Feb. 22 at 7:26 PM
$ORCL $MSFT $SAP $CRM $ADBE 🚀
Wedbush outlines the Top 10 catalysts that could reignite the AI tech rally:
1️⃣ OpenAI closes a
$100B funding round, calming market noise.
2️⃣ Jensen Huang expected to reaffirm strong AI chip demand on NVDA’s Feb 25 earnings call, potentially beating expectations.
3️⃣ Oracle shows strong momentum in its
$45–50B financing initiative.
4️⃣ Salesforce guidance signals AI monetization has begun.
5️⃣ Large strategic software M&A deals likely in coming months.
6️⃣ Apple launches Phase 1 of Siri AI, opening consumer AI era.
7️⃣ CrowdStrike emerges as the first cybersecurity firm monetizing AI, expected to show in upcoming earnings.
8️⃣ AI monetization trends appearing in Microsoft and ServiceNow March results.
9️⃣ AI-driven ad monetization at Meta and Google expected to accelerate in 1H 2026.
🔟 Enterprise adoption of Anthropic’s Claude faces scalability and security challenges, highlighting next AI phase.
Bottom line: multiple catalysts aligning — AI trade may be far from over.
