Dan Ives, Wedbush, joins 'Fast Money' to talk the U.S.' infrastructure investment plans and what it means for Big Tech.
The social media platform has gone from having its "back against the wall to a massive position of strength".
Dan Ives, Wedbush Securities global head of tech research, joins CNBC's 'The Exchange' to discuss the looming TikTok ban in ...
Trump announced that $100 million will go into effect right now while Oracle and its partners will invest the other funds ...
Nvidia stock jumped Wednesday, extending gains from the prior day following Trump’s announcement of a massive, $500 billion ...
The joint venture, called Stargate, plans to invest $500 billion to help the United States stay ahead of China and other ...
Apple faced two downgrades ahead of earnings, with analysts citing weak iPhone demand. China continues to be a headwind for ...
The popular platform could be banned on Jan. 19 under a federal law, while many parties have expressed interest in buying the ...
This year, Nvidia's biggest tailwind stems from its newest GPU lineup, known as Blackwell. With industry analysts calling for surging demand for Nvidia's new architecture, 2025 is already looking like ...
Dan Ives expects another $3.0 trillion in AI capex over the next three year. Continued spending on artificial intelligence ...