Dan Nathan sits with Dan Ives, head of Technology Research at Wedbush. They delve into Q1 market earnings, guidance for 2026, and the implications on CapEx and stock market reactions. The discussion expands to OpenAI’s influence, disruptive technologies, and tech stocks like Microsoft, Meta, and Nvidia. They also cover Ives’ diversified roles including his tech research, crypto investments, and his eponymous ETF. The conversation touches on AI’s impact on tech and software sectors, the rise of financial services utilizing AI, and the broader implications for future investments and market behavior.
 
Show Notes
<ul>
 <li>He’s Wall Street’s Biggest Showman. Should You Trust Him? <a href="https://www.barrons.com/articles/dan-ives-webush-etf-orbs-stock-a1bf38b0?gaa_at=eafs&gaa_n=AWEtsqfVf6lrUC1eA-zwevCSPeWF7qX9NRkzYNVGPVUCZIsCEzQNVwe2cbwiU3Nlt6k%3D&gaa_ts=698c7eb9&gaa_sig=jzPlx7xHXrV2wiyLM4KApFqi4bz4NdgkzTLLkr1ZZ5foqssC_PVPFdhX6e9cqG5wY-011_CQXa1ESP-23Ts4aA%3D%3D">(Barron's)</a>
</li>
</ul>
 
— FOLLOW US YouTube: <a href="https://www.youtube.com/riskreversalmedia">@RiskReversalMedia</a> Instagram: <a href="https://www.instagram.com/riskreversalmedia/">@riskreversalmedia</a> Twitter: <a href="https://x.com/RiskReversal">@RiskReversal</a> LinkedIn: <a href="https://www.linkedin.com/company/riskreversalmedia">RiskReversal Media</a>

Dan Nathan sits with Dan Ives, head of Technology Research at Wedbush. They delve into Q1 market earnings, guidance for 2026, and the implications on CapEx and stock market reactions. The discussion expands to OpenAI’s influence, disruptive technologies, and tech stocks like Microsoft, Meta, and Nvidia. They also cover Ives’ diversified roles including his tech research, crypto investments, and his eponymous ETF. The conversation touches on AI’s impact on tech and software sectors, the rise of financial services utilizing AI, and the broader implications for future investments and market behavior. Show Notes He’s Wall Street’s Biggest Showman. Should You Trust Him? (Barron's) — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Dan Nathan sits with Dan Ives, head of Technology Research at Wedbush. They delve into Q1 market earnings, guidance for 2026, and the implications on CapEx and stock market reactions. The discussion expands to OpenAI’s influence, disruptive technologies, and tech stocks like Microsoft, Meta, and Nvidia. They also cover Ives’ diversified roles including his tech research, crypto investments, and his eponymous ETF. The conversation touches on AI’s impact on tech and software sectors, the rise of financial services utilizing AI, and the broader implications for future investments and market behavior.
 
Show Notes
<ul>
 <li>He’s Wall Street’s Biggest Showman. Should You Trust Him? <a href="https://www.barrons.com/articles/dan-ives-webush-etf-orbs-stock-a1bf38b0?gaa_at=eafs&amp;gaa_n=AWEtsqfVf6lrUC1eA-zwevCSPeWF7qX9NRkzYNVGPVUCZIsCEzQNVwe2cbwiU3Nlt6k%3D&amp;gaa_ts=698c7eb9&amp;gaa_sig=jzPlx7xHXrV2wiyLM4KApFqi4bz4NdgkzTLLkr1ZZ5foqssC_PVPFdhX6e9cqG5wY-011_CQXa1ESP-23Ts4aA%3D%3D" rel="noopener noreferrer">(Barron's)</a>
</li>
</ul>
 
— FOLLOW US YouTube: <a href="https://www.youtube.com/riskreversalmedia" rel="noopener noreferrer">@RiskReversalMedia</a> Instagram: <a href="https://www.instagram.com/riskreversalmedia/" rel="noopener noreferrer">@riskreversalmedia</a> Twitter: <a href="https://x.com/RiskReversal" rel="noopener noreferrer">@RiskReversal</a> LinkedIn: <a href="https://www.linkedin.com/company/riskreversalmedia" rel="noopener noreferrer">RiskReversal Media</a>

Dan Ives: The $1 Trillion Buying Opportunity In Tech

Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.&nbsp;

We break down the most important market moving headlines to help listeners make better informed investing decisions.

Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets.

—

FOLLOW US

YouTube: @RiskReversalMedia

Instagram: @riskreversalmedia

Twitter: @RiskReversal

LinkedIn: RiskReversal Media



The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal.



Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose.



Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Business

News

Investing

Business News

Welcome to the RiskReversal Pod, where Dan Nathan and Guy Adami are joined by the most brilliant minds in markets and tech.  We break down the most important market moving headlines to help listeners make better informed investing decisions. Our goal is to deconstruct Wall Street speak and offer contrarian insights and strategies that help investors navigate increasingly volatile markets. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

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Dan Ives: The $1 Trillion Buying Opportunity In Tech

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