Certain Wall Street analysts expect Nvidia and Microsoft to achieve market values of $4 trillion in 2025, something no publicly traded company has accomplished. Nvidia is the market leader in data center graphics processing units,
Dan Ives, Wedbush Securities, joins 'Closing Bell Overtime' to talk Tesla and Microsoft earnings. Petrified wood is one of the most sought-after materials in the world for both its aesthetic value and its scientific value. But in Indonesia, miners who risk their lives to dig it up barely make enough to get by.
The sudden emergence of DeepSeek in the global artificial intelligence competition has sparked questions about its impact on Silicon Valley giants like Nvidia and fledgling startups across the Bay Area as well.
Dan Ives is not alone in selecting Nvidia as a top stock pick for 2025. Harsh Kumar at Piper Sandler recently wrote, "We are making Nvidia our top large-cap pick given the company's dominant position in AI accelerators and the upcoming launch of the Blackwell architecture."
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 ...
The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's a good thing for Big Tech?
Approximately $1 trillion is set to be spent globally on AI development in the coming years, according to estimates by Goldman Sachs. But DeepSeek developed its AI model for $6 million, according to Wedbush Securities analyst Dan Ives .
Wall Street's biggest AI bull isn't worried about DeepSeek. Dan Ives, managing director of Wedbush Securities and a staunch AI cheerleader, says he's sticking by the tech stocks that have powered the U.
Wedbush Securities hiked its base case price target on Tesla (NASDAQ:TSLA) to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration.
Chinese AI startup DeepSeek's release of new AI models spurred a selloff in U.S. tech stocks, but some investors think the competitive concerns may be overblown.
“Clearly tech stocks are under massive pressure led by Nvidia as the Street will view DeepSeek as a major perceived threat to US tech dominance and owning this AI Revolution,” Wedbush ...
Nvidia, Microsoft, and other AI stocks slide as China's DeepSeek R1 raises competition fears, but analysts remain bullish on U.S. tech