Dan Ives IDs Tesla and Nvidia as the top "Physical AI" plays, forecasting a $800 bull case for Tesla as the "golden year" of 2026 approaches.

Tesla is pouring unprecedented sums into artificial intelligence, yet Elon Musk says the company would already be on track to spend roughly twice as much on Nvidia hardware if a key constraint were ...

PayPal co-founder Peter Thiel’s hedge fund executed a dramatic portfolio overhaul in Q3 of 2025. According to regulatory filings disclosed in November, the fund sold its entire Nvidia holding, 537,742 ...

Dan Ives, Wedbush Securities, joins 'The Exchange' to discuss why 2026 will be a great year for Tesla, what to anticipate in earnings and much more. Got a confidential news tip? We want to hear from ...

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