Wall Street likes Nebius’s AI scale story, but investors are paying upfront for growth that still needs to prove durable.

Since then, the narrative continues to expand, with Nvidia being a critical enabler of the AI arms race. He now sets a ...

Nvidia (NVDA) stock is in focus on reports that the artificial intelligence (AI) chipmaker is ready to ship its H200 chip to ...

Dan Ives, a well-respected tech analyst for investment bank Wedbush, recently predicted that a “formal,” AI-oriented alliance ...

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However, the next wave of AI innovation may actually come from smaller infrastructure firms that are poised to benefit from the growing demand for cloud capacity, enhanced computing power, and ...

Ives has built a career by being ultra-bullish on tech and now artificial intelligence for much of his 25-year career on Wall Street, a thesis that has paid off handsomely. Ives and his colorful ...

'Elon Musk Makes That Back In Nine Minutes:' Lawmaker Blasts OSHA's $50,000 Fine After Tesla Worker's Death Stock Market Today: S&P 500, Dow Futures Pare Gains As Street Awaits Delayed Q3 GDP Report— ...

Wedbush analyst Dan Ives calls Microsoft the "Rodney Dangerfield" of AI, predicting massive 2026 growth as investors underestimate Azure.

Dan Ives, Wedbush's managing director and global head of technology research, says Adobe (ADBE) is "under the most pressure" to adapt amid the AI boom. Ives explains why and shares what most surprised ...

Wedbush analyst Dan Ives reveals his top tech and AI predictions for the coming year, laying out his most bullish calls for ...

On December 24, Dan Ives, Global Head of Tech Research at Wedbush Securities, appeared on a CNBC International Live interview ...