tldrdailynews.com logo

Dan Ives Sees Big Tech’s Q4 Aligned with a Mid-1990s Boom

1 min read
Source: Benzinga
TL;DR

Wedbush analyst Dan Ives predicts a very strong Q4 for Big Tech led by Microsoft, Alphabet and Amazon due to robust AI enterprise demand, with Taiwan Semiconductor’s results backing AI growth and neocloud players CoreWeave (CRWV) and Nebius NBIS gaining validation; earnings for MSFT, GOOGL, and AMZN are expected in late Jan/early Feb.

Topics:businesstechnology#alphabet#amazon#coreweave#dan-ives#microsoft#technology
Share this article
  1. Microsoft, Alphabet, Amazon Poised For 'Very Strong' Q4 Earnings, Says Dan Ives: 'This Is A Mid-1996 Moment'  Benzinga
  2. ‘Show me the money’ time for AI as political risks loom  Politico
  3. ‘We could hit a wall’: why trillions of dollars of risk is no guarantee of AI reward  The Guardian
  4. Tech earnings should be AI validation sign: Wedbush  Seeking Alpha
  5. The Earnings Season is Still All About AI and Big Tech. That Won’t Last.  Barron's

Want the full story? Read the original reporting

Read on Benzinga