Microsoft (MSFT) and Meta Platforms (META) gave “home” results yesterday, because the AI revolution was not slowed down by the Trump administration prices, Dan Ives, Director General and Senior Actions Research Research at Wedbush Securities recently on CNBC.
Ives covers technological actions.
Technology is ready for a return, Ives indicates
“Technological trade changes afterwards () results (from Meta and MSFT),” said Ives. The companies “go at full speed” on technology, while the big cloud players accelerate in certain respects, Ives reported.
“Big Tech feeds” the AI revolution, and “Big Tech really holds,” he said.
The comments of Ives on Azure de Msft and AWS d’Amzn
The growth of income from the first quarter of Azure, the Microsoft Cloud infrastructure unit (MSFT), came before the average analyst estimate, noted Ives. “Many thought” that the higher expansion of the unit would be lower than the average estimate, according to Ives.
In the wake of the rhythm of Azure, Ives thinks that WS, the infrastructure unit of the AWS Cloud (AMZN), will provide “strong” numbers.
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Read then: 20 best AI actions to buy now And 30 best actions to buy now according to the billionaires Disclosure: The author has AMZN actions but does not intend to exchange them within the next 48 hours. This article is initially published by Insider Monkey.
