Citigroup keeps Buy on Oracle, sees $330 target
Citigroup analyst Tyler Radke kept a Buy rating on Oracle and set a $330 price target, with the call tied to a recent reset in investor expectations after a sharp summer sell-off.
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Peter Diamandis Sees $10 Trillion Valuation for SPCX, Says Elon Musk Is Building 'Civilizational' Infrastructure
The All In Podcast host Peter Diamandis has backed Elon Musk -led Space Exploration Technologies Corp. ‘s (NASDAQ: SPCX ) goal of reaching $1 trillion in revenue by the year 2030, saying that the company had the potential to become a $10 trillion enterprise following its earnings call. Peter Diamandis Backs Elon Musk’s
How Intel's Earnings Turned AMD's Beat Into A Sell-Off
Advanced Micro Devices Inc. (NASDAQ: AMD ) stock fell nearly 9% in premarket trading Wednesday as investors appeared to want a stronger forward outlook following the chipmaker’s second-quarter results. The sell-off came even after AMD reported second-quarter revenue of $11.54 billion, topping the Wall Street estimate o
Steve Eisman Says He'd Be 'Petrified' Running OpenAI or Anthropic as Cheap Chinese Models Threaten Price War
Steve Eisman says he wouldn’t want to run OpenAI or Anthropic right now, and with both labs preparing to go public, the timing stings. On the latest Real Eisman Playbook, the investor made famous by “The Big Short” pressed tech bulls Dan Ives and D.A. Davidson’s Gil Luria on whether AI model companies have any moat at
What's Going on With AMD Stock Thursday?
Advanced Micro Devices Inc. (NASDAQ: AMD ) stock was little changed on Thursday, slipping 0.13% to $541.58, even as the broader market moved higher. The Nasdaq gained 0.38%, while the S&P 500 rose 0.59%. AMD’s modest decline appears to reflect profit-taking after a strong multi-month rally rather than a broader shift i
Dan Ives' SpaceX Bull Case Comes Down to One Number: Less Than 1%
Space Exploration Technologies Corp. (NASDAQ: SPCX ) has already become one of the world’s most valuable public companies, but Wedbush analyst Dan Ives believes its biggest growth story can be summed up in one surprisingly small number. Less than 1%. That’s how much of the global telecom and broadband market Starlink h
AMD Dips 4% as Investors Lock in Profits After a Blockbuster AI Rotation Surge
Advanced Micro Devices Inc (NASDAQ: AMD ) stock traded lower by over 4% during Wednesday’s session as risk appetite cools for high-multiple tech names. The early dip looks tied more to the overnight tone in index futures than to a single AMD-specific headline, with traders leaning defensive into the open. With the stoc
Dan Ives Says SpaceX Looks Expensive, But Elon Musk-Led SPCX Could Become 'One of the Best AI Plays'
Wedbush’s Global Head of Tech Research, Dan Ives, said Space Exploration Technologies Corp. (NASDAQ: SPCX ) could become a major artificial intelligence (AI) infrastructure company, arguing that investors should view the newly public Elon Musk -led firm as more than a traditional space business. Ives Calls SpaceX A Maj
AI Stocks Are On Sale — Dan Ives Calls It Another 'Gut Check' For Tech Investors
Big Tech is in a sentiment "penalty box" even as the multi‑year AI build‑out enters a critical acceleration phase, and Wedbush tech analyst Dan Ives argues that creates a prime entry point into the core AI winners. MSFT stock is moving. See the chart and price action here. Ives’ latest industry note frames the current
MSFT, META Treated Like 'Bear Market' Stocks
Microsoft and Meta are being treated like bear market stocks despite their massive AI investments, according to Wedbush analyst Dan Ives
Why Apple Just Suffered Its Worst Crash In Over A Year
Apple Inc. (NASDAQ: AAPL ) stock tumbled more than 6% on Thursday, marking its biggest one-day decline since April 2025, after the company raised Mac and iPad prices. Investors viewed the move as a key test of Apple’s pricing power ahead of any potential iPhone price increases. The iPhone accounts for nearly half of Ap
MU: Ives Sees AI
Wedbush analyst Dan Ives believes the AI revolution is in its third inning and the recent chip sell-off is a 'gut check moment' rather than a sign of weakening demand