# Dan Ives

Type: Person

Source: Finance Intelligence Brief — https://getfinancebrief.com/entity/dan-ives
Canonical HTML page: https://getfinancebrief.com/entity/dan-ives

## Recent coverage (4 stories)

### SpaceX’s 32% crash: The $1.7T IPO is already a zombie, merger next?
2026-06-25 00:34:38 · Sentiment: Neutral · Impact: 8/10 · Sources: 3

SpaceX’s shares are down 32% from their peak just weeks after a record IPO, and Dan Ives gives an 80-90% odds on a Tesla merger. Markets now see a forced consolidation as the path to unlock value.
Full story: https://getfinancebrief.com/story/spacex-32-crash-merger-tesla-finance-analysis

### Goldman Sachs Reaffirms $250 Nvidia Target as GTC Boosts AI Confidence
2026-03-23 00:20:09 · Sentiment: Bullish · Impact: 7/10 · Sources: 3

Goldman Sachs has reiterated its bullish $250 price target for Nvidia following the GTC 2026 conference, dismissing bearish concerns about slowing AI demand. Analysts cite increased visibility into hyperscaler spending and the strength of the Blackwell architecture as primary drivers for continued market dominance.
Full story: https://getfinancebrief.com/story/goldman-sachs-nvidia-gtc-analysis-2026

### Nadella Declares Software 'Rewriting' Era as Microsoft Eyes 2026 AI Dominance
2026-03-14 22:18:21 · Sentiment: Bullish · Impact: 7/10 · Sources: 2

Microsoft CEO Satya Nadella has signaled a fundamental shift in the technology landscape, asserting that all existing software is currently being rewritten to integrate generative AI at its core. This architectural overhaul positions Microsoft as a primary beneficiary for 2026 as the company aligns its infrastructure, leadership, and product roadmap with an agent-centric future.
Full story: https://getfinancebrief.com/story/nadella-microsoft-ai-software-rewriting-2026

### Enterprise AI Pivot: Why Analysts Are Weighing Palantir Against CRM and NOW
2026-03-14 20:10:18 · Sentiment: Neutral · Impact: 5/10 · Sources: 2

As the enterprise AI landscape matures, investors are debating whether to stick with high-flying Palantir or pivot to established SaaS giants Salesforce and ServiceNow. While Palantir remains a leader in specialized data integration, CRM and NOW are aggressively integrating agentic AI to defend their market share.
Full story: https://getfinancebrief.com/story/palantir-vs-salesforce-servicenow-ai-stocks

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