The AI revolution in semis and software is just beginning, says Wedbush's Dan Ives

Dan Ives, Wedbush analyst, joins 'Squawk on the Street' to discuss the current wave of AI spending, Ives' confidence towards Apple's iPhone sales, and the sense of demand for Apple's next iPhone in China.

[KarenLynnOlsen]

I keep telling both friends and family; Now is the perfect time to own a Tech Stock, With everything going on and seeing how the world is been run by AI and all Tech is here to stay and you don’t want to miss it

[jonessmith]

I don’t have to watch this video to know some key phrases were used. “White-knuckle moment”. “Our channel checks” “bring out the popcorn moment” “Cupertino” “Jensen the Godfather of AI”. Let me know if I missed anything LOL!

[cheryllauris]

Recessions are an inherent part of the economic cycle, so it's essential to be prepared and plan strategically. I'm particularly interested in seeking guidance from this advisor, given their expertise. Could someone please assist me in getting in touch with them or exploring the possibility of working together? I would greatly appreciate the opportunity to tap into their knowledge and insights.

[GoMichaelGo]

Love Dan Ives. There's like 75 companies he thinks deserve a $10 trillion market cap.

[weho_brian]

its the 2nd inning of a 35 inning baseball game

[lekang]

this guy and Tom Lee are my favourite❤❤❤

[FolarinSodiq]

The biggest lesson I learned in 2023 about the stock market is that nobody knows what will happen next, so practice some humility and low a strategy with a long-term edge.

[Tremorr_official]

This guy will be bullish on AI even when the Terminator takes over

[nicholas]

Without even watching yet here is my guess based on Every Dan Ives interview. From his playbook. Goes something like this. Will say everything looks on track then will give a bombastic price target or market cap. Host will point out flaws or contrary data. He will say something like yeah, no doubt, or of course we have seen some headwinds of late. Then throw in an analogy comparing the company to a sports star or other relatable superstar. Maybe even a mention to the godfather of ai. Love ya Dan, don't ever change!😂

[keto]

It's a get out the popcorn moment!

[darrenhere]

anyone who questions what Dan is saying needs to watch this video:
Israel’s BOOMING Artificial Intelligence & Drone Industry Trailblazing Modern Era | TBN Israel
it totally backs up his thesis . i was skeptical myself until I watched this.

[hypnotechno]

did he dodge the question: what do you do

[deborahabc]

I hope AI's predictive spelling is better in the future.

[Jony-fz]

Why not talk about Cryptonica again? I thought you were in the know.

[natureboy]

He's been saying this as those AI stocks crumble. How is it just the beginning

[nicholas]

Dan doing diligence on Palantirs Japanese partners🎉

[world_observer_in_action]

I'm glad that finally, he got a new coat 😆

[rolandtiffany]

Who pays this man to wear these clothes and say these things? Does anyone else question this?

[teebone]

This guy gets paid a lot of money to keep pumping up. AI stocks LOL

[BrandonRichards]

AI stocks are set to dominate in 2024. I prefer NVIDIA because it is well-positioned to sustain long-term growth potential and offers a platform for other AI companies. I know someone who has seen returns of over 200% from NVIDIA. I'm also open to any other recommendations you may have.