{"id":590,"date":"2025-01-25T08:16:29","date_gmt":"2025-01-25T08:16:29","guid":{"rendered":"https:\/\/kensmartips.com\/finance\/?p=590"},"modified":"2025-01-25T08:16:29","modified_gmt":"2025-01-25T08:16:29","slug":"wall-street-is-underestimating-tech-growth-dan-ives","status":"publish","type":"post","link":"https:\/\/kensmartips.com\/finance\/?p=590","title":{"rendered":"Wall Street is underestimating tech growth: Dan Ives"},"content":{"rendered":"<p><iframe loading=\"lazy\" width=\"480\" height=\"270\" src=\"\/\/www.youtube.com\/embed\/IdRtfVzihVI\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>Big Tech earnings are coming next week. Microsoft (MSFT), Meta (META), and Tesla (TSLA) all report on Wednesday, while Apple (AAPL) reports on Thursday. Wedbush Securities managing director and global head of technology research Dan Ives joins Morning Brief with Seana Smith and Brad Smith<br \/>\nhttps:\/\/finance.yahoo.com&#8230;<\/p>\n<p> to discuss what to watch during Big Tech earnings.<br \/>\nIves tells investors to &#8220;get the popcorn out&#8221; for Big Tech earnings, noting that Mark Zuckerberg&#8217;s announcement that Meta plans to spend up to $65 billion on artificial intelligence (AI) capital expenditures (CapEx) is &#8220;the start of this massive build-out of AI CapEx that I think the Street&#8217;s massively underestimating.&#8221;<br \/>\nIves says Big Tech&#8217;s massive AI spending depends on the use case for each company.<br \/>\n&#8220;Ultimately, when you look at Meta, the AI capabilities on advertising, on subscriber growth, and ultimately, building out businesses that don&#8217;t even exist today because it&#8217;s all about monetizing that install base &#8230; it&#8217;s no different than the way that the hyperscalers have done it with Microsoft, Amazon, Google.&#8221; the analyst explains.<br \/>\nIves adds, &#8220;Now it&#8217;s going to start playing out on the consumer side &#8230; Zuckerberg and Meta, they&#8217;re one step ahead here in terms of where this is all heading.&#8221;<\/p>\n<p>About Yahoo Finance:<\/p>\n<p>Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.<\/p>\n<p>&#8211; Get the latest news and data at finance.yahoo.com<\/p>\n<p>&#8211; Download the Yahoo Finance app on Apple (https:\/\/apple.co\/3Rten0R) or Android (https:\/\/bit.ly\/3t8UnXO)<\/p>\n<p>&#8211; Follow Yahoo Finance on social:<\/p>\n<p>X: http:\/\/twitter.com\/YahooFinance<br \/>\nInstagram: https:\/\/www.instagram.com\/yahoofinance\/?hl=en<br \/>\nTikTok: https:\/\/www.tiktok.com\/@yahoofinance?lang=en<br \/>\nFacebook: https:\/\/www.facebook.com\/yahoofinance\/<br \/>\nLinkedIn: https:\/\/www.linkedin.com\/company\/yahoo-finance<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Big Tech earnings are coming next week. Microsoft (MSFT), Meta (META), and Tesla (TSLA) all report on Wednesday, while Apple [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":591,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-590","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kensmartips.com\/finance\/?p=590\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wall Street is underestimating tech growth: Dan Ives - FINANCE\" \/>\n<meta property=\"og:description\" content=\"Big Tech earnings are coming next week. 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