Reported about 10 hours ago
According to Wedbush Securities analyst Dan Ives, hardware companies like Apple (AAPL) and Nvidia (NVDA) face significant uncertainty, with software being the only safe haven in tech. Despite some delays in AI and cloud projects, most are on track, and companies like Microsoft, Amazon, and Palantir are expected to benefit. Ives advises focusing on AI stocks for better returns over hardware investments.
Source: YAHOO