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The market and tech sector are looking more signs of monetization in the AI Revolution to drive tech stocks further. There will be a waiting period until Nvidia earnings at end of month, but chip activity out of Asia has accelerated over the last month. Overall, it’s crystal clear AI models and data infrastructure heading into next phase of the buildout which is very important for tech sector. And software companies now should start to better participate.

For more, Carol Massar and Tim Stenovec speak with Dan Ives, Partner & Senior Managing Director at Yorkville Ives