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Investors Shouldn't 'Run To The Hills' Over Tariffs: Dan Ives Points To 8 AI Stocks 'To Own'
Tuesday, March 4, 2025 - 12:53pm | 822President Donald Trump's tariffs on Mexico, Canada and China went into effect Tuesday. A top tech analyst examines how tariffs might affect technology stocks. The Analyst Takeaways: Wedbush analyst Daniel Ives said tariffs could create a "game of geopolitical poker," but he isn't panicking. "There...
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Palo Alto Analysts Optimistic On Revenue Growth, Expanding Market Share
Friday, February 14, 2025 - 2:22pm | 941Shares of Palo Alto Networks Inc (NASDAQ:PANW) were trading lower on Friday, even after the company reported upbeat fiscal second-quarter results. The company reported its quarterly results amid an exciting earnings season. Here are some key analyst takeaways. Goldman Sachs On Palo Alto Networks...
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EXCLUSIVE: Nvidia Hardest Hit Among Mag 7 Stocks By DeepSeek, Poll Shows — And This Stock Ranked Second
Wednesday, January 29, 2025 - 9:59am | 950The valuations of several Magnificent 7 stocks were hit hard Monday with news of the capabilities of DeepSeek, a Chinese AI that is said to be more cost-effective. A Benzinga reader poll shows that DeepSeek could hurt one Mag 7 stock the most. What Happened: Semiconductor leader NVIDIA Corporation...
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Tesla's First Sales Drop Splits Wall Street: '2025 Will Be The Prove It Year'
Thursday, January 2, 2025 - 6:14pm | 944Key Tesla Inc (NASDAQ:TSLA) analysts and influencers are out with their takes on the company's fourth-quarter delivery figures, which missed analyst consensus estimates. Here's a look at what they are saying and why 2025 could be a make-or-break year. Daniel Ives on TSLA: Wedbush analyst Daniel...
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Oklo Business Model Supports Recurring Revenues, AI Revolution Creates Elevated Demand
Thursday, December 19, 2024 - 12:32pm | 346Shares of Oklo Inc (NYSE:OKLO) were climbing in early trading on Thursday, after the nuclear startup announced a long-term agreement with Switch. The company's business model positions it in a "solid spot" for long-term recurring revenues, according to Wedbush. Analyst Daniel Ives initiated...
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Benzinga's 'Stock Whisper' Index: 5 Stocks Investors Secretly Monitor But Don't Talk About Yet
Friday, December 6, 2024 - 11:49am | 1712Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...
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Elon Musk $56B Pay Package Rejected By Judge Again: Tesla Analyst Says 'Soap Opera Playing Out In Delaware'
Monday, December 2, 2024 - 7:00pm | 754A Delaware judge has once again struck down a compensation plan for Tesla Inc (NASDAQ:TSLA) CEO Elon Musk from 2018, news that comes six months after Tesla shareholders approved the pay package for a second time. What Happened: A 2018 pay compensation plan provided several milestones that seemed...
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Trump Set To Hand Musk 'Golden Path For Tesla' After Reversing Course On Autonomous Vehicle Ban
Monday, November 18, 2024 - 3:04pm | 917The future of Tesla Inc (NASDAQ:TSLA) could be decided by autonomous vehicles with the company betting aggressively on the future of its robotaxis. After once threatening to ban autonomous vehicles in America, President-elect Donald Trump may be having a change of heart, bringing music to the ears...
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Rivian Stock 'Long-Term Winner' In Gas-To-Electric Transition: Analyst
Friday, November 8, 2024 - 11:47am | 826Rivian Automotive (NASDAQ:RIVN) analysts are cautious on the short-term outlook for the electric vehicle company with supply chain concerns, after the company missed third-quarter revenue and earnings per share estimates. The Rivian Analysts: Truist analyst Jordan Levy maintained a Hold rating on...
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Trump Win Could Hinder Tech, EV Sector Growth, 'Slow The Pace' Of AI Revolution: Analysts Lay Out 2024 Election Implications
Tuesday, November 5, 2024 - 3:12pm | 928A win for Donald Trump or Kamala Harris could have implications for many sectors, including technology and electric vehicles, making the outcome of the 2024 presidential election important for investors. A group of Wedbush analysts outlines the implications for the technology sector in light of...
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'Messi Of AI': Wall Street Analyst Gushes Over 'Robust' Earnings From Palantir
Monday, November 4, 2024 - 7:35pm | 579Wedbush analyst Dan Ives is out with an early reaction to Palantir Technologies Inc.’s (NYSE: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...
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Apple Q4 Results 'Better-Than-Feared': Analysts Highlight iPhone 16 Demand, Apple Intelligence Opportunity After 'Rock Solid Quarter'
Friday, November 1, 2024 - 12:19pm | 1013Apple Inc (NASDAQ:AAPL) beat analysts’ fourth-quarter revenue and earnings estimates, but guidance that came in below estimates has analysts questioning the future outlook after Thursday’s report. The Apple Analysts: Bank of America analyst Wamsi Mohan reiterated a Buy rating on Apple...
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Microsoft 'In Major Growth Mode,' Not Slowing Down: 4 Analysts See Strong Azure Demand, AI Monetization Efforts
Thursday, October 31, 2024 - 12:13pm | 667Microsoft Corporation (NASDAQ:MSFT) analysts saw potential short-term setbacks with capacity constraints and weaker guidance than expected but were also looking at an exciting path for AI monetization ahead after first-quarter financial results. The Microsoft Analysts: Bank of America analyst Brad...
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Amazon Q3 Earnings Preview: AWS, Prime Video, Streak Of Analyst Beats On Watch
Wednesday, October 30, 2024 - 4:14pm | 816Amazon.com Inc (NASDAQ:AMZN) could show off the strength of its AWS cloud segment when it reports third-quarter financial results after market close Thursday. Earnings Estimates: Analysts expect the Seattle-based company to report third-quarter revenue of $157.19 billion. That’s up from last...
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Tesla Q3 'An Unexpectedly Good Quarter': 10 Analysts On Earnings, Margins, FSD, Robotaxis, More
Thursday, October 24, 2024 - 12:28pm | 1357Tesla Inc (NASDAQ:TSLA) beat earnings estimates and showed improving margins in the third quarter, along with a strong vehicle delivery outlook for 2025, which were among the highlights for analysts. The Tesla Analysts: Piper Sandler analyst Alexander Potter reiterated an Overweight rating on...