tech

Rani Molla8/20/25

Ives: “Skeptics of Tech Rally Will Be Proven Wrong (Again)”

The S&P 500 fell yesterday, pulled down by Big Tech stocks as traders dumped AI names. Wedbush Securities analyst Dan Ives says they’re wrong.

“Skeptics of Tech Rally Will Be Proven Wrong (Again),” Ives headlined an analyst note this morning, telling investors that worrying over sky-high valuations and tariffs risks is missing the forest for the trees.

“This tech bull market in our view is being fueled by the biggest transformational tech spending cycle in the last 40 years... the AI Revolution,” he said. “We are still in the early days of the AI Revolution as the use cases are just starting to massively expand as more companies recognize the value creation being driven by a handful of tech companies led by the Godfather of AI Jensen and Nvidia.” When Nvidia reports earnings next week, Ives expects to see that “demand to supply is 10:1 for Nvidia’s golden chips.”

Ives expects the tech bull cycle to be “well intact” for at least two or three more years. “We view tech sell-offs like yesterday as opportunities to own the core winners,” he wrote.

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The internet giant has a lot going for it right now.

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Search and Destroy

Ads are showing up on Google’s AI Mode now

Hope it doesn’t go the same route as Google Search!

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Tesla Robotaxi demand outpacing supply in Austin and San Francisco

The service finally became available to the public this week.

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tech

Rani Molla11/21/25

Even OpenAI is worried about Google’s Gemini 3

When OpenAI’s ChatGPT burst onto the scene in November 2022, it sent shock waves through Silicon Valley’s biggest names. Google, Microsoft, and Amazon had all been developing generative AI, but OpenAI’s breakthrough sparked an all-out race to catch up. Until now.

It seems that OpenAI CEO Sam Altman is feeling the heat from Google, whose newly released Gemini 3 has been receiving stellar reception from AI leaderboards, analysts, and consumers alike.

“We know we have some work to do but we are catching up fast,” OpenAI CEO Sam Altman told colleagues last month, after learning about Google’s AI advances, The Information reports. “I expect the vibes out there to be rough for a bit.”

Google’s AI progress, Altman said, could “create some temporary economic headwinds for our company,” but he said OpenAI would emerge on top.

However, it’s worth remembering that, despite OpenAI’s first-mover advantage and supersized valuation, Google is a substantial adversary that is peppering its AI models across its giant existing — and highly lucrative — product suite.

Altman Memo Forecasts ‘Rough Vibes’ Due to Resurgent Google

Altman Memo Forecasts ‘Rough Vibes’ Due to Resurgent Google

It seems that OpenAI CEO Sam Altman is feeling the heat from Google, whose newly released Gemini 3 has been receiving stellar reception from AI leaderboards, analysts, and consumers alike.

“We know we have some work to do but we are catching up fast,” OpenAI CEO Sam Altman told colleagues last month, after learning about Google’s AI advances, The Information reports. “I expect the vibes out there to be rough for a bit.”

Google’s AI progress, Altman said, could “create some temporary economic headwinds for our company,” but he said OpenAI would emerge on top.

However, it’s worth remembering that, despite OpenAI’s first-mover advantage and supersized valuation, Google is a substantial adversary that is peppering its AI models across its giant existing — and highly lucrative — product suite.

Waymo driving itself video

Rani Molla11/21/25

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