The global head of technology research at Wedbush Securities recently offered a very rosy outlook for tech and AI stocks.
Transcript:Caroline WoodsWe couldn't let the biggest week for tech earnings pass without checking in with one of the biggest ...
Tech is at a major crossroads and the biggest bull on the street is back. Dan Ives of Wedbush joins us for a tech check. Dan, great to have you back. Always great to see you. And I think actually we ...
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Dan Ives says ‘future AI tech winners are being built’ as software-led spending wave looms
・Ives dismissed market concerns about enterprise software and cybersecurity becoming obsolete in the future due to AI tools like Anthropic’s Claude and OpenAI. ・He also noted that while there was no ...
Dan Ives says the AI boom is still early and sees tech stocks up 15% as hyperscaler earnings confirm CapEx and AI ...
Dan Ives of Wedbush Securities flags energy supply as the main limit to AI growth, with the Iran conflict heightening ...
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