Wedbush: 10 key news that reversed the decline of US technology stocks after falling into AI fear.
Wedbush highlighted the top ten factors that can prevent the decline of technology stocks and the adverse effects of "ghost trading" in artificial intelligence.
Wedbush emphasized the ten factors that prevent the decline of tech stocks and the adverse impact of "phantom trading" in artificial intelligence.
The analyst team led by Dan Ives stated, "Today, the saying that 'artificial intelligence threatens all industries... the software industry is at the forefront, considered the number one enemy' is making waves in the market. Artificial intelligence has always been a common ailment in the tech and software industries, especially for those who fear the unknown. For bulls, it's like fighting ghosts, and just this year alone, capital expenditure on artificial intelligence is close to $700 billion... People are worried that AI startups will become a nightmare for the tech industry."
The analysts added that the artificial intelligence tech industry is at an unstable crossroads, and now is the time for leading tech companies to take the lead.
Wedbush analysts listed the ten tech news they believe will drive the rise of tech artificial intelligence trading:
1. OpenAI completes a $100 billion financing, silencing the rumors.
2. NVIDIA Corporation CEO Jensen Huang reaffirms the huge demand trajectory for AI chips in next week's earnings call, exceeding Wall Street's expectations. NVIDIA Corporation plans to announce its fourth-quarter performance on February 25.
3. Oracle Corporation achieves strong initial success in its crucial $450-500 billion financing.
4. Salesforce, Inc.'s revenue/performance guidance indicates that AI monetization has begun.
5. Software mergers and acquisitions (M&A) will begin in the coming months with strategic, large-scale public transactions.
6. Apple Inc. finally releases the first phase of Siri AI, opening the consumer-level AI chapter.
7. CrowdStrike is the first cybersecurity company to truly start making profits using AI, as reflected in its next earnings report.
8. AI monetization begins to manifest in Microsoft Corporation and ServiceNow's performances in March.
9. Meta Platforms and Alphabet's Google digital advertising AI monetization will accelerate in the first half of 2026.
10. Enterprises begin using Anthropic's Claude and encounter scalability and security issues.
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