Dan Ives, Wedbush, joins 'Fast Money' to talk the U.S.' infrastructure investment plans and what it means for Big Tech.
TikTok resumes operations in the U.S. after President-elect Trump promises a 90-day extension to the divest-or-sell law, ...
Although Jefferies and others have raised concerns about Apple’s AI strategy, which came late in the game compared with competitors and is being rolled out in phases through the tech giant’s latest ...
Trump announced that $100 million will go into effect right now while Oracle and its partners will invest the other funds ...
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 ...
The joint venture, called Stargate, plans to invest $500 billion to help the United States stay ahead of China and other ...
Dan Ives expects another $3.0 trillion in AI capex over the next three year. Continued spending on artificial intelligence ...
Apple faced two downgrades ahead of earnings, with analysts citing weak iPhone demand. China continues to be a headwind for ...
The company raised subscription prices across most plans in the U.S. and several other markets. It added 19 million ...