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  • Dan Ives


    Nvidia vs Google: AI Chip Prizefight & Market Impact

    Nvidia vs Google: AI Chip Prizefight & Market Impact

    Nvidia maintains AI dominance despite Google's TPU push. Wedbush sees Nvidia as the AI leader, even with increasing competition and massive capex spending. Market reacts to AI chip competition.


    Musk Steps Back from DOGE: A Turning Point for Tesla?

    Musk Steps Back from DOGE: A Turning Point for Tesla?

    Dan Ives sees Musk's move away from DOGE as a turning point for Tesla after a challenging quarter. Brand damage control is needed, but focus shifts to autonomous driving and robotics now.