Dan Ives Sees Big Tech’s Q4 Aligned with a Mid-1990s Boom
TL;DR Summary
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.
- Microsoft, Alphabet, Amazon Poised For 'Very Strong' Q4 Earnings, Says Dan Ives: 'This Is A Mid-1996 Moment' Benzinga
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