Wedbush highlights Palantir and Salesforce as top AI investments, predicting rapid enterprise adoption and major capital ...
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While reporting on the DeepSeek story is fluid, initial claims from the company are that engineers built the AI model using ...
Wedbush's Dan Ives believes Palantir investors focused on valuation are missing the bigger picture. "When we do the checks ...
That implies 300% upside from its current market value of $250 billion. Hans Mosesmann at Rosenblatt Securities recently ...
According to 4.5-star Wedbush Securities analyst Dan Ives, the broader software industry is now set to benefit from the exploding use cases of ...
Looking ahead, IDC estimates AI platform sales will increase at 40% annually to reach $153 billion by 2028. Palantir ...
Here’s why this story is so treacherous from a standpoint if you’re betting against US AI and companies like Nvidia.
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Hosted on MSNDan Ives Expects Meta And Microsoft To Stand Firm On $60 - $80 Billion AI Spending Plans Amid DeepSeek's Disruptive AI ModelWedbush Securities analyst Dan Ives expects Meta Platforms and Microsoft to stand firm on their ambitious artificial ...
One voice of reason I tend to follow closely on Wall Street is technology analyst Dan Ives of Wedbush Securities. Recently, Ives posted on social media that DeepSeek is the "Temu of AI" -- a nod ...
For the last couple of days, it's been nearly impossible to tune into financial news programming and not hear about Chinese artificial intelligence (AI) start-up DeepSeek. One voice of reason I ...
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