Dan Ives, Wedbush, joins 'Fast Money' to talk the U.S.' infrastructure investment plans and what it means for Big Tech.
The social media platform has gone from having its "back against the wall to a massive position of strength".
Stargate identified NVIDIA NVDA, Microsoft MSFT, and British chip designer Arm (ARM) as "key initial technology partners" to ...
Dan Ives, Wedbush Securities global head of tech research, joins CNBC's 'The Exchange' to discuss the looming TikTok ban in ...
In his first few days back in office, President Trump is talking about TikTok entirely as a deal making exercise, dropping all of his previously expressed concerns about Chinese influence and American ...
Software is expected to have another great year in 2025 fueled by ongoing and rising investment in artificial intelligence ...
Apple faced two downgrades ahead of earnings, with analysts citing weak iPhone demand. China continues to be a headwind for ...
Dan Ives expects another $3.0 trillion in AI capex over the next three year. Continued spending on artificial intelligence ...