Dan Ives Has Message For Nvidia Stock Investors

Live updates

1. 18d ago

   Dan Ives Optimistic on AI Trade, Names Potential Winners

   Dan Ives, a prominent tech analyst, remains optimistic about the AI trade, describing it as only being in its 'third inning.' He believes Nvidia's recent earnings results will sustain the current momentum. Ives has identified potential AI winners, including Microsoft, Alphabet, Amazon, Palantir, and CrowdStrike.

   Why it matters

   The AI trade has been driving financial market gravity, with Nvidia being a key player. Investors are eagerly awaiting earnings results from Nvidia to gauge the sustainability of the AI boom. The sector's performance has significant implications for the broader market.

   What is confirmed

   • The AI megatrend may still be young, but the focus for businesses is shifting from buying chips to monetizing AI across infrastructure, cloud, and software.
   • Dan Ives says Nvidia's surging AI demand is fueling tech while software emerges as a key beneficiary of the AI revolution.
   • Dan Ives believes US takes lead over China 'For First Time in 30 Years'.

   Still unconfirmed

   • Dan Ives' fund already owns six AI stocks he named as leading the next leg up.

   What to watch next

   • Nvidia's future earnings reports
   • Adoption rates of AI across various industries
   • Regulatory developments in the AI sector
   Sources used for this update (5)

   1. finance.yahoo.com — Nvidia Earnings Keep AI ‘Jenga Puzzle’ Intact: Dan Ives Says MSFT, GOOGL, AMZN Could Lead Next Trade
   2. 247wallst.com — When Dan Ives Names the Next AI Winners, Does His Own Fund Already Own Them?
   3. finance.yahoo.com — Dan Ives Says the AI Trade Is Only in the "Third Inning." Should Investors Stay Long AI Stocks?
   4. www.cnbc.com — Dan Ives: For the first time in 30 years, the U.S. actually has the lead
   5. finance.yahoo.com — Dan Ives: Nvidia Earnings Should 'Hang in the Louvre,' US Takes Lead Over China 'For First Time in 30 Years'
   confidence 90%
2. 21d ago

   Nvidia Earnings to Test Market Faith in AI Boom

   Nvidia stock is experiencing downward pressure as investors await earnings results that will serve as a litmus test for the broader AI trade. Analysts and investors view these results as a critical indicator of whether the artificial intelligence boom can sustain its current momentum. Market sentiment remains tense, with Nvidia identified as one of the most influential assets currently driving financial market gravity.

   Why it matters

   The AI sector has faced increased pressure at the start of the week. Investors are looking for concrete evidence that AI investments are translating into sustainable growth.

   What is confirmed

   • Nvidia earnings will test Wall Street's faith in the AI boom.
   • The AI trade is under pressure at the start of the week.

   Still unconfirmed

   • Dan Ives has a message for Nvidia stock investors.

   What to watch next

   • Nvidia's official earnings report release
   • Market reaction to Nvidia's financial results
   Sources used for this update (6)

   1. WSJ — Nvidia’s Earnings Will Test Wall Street’s Faith in the AI Boom
   2. Yahoo Finance — Nvidia earnings face a frustrating reality
   3. Forbes — Here’s Why Nvidia Stock Is Down Today—Again
   4. Investopedia — The AI Trade Is Under Pressure to Start the Week. Nvidia’s Results Will Test the Sector
   5. Yahoo Finance — Dan Ives Has Message For Nvidia Stock Investors
   6. www.cnbc.com — 'Big Short' investor Danny Moses calls 10-year yield, Nvidia the two most important assets for markets right now
   confidence 80%