Dan Ives Says AI Capex Boom Continues 'Full Steam Ahead' After TSLA, GOOGL Earnings — Gene Munster Notes Tech Industry Still In '3rd Inning'

Dan Ives says AI capex boom continues 'full steam ahead' after Tesla and Alphabet earnings.

Gene Munster notes the tech industry is still in the '3rd inning' of AI investment.

Higher AI infrastructure spending may weigh on margins in the near term.

Accelerating AI adoption by enterprises and consumers will be a key theme of Q2 earnings.