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D. A. Davidson's managing director, Gil Luria, highlights the impact of Microsoft's AI efforts on the PC upgrade cycle, stating that AI PCs have been for sale and are showing signs of growth.
He attributes the outperformance of tech stocks to their ability to grow earnings when others have not, as well as their entrenched and diversified businesses. Luria points out that Amazon is not getting enough credit for its AI capabilities and believes the stock will outperform once it receives more recognition.
Brief news summary
D.A. Davidson managing director, Gil Luria, discusses the major trends in the tech sector as second quarter earnings season begins. Luria emphasizes Microsoft's AI efforts driving a PC upgrade cycle, suggesting that AI capabilities in PCs will contribute to overall growth in the PC category. He attributes the outperformance of tech stocks to their ability to grow earnings and their diversified business models, highlighting Amazon as an example. Luria believes Amazon is well-positioned ahead of its earnings due to its AI business and expects its stock to outperform. He also mentions that the biggest tech companies have exceeded others in earnings growth and present less risk to investors.-
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