About this episode
Wedbush Securities' Dan Ives shares why he sees the tech bull market going for 2-3 years. Nvidia and AI's have and have nots (1:00). Qualcomm's Dr. Vinesh Sukumar on its AI ambitions (4:15). Generative AI investments and the enterprise space (6:20). How does competition play over the next 12-18 months? (8:50) Why Intel continues to be 'the biggest head scratcher in tech.' (14:30). Chips: tightwire act between China and US (21:00). Apple's historical developer conference; $4 trillion? (24:55). Recorded live at Seeking Alpha's Investing Summit on June 18, 2024. Originally published with video here. Show Notes: Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings As AI Evolves, Which Stocks Make Sense? BofA says AI 'hype days are over' as the market shifts into assessing investment payoffs Read the transcri pt For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions