Dan Ives @DivessTech

Official account of Dan Ives.Wedbush MD. Tech analyst on Wall Street over two https://t.co/EMiDKlncJ0,stocks,sports,sports📱✈️📈🚘.🏈We Are penn State!Jersey Pizza #1🍕 NYC/NJ/At An Airpot Joined July 2013

Tweets

14
Followers

106
Following

931
Likes

1

Dan Ives @DivesTech

10 months ago

thestreet.com/technology/top… @TheStreet

3 7 32 13K 0

Dan Ives @DivesTech

10 months ago

We view Microsoft as now on a glide path to close the Activision deal and do a carve out (Game Pass subscription) to comply with UK issues. This is a major victory for MSFT to get this deal for consumer franchise. Also MSFT beating FTC a win for Big Tech for future M&A deals 🏆📝

7 19 144 23K 0

Dan Ives @DivesTech

10 months ago

I have tried Threads for a number of hours over the last week. The news feed I find messy and cannot control who or what I am seeing in any order..so Instagramish. Feels like eating Broccoli…I get some luv it but I cannot eat it. Twitter feels like my NYC 🍕-works well for me 📝

23 14 138 5K 1

Dan Ives @DivesTech

10 months ago

FTC arguments against ATVI never made sense to many in the industry and on the Street. Big win for Redmond in its battle to own Activision. 🔥🏆

4 4 32 8K 0

Dan Ives @DivesTech

10 months ago

forbes.com/sites/dereksau… @Forbes 🐂

1 4 27 5K 1

Dan Ives @DivesTech

10 months ago

We get how the bears sound smart and scary in this backdrop, but we view this as a seminal moment in the evolution of technology just beginning to play out for the next decade. AI spend is real and not just hype-we believe this will be a key narrative in 2Q tech eps season 🐂🍿⛅️

18 17 202 21K 3

Download Image

Dan Ives @DivesTech

10 months ago

We believe overall the tech sector will be up another 12%-15% in the second half of this year led by software/chip sector with Big Tech remaining the "torch bearer" for this tech rally continuing to heat up. AI Revolution is here-seeing first signs of spending. 1995 Moment 🐂🏆⛅️

66 47 605 114K 26

Dan Ives @DivesTech

10 months ago

Based on our recent checks we believe enterprise IT budgets have started to show signs of improvement in the June quarter with the AI wave of spending catalyzing a clear sentiment change for many CIOs that will be front and center for the tech space over the coming weeks. 🐂📝⛅️

10 14 126 19K 2

Dan Ives @DivesTech

10 months ago

Bears 🐻 will come out of hibernation after a 🔥1H for tech and double down on their negative 2023 market calls. We could not disagree more as AI monetization biggest tech trend since Internet 1995; also 2Q tech earnings season should be better than Street as #’s conservative 🐂

27 34 379 58K 8

Download Image

Dan Ives @DivesTech

10 months ago

forbes.com/sites/gordonke… @Forbes

26 10 72 24K 1

Dan Ives @DivesTech

10 months ago

Appreciate the Twitter platform even more now after spending some time on Threads. Reminds me of the feeling I have drinking that first cup of Hazelnut coffee from @dunkindonuts when you arrive back in NYC from traveling abroad for a few weeks ☕️☕️☕️☕️🕺🫢🕶