Microsoft is oversold on AI spending worries, says Wedbush's Dan Ives
Dan Ives, Wedbush global head of technology research, joins 'Power Lunch' to discuss Apple's U.S. investment and Microsoft's ...
Nvidia will face off with investors demanding perfection as the ‘spigot of investment dollars’ gushes into AI
Investors want updates on DeepSeek and margins for Blackwell, in what is otherwise expected to be another excellent quarter.