TECH - Can Apple's iPhone 15 Spark a Tech Rally? Analyst Eyes China Growth | Benzinga
Wedbush analyst Daniel Ives' favorite tech names remain Apple Inc (NASDAQ: AAPL), Microsoft Corp (NASDAQ: MSFT), Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google, Palo Alto Networks, Inc (NASDAQ: PANW), Palantir Technologies Inc (NYSE: PLTR), Zscaler, Inc (NASDAQ: ZS), CrowdStrike Holdings, Inc (NASDAQ: CRWD), and MongoDB, Inc (NASDAQ: MDB).
Ives noted that this is the most significant technology revolution in the last 30 years, with AI a "1995 Moment," and the fundamental tech growth stories are now starting to see the derivatives of this AI Revolution into 2024.
The impact of the AI cycle on consumer Internet will be massive, and it will start with the cloud service divisions, Amazon.Com Inc's (NASDAQ: