Wedbush’s Dan Ives: Tech stocks could rise another 10%+ in H2, driven by accelerating AI demand. He sees a $2T AI spend over 3 years fueling growth, calling this the “4th Industrial Revolution.” Top picks: $NVIDIA(NVDA.US), $Meta Platforms(META.US), $Microsoft(MSFT.US), $Palantir Tech(PLTR.US), $Tesla(TSLA.US).
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