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Dan Ives flags disconnect in Microsoft and Amazon selloff amid bullish AI outlook for 2026

Dan Ives flags disconnect in Microsoft and Amazon selloff amid bullish AI outlook for 2026
Disconnect in Microsoft and Amazon selloff

Dan Ives asserts that the recent declines in Microsoft and Amazon shares are not aligned with the companies fundamentals.

Ives maintains a bullish outlook on hyperscaler AI, projecting strong momentum for 2026 and emphasizing that current market reactions may be overstated.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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