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My chat with @danives and @AliciaNievesTV re Anthropic’s IPO:
Dan Ives Forecasts 25% Drop In Capital Raises for MSFT, META, GOOGL, AMZN as 2027 CapEx Peak Sets Up ‘Massive’ Cash Flow Ramp by 2029.
Dan Ives: AI sell-off is a “gut-check” – 5 tech stocks to buy now
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Dan Ives says tech rout is 'golden buying opportunity' just like during Covid, tariff sell-off
Dan Ives: AI sell-off is a “gut-check” – 5 tech stocks to buy now
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Dan Ives: AI sell-off is a “gut-check” – 5 tech stocks to buy now
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Dan Ives: AI sell-off is a “gut-check” – 5 tech stocks to buy now
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Dan Ives (@DivesTech) raised his Tenable ($TENB) price target from $45 to $52, maintaining an Outperform rating.
He says its exposure management thesis “moved from pipeline to proof” as Tenable One grew 39% year over year.
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Dan Ives (@DivesTech) calls Microsoft ($MSFT) a “barometer” for enterprise AI spending after Azure revenue jumped 48% year over year.
He maintained an Outperform rating and $615 price target as Microsoft’s commercial backlog reached $677B.
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Dan Ives (@DivesTech) says Anthropic could eventually be worth $2T-$3T despite its $80.7B first-half net loss.
“This is not a top. This is not a bubble,” he said, calling the AI revolution only about 15% complete.
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