Bloomberg Talks Wedbush Securities Senior Tech Analyst Dan Ives Talks Big Tech, AI Earnings
Jul 31, 2025
Dan Ives discusses soaring earnings for Microsoft and Meta, thanks to AI innovations fueling their growth. He delves into the competitive landscape, highlighting Microsoft's dominance in AI and cloud services. Concerns over Apple's market position amid these transformations also emerge. With the rise of AI, there's a compelling forecast for market cap increases for tech giants like Microsoft and NVIDIA.
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Microsoft's AI-Driven Growth Surge
- Microsoft and NVIDIA are poised to reach $5 trillion market caps by 2026 due to the AI revolution.
- Microsoft is effectively building a new AI-driven business inside its enterprise cloud segment, leading the race ahead of competitors.
Microsoft Expands AI Arms Race
- Microsoft’s AI investments span multiple industry verticals, expanding capital expenditure from $80 billion to $120 billion.
- This arms race in AI is only beginning, with many derivative growth opportunities ahead.
Big Tech AI Race Not Zero-Sum
- The AI competition among big tech is not zero-sum; Amazon, Google, and Oracle also thrive alongside Microsoft.
- Microsoft's dominance in enterprise cloud gives it a unique moat as the AI revolution unfolds.