Dan Ives, Wedbush, joins 'Fast Money' to talk the U.S.' infrastructure investment plans and what it means for Big Tech.

Stargate identified NVIDIA NVDA, Microsoft MSFT, and British chip designer Arm (ARM) as "key initial technology partners" to ...

Wedbush raises Palantir Technologies price target to $90, citing AI strategy as key to potential future success.

Trump announced that $100 million will go into effect right now while Oracle and its partners will invest the other funds ...

Snowflake stock has underperformed some of its peers, but big things are coming for the software company, Wedbush analyst Dan Ives says. Ives also maintained an Outperform rating on the stock. Ives ...

Snowflake (SNOW) is likely to get its fair share of artificial intelligence spending in 2025, Wedbush Securities said. Read ...

Palantir Technologies looks like a “core winner” according to Wedbush, but it’s one of two bulls among 23 analysts covering ...

Dan Ives expects another $3.0 trillion in AI capex over the next three year. Continued spending on artificial intelligence ...

Oracle shares jumped nearly 9% in premarket trading on Wednesday, after U.S. President Donald Trump said the company would ...

The joint venture, called Stargate, plans to invest $500 billion to help the United States stay ahead of China and other rivals in the global AI race, Trump said at the White House on Tuesday.

Voyager Technologies files for IPO, has partnership with Palantir, as the defense and space sector gains momentum under Trump ...