Podcasts about Wedbush Securities

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.

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.

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?

Guest: Dan Ives, Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities.

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?

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,

Claims of a cheaper and more efficient AI tool out of China have sent shockwaves through global markets so SBS Finance Editor Ricardo Gonçalves speaks with Dan Ives from Wedbush Securities and Jamie Hannah from VanEck to find out what it means for the future of artificial intelligence, the impact on chip companies and the broader technology sector.

Claims of a cheaper and more efficient AI tool out of China have sent shockwaves through global markets so SBS Finance Editor Ricardo Gonçalves speaks with Dan Ives from Wedbush Securities and Jamie Hannah from VanEck to find out what it means for the future of artificial intelligence, the impact on chip companies and the broader technology sector.

DeepSeek is now Apple's most downloaded free app in the United States, overtaking Chat GPT, and its emergence has seen share prices for the likes of Nvidia plunge by 14 percent. Dan Ives from Wedbush Securities spoke to Morning Report.

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.  

"Family movies are really back," says Wedbush Securities' Alicia Reese. She and Chad Beynon of Macquarie US Equity Research discuss movie theater stocks as "Wicked," "Moana 2," and "Gladiator 2" highlighted the holiday box office. Chad highlights that the consumer is stronger than expected. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Tesla initiated deployment of its newest Full Self-Driving (FSD) software version 13 to employees and select customers during the weekend, propelling the company's stock value higher in Monday trading. The electric vehicle manufacturer's shares rose 3.2% to $356.07, extending a remarkable 37% increase since the November 5th presidential election results. The latest FSD upgrade promises substantial improvements in autonomous driving capabilities, with Tesla forecasting a sixfold reduction in required driver interventions per mile traveled. Early demonstrations of version 13.2 revealed enhanced functionalities, including the system's ability to navigate from parking spot to parking spot with minimal human interaction. Tesla's artificial intelligence division announced the update through its social media account on X, stating "New brain who dis." Investment firm Stifel demonstrated confidence in Tesla's autonomous driving trajectory by substantially increasing its stock price target from $287 to $411. The adjustment primarily stems from analysts' optimistic outlook regarding the company's robotaxi program, dubbed Cybercab, and continued advancement in self-driving technology. This assessment comes despite maintaining steady EBITDA projections for 2024-2025 and reducing expectations for 2026. Financial analysts at Roth MKM upgraded Tesla's stock rating from neutral to buy, establishing a new price target of $380, significantly higher than their previous $80 target. The firm's analysis suggests that CEO Elon Musk's public support for former President Trump has expanded Tesla's consumer base and strengthened confidence in potential market growth. Tesla CEO Elon Musk projected achievement of genuine autonomous driving capability by mid-2025, focusing initially on Model 3 and Model Y vehicles in California and Texas. During Tesla's third-quarter earnings call, Musk acknowledged his tendency to provide optimistic timelines while also revealing potential hardware limitations in vehicles equipped with Hardware 3.0, promising free upgrades if necessary. Early user feedback from experienced FSD testers indicates substantial improvements in the system's performance. Veteran tester @DirtyTesla reported successful navigation through snow-covered dirt roads with complete autonomy, while @AIDRIVR noted superior ride smoothness compared to professional ride-sharing services. The technical implementation of FSD version 13.2 demonstrates notable advancements in practical functionality. Tesla Autopilot Engineer Arek Sredzki emphasized the system's comprehensive Park-to-Park capability, allowing vehicles to complete entire journeys with minimal driver input beyond initial destination selection. Market analysts attribute Tesla's recent stock performance partially to expectations of a more favorable regulatory environment under a potential Trump administration. Wedbush Securities analyst Dan Ives suggested that Trump's presidency could expedite the implementation timeline for autonomous driving technologies, potentially advancing goals originally set for 2026-2027. The company's strategic positioning includes aggressive sales initiatives, particularly in the United States market. Tesla recently introduced year-end discounts on Model Y vehicles as part of its effort to achieve record-breaking quarterly deliveries, with analyst consensus projecting 498,000 vehicle deliveries in Q4.

