#Dan Ives

Dan Ives: AI's 'Monumental Turning Point' is Here

Tech analyst Dan Ives discusses Microsoft's AI inflection point and the broader market's view on AI monetization, highlighting the growth potential across the tech ecosystem.

AI Revolution 'In The Third Inning,' Says Analyst Dan Ives

Analyst Dan Ives states the AI revolution is in its early stages, emphasizing the critical role of hyperscalers and companies like Intel in driving AI adoption and investment.

Intel Surges on AI Data Center Demand, Asia Eyes Nuclear Renaissance

Intel's strong revenue forecast, driven by AI demand, contrasts with market concerns over AI investment returns and inflation. Asia's nuclear power push is also highlighted as a response to AI's energy needs.

Wall Street Underestimates AI's Trillion-Dollar Tech Impact