#danives — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #danives, aggregated by home.social.
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#DanIves predicts the #Nasdaq will reach 30,000 points in the next year, driven by the #AI #rally and a strong tech earnings season. He believes the #AIrevolution is in its early stages and will continue for another two years, fuelled by the demand for memory chips and the broader #AIinfrastructure buildout. https://www.cnbc.com/2026/05/11/the-haters-will-hate-dan-ives-predicts-nasdaq-rally.html?AIagents.at #AIagent #AI #ML #NLP #LLM #GenAI
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US Top News and Analysis | Oracle is down big in 2026. Dan Ives says buy the dip
AI generated summary, Read the full article for complete information.
Oracle is positioning itself as a core infrastructure provider for the AI revolution, prompting Wedbush Securities analyst Dan Ives to initiate coverage with an “outperform” rating and a $225 price target that implies about 27.6% upside from the recent close. Ives highlights Oracle’s recent contracts—including a $300 billion, five‑year deal to supply computing power to OpenAI starting in 2027 and a partnership with Nvidia to integrate Oracle Cloud Infrastructure with Nvidia’s AI platform—as evidence of strong, contract‑backed demand. While some investors worry about the company’s hefty capital expenditures and negative free cash flow, Ives argues these concerns are short‑sighted, noting that Oracle is executing a $45‑$50 billion capital raise and has already secured $30 billion through investment‑grade bonds and convertible preferred stock to fund its obligations. The analyst’s bullish view aligns with the broader market consensus, with 35 of 46 analysts rating the stock a buy or strong buy; Oracle’s shares have risen about 28% over the past year but have slipped roughly 10% in 2026 amid ongoing AI‑related spending concerns.
Read more: https://www.cnbc.com/2026/04/24/oracle-is-down-big-in-2026-dan-ives-says-buy-the-dip.html
#Oracle #DanIves #OpenAI #Nvidia #AIinfrastructure
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Al Jazeera – Breaking News, World News and Video from Al Jazeera | Meta lines up layoffs while Microsoft offers buyouts
AI generated summary, Read the full article for complete information.
Meta announced it will cut roughly 8,000 jobs — about 10 % of its workforce — to free up resources for a massive boost in artificial‑intelligence infrastructure and high‑pay AI‑expert hires, while Microsoft disclosed it will extend voluntary buyout offers to about 8,750 U.S. employees, or 7 % of its domestic staff, as a parallel effort to trim costs amid the industry’s AI spending surge. Meta’s 2026 expenses are projected to rise sharply to $162‑$169 billion, driven by new data‑centre construction (including a $1 billion AI‑optimised facility in Tulsa) and elevated compensation for AI talent, and analysts view the layoffs as a move to streamline operations and improve efficiency. The news sent Meta’s shares down 2.3 % and Microsoft’s off nearly 4 % on the day of the announcements.
AI generated summary, Read the full article for complete information.
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Boston.com | Meta slashes 8,000 jobs, or 10 percent of its workforce, as Microsoft offers buyouts by Associated Press
AI generated summary, Read the full article for complete information.
Meta announced it is cutting about 8,000 jobs—roughly 10 % of its workforce—to improve efficiency and free up capital for new investments, particularly in artificial‑intelligence infrastructure and high‑pay AI‑expert hires, as its 2026 expenses are projected to rise to $162‑$169 billion. The layoffs come as the company also leaves roughly 6,000 positions unfilled. At the same time, Microsoft disclosed plans to offer voluntary buyouts to around 8,750 U.S. employees (about 7 % of its U.S. staff) in early May, a move aimed at curbing costs amid massive spending on data centers, cloud services, and AI tools like Copilot. Analysts see Meta’s cuts as part of a broader shift toward using AI to automate tasks and streamline operations while maintaining productivity.
#Meta #Microsoft #AmyColeman #technology #DanIves
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Dan Ives published this review of the Tesla stock below 👇🏿
He's a large shareholder in Tesla and suggests that Musk should focus on being Tesla CEO and stop working as part of DOGE and the Trump administration. He absolutely rebuked the "brand damage" of turning Tesla political and specifically called out Trump's Tesla purchase photo op as a blunder for the company.
I think Ives knows Musk as CEO is a now a deadend but he's a big shareholder and wants you to be his exit liquidity.
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Tesla Q4 Earnings is ‘one of the most important’ for Elon Musk and Co.
https://www.teslarati.com/tesla-tsla-q4-2023-earnings-elon-musk-dan-ives-wedbush/
#InvestorsCorner #TeslaEarnings #Featured #DanIves #$TSLA #Tesla #News -
Tesla analyst narrows down final prediction for Q4 deliveries
https://www.teslarati.com/tesla-tsla-analyst-q4-2022-delivery-prediction-dan-ives-wedbush/
#InvestorsCorner #Tesladeliveries #Featured #DanIves #$TSLA #Tesla #News -
Tesla bulls conflict as Musk Twitter ‘circus’ continues on
https://www.teslarati.com/tesla-tsla-analysts-twitter-circus/
#InvestorsCorner #Featured #RonBaron #DanIves #$TSLA #Tesla #News #TSLA