Big Tech earnings are in the spotlight as 5 of the 7 Magnificents report their third quarter results, amid a focus on the AI revolution and how the upcoming US presidential elections might impact future performances. Dan Ives, Managing Director at Wedbush Securities, shares his views.Image Credit: Shutterstock.com

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

Dan Ives with Wedbush Securities believes Tesla's (TSLA) "glimpses into the future" with the Cybercab and SpaceX advancements more than demonstrate his bullish case on the Mag 7 giant. As for the rest of technology, he believes we're in the middle of a "digital revolution." Dan says there's much more to see in the A.I. race, pointing to cybersecurity stocks as major beneficiaries of Big Tech's growth. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Equities just notched their fifth straight week of gains as optimism persists and the bull run enters its second year. Fundstrat's Tom Lee, NB Private Wealth's Shannon Saccocia, and RBC Capital Markets' Lori Calvasina share their expectations for Q4 and beyond. Plus, Wedbush Securities' Dan Ives defends his Tesla bull case on a difficult day for that stock. And, former Cleveland Fed President Loretta Mester reveals her expectations for rate cuts as inflation cools.

Patrick Ward is a marketing leader with 10+ years of experience across AdTech, Advertising, Digital Marketing, and Financial Services/Fintech. He has a deep expertise in building and scaling global marketing teams to drive multi-million dollar demand generation, while constructing world-class campaigns with such global multi-billion dollar clients & partners as Google, Nike, Walmart, Sony, Allianz, Fiji Airways, Oracle, and U.S. Space Forces – Space (S4S) , working for such companies as Monks (acquired and led by WPP Founder) & Wedbush Securities (both Financial Services division and Fintech division). Latest 5 years of experience with same management across two companies. --- Support this podcast: https://podcasters.spotify.com/pod/show/dylanconroy/support

Welcome back to Beach Access, where Travis Mewhirter and his producers, including a celebrity appearance from Producer Mom, preview this week's Hermosa Beach Open, presented by Wedbush Securities. We chat about: - How Travis wound up pulling Andy Benesh - Why Miles Partain is playing with Alex Ranghieri - Where are Trevor Crabb, Taylor Crabb, and Taylor Sander - Heather Bansley making her USA debut! - AVP League questions And, per usual, a whole lot more! SHOOTS! *** Get 20 PERCENT off all Wilson products with our code, SANDCAST63. https://www.wilson.com/en-us/volleyball Introducing Balltime, the AI platform making breaking down film and statistics EASY (FINALLY!). Use our link for a discount and give it a try! Want to get better at beach volleyball? Use our discount code, SANDCAST, and get 10 percent off all Better at Beach products!  We are FIRED UP to announce that we've signed on for another year with Athletic Greens! Get a FREE year's supply of Vitamin D by purchasing with that link.  We have a new book! Playbook of Champions: The habits, routines, and stories of Olympians, Champions, and world-class athletes. If you listen to the show – which, if you're reading this, then you are – then this is the perfect book for you, as it is a distillation of the best golden nuggets from our first five years of the podcast. Check it out on Amazon! We now have SANDCAST MERCHANDISE!! Rock the gear of your favorite podcast today! https://www.sandcastmerch.com/ If you want to receive our SANDCAST weekly newsletter, the Beach Volleyball Digest, which dishes all the biggest news in beach volleyball in one quick newsletter, head over to our website and subscribe! We'd love to have ya! https://www.sandcastvolleyball.com/ Check out our book, Volleyball for Milkshakes, written by SANDCAST hosts Tri Bourne and Travis Mewhirter: https://www.amazon.com/Volleyball-Milkshakes-Travis-Mewhirter/dp/B089781SHB

Shares around the world fell on Wednesday, pummelled by a drop in tech stocks following a record sell-off of Wall Street darling Nvidia. Analysts cited a confluence of factors behind the rout, which also impacted Asian and European tech stocks. Is this recent sell-off merely a temporary market correction, or has the Magnificent Seven reached its peak? For more analysis, we'll be speaking with Dan Ives, Managing Director at Wedbush Securities.Image Credit: shutterstock.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

Dan Ives, Senior Equity Analyst at Wedbush Securities, discusses Nvidia earnings, the NASDAQ, and bull case for tech. Ives speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest head scratcher in tech.' (14:30). Chips: tightwire act between China and US (21:00). Apple's historical developer conference; $4 trillion? (24:55). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here.Show Notes:Tech sell-off likely to be 'short-lived' as AI, cloud helps power earningsAs AI Evolves, Which Stocks Make Sense?BofA says AI 'hype days are over' as the market shifts into assessing investment payoffsRead the transcriptFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

