Dan Ives (@DivesTech) - Twitter Profili | Zamantika Mersobahis Locabet

Dan Ives@DivesTech·31m

The AI Revolution names in focus this week @CNBCMorningCall @MorganLBrennan 🇰🇷📺🔥🍿🐂👇

.@DivesTech, Tech Strategist, says AI demand remains strong despite the rotation into memory names. He discussed Nvidia, SK Hynix's U.S. listing, tech earnings, Apple's lawsuit against OpenAI and why the U.S. leads the next phase of AI. #AI $NVDA $AAPL cnbc.com/video/2026/07/…

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Dan Ives@DivesTech·1h

Great to be on @CNBCMorningCall with @MorganLBrennan discussing the rise of the Korean memory market and the growing tension between Apple and OpenAI 🏆🍿🔥🐂🇰🇷📺🥊👇 @CNBC

Morning Call@CNBCMorningCall

.@DivesTech, Tech Strategist, says AI demand remains strong despite the rotation into memory names. He discussed Nvidia, SK Hynix's U.S. listing, tech earnings, Apple's lawsuit against OpenAI and why the U.S. leads the next phase of AI. #AI $NVDA $AAPL cnbc.com/video/2026/07/…

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Dan Ives@DivesTech·1h

@Bobby_Don_Welch @CNBCMorningCall 🕶️

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Bobby Don Welch@Bobby_Don_Welch·1h

@CNBCMorningCall @DivesTech Dapper Dan! 🔥🔥🔥

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Dan Ives retweetledi

Morning Call@CNBCMorningCall·1h

.@DivesTech, Tech Strategist, says AI demand remains strong despite the rotation into memory names. He discussed Nvidia, SK Hynix's U.S. listing, tech earnings, Apple's lawsuit against OpenAI and why the U.S. leads the next phase of AI. #AI $NVDA $AAPL cnbc.com/video/2026/07/…

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CNBC Tech@CNBCtech·7h

TSMC, the world's largest contract chipmaker, reports 68% surge in June revenue cnbc.com/2026/07/13/tsm…

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Wall St Engine@wallstengine·4h

TSMC reported record Q2 revenue on AI demand. June revenue: about $13.8B, up 6.2% MoM and 67.9% YoY Q2 revenue: about $39.6B, up 36% YoY, above the roughly $39.4B estimate H1 2026 revenue: about $75.0B