• Episode 37 | A Conversation with Dan Ives on Tech Investing and AI

  • Mar 27 2025
  • Length: 42 mins
  • Podcast

Episode 37 | A Conversation with Dan Ives on Tech Investing and AI

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  • Summary

  • In Episode 37 of “Market News with Rodney Lake,” Professor Lake, Director of the GW Investment Institute, interviews Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, focusing on the transformative impact of AI on major tech companies. Ives emphasizes Nvidia's dominance in AI hardware, predicting its market cap could reach $4-5 trillion due to its unmatched technology and ecosystem. On Tesla, Ives remarks on the long-term potential in autonomous robotics despite short-term controversies and management challenges. Ives and Lake also discuss Apple, Microsoft, and Palantir as leaders in the tech sector with strong growth opportunities. Other key takeaways include the importance of cybersecurity, the global AI arms race led by the U.S. and China, and advice for students entering financial services. Throughout the discussion, Ives underscores the value of strong management and the need to stay ahead in a rapidly evolving tech landscape.

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