Part 7/10:
He considers the US administration’s support for tech, including efforts by President Trump to foster collaboration among industry leaders like Jensen Huang of Nvidia and Satya Nadella of Microsoft, as largely positive for the sector. This cooperation is seen as a strategic advantage over China, which aggressively builds its own AI capabilities.
The Future of Tech Giants and Regulatory Environment
Ives forecasts that big tech companies such as Amazon, Google, Microsoft, Meta, Apple, and Palantir will continue to outperform market expectations, given their strong positions in AI development. He advocates a "buy" stance on these stocks, highlighting their strategic investments in AI infrastructure and R&D.