The cybersecurity company was founded in 2011, with goals to safeguard the world's largest companies and their hardware from cyber threats. The company specialises in endpoint security protection. Basically, it stops malicious software or files from infiltrating computer networks. It also protects the servers companies store data on, which is increasingly happening through the cloud. They're a highly trusted company, to the extent the US Democratic National Committee called them in 2016 to investigate a breach of their computer network. Dan Ives is with Wedbush Securities.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Microsoft and Google parent Alphabet are both on the rise after delivering results that suggest their investments in artificial intelligence and cloud computing are starting to pay off.  For more on the results Bloomberg's Nathan Hager caught up with Gene Munster, managing partner at Deepwater Asset Management and Dan Ives, Senior Equity Analyst at Wedbush Securities. See omnystudio.com/listener for privacy information.

Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyApril 30th, 2024Featuring: Dan Ives, Senior Equity Analyst at Wedbush Securities, breaks down Tesla earnings Lindsey Piegza, Stifel Chief Economist, on ongoing consumer strength but signs of an economic slowdown Anurag Rana and Mandeep Singh, Senior Tech Analysts at Bloomberg Intelligence, join to preview Meta earnings out today, and Microsoft and Alphabet earnings out tomorrow Bloomberg's Lisa Mateo with her Newspaper Headlines Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael Pachter, Entertainment Analyst at Wedbush Securities, discusses Netflix pivoting from a high-growth, low-profit business to a slow-growth, high-profit business. Bloomberg News Federal Reserve Reporter Catarina Saraiva talks about the Fed resetting the clock on rate cuts and questioning if rates are high enough. Bloomberg News Senior Editor Dimitra Kessenides and Francisco Veloso, Dean of INSEAD Business School, share their thoughts on the future of B-Schools. And we Drive to the Close with Janet Rilling, Head of the Plus Fixed Income Team at Allspring Global Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Noticias Económicas y Financieras La propuesta ha sido descartada muchas veces durante la última década, pero los líderes de la UE ahora están tratando de ver exactamente cómo avanzar hacia una unión única del mercado de capitales. La reunión también destacó la necesidad de reunir capital para transiciones costosas que van desde la tecnología de energía limpia hasta la inteligencia artificial. $ME La directora ejecutiva de 23andMe, Anne Wojcicki, está buscando privatizar la empresa de pruebas de ADN en dificultades , poco menos de tres años desde su debut en el mercado. Valorada en más de $6B en su punto máximo y sólo $188M en la actualidad, 23andMe ha visto cómo sus acciones se hundían a lo largo de los años a medida que la popularidad de sus pruebas de ADN disminuía y los esfuerzos por diversificar las fuentes de ingresos fracasaban. $MU El gobierno federal de Estados Unidos está acelerando sus planes para impulsar la producción de chips semiconductores. Micron Technology es la última en recibir una subvención de $6.1B para respaldar sus proyectos planificados de chips informáticos de memoria avanzada en Idaho y Nueva York. El proyecto de ley propuesto que obliga a TikTok a desinvertir en ByteDance de China $BDNCE o enfrentar una prohibición estadounidense podría recibir un seguimiento rápido, impulsando las acciones de aplicaciones rivales como Snapchat $SNAP y Pinterest $PINS. Cabe señalar que Wedbush Securities cree que Meta $META y Google $GOOGL serán los que más se beneficiarán si el proyecto de ley TikTok se convierte en ley. $GOOGL Google sigue adelante con los despidos y planifica movimientos de países. Oracle invertirá $8B en Japón en medio de la demanda de computación en la nube y IA. El cierre del puerto de Baltimore le cuesta a CSX $CSX hasta $30M al mes.

