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Jan 16, 2026 8:50 AM

Microsoft, Alphabet, Amazon Poised For 'Very Strong' Q4 Earnings, Says Dan Ives: 'This Is A Mid-1996 Moment'

Wedbush Analyst, Dan Ives, said Friday that Big Tech is poised for a “very strong” Q4 earnings.

Ives took to X on Friday to predict that the strong performance will be led by the cloud giants Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOGL), and Amazon.com Inc (NASDAQ:AMZN), who have experienced significant demand for their AI enterprise services.

This is a mid-1996 Moment …and NOT a 1999 Moment for tech,” wrote Ives, likening the current tech landscape to mid-1996’s internet boom, underlined by genuine adoption and profitability, rather than the speculative bubble of 1999.

We believe tech stocks will have a very strong 4Q earnings ...