The AI tidal wave has started, Wedbush's Dan Ives says

Поделиться
HTML-код
  • Опубликовано: 3 июн 2024
  • As Big Tech companies reported earnings, they also revealed a massive wave of planned spending on AI projects and infrastructure. Some companies like Alphabet (GOOG, GOOGL), Meta (META), and Microsoft (MSFT) have pulled ahead, while others, like Apple (AAPL), have faced mounting challenges.
    Wedbush Securities Managing Director Dan Ives joins The Morning Brief to discuss what he calls "the fourth industrial revolution" in AI and Apple's advances on the front.
    Ives states that Apple's annual Worldwide Developers Conference will be paramount for Apple: "I think it's probably the most important event for Apple that we've seen potentially in a decade because this is going to be [CEO Tim] Cook laying out the AI strategy on the services side for developers, what I believe is really the start of an AI app store in terms of how that's going to morph and then its proprietary AI technology in iPhone 16, which will launch in September."
    About Yahoo Finance:
    Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.
    - Get the latest news and data at finance.yahoo.com
    - Download the Yahoo Finance app on Apple (apple.co/3Rten0R) or Android (bit.ly/3t8UnXO)
    - Follow Yahoo Finance on social:
    X: / yahoofinance
    Instagram: yahoofinanc...
    TikTok: www.tiktok.com/@yahoofinance?...
    Facebook: / yahoofinance
    LinkedIn: / yahoo-finance

Комментарии • 19

  • @teslamodelsplaid6074
    @teslamodelsplaid6074 2 часа назад

    Dan is total flipping Top G!

  • @vinay7397
    @vinay7397 24 дня назад +3

    A very entertaining and informative analyst.

  • @kamenidriss
    @kamenidriss 24 дня назад +3

    AI's future is as bright as his hoodie

  • @nicknames5325
    @nicknames5325 23 дня назад

    Ai big profits are not in the chips. It's in what the data centers lack.

  • @user-vd4ot8pt7q
    @user-vd4ot8pt7q 24 дня назад

    How’s that bull case for aapl doing Dan 😂

  • @kirankumarsukumar
    @kirankumarsukumar 24 дня назад

    I feel sorry for Tesla in China. I have been to China. All i would say is Tesla will need a lot of good luck

  • @kirankumarsukumar
    @kirankumarsukumar 24 дня назад +2

    Everyone is gonna have a good AI chip in 3-4 years. Eventually it will be a zero sum game. It will be all about the consumer product

  • @_rob_.
    @_rob_. 23 дня назад

    Duh

  • @Anthony-dj4nd
    @Anthony-dj4nd 24 дня назад

    Ives lives in a crawl space???

  • @VeganCheeseburger
    @VeganCheeseburger 23 дня назад +1

    AI is going to completely change society and these goofballs are still on stock picking 🤦‍♂️😂

  • @itzhexen0
    @itzhexen0 24 дня назад

    Until AI is consistently used in society by most people. Nothing has begun.

    • @superblondeDotOrg
      @superblondeDotOrg 24 дня назад

      It is controlling everyone already. This content was served by ai. Instagram rules peoples lives and is purely ai. U.s. presidential race will be won based on AI misinformation and propaganda.
      RUclips will likely shadowban this comment because youtube AI has been censoring most of my comments for the past year+.

    • @user-vd4ot8pt7q
      @user-vd4ot8pt7q 24 дня назад +2

      It’s already being used consistently. People just don’t see it. Every recommendation, every google photo account. Etc.

    • @itzhexen0
      @itzhexen0 24 дня назад

      @@user-vd4ot8pt7q No, normal people.

    • @kamenidriss
      @kamenidriss 24 дня назад

      Except that stocks are forward-looking. by the time what you're describing is beginning to happen, you're way too late to get in.

    • @itzhexen0
      @itzhexen0 24 дня назад

      @@kamenidriss The stock market isn't reality and is just there to scam people out of money. I was talking about AI.

  • @Permanente95
    @Permanente95 24 дня назад

    delusional