The U.S. tech sector just walked into a geopolitical buzzsaw, and NVIDIA Corp NVDA may be the first big casualty. As trade tensions ratchet up and tariff policy gets more unpredictable, AI leaders such as Nvidia are getting boxed out of China just as competitors like Huawei prepare to strike. Wedbush Securities analyst Dan Ives…
Amid escalating trade tensions between the U.S. and China, tech bull Dan Ives thinks the time is “ticking” for trade deals as Wall Street reels from the aftermath of a tug-of-war between the world’s top two economies. What Happened: Nvidia Corp. NVDA finds itself at the center of a geopolitical tug-of-war. The U.S. has imposed new…
Wedbush analyst Dan Ives is out with an early reaction to Palantir Technologies Inc.’s PLTR “eye-popping” results, featuring beats across the board. What To Know: Palantir, which Ives calls “The Messi of AI,” beat analyst estimates on the top and bottom lines when it reported third-quarter financial results after the market close on Monday. Total…
Tesla Inc TSLA analysts and experts highlighted the importance of the company’s third-quarter deliveries, while they also pointed to other October catalysts that include full quarterly financial results and the company’s highly anticipated Robotaxi Day on Oct. 10. What Happened: Tesla reported third-quarter deliveries of 462,890 vehicles, up 6.4% year-over-year and up 4.3% quarter-over-quarter. The…