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Jul 24, 2024
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i ives of wedbush securities had to sa . ~' , , ives of wedbush securities had to sa . ~ , , ., ivesdbush securities had to sa , " , , ., " " say. i think it is 'ust a knee'erk reaction. i say. i think it is 'ust a knee'erk reaction. the h say. i think it isjust a knee'erk reaction. the google �* say. i think it isjust a knee'erk reaction. the google cloud]- say. i think it isjust a kneejerk- reaction. the google cloud numbers were robust. you're talking about al, they— were robust. you're talking about al, they actually went from back ai, they actually went from back against — ai, they actually went from back against the wall for more of a mojo what _ against the wall for more of a mojo what we _ against the wall for more of a mojo what we are — against the wall for more of a mojo what we are seeing in google. in my opinion, _ what we are seeing in google. in my opinion, the — what we are seeing in google. in my opinion, the ai party is at 9pm and his party— opinion, the ai party is at 9pm and his party goes to 4am. i think big tech _ his party goes to 4am. i think big tech continue
i ives of wedbush securities had to sa . ~' , , ives of wedbush securities had to sa . ~ , , ., ivesdbush securities had to sa , " , , ., " " say. i think it is 'ust a knee'erk reaction. i say. i think it is 'ust a knee'erk reaction. the h say. i think it isjust a knee'erk reaction. the google �* say. i think it isjust a knee'erk reaction. the google cloud]- say. i think it isjust a kneejerk- reaction. the google cloud numbers were robust. you're talking about al, they— were...
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Jul 24, 2024
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i've been speaking to dan ives from wedbush securities about all the big tech earnings and started bytesla's self—driving technology. i think it next year, it is realistic. you talked about it, this isn't ai robotics company and is probably the most important thing from the conference call, that's the next focus for tesla and i think the vision is worth $1 trillion. in think the vision is worth $1 trillion. , ., trillion. in terms of everything - trillion. in terms of everything that's i trillion. in terms of. everything that's been happening on the political front in the us that's been dominating headlines, lots of talk about tariffs, how is the electric vehicle industry looking at the prospect of a trump presidency? i looking at the prospect of a trump presidency?- looking at the prospect of a trump presidency? i think trump is viewed as _ trump presidency? i think trump is viewed as negative _ trump presidency? i think trump is viewed as negative for- trump presidency? i think trump is viewed as negative for ev - trump presidency? i think trump is viewed as negative for ev is i is
i've been speaking to dan ives from wedbush securities about all the big tech earnings and started bytesla's self—driving technology. i think it next year, it is realistic. you talked about it, this isn't ai robotics company and is probably the most important thing from the conference call, that's the next focus for tesla and i think the vision is worth $1 trillion. in think the vision is worth $1 trillion. , ., trillion. in terms of everything - trillion. in terms of everything that's i...
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Jul 23, 2024
07/24
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i've been speaking to dan ives from wedbush securities about all the big tech earnings and started byt tesla's self driving technology. i think into next year, it is realistic, look, you spoke about it, this is an aa robotics company, and that is probably the most important thing from the conference call. that is the next focus for tesla, and i think the autonomous vision is worth a trillion dollars from the consumer perspective. in trillion dollars from the consumer perspective. in terms of everything — consumer perspective. in terms of everything that _ consumer perspective. in terms of everything that is _ consumer perspective. in terms of everything that is happened l of everything that is happened on the political front in the us that has dominated headlines, lots of talk about tariffs, how is the electric vehicle industry looking at the prospect of a trump presidency? i think trump is viewed as negative for ev in terms of emissions, but clearly could be a positive for tesla and elon musk. a, ., ., , musk. moving on to google, is all that spending _ musk. moving on to google, is
i've been speaking to dan ives from wedbush securities about all the big tech earnings and started byt tesla's self driving technology. i think into next year, it is realistic, look, you spoke about it, this is an aa robotics company, and that is probably the most important thing from the conference call. that is the next focus for tesla, and i think the autonomous vision is worth a trillion dollars from the consumer perspective. in trillion dollars from the consumer perspective. in terms of...
