Pentagon Brands Anthropic with Supply-Chain Risk Label
The Pentagon’s supply-chain risk label — previously used only for foreign firms that present national security threats, like Chinese tech firm Huawei Technologies — is a “scarlet letter designation for Anthropic,” Wedbush Dan Ives wrote in a note https://t.co/gHeLolQfwf @nypost
Nvidia's Strong Earnings and Outlook Discussed Live
Look forward to discussing Nvidia’s robust earnings and guidance on @BloombergTV with @lisaabramowicz1 @FerroTV @annmarie at 7:15 am
Navigating Nvidia’s AI Earnings and the Software ‘Ghost Trade’
Great to be on @CNBCTheExchange with @KellyCNBC discussing what to expect from Nvidia and the Godfather of AI Jensen and Nvidia with tonight’s key earnings. Also walking thru the “AI Ghost Trade” black cloud over the software sector and how...
AI Ghost Trade Signals Oversold Cybersecurity Stocks
Watching Anthropic preso and investors will start to recognize this is an AI Ghost Trade and software/cyber security stocks most oversold I have seen in my career.
AI-Integrated Security Boosts PANW Demand and Value
PANW strong q/good initial guide with CyberArk. The need for AI-native, integrated security platforms rather than fragmented point solutions is further increasing demand for PANW platform. AI increasing PANW’s value proposition-not displacing it. $225 PT..very well positioned🏆
AI‑Driven Sell‑Off Sparks Tech Opportunities on Bloomberg TV
Look forward to discussing this AI driven sell-off and the opportunities in tech on @BloombergTV at 9:40 am with @mattmiller1973 and @daniburgz 🔥🍿📺🐂🏆🎯
Salesforce, ServiceNow Rejoin AI 30 Amid Market Panic
We are adding Salesforce and ServiceNow to the IVES AI 30 list after taking them off in early December with this software Armageddon sell-off the last few weeks assuming software/tech behemoths like Salesforce and ServiceNow are structurally broken…and we strongly...
