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DAN IVES JUST GAVE HIS TAKE ON WHERE THE QUANTUM COMPUTING RACE ACTUALLY STANDS The Wedbush analyst was asked what inning we're in. His answer: "We're maybe in the dugout in warmups, getting ready for the first inning. The game hasn't started." Ives calls quantum a "derivative play on...

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111,366 次观看 • 1 个月前 •via X (Twitter)

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We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:
12:08

We're in more of a "1996 moment," rather than the dot-com bubble years, says Dan Ives, Wedbush Securities global head of tech research, in a conversation with Nicole Petallides. "Investors are underestimating the scale and scope of the AI revolution," he said. Here's a snapshot of his view on three big tech companies: • Ives said there's "no better company that's changing the technology landscape" than Palantir (PLTR). • On Nvidia (NVDA), Ives believes the chipmaker will be able to sell chips to China, as the company "is fueling the AI revolution." • Ives said he expects Tesla (TSLA) to become "more and more of an AI play" in the future, including it gaining footing in robotics and autonomous technology. For more market news, tune into:

Schwab Network

52,991 次观看 • 7 个月前

"For the first time in 30 years, the US is ahead of China," Wedbush Securities managing director Dan Ives says on AI.
0:47

"For the first time in 30 years, the US is ahead of China," Wedbush Securities managing director Dan Ives says on AI.

Yahoo Finance

3,390,109 次观看 • 7 个月前

🚨 Wedbush's Dan Ives unveiled the “Ives AI 30” ETF, calling this a golden age for AI. He remains bullish on $TSLA, cybersecurity, and energy-AI convergence From Tesla’s autonomy edge to AI-powered energy & cybersecurity, a new ETF is launching to capture global growth—beyond the usual big tech names. Regulation? Still a concern. But the upside? MASSIVE. Dan Ives
4:53

🚨 Wedbush's Dan Ives unveiled the “Ives AI 30” ETF, calling this a golden age for AI. He remains bullish on $TSLA, cybersecurity, and energy-AI convergence From Tesla’s autonomy edge to AI-powered energy & cybersecurity, a new ETF is launching to capture global growth—beyond the usual big tech names. Regulation? Still a concern. But the upside? MASSIVE. Dan Ives

Herbert Ong

28,420 次观看 • 1 年前

"There's more data centers under construction today than active data centers." Stocks in AI & Data Infrastructure ETFs $IVEP and $IVES are performing -- $GEV $SMERY $BE $VRT. Dan Ives says we're just in the 3rd inning. Here's why he's bullish.
0:43

"There's more data centers under construction today than active data centers." Stocks in AI & Data Infrastructure ETFs $IVEP and $IVES are performing -- $GEV $SMERY $BE $VRT. Dan Ives says we're just in the 3rd inning. Here's why he's bullish.

Brew Markets

16,658 次观看 • 1 个月前

$NVDA $QBTS TODAY JENSEN HUANG SAID THAT QUANTUM COMPUTING WAS 20 YEARS AWAY FROM BEING USEFUL. DWave Quantum $QBTS was down as much as 49% after these comments and ended the day down 36%. The stock is up 1000% from the September lows. The CEO of DWave says in this clip that Jensen Huang is "dead wrong" on how he thinks of quantum computing: 🍿🍿🍿🍿🍿🍿
5:29

$NVDA $QBTS TODAY JENSEN HUANG SAID THAT QUANTUM COMPUTING WAS 20 YEARS AWAY FROM BEING USEFUL. DWave Quantum $QBTS was down as much as 49% after these comments and ended the day down 36%. The stock is up 1000% from the September lows. The CEO of DWave says in this clip that Jensen Huang is "dead wrong" on how he thinks of quantum computing: 🍿🍿🍿🍿🍿🍿

amit

156,318 次观看 • 1 年前

🚨 Wedbush's Dan Ives: "We're just beginning this golden age for tech" Dan Ives says tech stocks could jump 10-15% in 2H 2025 thanks to the AI boom. He sees a 3-year bull run led by software, semis, and cybersecurity.
2:30

🚨 Wedbush's Dan Ives: "We're just beginning this golden age for tech" Dan Ives says tech stocks could jump 10-15% in 2H 2025 thanks to the AI boom. He sees a 3-year bull run led by software, semis, and cybersecurity.

Herbert Ong

98,462 次观看 • 11 个月前

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.
13:00

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.

Ming

29,004 次观看 • 5 个月前

Jensen Huang on Quantum computing during the latest $NVDA keynote "All future supercomputers will have quantum accelerators." $IONQ $HON $IBM $RGTI $QBTS $MSFT $GOOG
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Jensen Huang on Quantum computing during the latest $NVDA keynote "All future supercomputers will have quantum accelerators." $IONQ $HON $IBM $RGTI $QBTS $MSFT $GOOG

Daniel Romero

19,016 次观看 • 1 年前

"This is probably the most important CES in decades given what we're seeing in AI. This is the early stages of a 4th industrial revolution & Nvidia is leading it." Dan Ives of Wedbush talks #Nvidia CEO Jensen Huang's AI vision (& glittery jacket) at the #CES trade show!
3:55

"This is probably the most important CES in decades given what we're seeing in AI. This is the early stages of a 4th industrial revolution & Nvidia is leading it." Dan Ives of Wedbush talks #Nvidia CEO Jensen Huang's AI vision (& glittery jacket) at the #CES trade show!

