Tech stocks fell on Blue Wave data center fears, but Dan Ives says concerns are overblown. He sees earnings from Microsoft, Alphabet, Amazon, Apple and Palantir

BWB News TV • 2026-11-06 21:42 UTC • By Billy Odell Tucker-Robinson

Tech stocks fell on Blue Wave data center fears, but Dan Ives says concerns are overblown. He sees earnings from Microsoft, Alphabet, Amazon, Apple and Palantir as key tests of AI, cloud and enterprise demand.

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