Dan Ives Acknowledges Nvidia, Microsoft As 'Core Drivers Of AI' But Sees Palantir, IBM, AMD And Apple Joining The Party As Well - Robust Q3 Earnings Expected - Apple (NASDAQ:AAPL), Advanced Micro Devices (NASDAQ:AMD)

Dan Ives forecasts a robust third-quarter earnings season for tech companies, emphasizing AI adoption and enhanced enterprise spending as key growth drivers.

While Nvidia and Microsoft remain the core drivers of AI, Ives highlights an expanding roster of companies like Oracle and Salesforce joining in, indicating broader opportunities.

Ives expresses optimism about technology stocks rising through the end of the year, driven by momentum from AI advancements and recovery in digital advertising.

The emerging AI landscape points to a wider range of investment opportunities, moving beyond just the initial leaders like Nvidia and Microsoft to include numerous tech stalwarts.

Read at Benzinga