EconomyDan Ives cuts Nvidia price target but remains bullish after Huang

Dan Ives, a partner and senior managing director at Yorkville Ives & Co., says Nvidia without Jensen Huang would even the playing field in AI and predicts the next CEO will come from outside the company. He also discusses disruptions to Microsoft’s Outlook, Teams and Copilot AI tool, calling them a “disaster moment.”

People in this report Jensen Huang