meta, Tesla, and Microsoft. And, the robot dog designed to help people with dementia. All that and more with Omar Jimenez, in for Julia Chatterley. Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Impact of Flagrant Braggadociousness Hard rug pull? Tariffs - giving out like candy TikTok Saga continues - with a twist PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter   Warm-Up - The Impact of Flagrant Braggadociousness - Hard rug pull? - Tariffs - giving out like candy - TikTok Saga continues - with a twist Markets - Deflating Stocks - Thread Pull (Before the rug pull) - Monday Mayhem - S&P 500 down 1.9%, Equal Weighted down 0.35% - DEEPSeek - Tuesday - plenty of buyers stepping in .... - Staples, Banks are in favor all of a sudden... ANNOUNCING a New CTP! $600 Billion Lost Monday - for one company! BIGGEST one day drop ever! Monday Markets - News of a cheap AI model (program/app) from China hit the tape and it pulled the loose string and tech / markets felll apart. - DeepSeek, has more downloads that ChatCPT - DeepSeek's latest app comes just days after Mr. Trump announced a new $500 billion venture with ChatGPT maker OpenAI, Softbank and Oracle, dubbed Stargate, which he touted as ensuring "the future of technology" in the U.S. (Which is higher than anyone could calulate as the actual value- more like $60-$80 billion) - ORCL -13%, NVDA -17%, AMD -7%, ASML - 8%. Nuke power companies getting squashed - NASDAQ 100 down 3.2% - DeepSeek is also catching investors off guard because of the low development costs for its AI app, which Wedbush Securities analyst Dan Ives pegged at only $6 million. By comparison, OpenAI, Google and other major U.S. companies are on track to invest a total of roughly $1 trillion in AI over the coming years, according to Goldman Sachs. - FWIW - DeepSeek excels in technical tasks like coding and reasoning, while ChatGPT is better for creative writing and conversational tasks - Founder Liang, who had previously focused on applying AI to investing, had bought a "stockpile of Nvidia A100 chips," a type of tech that is now banned from export to China. Those chips became the basis of DeepSeek, an MIT publication reported. - DeepSeek is looking to differentiate from its competitors with its reasoning capabilities, meaning that before delivering the final answer, the model first generates a “chain of thought” to enhance the accuracy of its responses. - Question: Will this shed reality on the AI bubble or just a bump in the road? ---- Lesson: As an investor, be careful of the current administration's hype - we saw this last time and many of the "deals" never got done fully or at all. ---- In addition, DJIA was flying high as staples and other ramping. HD, CRM, JNJ - 10Yr Yield drops to 4.52% Hard Rug Pull - Hard rug pull: The developers have no intention of completing the project and plan to scam investors from the start In the End... - The narrative with switch... Was:  How great all of this as capital spend is going to be great! - Will morph to: No need for capital spend therefore companies will have the benefit of not spending the money! - The usual Wall Street Machine --- Update: That has already started in the background. The idea that this is great as there is more competition AND a layer has been built that can support faster and cheaper build out of this AI ..... One More Thing - Wang (CEO of ScaleAI) said DeepSeek actually has more H100 chips from Nvidia than expected — about 50,000 of them. - At $25,000 a piece that is $1.25 billion. Sooooooo how is it that it took only $6 million to build.. Big Cuts - The Trump administration is offering millions of federal workers the option to accept buyouts through a government-wide "deferred resignation" program if they resign by Feb. 6. - Those who accept the offer will receive pay and benefits through Sept. 30,

This week Money Rehab is being guest-hosted by Peter Tuchman, trader on the floor of the New York Stock Exchange and host of the MNN podcast Trade Like Einstein. In this last installment, he unpacks where the market ended the week after a rocky start and what moves he predicts the Fed will make next week. Then, Peter is joined by Dan Ives—Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities. Peter and Dan talk about Trump's plans for a Bitcoin reserve, companies that are benefitting from the crypto rally, and whether Dan thinks 2025 will be bullish or bearish. Subscribe to Peter's podcast Trade Like Einstein wherever you get your favorite podcasts. Follow Peter here. For more Dan Ives, follow him here. Recorded Friday, 12.13.24. All investment strategies involve risk of loss. The content you hear on this podcast is for entertainment purposes only and does not constitute financial advice by our hosts or by Money News Network.  

Dan Nathan is joined by tech analyst Dan Ives from Wedbush Securities. The conversation revisits their initial discussion from March 2023 on upcoming tech disruptions, examining changes from the dot-com bubble to present-day market players. Key topics include the evolution of tech stocks and the crucial role of long-term investments, along with critical insights into AI's ongoing transformation and its impact across sectors like energy, semiconductors, software, and cybersecurity. Tesla's market strategy and challenges, Apple's AI potential, and broader economic implications for tech giants like Google and Meta are also explored. The episode dives deep into the risks associated with Q3 earnings, focusing on market sentiment, CapEx trends, and strategic maneuvers of major tech firms. Political implications, including potential impacts of a Trump re-election on tariffs and tech, are discussed, underlining the complex interplay of regulatory pressures and market dynamics. Learn more about Current: current.com Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Dan Ives is the managing director, equity research at Wedbush Securities. Stephanie Link is the chief investment strategist and portfolio manager at Hightower Advisors. The two all-star stock watchers join Big Technology Podcast to discuss the fascinating state of big tech stocks, particularly Apple's surprising resilience. Tune in to hear why Apple's stock is up 42% since April despite mixed headlines about Vision Pro and AI, and whether its $3.5 trillion valuation is justified. We also cover Nvidia's dominance in AI chips, how a potential Trump presidency could impact tech stocks, and Amazon's cultural challenges. Hit play for an insightful discussion about where the biggest names in tech are headed and how to think about investing in them. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then, at 31:33, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money! Cancel your unwanted subscriptions today by visiting http://rocketmoney.com/compound Josh's new book: You Weren't Supposed to See That Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices