Alphabet-Wiz deal is the tip of the iceberg in broader tidal wave of tech M&A, says Wedbush's Ives
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- čas přidán 20. 08. 2024
- Dan Ives, Wedbush Securities analyst, joins 'Squawk on the Street' to discuss if the M&A landscape will change if former President Trump is reelected, cybersecurity for the cloud, and what explains Tesla's stock rebound. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
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I think it's important to stick to stocks that are immune to economic policies. AI stocks that have the potential to power and transform future technologies. It seems AI is the trajectory most companies are taking, including even established FAANG companies. Maybe there are other recommendations?
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"Massive M&A", "open up the floodgates", "AI arms race", "tip of the iceberg", "tidal wave of M&A", "golden age for cybersecurity", "Shot across the bow", "AI revolution it's 9pm in this party going to 4am", "cybersecurity on the dance floor", "flood gates open up", "Tesla's MoJo coming back".
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Alphabet will be the ultimate tech giant. This info should see Alphabet share price rallying big time.
Nuts
“ Trump is bullish for Musk”🤡
Native Americans were first settlers in the states.
google has so much money they don't care about this
When the AI bubble pops..... Dan will be irrelevant
Dan is the biggest bull and AI evangelist on the planet. Seems like nobody or anything can phase him,
faze..
Worst dressed pundit on TV. Sheesh!
Worst dressed, but earns you the most money…
How do you like Jensen’s leather coat?
😃
Best dressed says me and most