Apple’s Next Growth Hinges on Foldables, AI, Affordable Glasses
“Innovation going forward around foldable phones, an AI enabled smartphone, new sleeker/affordable Apple Glasses, and future hardware developments will be the hearts and lungs of Apple’s success,” Wedbush’s Dan Ives said in a note. https://t.co/serD28N2eL @nypost 🍎📱👇
Apple's Cook Exit: Implications and Future Direction
Great to be on @CBSMornings discussing the Cook CEO departure at Apple and the path forward @jolingkent 🍎📱👇 https://t.co/QQKXfLig57
Apple’s AI Shift Sparks Surprise CEO Exit, Ternus Chosen
These will be big shoes to fill and the timing of Cook exiting stage left as CEO could make sense but also creates questions. Apple is making a major transition on its AI strategy and longtime CEO and legendary Cook...
Allbirds' Sudden Shift From Sneakers to AI GPUs
Great to be on @OutFrontCNN @ErinBurnett discussing the head scratching Allbirds overnight pivot from a sneaker company to an AI GPU tech vendor 📺😳🍿👇 @CNN @cnnbrk https://t.co/7TCFWZpGc7
AI Boom Will Fuel Trillions, Tech Winners Ahead
AI Revolution will translate into trillions being spent over the coming years for well positioned tech winners...the stocks on the other hand currently reflecting the opposite with Anthropic fears running rampant…will prove to be a fictional narrative as tech winners...
Palantir Crowned AI Leader on Yahoo Finance
Great to be the discussing the fictional narrative around Palantir and why it’s the leader in AI tech on @YahooFinance with @BrianSozzi and @Marcomadness2 🏆🎯👇🐂
Palantir Remains Core AI Leader, Not Threatened by Anthropic
We believe the take that Anthropic is eating PLTR's lunch, (amplified by Michael Burry's now-deleted post on X earlier today), is the wrong take and fictional narrative (in our view) as Palantir is at the epicenter of leaders in the...
Meta's AI Launch Escalates Competitive AI Arms Race
Great to be on @CNBCClosingBell with @ScottWapnerCNBC discussing Meta’s AI launch and its importance in this AI Arms Race looking forward with Anthropic and Open AI front and center 🏆📺🍿🐂🎯👇@CNBC @CNBCtech https://t.co/QYVdSoAqh8 https://t.co/2YrdTdFssr
Iran Ceasefire Sparks Risk‑On Rally, Tech Oversold Gains
Look forward to discussing this risk-on market post the Iran ceasefire news and what this means for the oversold tech sector looking ahead on @CNBCClosingBell at 3:35 pm with @ScottWapnerCNBC @CNBC 🏆🍿📺🎯🐂
Tesla Deliveries and Future Demand Discussed on BBC
Great to be with @BenThompsonTV on @BBCWorld discussing Tesla’s deliveries and the demand path ahead 📺🎯🍿👇@BBCBreaking https://t.co/77g6Px5deV
Upcoming Power Lunch: SpaceX and Tesla Future Talk
Look forward to discussing SpaceX and the future of Tesla on @PowerLunch at 2:30 pm with @SullyCNBC and @KellyCNBC @CNBC 📺🏆🎯🔥🐂
AI Opportunities Spotlighted at RSA with CrowdStrike
Great to be spending some time with @George_Kurtz at @RSAsecurity discussing the AI opportunity and @CrowdStrike 🏆🍿🎯🐂 https://t.co/zflmirCfNf
Tomorrow: CNBC Morning Call on AI Stock Winners
Look forward to being on the new show launch of @CNBCMorningCall tomorrow at 5:45 am with @MorganLBrennan to discuss tech stocks and navigating this white knuckle moment for AI winners @CNBC @CNBCtech 🏆🐂📺🍿☕️
Students Showcase Generative AI Talent at Penn State
This week we hosted AI Innovation Day & Student Case Competition at @penn_state @SmealCollege — a full-day focus of generative AI, business education, and the incredible talent of students. The energy in the room was electric, and so grateful to...
Nvidia Leads AI Revolution, Discussed on CNBC
Great to be on @CNBC’s Squawk Box Asia with @cherykang and @MartinSoong discussing Nvidia and the AI Revolution 🏆🎯📺👇🐂🍿 @CNBCi https://t.co/cNfS9qm10M
Palantir Forecasts Massive AI Market Growth Across Sectors
Great to be on @tbpn with @johncoogan and @jordihays from @PalantirTech AIPCon in Kent Island, Maryland discussing Palantir’s massive AI market opportunity over the coming years on both the commercial and government fronts 🏆🍿🐂🎯 https://t.co/NKlxQVDUKY
Oracle's AI and Cloud Metrics Signal Robust Demand
Oracle’s core AI and cloud numbers and backlog tell a very healthy and robust AI Revolution demand story,” Wedbush’s Dan Ives wrote in a note Tuesday. https://t.co/KpVRCqKYn4 @CNBC @CNBCtech 🏆🎯🐂
Tech Stocks, Oracle Earnings, and AI Ghost Trade Overhang
Look forward to discussing tech stocks, Oracle’s key earnings, and the AI Ghost Trade still an overhang on oversold software names on @CNBCClosingBell at 3:10 pm with @ScottWapnerCNBC from @FutureProof_HQ in Miami @CNBC @CNBCtech 🏆🔥🍿🎯🐂☀️
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...