The Wedbush Securities analyst highlighted Microsoft, Nvidia and Tesla as names that will continue driving the AI revolution.
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“It’s about the derivative of the AI revolution," said Ives.
Here are Thursday's biggest calls on Wall Street.
Dan Ives of Wedbush Securities speaks with CNBC's Frank Holland about Nvidia's upcoming earnings and how it could affect other…
"We believe near-term AI fundamentals are strong, driven by strong hyperscale capex spending," said one analyst.
Melius Research's Ben Reitzes sees upside ahead for Nvidia, Broadcom and Microsoft as enthusiasm for makers of components that…
Analysts remain bullish on Nvidia given strong AI capex expected this year, healthy AI compute demand and the stock's valuation…
