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Benzinga
Benzinga
Business
Anusuya Lahiri

Bearish On AI? Tell That To The $600 Billion Big Tech Is About To Spend

Nasdaq Nvidia Dan Ives Palantir NVDA Microsoft Microsoft Corp Nvidia Corp Palantir Technologies Inc PLTR
Nvidia Bull Chart

Despite a sharp pullback in major artificial intelligence tech stocks like Tesla Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT), Palantir Technologies Inc. (NASDAQ:PLTR), and Nvidia Corp. (NASDAQ:NVDA), the downturn appears to be a brief panic rather than any real slowdown in the AI boom.

Big Tech’s massive cloud spending and surging enterprise AI adoption are still powering a multiyear growth cycle that could keep the AI-driven rally alive into 2026 and beyond.

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