Dan Ives | Personal @DivesTechPers
Official account of Dan Ives. Global Head of Tech Research Wedbush. Tech analyst on Wall Street 25 years. IVES ETF. Chairman of Board at ORBS🎯🔥🏆🐂🕶️🌎✈️ danivesclothing.com NYC/NJ/LA/At An Airport 🌎 Joined July 2011-
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Look forward to discussing this AI driven sell-off and the opportunities in tech on @BloombergTV at 9:40 am with @mattmiller1973 and @daniburgz 🔥🍿📺🐂🏆🎯
Great to be on @CNBCClosingBell with @ScottWapnerCNBC discussing this Armageddon software sell-off and adding this morning Salesforce and ServiceNow to the IVES AI 30 winner list 🏆🔥🎯🐂📺👇
Wedbush's @DivesTech on the software pullback and the two names he's adding to his AI 30 list: cnbc.com/video/2026/02/…
The software winners will be key players in the AI Revolution @CNBCClosingBell 🏆🎯📺🐂👇
Great to be on @CNBCClosingBell with @ScottWapnerCNBC discussing this historic software tech sell-off and why we view this as a golden buying opportunity to own the winners in the AI Revolution 🏆🍿🎯🔥🐂📺👇 @CNBC @CNBCtech cnbc.com/video/2026/02/…
Look forward to discussing this tech sell-off led by software weakness and how to navigate this nervous tech market….along with Apple thoughts on @CNBCClosingBell with @ScottWapnerCNBC at 3:10 pm 🏆🐂📺🎯
Great to be on @SquawkBoxEurope with Steve Sedgwick and @BenMBoulos and discussing this white knuckle tech sell-off and why we remain firmly bullish on tech and the AI Revolution winners in 2026 🏆🐂🔥🍿👇📺 @CNBC @CNBCtech @CNBCi cnbc.com/video/2026/02/…
Great to be on @BNNBloomberg 🇨🇦discussing tech stocks and the AI Arms Race 🏆🍿🔥🐂📺
We believe the Anthropic threat to software and cyber security names is way overdone. Crowdstrike last night first step proving this thesis out on AI @PowerLunch 🏆🎯
Great to be on @PowerLunch with @KellyCNBC and @SullyCNBC discussing Apple’s new product launches, the tech trade, and the White House AI data center meeting with tech executives 🏆🐂🍿🎯📺👇🍎 @CNBC @CNBCtech cnbc.com/video/2026/03/…
Apple is setting the stage for its AI era to begin. Smart strategy @PowerLunch 🍎🍿🏆🎯🐂👇
Great to be on @PowerLunch with @KellyCNBC and @SullyCNBC discussing Apple’s new product launches, the tech trade, and the White House AI data center meeting with tech executives 🏆🐂🍿🎯📺👇🍎 @CNBC @CNBCtech cnbc.com/video/2026/03/…
Look forward to discussing Apple’s event takeaways and the broader tech trade in this jittery backdrop on @PowerLunch with @KellyCNBC @SullyCNBC at 2 pm @CNBC 🎯🏆🍿🐂🍎📱
Fighting this “AI Ghost Trade”👻 has been brutal for tech stocks…but step by step the next phase of this AI Revolution and monetization is on deck for 2026…and software will play a major role despite this doomsday Claude misguided Street narrative @CNBCClosingBell 🎯⌛️🐂👇
Great to be on @CNBCClosingBell with @ScottWapnerCNBC discussing this brutal week for tech stocks despite the Nvidia blowout news…and why the software sector will rebound from current levels in my view 🏆🍿📺🏆🐂👇 @CNBC @CNBCtech cnbc.com/video/2026/02/…
Look forward to discussing tech stocks and the AI Revolution investor worries and opportunities on @CNBCClosingBell at 3 pm with @ScottWapnerCNBC @CNBC @CNBCtech 🎯📺🐂
We believe the Anthropic Enterprise Agent event earlier this week to showcase Claude will mark a bottoming process in the Armageddon software trade which has plagued tech stocks this year. Claude is a great AI tool…BUT it’s not replacing software players…clear narrative 🎯🐂🍿
Great to be on @BloombergTV with @FerroTV @lisaabramowicz1 @annmarie discussing the Michael Jordan-like quarter and guide Nvidia just delivered and what this means for the rest of tech and AI Revolution bullish thesis 🔥🏆🏀🐂🍿📺👇 @business
Dan Ives, managing director at Wedbush Securities, breaks down fourth-quarter earnings from Nvidia as he raises his price target for the stock to $300 bloom.bg/3MwsUJD
Look forward to discussing Nvidia’s robust earnings and guidance on @BloombergTV with @lisaabramowicz1 @FerroTV @annmarie at 7:15 am
Great to be on @CNBCTheExchange with @KellyCNBC discussing what to expect from Nvidia and the Godfather of AI Jensen and Nvidia with tonight’s key earnings. Also walking thru the “AI Ghost Trade” black cloud over the software sector and how to navigate 🏆📺🐂🥇🎯🍿👇 @CNBC @CNBCtech
The Street's Nvidia estimates are significantly underestimating AI demand, according to Wedbush Securities' Dan Ives (@DivesTech). cc:@KellyCNBC cnb.cx/4aCyLpZ
We have heard from many global tech companies trying to figure out the new normal and what tariff policy will be going forward? Are the tariffs even enforceable and what are others doing in this new state of uncertainty and tariff chaos....this is the line of thinking🎯🍿
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Great to be on @BloombergRadio with @ptsweeney @scarletfu discussing the Supreme Court ruling against the Trump tariffs and what it means for the tech sector looking ahead 👇🎯🍿 @business bloomberg.com/news/audio/202…
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