Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

.Dan Ives talks all things A.I. He thinks $TSLA's biggest disruption is still to come through robotaxis. He believes $PLTR CEO Alex Karp "understands where the markets are going." Ives also makes the case for $NVDA and $MSFT crossing the $5 trillion market cap milestone.

Schwab Network

77,276 subscribers

48,566 görüntüleme • 1 yıl önce •via X (Twitter)

Bilim & Teknoloji Finans

Anya Rossi• Live Now

Private livecam show

3 Yorum

Makenna Baumbach profil fotoğrafı

Makenna Baumbach1 yıl önce

@DivesTech @GHayesFinance 🖕 👔winning quietly is still winning.💼🐂

World Peace profil fotoğrafı

World Peace1 yıl önce

@QuasarMarkets @DivesTech ChatGpt can't do two tasks in a row without a 90 percent error rate. I think we are good. As usual the human race has an unrealistic perception of its own inventions.

Alex Lo Coco Voice 🎶🎤❤️ profil fotoğrafı

Alex Lo Coco Voice 🎶🎤❤️1 yıl önce

@NPetallides @DivesTech Good Weekend Nicole 🌹

Benzer Videolar

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.

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

212,165 görüntüleme • 7 ay önce

Dan Ives (Dan Ives) is one of the best analysts on Wall Street. He breaks down whether we are in an AI bubble, along with his outlook for various stocks including: $TSLA, $PLTR, $CRWD, $GOOGL, $AAPL, $NVDA, $AMZN, $MSFT, and many others. Enjoy!

Dan Ives (Dan Ives) is one of the best analysts on Wall Street. He breaks down whether we are in an AI bubble, along with his outlook for various stocks including: $TSLA, $PLTR, $CRWD, $GOOGL, $AAPL, $NVDA, $AMZN, $MSFT, and many others. Enjoy!

Anthony Pompliano 🌪

5,414,491 görüntüleme • 9 ay önce

🚨 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

🚨 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 görüntüleme • 3 ay önce

BREAKING: DAN IVES SAYS — ELON MUSK CAN GET $TSLA TO $5 TRILLION AND MORE 👀 He believes Elon can get the job done !

BREAKING: DAN IVES SAYS — ELON MUSK CAN GET $TSLA TO $5 TRILLION AND MORE 👀 He believes Elon can get the job done !

TheSonOfWalkley

59,509 görüntüleme • 9 ay önce

Wall Street is asking a big question: is the AI boom just getting started, or are tech stocks priced too high already? Dan Ives breaks down tech stock prices and where AI is headed. He talks about $NVDA, $MSFT, and other big tech names, and explains where the real AI money could be made. 🚀

Wall Street is asking a big question: is the AI boom just getting started, or are tech stocks priced too high already? Dan Ives breaks down tech stock prices and where AI is headed. He talks about $NVDA, $MSFT, and other big tech names, and explains where the real AI money could be made. 🚀

Herbert Ong

19,564 görüntüleme • 8 ay önce

Ahead of big tech earnings next week, Dan Ives of Wedbush tells Nicole Petallides that he sees $MSFT hitting a $5 trillion market cap in the next 18 months as it enters "a golden era" of AI. The "AI party," according to Ives, is going to "power the tech bull market" for the next 2-3 years. His price target on some of the companies set to report: — $TSLA: Outperform, $500 price target — $AAPL: Outperform, $270 price target — $MSFT: Outperform, $600 price target Here's what else he had to say, including his outlook for Tesla and Meta — and why it's time for Apple to "change its DNA" and do "something big."

Ahead of big tech earnings next week, Dan Ives of Wedbush tells Nicole Petallides that he sees $MSFT hitting a $5 trillion market cap in the next 18 months as it enters "a golden era" of AI. The "AI party," according to Ives, is going to "power the tech bull market" for the next 2-3 years. His price target on some of the companies set to report: — $TSLA: Outperform, $500 price target — $AAPL: Outperform, $270 price target — $MSFT: Outperform, $600 price target Here's what else he had to say, including his outlook for Tesla and Meta — and why it's time for Apple to "change its DNA" and do "something big."

Schwab Network

52,873 görüntüleme • 1 yıl önce

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:

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 görüntüleme • 9 ay önce

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.

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 🌪

274,073 görüntüleme • 3 ay önce

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.

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 görüntüleme • 7 ay önce

Palantir CEO Alex Karp admits that nobody is a bigger tool for the Israeli government than he is, and he believes Israel is "on the side of good." He says that, in private, he is Israel's biggest critic but cannot reveal those criticisms to the public. "I am the most publicly supportive CEO of Israel." "We are proud to support them."

Palantir CEO Alex Karp admits that nobody is a bigger tool for the Israeli government than he is, and he believes Israel is "on the side of good." He says that, in private, he is Israel's biggest critic but cannot reveal those criticisms to the public. "I am the most publicly supportive CEO of Israel." "We are proud to support them."

