{"id":89861,"date":"2026-06-29T20:32:24","date_gmt":"2026-06-29T20:32:24","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/89861\/"},"modified":"2026-06-29T20:32:24","modified_gmt":"2026-06-29T20:32:24","slug":"ai-stocks-on-sale-dan-ives-calls-it-a-gut-check-for-investors-meta-platforms-nasdaqmeta-microsoft","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/89861\/","title":{"rendered":"AI Stocks On Sale\u2014Dan Ives Calls It A ‘Gut Check’ For Investors – Meta Platforms (NASDAQ:META), Microsoft"},"content":{"rendered":"

Big Tech is in a sentiment “penalty box” even as the multi\u2011year AI build\u2011out enters a critical acceleration phase, and Wedbush tech analyst Dan Ives argues that creates a prime entry point into the core AI winners.<\/a><\/p>\n

Ives\u2019 latest industry note frames the current pullback in the major AI platforms as another “gut check” stretch for tech investors heading into a pivotal earnings season.\u00a0<\/p>\n

The market is wrestling with “worries around the costs of this once-in-a-generation tech buildout” just as spending ramps into what Ives calls the 4th Industrial Revolution. <\/p>\n

\u2018The Waiting Stage\u2019<\/p>\n

Ives argues the core issue is timing, not fundamentals.\u00a0<\/p>\n

Big Tech is in an “air pocket stage” where roughly $700 billion of capex this year is funding AI datacenter\u00a0and compute buildouts, but monetization is still six to 12 months away for the software and consumer franchises sitting on top.\u00a0<\/p>\n

Microsoft, Meta, and to a lesser extent Amazon and Alphabet, are “in the waiting stage to see the growth\/monetization boom,” according to the analyst, even as Alphabet has been “the golden child of this group” before a recent loss of engineers to Anthropic.\u00a0<\/p>\n

In a vivid image, Ives says Microsoft and Meta are being treated “like they are wearing winter jackets to the beach in the summer.”<\/p>\n

Meta, in particular, is “looking to transform its business” with massive AI investments that will “take some time to hit numbers,” pushing some investors toward memory and infrastructure names in the interim.\u00a0<\/p>\n

Ives pushes back on that trade, stressing that “this is Year 3 of a 10-year AI buildout\u2026 short term pain for long term gain” and that current bearish narratives “have overshadowed the future massive growth prospects.”<\/p>\n

Rising Memory Costs<\/p>\n

The second source of anxiety is rising compute and memory costs, sharpened by Apple\u2019s recent price increases. The news sparked “a negative jolt,” according to Ives, and fears of a breaking point at which enterprises slow AI deployment, with the “game of musical chairs” leaving some hyperscalers without a chair.\u00a0<\/p>\n

Wedbush sees costs moderating over the coming year as AI consumer hardware, physical deployments, and enterprise use cases “explode at scale,” turning today\u2019s worries into “a distant memory (like building the Las Vegas strip in the 1950\u2019s).”\u00a0<\/p>\n

Until then, Ives predicts “the bears will continue to yell fire in a crowded theater any chance they get\u2026this is not the first time and not the last time we will go through these \u2018gut check moments\u2019 for the tech bulls.”<\/p>\n

Image: Shutterstock<\/p>\n","protected":false},"excerpt":{"rendered":"Big Tech is in a sentiment “penalty box” even as the multi\u2011year AI build\u2011out enters a critical acceleration…\n","protected":false},"author":2,"featured_media":89862,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[420,7829,8811,7910,8789,5895,5893,5896,7911,5892,320,7828,5891,7706,7778,9068,5899,8226,26530,17956,444,47538,34763,7914],"class_list":["post-89861","post","type-post","status-publish","format-standard","has-post-thumbnail","category-microsoft","tag-azure","tag-azure-ai","tag-category-analyst-color","tag-category-analyst-ratings","tag-category-large-cap","tag-category-movers","tag-category-news","tag-category-tech","tag-category-trading-ideas","tag-cms-wordpress","tag-microsoft","tag-microsoft-ai","tag-pageisbzpro-bz","tag-symbol-amzn","tag-symbol-googl","tag-symbol-meta","tag-symbol-msft","tag-symbol-nvda","tag-symbol-orcl","tag-symbol-pltr","tag-tag-ai","tag-tag-big-tech","tag-tag-dan-ives","tag-tag-expert-ideas"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/89861","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=89861"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/89861\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/89862"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=89861"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=89861"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=89861"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}