Dan Ives says the AI trade remains in the early innings, pointing to ongoing enterprise AI demand, Big Tech capex, and cloud growth as the main supports. He frames the recent sell-off as a setup to watch rather than a fundamental break, highlighting the signals that could shift his bullish outlook. Overall, the article is constructive but cautious due to current price action.
Dan Ives says the AI trade remains in the early innings, pointing to ongoing enterprise AI demand, Big Tech capex, and cloud growth as the main supports. He frames the recent sell-off as a setup to watch rather than a fundamental break, highlighting the signals that could shift his bullish outlook. Overall, the article is constructive but cautious due to current price action.
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