Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Dan Ives

πŸ‘€ Speaker
620 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

I think that's why this is so important for shareholders when it comes to Musk.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

Look, in my opinion, it's the numberβ€”and obviously you could say bias.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

I think, especially after the LSU governor's term, I think it's the number one coaching spot in all of college football above Florida.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

To me, you know, Pat Craft, there's no better athletic director, I think, right now in the world than him.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

And I think they're going to go for Elka at Texas A&M.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

I think you go for Clark Lee at Vanderbilt, Manny Diaz, potentially Brahm and others.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

Look, this is, it's obviously been a very, very, you know, disaster year, but it's our view.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

We need the right person to ultimately take us to the next level.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

As a total side note, guys like Sweeney, they're the ones that give out the full chocolate bar for Halloween.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

So that, remember, that continues to be, you know, obviously someone that- That's a big spender.

Bloomberg Talks
Dan Ives, Global Head of Tech Research at Wedbush Securities, Talks Tech Earnings

Can't do minis.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

I thought they were robust.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

And I think to some extent when you factor China in, they actually beat expectations, especially when you look at the outlook.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

I think there's a stock that's up today.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

And I think it further validates what we obviously have been talking a lot with you and the team about, about the AI story now playing out into the next stage of growth.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

This is bullish in my opinion.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

I think it just shows there's one ship in the world fueling the AI revolutions, led by Godfather of AI, Jensen Evidence.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

And you look what's happened on CapEx, it's just continuing to accelerate.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

And then you factor in China, that could be 50 billion.

Bloomberg Talks
Wedbush Securities' Dan Ives Talks Nvidia

I mean, and Jen's talking about the 50% growth.