Tech analyst Dan Ives says Big Tech is in an “air pocket stage” where billions of capex is funding AI datacenter and compute buildouts.
Big Tech is in a sentiment "penalty box" even as the multi‑year AI build‑out enters a critical acceleration phase, and Wedbush tech analyst Dan Ives argues that creates a prime entry point into the core AI winners.
MSFT stock is moving. See the chart and price action here.
Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.
Microsoft dropped 10%, shedding more than $350 billion in market value after its cloud business failed to impress, while Meta…
Dan Ives says investors are favoring Micron over Microsoft and Meta as hyperscalers navigate an AI monetization "air pocket"…
Tech companies are spending big on AI, but investors are getting nervous
Dan Ives says Microsoft's AI opportunity is undervalued and supports Alphabet's $80 billion AI funding push as the AI race…
Tech companies are spending big on AI, but investors are getting nervous
