markets

Luke Kawa1/20/26

Ives: Greenland tariff talk pushing markets into the red is “an opportunity to own the tech winners for 2026 and beyond”

When markets are reacting to negative news, sometimes traders just sell the things that have gone up the most — whether or not this new catalyst disproportionately hurts those companies or not.

That’s something we saw in the run-up to last year’s tariff announcements, and Wedbush Securities’ global head of tech research, Dan Ives, reckons we’re in for more of the same as US President Donald Trump threatens escalating tariffs on a host of European countries unless they agree to let America purchase Greenland.

“Being here at Davos this week on the ground... the tariff scuffle is clearly an overhang on the conference as Trump gets here tomorrow to speak to tech leaders and various world leaders,” Ives wrote. “Our view is just like over the last year the bark will be worse than the bite on this issue and tariff threats as negotiations take place and tensions ultimately calm down between Trump and EU leaders.”

Every member of the Dan IVES Wedbush AI Revolution ETF, a fund that holds the analyst’s favorite AI stocks, is trading to the downside as of 7:35 a.m. ET. Ives highlighted Nvidia, Microsoft, Palantir, CrowdStrike, Nebius, Palo Alto Networks, Google, and Tesla as names to buy on weakness.

“Tech stocks will be hit as the ‘risk off dynamic’ hits AI names front and center but ultimately we view this as an opportunity to own the tech winners for 2026 and beyond,” he concluded.

Buying the dip in general (and buying the dip in megacap AI stocks in particular) were massive contributors to retail traders’ success in 2025.

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J. Edward Moreno7/7/26

SpaceX gets a wave of bullish ratings from Wall Street analysts

SpaceX received more than a dozen positive analyst calls on Tuesday — including from major Wall Street banks — as they initiate coverage on Elon Musk’s space and AI company.

SpaceX went public on June 12 at a $2.2 trillion valuation, the largest debut in history. While the company hasn’t yet posted a profit, it seems to have convinced Wall Street that it will get there and grow its valuation on the way.

Of the at least 17 analysts that gave a rating on Tuesday, all but one gave it a “buy” or “outperform” rating. MoffettNathanson was "neutral."

The ratings come as SpaceX joined the Nasdaq 100 index, a benchmark tech-heavy basket of companies that underpins millions of portfolios. The inclusion adds built-in demand for the stock from index funds and ETFs.

Still, SpaceX fell more than 5% on Tuesday amid a broader sell-off, and is currently effectively flat from its opening price of $150 a share.

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