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Jul 24, 2024
07/24
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let's discuss some of this with long—term tesla bull dan ives from wedbush securities in new york.c about tesla. tell us why. i mean, the long-term — about tesla. tell us why. i mean, the long-term story _ about tesla. tell us why. i mean, the long-term story is _ about tesla. tell us why. i mean, the long-term story is really - about tesla. tell us why. i mean, l the long-term story is really about the long—term story is really about al in our economies. ifeel better ai in our economies. ifeel better about that today than even 2a hours ago... to be october ten, look, the margin is a disappointment, but it is near term pain for long—term gain. this is al and robotics, any show off here with you as table stakes, this is... with you is much higher over the next 12 months. so ou higher over the next 12 months. so you are saying we shouldn't think of this as an ev car company, we should think of it as an ai and robotics company, but let me push back a bit year. elon musk has a history of sort of overpromising and taking longer to deliver then he says. if you look at the robo taxi event
let's discuss some of this with long—term tesla bull dan ives from wedbush securities in new york.c about tesla. tell us why. i mean, the long-term — about tesla. tell us why. i mean, the long-term story _ about tesla. tell us why. i mean, the long-term story is _ about tesla. tell us why. i mean, the long-term story is really - about tesla. tell us why. i mean, l the long-term story is really about the long—term story is really about al in our economies. ifeel better ai in our economies....
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Jul 13, 2024
07/24
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. >> reporter: daniel ives is managing director and senior equity analyst for wedbush securities.calls this a black eye for at&t and now customers must be on the lookout for scammers. >> my advice is any at&t customer, you do not respond to any phone number that you don't know, any text, any call. do not give any information. >> reporter: the u.s. cybersecurity and infrastructure security agency says it is working with at&t and other government partners to assess the impact. the fbi and fcc are both also investigating. >> at&t says they will let customers know if they've been impacted by text, email or just tr mail. we'll have more information how to find out if your data was compromised on our top story on kpix.com. >>> up next, much needed housing on the peninsula encountering some resistance, why some worry it will cut off their access to fresh, affordable food. >> there are not enough grocery stores in north sunnyvale and to talk about to see an outcome where we would be losing more, that could be a really tough pill to swallow. >>> an east bay institution closing its doors af
. >> reporter: daniel ives is managing director and senior equity analyst for wedbush securities.calls this a black eye for at&t and now customers must be on the lookout for scammers. >> my advice is any at&t customer, you do not respond to any phone number that you don't know, any text, any call. do not give any information. >> reporter: the u.s. cybersecurity and infrastructure security agency says it is working with at&t and other government partners to assess...
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Jul 17, 2024
07/24
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let's bring in matt bryson senior vice president of equity research and hardware at wedbush securitiesn, matt. there aren't really easy alternatives if there's there's the threat of losing the juggernaut capacity in taiwan. >> no. you've got it exactly right. you look at the next couple process transitions. it's not a decade at this point. but the next three or four years, there is no alternative. the companies are already designing their next set of chips using tsm. so that's where those chips are going to be coming from. so, no, that business can't move from tsm to intel or tsm to samsung. it's on tsm. >> to clarify, i wasn't saying a decade to reach the process mode, but until there's any possibility of being able to replace the volume produced out of taiwan. it's one thing to say we can make the same thing over here in smaller batches. it's another thing to say everything you made in taiwan we can make here in the u.s. but it's chips for almost every single iphone. >> oh, absolutely. tsm has been spending 30, $40 billion a year on adding capacity. so we're replacing that in -- you
let's bring in matt bryson senior vice president of equity research and hardware at wedbush securitiesn, matt. there aren't really easy alternatives if there's there's the threat of losing the juggernaut capacity in taiwan. >> no. you've got it exactly right. you look at the next couple process transitions. it's not a decade at this point. but the next three or four years, there is no alternative. the companies are already designing their next set of chips using tsm. so that's where those...
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Jul 15, 2024
07/24
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that's wedbush securities analyst, dan ives, he joins us now. are you sure about the m&a approvals?ulation, but there are some question marks with some republicans like j.d. vance who applied what the ftc has done. and when trump was president last time around, he moved to block some big deals. >> yeah. i think the view -- i think you see it with the google whiz potential deal, we're going to have massive m&a in tech. i think a weaker ftc, weaker con, this is going to really open up the floodgates. i think it started with microsoft activision. i think that blueprint, a lot of big tech companies are going to go down. it speaks to the a.i. arms race. big tech can't be on the outside looking in. i think this is just a tip of the iceberg in terms of a much broader tidal wave of m&a that we expect in tech. >> i'm glad you mentioned the google whiz, not a done deal yet. but the "journal" reported close to a $23 billion deal. we've talked about this, it started in 2020, cybersecurity for the cloud. and taking a lot of market share gains from folks like palo alto, right? >> when you look at
that's wedbush securities analyst, dan ives, he joins us now. are you sure about the m&a approvals?ulation, but there are some question marks with some republicans like j.d. vance who applied what the ftc has done. and when trump was president last time around, he moved to block some big deals. >> yeah. i think the view -- i think you see it with the google whiz potential deal, we're going to have massive m&a in tech. i think a weaker ftc, weaker con, this is going to really open...