Episode 174: Today, Ann breaks down why reports of OpenAI missing internal targets rattled markets, dragging down names like Oracle and Nvidia. Then we’re joined by Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, to talk about the scope of AI, his take on the “SaaSpocalypse” and specific smaller-cap stocks on his radar. Next, we examine the geopolitical fallout from the OPEC shakeup as the United Arab Emirates exits. Finally, it’s earnings season and results are rolling in from Spotify, UPS and American Tower… plus Coke’s growth attributed to the success of one beverage.

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Stocks mentioned:

$ORCL $NVDA $AMD $AVGO $SFTBY

$KO $SPOT $UPS $AMT

$IVEP $IVES $GEV $SMERY $BE $VRT $MDB $MU

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Hot Tech Stocks with Dan Ives & OpenAI Miss Spooks Markets