Discover the transformative power of AI as we explore its impact on the tech industry and beyond!This week on the Facts vs Feelings podcast, Ryan Detrick, Chief Market Strategist at Carson Group & Sonu Varghese, VP, Global Macro Strategist at Carson Group, chat with Dan Ives, Managing Director, Equity Research at Wedbush Securities. They dive into the long-term implications of AI, the comparison between the current tech transformation and historical moments, and the potential of AI to drive unprecedented growth in various sectors.Dan discusses:The significance of AI in driving the next wave of technological advancement, likening it to the internet's inceptionThe role of major tech companies like Nvidia and Microsoft in leading the AI revolution and the potential for smaller, innovative companies to emerge as key playersThe impact of geopolitical factors on the tech industry, particularly in relation to Chinese tech companies and the U.S. marketThe importance of embracing different perspectives, including bearish views, to gain a comprehensive understanding of the tech market's trajectoryBlockchain technology and its potential use cases beyond cryptocurrency pricesAnd more!Resources:Any questions about the show? Send it to us! We'd love to hear from you! factsvsfeelings@carsongroup.com Connect with Dan Ives: LinkedIn: Dan IvesX: Dan IvesConnect with Ryan Detrick: LinkedIn: Ryan DetrickX: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu VargheseX: Sonu VargheseAbout Our Guest:Daniel Ives is a Managing Director and Senior Equity Research Analyst covering the Technology sector at Wedbush Securities since 2018. Dan has been a tech analyst on Wall Street for over two decades covering the software and the broader technology sector. He spent the first few years of his career as a financial analyst at HBO and then received his MBA in Finance before becoming a globally known technology equity research analyst and Managing Director with FBR Capital Markets for 16 years, focusing on the enterprise software/hardware sectors including cyber security, cloud computing, big data technology, and the mobile landscape. A major area of his research focus is electric vehicles and disruptive technology over the next decade.Dan is a highly sought-after tech expert around the world, has been a keynote speaker across the US, Europe, and Asia, and regularly makes television appearances on networks such as CNBC, Bloomberg, BBC, NBC, CBS, ABC, CNN, and Fox News to provide commentary related to his technology expertise. Dan can be heard regularly doing radio on the tech sector for Bloomberg, ABC News, NPR, BBC, and other radio broadcasts throughout the US, Europe, and Asia. Dan is often cited globally by publications such as The Wall Street Journal, USA Today, Investor's Business Daily, Chicago Tribune, NY Post, Los Angeles Times, The Telegraph, San Francisco Chronicle, Time Magazine, The Washington Post, The Guardian, South China Morning Post, Barron's, The Times of London, Financial Times, The Sydney Morning Herald, and New York Times, among many others.

Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.  Dan Ives, Managing Director and Senior Equity Analyst at Wedbush Securities, joins the program to discuss the latest news on TikTok. Richard Bourke, Bloomberg Intelligence Senior Analyst, covering Basic Materials, discusses President Biden saying U.S Steel should be domestically owned. Jill Blanchard, President of Enterprise Client Solutions at Advantage Solutions, joins to discuss U.S Retail sales. Lisa Knee, Managing Partner and Head of Real Estate at EisnerAmper, talks about the latest on the commercial real estate sector. Steve Man, Global Autos and Industrials Research Analyst, joins to discuss the latest news on Tesla.Hosts: Alix Steel and Jennifer RyanSee omnystudio.com/listener for privacy information.

Bloomberg Intelligence Senior Technology Analyst Anurag Rana joins to recap IBM earnings. Bloomberg Intelligence Senior Aerospace, Defense & Airlines Analyst George Ferguson joins to discuss earnings from airlines this week. Charlie Donovan, Senior Economic Advisor at Impax, joins to talk about issues affecting sustainable energy investing. And Dan Ives, Managing Director & Senior Equity Analyst at Wedbush Securities, joins to recap Tesla earnings.  Hosts: Alix Steel and Paul SweeneySee omnystudio.com/listener for privacy information.

