Dan Ives(@DivesTech):The disruption caused by AI is on full display during tech earnings and the uncertainty around which names and sectors will be the disruptors vs the disrupted. As we have said in this AI transformation it’s not a straight line upward, but winners remain and our bullish thesis unchanged

2026.10.30 12:29

The disruption caused by AI is on full display during tech earnings and the uncertainty around which names and sectors will be the disruptors vs the disrupted. As we have said in this AI transformation it’s not a straight line upward, but winners remain and our bullish thesis unchanged

Dan Ives@DivesTech

2026.10.30 10:21

This AI Revolution will be very disruptive to many sectors of the tech food chain and monetization is not overnight….but we continue to believe 2027 is the major inflection year where AI monetization starts to justify the capex dollars. Cloud numbers and Capex strong…key piece

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