SignalTech/AI

Dan Ives says the AI capex boom is still running full steam ahead after the Tesla and Google earnings, and Gene Munster has the tech cycle in the 3rd inning. Same read from two bulls: capex has room t

AI capex boom continues full steam ahead after TSLA and GOOGL earnings, per Dan Ives.

TSLA

$358.22

+4.23%

GOOGL

$284.78

+0.78%

What changed

AI capex boom continues full steam ahead after TSLA and GOOGL earnings, per Dan Ives.

Why it matters

AI capex boom continues full steam ahead after TSLA and GOOGL earnings, per Dan Ives. — impact context not separately stored; see What changed.

Sources