Michael Pachter, Managing Director and Entertainment Analyst at Wedbush Securities, shares his thoughts on Netflix after the streaming-video company reported its best quarter of subscriber growth since the early days of the pandemic. Eurasia Group Chairman Cliff Kupchan discusses how the results of the New Hampshire primary could impact US risk. Katie Thomas, Head of the Kearney Consumer Institute, provides the details of the KCI Consumer Stress Index examining various factors impacting consumer sentiment. Bloomberg News Earnings Reporter Redd Brown and Ross Gerber, CEO at Geber Kawasaki Wealth Management, break news on Tesla earnings. And we Drive to the Close with Bryant VanCronkhite, Portfolio Manager at Allspring Global Investments . Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Allison Schrager, Senior Fellow at the Manhattan Institute, explains why the trade-off between bringing down inflation and harming growth will come back with a vengeance for the economy. Bloomberg Technology Co-Host Ed Ludlow breaks down fourth-quarter vehicle delivery numbers for Tesla and Rivian. Dan Ives, Senior Equity Analyst at Wedbush Securities, shares his outlook for Apple and Tesla. And we Drive to the Close with Rich Weiss, CIO of Multi-Asset Strategies at American Century Investments. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Laura Chico, Biotechnology Research Analyst at Wedbush Securities and Bloomberg News US Deals Team Leader Matthew Monks share their thoughts on the Bristol Myers acquisition Karuna Therapeutics. John Mowrey, CIO at NFJ Investment Group, explains where to find value in the markets. Priceline CEO Brett Keller talks about why 2023 is on pace to be a busy holiday travel season. Anna Kooi, National Financial Services Industry Leader at Wipfli, has a look at the year in crypto and her outlook for 2024. Bloomberg Businessweek Editor Joel Weber and Bloomberg News Tech Features Writer Ellen Huet provide the details of the Businessweek Magazine story Silicon Valley's Quest to Live Forever Has Many Warring Factions. And we Drive to the Close with Adam Sarhan, CEO at 50 Park Investments.Hosts: Jess Menton and Mike Regan. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss China scaling back iPhone use, the latest Tesla headlines, and gives his 2024 outlook for tech. Brooke Sutherland, columnist with Bloomberg Opinion, joins to discuss Nippon Steel acquiring US Steel, and outlook for M&A as well as industrials in 2024. Penny Foley, Managing Director of Emerging Markets at TCW, joins to discuss the outlook for emerging markets. Wendi Whitmore, SVP and Head of Palo Alto Network's cybersecurity team, joins to discuss cyber risks and costs for businesses. Hosted by Paul Sweeney and Jess Menton.See omnystudio.com/listener for privacy information.

Dan Ives is the managing director and senior equity research analyst at Wedbush Securities. He joins Big Technology Podcast for a broad discussion of the state of tech today. We cover: 1) Tech's November rally 2) Whether generative AI is Big data 2.0 3) Microsoft winning 80-90% of big AI deals 4) The state of Apple 5) How analysts like Ives estimate iPhone sales 6) The state of Tesla 7) Rivian's pickup truck 8) The Cybertruck's chances 9) 2024 Predictions 10) Elon Musk's future at X 11) Bitcoin madness returns. -- 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

David Westin, host of Bloomberg TV and Radio's “Wall Street Week,” joins to reflect on the life of Henry Kissinger. Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss this afternoon's unveiling of the Tesla cybertruck, as well as Elon Musk's expletive to advertisers. Scott Kelley, founder and CEO at Aetos Capital Real Estate, joins to follow up his discussion with us from earlier this year on opportunities he sees in real estate, huge investment he has in China, and then outlook for a hard landing. Abigail sticks around as a host for this block. Subha Tatavarti, Chief Technology Officer at Wipro, discusses AI development and outlook for the space amid recent chaos at OpenAI. Hosted by Paul Sweeney and Molly Smith.See omnystudio.com/listener for privacy information.

Dan Ives, Senior Equity Analyst at Wedbush Securities, joins to discuss the latest on OpenAI, Microsoft, and gives us a preview of Nvidia earnings. Sinead Colton Grant, global head of BNY Mellon Investor Solutions, joins to discuss the firms' Capital Market Assumptions report and outlook for a soft landing in the US. Ed Harrison, Senior Editor at Bloomberg News and author of the “Everything Risk” column and Liz McCormick, Chief Correspondent of Macro Markets at Bloomberg News, join for a roundtable discussion on risk assets, the 20-year-bond treasury auction, and outlook for bond and equity markets. Matt Sigel, Head of Digital Assets at VanEck, joins to discuss the Wall Street Journal report on Binance CEO CZ Zhao agreeing to step down and plead guilty. Hosted by Paul Sweeney and Bailey LipschultzSee omnystudio.com/listener for privacy information.

Nathan Dean, Senior Policy Analyst with Bloomberg Intelligence, and Jordan Fabian, White House reporter with Bloomberg News, join for a roundtable discussion on the potential US government shutdown and President Biden's meeting with Chinese President Xi Jinping. Dan Ives, Senior Equity Analyst at WedBush Securities, joins to discuss his tech outlook for 2024 and his views on Tesla and its cybertruck. Margaret McKnight, Partner and Head of Real Estate Portfolio Solutions at StepStone Group (NASDAQ: STEP), joins to talk real estate and investing. Ted Oakley, Founder and Managing Partner at Oxbow Advisors, joins to talk markets and investing. Hosted by Paul Sweeney and Matt Miller.See omnystudio.com/listener for privacy information.