Wedbush: Tech Earnings to Provide Affirmation on AI for Investors

Deep News01-16

Wedbush analysts stated that investors have begun to express concern over the valuations of AI companies, but fourth-quarter earnings reports from tech firms should validate the AI development trajectory.

These analysts remarked, "We believe that, led by the large-cap tech companies, tech stocks are set for a very strong fourth-quarter earnings season, as our field checks indicate exceptionally robust enterprise demand for AI from cloud giants Microsoft, Alphabet, and Amazon during the quarter."

The analysts also noted that, furthermore, Wall Street likely continues to underestimate the scale of expenditure that will flow into the AI domain, and the tech giants are expected to ramp up their investments, reflected in "aggressive preliminary capital expenditure figures through 2026."

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1172811024?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-01-16 22:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1172811024","market":"other","top_or_hot":-1,"title":"Wedbush: Tech Earnings to Provide Affirmation on AI for Investors","media":"Deep News","content":"<p>Wedbush analysts stated that investors have begun to express concern over the valuations of AI companies, but fourth-quarter earnings reports from tech firms should validate the AI development trajectory.</p>\n<p>These analysts remarked, \"We believe that, led by the large-cap tech companies, tech stocks are set for a very strong fourth-quarter earnings season, as our field checks indicate exceptionally robust enterprise demand for AI from cloud giants Microsoft, Alphabet, and Amazon during the quarter.\"</p>\n<p>The analysts also noted that, furthermore, Wall Street likely continues to underestimate the scale of expenditure that will flow into the AI domain, and the tech giants are expected to ramp up their investments, reflected in \"aggressive preliminary capital expenditure figures through 2026.\"</p>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wedbush: Tech Earnings to Provide Affirmation on AI for Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWedbush: Tech Earnings to Provide Affirmation on AI for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Deep News </p>\n<p class=\"h-time\">2026-01-16 22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Wedbush analysts stated that investors have begun to express concern over the valuations of AI companies, but fourth-quarter earnings reports from tech firms should validate the AI development trajectory.</p>\n<p>These analysts remarked, \"We believe that, led by the large-cap tech companies, tech stocks are set for a very strong fourth-quarter earnings season, as our field checks indicate exceptionally robust enterprise demand for AI from cloud giants Microsoft, Alphabet, and Amazon during the quarter.\"</p>\n<p>The analysts also noted that, furthermore, Wall Street likely continues to underestimate the scale of expenditure that will flow into the AI domain, and the tech giants are expected to ramp up their investments, reflected in \"aggressive preliminary capital expenditure figures through 2026.\"</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票定投概念","start_time":0,"source_url":"","article_id":"1172811024","we_media_id":"1039043262","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1172811024","pubTimestamp":1768572065,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Deep News","introduction":"Global Stock Market Deep Analysis","home_visible":1,"id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"summary":"Wedbush analysts stated that investors have begun to express concern over the valuations of AI companies, but fourth-quarter earnings reports from tech firms should validate the AI development...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4023":"应用软件","AI":"C3.ai, Inc.","BK4528":"SaaS概念","BK4543":"AI","BK4551":"寇图资本持仓","BK4587":"ChatGPT概念","BK4588":"碎股"},"translate_title":"韦德布什：科技盈利将为投资者提供对人工智能的肯定","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AI":1},"content_text":"Wedbush analysts stated that investors have begun to express concern over the valuations of AI companies, but fourth-quarter earnings reports from tech firms should validate the AI development trajectory.\nThese analysts remarked, \"We believe that, led by the large-cap tech companies, tech stocks are set for a very strong fourth-quarter earnings season, as our field checks indicate exceptionally robust enterprise demand for AI from cloud giants Microsoft, Alphabet, and Amazon during the quarter.\"\nThe analysts also noted that, furthermore, Wall Street likely continues to underestimate the scale of expenditure that will flow into the AI domain, and the tech giants are expected to ramp up their investments, reflected in \"aggressive preliminary capital expenditure figures through 2026.\"","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1172811024","isCrawlerRequest":true}