Investors Eye AI Winners on Both Sides of Pacific: Ives

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Dan Ives 9.0

Investors Eye AI Winners on Both Sides of Pacific: Ives

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It's a validation moment next week for big tech, and tech stocks go much higher, in my opinion. The fourth industrial revolution and hyperscalers like Microsoft and Amazon are very well positioned, with strong earnings expected and increasing AI-related innovations and investments.

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Dan So just an embarrassment of riches when it comes to some of the earnings names next week. Which results are you most excited for?

Host
Dan Ives

Yeah, I think it's get the popcorn out going into the weekend for next week, you're going to have robust earnings. I think front and center is going to be Microsoft. I think that's the one to me, in terms of a revolution, you're trying to understand what these use cases look like, what that expands. I think Azure growth is really off the charts. Microsoft's really won front and center.
Dan Ives

You know, obviously another one is going to be Amazon. I think that's one where right now investors are doubting them. But I believe they're seeing a lot of strength when it comes to E.W. as conversions. Today, I looked at them. We're in the fourth Industrial revolution. The Hyperscalers are just so well positioned relative to this market. It's going to be a validation moment next week for big tech, and tech stocks go much higher, in my opinion.
To your end, I am curious, Dan, I don't know if we're going to hear it specifically on the earnings statements and calls, but do you think we're going to start to see more of these investments that we saw over the past few months, not necessarily just from the government into these companies, but some of the other companies investing in those companies?

Host
Dan Ives

Oh, yeah. Look, I think and I can tell you, like there's clearly some concern about circular finance and whatever. I disagree. I think this is you're building out a new economy from an enterprise perspective and consumers and you're going to continue to see the strong is stronger. That is way out. You can see more and more partnerships because you ultimately have more spending in the next two years than you had in the last ten.
And Dan, to go back to your point that the strong get stronger here and certainly you think about all the spending that's going on fueling some of that strength, does that imply that the cast is pretty much set when it comes to that party? Or could you still see some new entrants here?

Host
Dan Ives

Oh, I think you you have new entrants because the second, third, fourth derivative is playing. I mean, like when you think about software names like MongoDB, Snowflake falling, like the massive pound here and others, cybersecurity right now is on the outside looking in. But I think they're going to be very strong in terms of the AI revolution and that all the ripple effect names like CrowdStrike, Palo Alto, among others. So I think that's really going to be the theme. I mean, this the even though it's been dominated by big tech and they will continue to read tech higher I think it's the second, third, fourth derivatives plan. And that's what this earnings season is going to show. It's a validation moment to pop the champagne moment for tech stocks. And I think the Bears, they're going to continue being hibernation mode, talking about a bubble because they can see AI in their spreadsheets.
I am curious, Dan, I mean, you're coming to us not from the U.S., but you've been traveling overseas. And I am curious as to what the AI trade or the AI build out, if you will, looks like from the other side of the world.

Host
Dan Ives

Yeah, in Asia here for two weeks, Mark I think part of it is that investors trying to figure out how do you play it in the US, but do you also play it in China, whether it's Alibaba, Baidu and others? I think there's definitely much more of a risk on appetite. But I think investors, especially in Asia, are trying to understand like, okay, as this plays out and you about US-China negotiations, who are going to be some of the clear winners on both sides because you can't play it in the US, you also have to play it in China as well.

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