Palantir also gave stronger guidance than Wall Street anticipated. Management estimates that first-quarter revenue will ...

Dan Lewis, the former CEO of shuttered Seattle trucking startup Convoy, has joined Microsoft in a chief product officer role.

Looking ahead, IDC estimates AI platform sales will increase at 40% annually to reach $153 billion by 2028. Palantir ...

Analysts say TikTok's "soap opera" saga in the United States is highlighting the "Hunger Games" for social media dominance, ...

Here’s why this story is so treacherous from a standpoint if you’re betting against US AI and companies like Nvidia.

Is now an opportunity to buy the dip in Nvidia? Dan Ives leads technology research at Wedbush Securities and has long been an Nvidia bull. Despite the news out of DeepSeek, Ives remains incredibly ...

Additionally, Dan Ives at Wedbush Securities also expects Nvidia and Microsoft to attain $4 trillion market values in 2025 as the AI boom continues to build steam. He recently speculated that ...

Wedbush analyst Dan Ives has expressed skepticism over Chinese startup DeepSeek’s assertion of developing its low-cost AI model, R1, for under $6 million. What Happened: DeepSeek has stated that it ...

Wedbush Securities analyst Dan Ives expects Meta Platforms and Microsoft to stand firm on their ambitious artificial intelligence spending plans during their upcoming earnings calls, despite recent ...

Back in December, Wedbush technology research analyst Dan Ives published a brief report ... capital expenditure (capex) investments. Microsoft alone is projecting $80 billion of infrastructure ...