Wedbush Backs Nvidia, Microsoft After AI Cost Fears Hit Big Tech Stocks
Updated
Updated · TradingView · Jun 26
Wedbush Backs Nvidia, Microsoft After AI Cost Fears Hit Big Tech Stocks
3 articles · Updated · TradingView · Jun 26
Summary
Wedbush said the recent selloff in Nvidia, Microsoft, Meta and other large tech names has created entry points for long-term investors despite mounting concern over AI spending.
Rising compute and memory costs, along with heavy data-center and infrastructure buildouts, have pressured shares as investors question when those investments will translate into broader revenue.
Microsoft and Meta were singled out for scrutiny over elevated capital expenditures, while Alphabet and Apple also face investor questions tied to their roles in the AI ecosystem.
Wedbush argued the weakness reflects a temporary disconnect, with enterprise AI adoption, consumer applications and physical AI deployments still expected to drive future growth.