#dan-ives News & Analysis

2 articles tagged with #dan-ives. AI-curated summaries with sentiment analysis and key takeaways from 50+ sources.

AIBearishFortune Crypto · Mar 57/10

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Can Anthropic’s CFO sell Wall Street on an AI firm Washington calls a ‘risk’?

Anthropic faces potential headwinds as it deals with a Pentagon clash and receives a 'supply chain risk' designation from Washington. Wedbush analyst Dan Ives suggests these regulatory challenges could impact the AI company's ability to attract Wall Street investment.

🏢 Anthropic

AIBullishBlockonomi · Mar 116/10

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Veteran Analyst Calls Software Stock Selloff ‘Massively Overblown’ Amid AI Fears

Wedbush analyst Dan Ives believes the recent software stock selloff is overblown, with IGV dropping 19% amid AI-related concerns. He predicts that 30% of AI spending will flow to established software platforms, suggesting the sector remains well-positioned despite current market fears.