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2026 will be the year of AI monetization, says Wedbush’s Dan Ives

Good morning. Enterprise and global AI spending is widely expected to climb in 2026, driven by expanding AI infrastructure and the broader adoption of AI software and devices. Rather than being concentrated only among top tech giants, investment is increasingly coming from a wider base of enterprises. Gartner forecasts global AI spending to exceed $2 … Read more

Tesla bull Dan Ives now chairs a company hoarding a Sam Altman-linked cryptocurrency

Crypto’s newest craze is attracting some big names—including one of Tesla’s biggest bulls. On Monday, Dan Ives, an analyst at the financial advisory firm Wedbush Securities and one of the most vocal cheerleaders behind Elon Musk’s electric car company, became chair of a small, publicly traded company that aims to load its balance sheet with … Read more

Dan Ives slams Apple’s tech showcase as ‘an episode out of ‘Back to the Future” and turns up the heat on Tim Cook over ‘elephant in the room’

Apple’s annual Worldwide Developers Conference (WWDC) in June left some of Wall Street’s most prominent voices feeling oddly nostalgic—and not in a good way. According to Dan Ives, a top tech analyst at Wedbush Securities known for his prescient, albeit oft-times bullish, calls on Silicon Valley’s giants, was bearish about Apple. The atmosphere at this … Read more

Apple’s AI efforts ‘have struck midnight’ and the only way it can stop getting further behind is acquiring Perplexity, analyst Dan Ives says

Apple is falling behind in the AI race, and the only way it can catch up is by buying the AI startup Perplexity, according to a top analyst. Dan Ives of Wedbush Securities said it’s clear Apple is incapable of producing its own AI in-house, despite a company culture that strives to build superior products … Read more

Elon Musk lashes out at Dan Ives over Tesla board proposals: ‘Shut up’

Elon Musk, chief executive officer of SpaceX and Tesla, attends the Viva Technology conference at the Porte de Versailles exhibition center in Paris, June 16, 2023. Gonzalo Fuentes | Reuters Tesla CEO Elon Musk told Wedbush Securities’ Dan Ives to “Shut up” on Tuesday after the analyst offered three recommendations to the electric vehicle company’s … Read more

Tech bull Dan Ives predicts Tesla’s robotaxi launch will catapult the company to a $2 trillion market cap, almost double its current value

Tesla is on the cusp of a new era in its history, according to bullish tech investor Dan Ives.  As Tesla prepares to launch the early stages of its robotaxi offering in Austin this weekend, the carmaker will make good on its long-held ambitions to enter the ride-hailing business.  Ives, whose Wedbush Securities is often … Read more

TechCrunch Mobility: How Jony Ive’s LoveFrom helped Rivian and what Uber’s next-generation playbook looks like

Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. Sign up here for free — just click TechCrunch Mobility! I’ve spent a decade covering Tesla and CEO Elon Musk, so it would be natural for me to weigh in here about the billionaire’s public fallout with … Read more

Jony Ive’s LoveFrom helped design Rivian’s first electric bike

Lovefrom, the creative firm founded by former Apple chief designer Jony Ive, played a role in the development of Rivian’s first electric bike, according to multiple sources who spoke to TechCrunch.  For about 18 months, a handful of LoveFrom staff worked alongside Rivian’s design team and engineers within a skunkworks program led by Specialized’s former … Read more

Klarna CEO and Sutter Hill take victory lap after Jony Ive’s OpenAI deal

Hours after Sam Altman and Jony Ive announced on Wednesday that OpenAI was buying Ive’s company, io, in an all-stock transaction valued at $6.5 billion, Klarna CEO Sebastian Siemiatkowski posted a surprising message on X.  Siemiatkowski’s family investment office, Flat Capital, had bought shares in io six months earlier, he said. Since this is an … Read more

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