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Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, weighs the market's reaction to the results, and analyzes the post-earnings rallies in Microsoft (MSFT) and Amazon (AMZN).

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Dan Ives' Big Tech Earnings Takeaways: "AI Still in the Early Innings"

Schwab Network

Dan Ives' Big Tech Earnings Takeaways: "AI Still in the Early Innings"