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Benzinga
Benzinga
Business
Rishabh Mishra

Dan Ives Says Q3 Tech Earnings Will 'Exceed The AI Hype,' Expert Adds Tariff Impact On Other Firms Will Be 'Much Less Than Anticipated'

Super Micro Computer Inc.

Prominent tech analyst Dan Ives is predicting a “very strong” third-quarter earnings season for tech stocks, suggesting the results will “match/exceed the AI hype.”

His bullish outlook, driven by robust AI demand in cloud stalwarts, is complemented by a market analysis indicating that the broader market impact from tariffs will be less severe than previously feared.

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