Julia Chatterley

54,883 次观看 • 1 年前

Palantir "is a trillion-dollar market cap in the next two to three years," Wedbush Securities analyst Dan Ives says. "It's going to be the next Salesforce, the next Oracle." ♟️CEO Alex Karp is “playing a different game; he’s playing chess as a master wizard...” he adds.
1:35

Palantir "is a trillion-dollar market cap in the next two to three years," Wedbush Securities analyst Dan Ives says. "It's going to be the next Salesforce, the next Oracle." ♟️CEO Alex Karp is “playing a different game; he’s playing chess as a master wizard...” he adds.

Yahoo Finance

212,087 次观看 • 6 个月前

“The best physical AI plays in the world are Nvidia and Tesla,” Wedbush Securities analyst Dan Ives says.
1:00

“The best physical AI plays in the world are Nvidia and Tesla,” Wedbush Securities analyst Dan Ives says.

Yahoo Finance

172,270 次观看 • 6 个月前

🚨 Wedbush's Dan Ives on physical AI: “The two best physical AI plays in the market are $NVDA and $TSLA. I don’t believe any of that valuation is factored into the story today. We’re not even factoring Optimus into the $2 trillion. Because my view is that as they start to scale it and it starts to get deployed, it could be EVEN BIGGER than autonomy.” Tesla Dan Ives
3:23

🚨 Wedbush's Dan Ives on physical AI: “The two best physical AI plays in the market are $NVDA and $TSLA. I don’t believe any of that valuation is factored into the story today. We’re not even factoring Optimus into the $2 trillion. Because my view is that as they start to scale it and it starts to get deployed, it could be EVEN BIGGER than autonomy.” Tesla Dan Ives

Herbert Ong

81,301 次观看 • 1 年前

The only way Apple can catch up in the AI race is through an acquisition, says Wedbush’s Dan Ives
2:17

The only way Apple can catch up in the AI race is through an acquisition, says Wedbush’s Dan Ives

Bloomberg TV

87,571 次观看 • 10 个月前

Analyst Dan Ives is mega bullish on the AI trade, but he warns inflation and interest rate hikes could create weakness in the market over the summer.
1:49

Analyst Dan Ives is mega bullish on the AI trade, but he warns inflation and interest rate hikes could create weakness in the market over the summer.

Anthony Pompliano 🌪

43,682 次观看 • 1 个月前

Jensen never changed his mind on Quantum! - "We are working with every quantum company in the world" - "15 years is on the early side, 30 years is a little late" - "Most of us settle on 20 years" $ionq $rgti $qubt $qbts He didn't change his entire view in a few months. He just doesn't want to crash the market and these companies stock price, like he did last time. He want's to see the industry progress and they earn $NVIDIA money! But the technology is still 15 - 20 years away.
3:20

Jensen never changed his mind on Quantum! - "We are working with every quantum company in the world" - "15 years is on the early side, 30 years is a little late" - "Most of us settle on 20 years" $ionq $rgti $qubt $qbts He didn't change his entire view in a few months. He just doesn't want to crash the market and these companies stock price, like he did last time. He want's to see the industry progress and they earn $NVIDIA money! But the technology is still 15 - 20 years away.

Common Sense Investor

302,529 次观看 • 7 个月前

“If Lisa Su is flying the plane, I'm in 3A feeling really good watching Netflix, because the reality is that they are going to be a core player in this next stage of the AI revolution,” Wedbush Securities managing director Dan Ives says on AMD.
1:02

“If Lisa Su is flying the plane, I'm in 3A feeling really good watching Netflix, because the reality is that they are going to be a core player in this next stage of the AI revolution,” Wedbush Securities managing director Dan Ives says on AMD.

Yahoo Finance

60,937 次观看 • 5 个月前

🚨 Dan Ives Dan Ives: Tesla’s next trillion-dollar bet is “Physical AI” He says Tesla is building a $20–$25B AI initiative focused on Robotaxis → Cybercab → Optimus. The idea: move step-by-step from autonomy to robotics — with a trillion-dollar opportunity beyond cars. Markets may be waiting, but the pieces are starting to come together. $TSLA
1:21

🚨 Dan Ives Dan Ives: Tesla’s next trillion-dollar bet is “Physical AI” He says Tesla is building a $20–$25B AI initiative focused on Robotaxis → Cybercab → Optimus. The idea: move step-by-step from autonomy to robotics — with a trillion-dollar opportunity beyond cars. Markets may be waiting, but the pieces are starting to come together. $TSLA

Herbert Ong

34,748 次观看 • 2 个月前

Anthropic CEO Dario Amodei has predicted AI will wipe out millions of jobs and create an employment crisis. Dan Ives (Dan Ives) completely disagrees. He says the biggest risk for the AI trade is the leading companies shooting themselves in the foot by having too much hubris.
4:06

Anthropic CEO Dario Amodei has predicted AI will wipe out millions of jobs and create an employment crisis. Dan Ives (Dan Ives) completely disagrees. He says the biggest risk for the AI trade is the leading companies shooting themselves in the foot by having too much hubris.

Anthony Pompliano 🌪

273,929 次观看 • 1 个月前

"90% of what's going to drive the stock, it's the autonomous and the AI future," Wedbush Securities managing director Dan Ives says on $TSLA.
0:43

"90% of what's going to drive the stock, it's the autonomous and the AI future," Wedbush Securities managing director Dan Ives says on $TSLA.

Yahoo Finance

15,593 次观看 • 1 年前