Asking why Nvidia is the AI leader over Google despite Google's deals
Nicole Petallides
Dan Ives
Nvidia chips have 12:1 demand-supply ratio, sold out through 2026, while others like Google TPU and AMD will benefit but Nvidia dominates AI revolution
Asking about Fed rate cuts and market direction
Nicole Petallides
Dan Ives
Risk-on environment into year-end and 2026, S&P 7000 target coming weeks
Dan Ives
Tech bull market has another two years, this is beginning of fourth industrial revolution
Dan Ives
Microsoft and Oracle sell-offs make them table pounder names to own
Dan Ives
Palantir $1 trillion market cap next 2-3 years, Snowflake, MongoDB core winners
Dan Ives
CrowdStrike and Palo Alto cybersecurity front-runners
Dan Ives
Tesla best AI name for 2026 with autonomous worth $1 trillion, 600 base case 800 bull case
Dan Ives
Google AI could add $100 per share, continue to own into 2026
Dan Ives
Apple iPhone 17 surprise upgrade cycle, Cook CEO for 2-3 more years
Dan Ives
2026 will be monetization year for enterprise AI, consumer AI late 2026-2027
Dan Ives
Meta oversold, not making second/third choices on chips if opportunity wasn't there