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Dan Ives: White House is realizing it has to give Nvidia access to China
CNBC Television· 2025-12-08 21:06
We are joined now by Wed Bush Star analyst Dan Ives. It's good to have you here. Um, how significant is this.>> It's a watershed moment if it plays out and I believe it will. Look, I mean, our whole view is >> you don't want to give Huawei and China Tech more power by by taking Nvidia out of that market. That's what they've done.And what that you're talking about what could be 15 20 billion a year. And I think this shows and we've seen it being in DC a bunch the last few months. I mean, you're seeing changi ...
Final Trade: ROKU, KWEB, AMZN, META
Youtube· 2025-10-31 22:23
Group 1 - Meta's stock is down, but options premiums are increasing, suggesting a potential entry point by selling cash-covered puts [1] - The sentiment in the China tech sector is cautious, but there are indications of a potential bottom in the uptrend for KWE, indicating a possible re-entry point [1] - Amazon is viewed positively, with a recommendation to buy if one does not currently own shares [1] Group 2 - Following a challenging week for Roku, there is an expectation that price targets will be raised across the market, indicating renewed optimism for the company [2]
Cathie Wood Bought Alibaba Stock Days Before Its Surge. ARK Is Betting on China Tech Again.
Barrons· 2025-09-24 14:54
Group 1 - Timing is crucial in investment decisions, as exemplified by ARK Invest's recent acquisition of Alibaba stock [1]