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".

Trump announced that $100 million will go into effect right now while Oracle and its partners will invest the other funds ...

The joint venture, called Stargate, plans to invest $500 billion to help the United States stay ahead of China and other ...

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 ...

Apple faced two downgrades ahead of earnings, with analysts citing weak iPhone demand. China continues to be a headwind for ...

Dan Ives, Wedbush Securities global head of tech research, joins CNBC's 'The Exchange' to discuss the looming TikTok ban in ...

Dan Ives expects another $3.0 trillion in AI capex over the next three year. Continued spending on artificial intelligence ...

Software is expected to have another great year in 2025 fueled by ongoing and rising investment in artificial intelligence ...

The company raised subscription prices across most plans in the U.S. and several other markets. It added 19 million ...