NVDA, PLTR, GOOGL, NBIS, and Others: 5-Star Analyst Dan Ives Sees Greenland Tariff Noise as Chance to Own Big Tech Stocks

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2026.01.20 20:15
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Wedbush analyst Dan Ives suggests that the current market volatility due to the Greenland tariff dispute presents a buying opportunity for major tech stocks like Nvidia, Microsoft, and Alphabet. Despite short-term pressures from rising U.S.-Europe trade tensions, Ives believes the long-term outlook for tech remains strong, driven by significant capital spending and AI investments. He anticipates a strong earnings season and advises investors to view any pullback as a chance to invest in core tech leaders, as the AI cycle is expected to continue through 2026.