Dan Ives is not alone in selecting Nvidia as a top stock pick for 2025. Harsh Kumar at Piper Sandler recently wrote, "We are making Nvidia our top large-cap pick given the company's dominant position in AI accelerators and the upcoming launch of the Blackwell architecture."

Wall Street Thinks This Warren Buffett Artificial Intelligence (AI) Stock Is Headed to $4 Trillion in 2025. Here's Why I'm Not So Sure.

The Chinese startup's new model poses some serious questions about the assumptions behind AI investments. But what if that's a good thing for Big Tech?

With Tesla set to release its latest quarterly earnings report, Wall Street thinks the stock can keep rising on a "golden age" for automation and AI.

DeepSeek has unveiled an open-source large language model (LLM) that can reportedly compete with industry leaders such as OpenAI’s ChatGPT. Despite th

Wall Street's biggest AI bull isn't worried about DeepSeek. Dan Ives, managing director of Wedbush Securities and a staunch AI cheerleader, says he's sticking by the tech stocks that have powered the U.

Approximately $1 trillion is set to be spent globally on AI development in the coming years, according to estimates by Goldman Sachs. But DeepSeek developed its AI model for $6 million, according to Wedbush Securities analyst Dan Ives .

Chinese AI startup DeepSeek's release of new AI models spurred a selloff in U.S. tech stocks, but some investors think the competitive concerns may be overblown.

Wedbush Securities hiked its base case price target on Tesla (NASDAQ:TSLA) to $550 from $515 on its view that the golden age of autonomous, FSD, and Optimus has arrived. The firm has growing confidence in the demand delivery story for 2025 along with a fast tracking of the autonomous future under the Trump Administration.

The S&P 500 fell 1.7% Monday. Big Tech stocks took some of the heaviest losses, with Nvidia down 16%, and they dragged the Nasdaq composite down 3.2%.

Wall Street’s superstars tumbled Monday as a competitor from China threatens to upend the artificial-intelligence frenzy they’ve been feasting on.

The S&P 500 fell 1.9% Monday. Big Tech stocks took some of the heaviest losses, with Nvidia down 17.6%, and they dragged the Nasdaq composite down 3.3%.