Hot Tech Stocks with Dan Ives & OpenAI Miss Spooks Markets

Episode 174: Today, Ann breaks down why reports of OpenAI missing internal targets rattled markets, dragging down names like Oracle and Nvidia. Then we’re joined by Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, to talk about the scope of AI, his take on the “SaaSpocalypse” and specific smaller-cap stocks on his radar. Next, we examine the geopolitical fallout from the OPEC shakeup as the United Arab Emirates exits. Finally, it’s earnings season and results are rolling in from Spotify, UPS and American Tower… plus Coke’s growth attributed to the success of one beverage. Learn more at Schwab.com/trading www.brewmarkets.com  Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark... Follow Brew Markets on social: Instagram: instagram.com/brewmarkets TikTok: tiktok.com/@brewmarkets X: x.com/brewmarkets Follow Ann Berry on social: Instagram: instagram.com/annberry_nyc X: x.com/AnnBerry_NYC Listen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qee Watch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarkets Stocks mentioned: $ORCL $NVDA $AMD $AVGO $SFTBY $KO $SPOT $UPS $AMT  $IVEP $IVES $GEV $SMERY $BE $VRT $MDB $MU An investor should consider the investment objective, risks, charges and expenses of the Fund carefully before investing. To obtain a prospectus and summary prospectus, which contain this and other information, visit vaneck.com. Please read the prospectus and summary prospectus carefully before investing. RAAX is distributed by Van Eck Securities Corporation, Distributor.  The content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorships Learn more about your ad choices. Visit megaphone.fm/adchoices