Dan Ives @DivessTech

Official account of Dan Ives. Wedbush MD. Tech analyst on Wall Street over two decades. Family, stocks, sports 📱✈️📈🚘. 🏈We Are Penn State! Jersey Pizza #1🍕 NYC/NJ/At An Airpot Joined July 2013

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Dan Ives @DivesTech

2 years ago

thestreet.com/technology/top… @TheStreet

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We view Microsoft as now on a glide path to close the Activision deal and do a carve out (Game Pass subscription) to comply with UK issues. This is a major victory for MSFT to get this deal for consumer franchise. Also MSFT beating FTC a win for Big Tech for future M&A deals 🏆📝

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Dan Ives @DivesTech

2 years ago

I have tried Threads for a number of hours over the last week. The news feed I find messy and cannot control who or what I am seeing in any order..so Instagramish. Feels like eating Broccoli…I get some luv it but I cannot eat it. Twitter feels like my NYC 🍕-works well for me 📝

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Dan Ives @DivesTech

2 years ago

FTC arguments against ATVI never made sense to many in the industry and on the Street. Big win for Redmond in its battle to own Activision. 🔥🏆

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Dan Ives @DivesTech

2 years ago

forbes.com/sites/dereksau… @Forbes 🐂

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Dan Ives @DivesTech

2 years ago

We get how the bears sound smart and scary in this backdrop, but we view this as a seminal moment in the evolution of technology just beginning to play out for the next decade. AI spend is real and not just hype-we believe this will be a key narrative in 2Q tech eps season 🐂🍿⛅️

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Dan Ives @DivesTech

2 years ago

We believe overall the tech sector will be up another 12%-15% in the second half of this year led by software/chip sector with Big Tech remaining the "torch bearer" for this tech rally continuing to heat up. AI Revolution is here-seeing first signs of spending. 1995 Moment 🐂🏆⛅️

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Dan Ives @DivesTech

2 years ago

Based on our recent checks we believe enterprise IT budgets have started to show signs of improvement in the June quarter with the AI wave of spending catalyzing a clear sentiment change for many CIOs that will be front and center for the tech space over the coming weeks. 🐂📝⛅️

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Dan Ives @DivesTech

2 years ago

Bears 🐻 will come out of hibernation after a 🔥1H for tech and double down on their negative 2023 market calls. We could not disagree more as AI monetization biggest tech trend since Internet 1995; also 2Q tech earnings season should be better than Street as #’s conservative 🐂

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Dan Ives @DivesTech

2 years ago

forbes.com/sites/gordonke… @Forbes

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Dan Ives @DivesTech

2 years ago

Appreciate the Twitter platform even more now after spending some time on Threads. Reminds me of the feeling I have drinking that first cup of Hazelnut coffee from @dunkindonuts when you arrive back in NYC from traveling abroad for a few weeks ☕️☕️☕️☕️🕺🫢🕶