Shadow of Ezra

134,943 görüntüleme • 1 ay önce

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 AI" that will eventually become the next level pushing AI forward. He points to names like IonQ $IONQ and D-Wave $QBTS that he says have "phenomenal technologies" still building toward scale. He's most bullish on IBM $IBM, framing its quantum and AI bets as a real turnaround: "This is just the start of these turnarounds, and IBM continues to be one that has massive upside." He says CEO Arvind Krishna is "way underappreciated" for seeing where the technology is heading, putting him in the same tier as Jensen Huang. On the runway ahead, Ives pegs AI spending at $1 trillion over the next 3-4 years and says we're only 15%-20% through it. His bigger picture: "This is how we're going to get Nasdaq 30,000." Dan Ives

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 AI" that will eventually become the next level pushing AI forward. He points to names like IonQ $IONQ and D-Wave $QBTS that he says have "phenomenal technologies" still building toward scale. He's most bullish on IBM $IBM, framing its quantum and AI bets as a real turnaround: "This is just the start of these turnarounds, and IBM continues to be one that has massive upside." He says CEO Arvind Krishna is "way underappreciated" for seeing where the technology is heading, putting him in the same tier as Jensen Huang. On the runway ahead, Ives pegs AI spending at $1 trillion over the next 3-4 years and says we're only 15%-20% through it. His bigger picture: "This is how we're going to get Nasdaq 30,000." Dan Ives

WOLF

112,264 görüntüleme • 2 ay önce

🚨🇺🇸 WEDBUSH ANALYST: TESLA HITTING $3 TRILLION MARKET CAP BY EARLY 2027 ON ROBOTAXIS AND AUTONOMOUS Wedbush Global Head of Technology Dan Ives predicted Tesla will reach a $2-3 trillion market cap within the next two years, declaring 2026 a "golden chapter" driven by robotaxis, autonomous driving, and Optimus robotics: "When it comes to physical AI, there is nothing better than NVIDIA and Tesla. This is going to be a golden chapter for Tesla. Robo taxis, cyber cabs, volume production, true autonomous. And robotics in terms of Optimus. That's why we're looking at two trillion, ultimately probably three trillion market cap by late 2026 or early 2027." Source: CNBC

🚨🇺🇸 WEDBUSH ANALYST: TESLA HITTING $3 TRILLION MARKET CAP BY EARLY 2027 ON ROBOTAXIS AND AUTONOMOUS Wedbush Global Head of Technology Dan Ives predicted Tesla will reach a $2-3 trillion market cap within the next two years, declaring 2026 a "golden chapter" driven by robotaxis, autonomous driving, and Optimus robotics: "When it comes to physical AI, there is nothing better than NVIDIA and Tesla. This is going to be a golden chapter for Tesla. Robo taxis, cyber cabs, volume production, true autonomous. And robotics in terms of Optimus. That's why we're looking at two trillion, ultimately probably three trillion market cap by late 2026 or early 2027." Source: CNBC

Mario Nawfal

256,715 görüntüleme • 8 ay önce

$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them."

$PLTR $NVDA ALEX KARP & JENSEN HUANG SPEAK TOGETHER FOR THE FIRST TIME. Karp: "This partnership is going to create more value for the end user and at Palantir we believe that all the upside is downstream from value creation." Jensen: "Palantir is the most technically deep enterprise platform company in the world & this collaboration is just going to supercharge them."

amit

552,122 görüntüleme • 9 ay önce

Dan Ives on Trump winning: “It’s a dream scenario for any Tesla bull. We could now be talking about a $1.5 trillion market cap for Tesla; He will fast track autonomous regulation. Musk will have a big voice in a Trump administration; Tesla is the most undervalued AI name on the market.” Source:

Dan Ives on Trump winning: “It’s a dream scenario for any Tesla bull. We could now be talking about a $1.5 trillion market cap for Tesla; He will fast track autonomous regulation. Musk will have a big voice in a Trump administration; Tesla is the most undervalued AI name on the market.” Source:

Sawyer Merritt

567,631 görüntüleme • 1 yıl önce

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

Dan Ives on CNBC said the AI Revolution could drive nearly $4T of spending over the next 3-4 years and believes the industry is still only “15-20%” through the broader infrastructure buildout cycle. He also called quantum computing a “derivative play on AI” and highlighted quantum stocks $IBM, $IONQ, $QBTS, and $RGTI as part of the next layer of the AI ecosystem. More importantly, Dan Ives said this next phase increasingly expands beyond just $NVDA into hyperscalers, power infrastructure, datacenters, and eventually quantum itself as the AI arms race between the U.S. and China continues accelerating. He also reiterated that demand for AI infrastructure is still accelerating and does not yet include physical AI or China, reinforcing his bullish view across the broader ecosystem tied to compute, power, and infrastructure.

Sam Badawi

65,947 görüntüleme • 2 ay önce