The article discusses the potential impact of Artificial Intelligence (AI) on tech stocks and corporate earnings. According to Wedbush analyst Dan Ives, AI is set to become a “game-changer” for the tech industry, with companies like Microsoft, Google, Amazon, and Nvidia leading the charge. Ives predicts that AI will drive a new wave of software productivity and create a $1 trillion market opportunity over the next decade. The article highlights the importance of AI for tech giants’ earnings and stock performance, as investors closely watch for AI-related announcements and initiatives. Ives recommends investors focus on AI leaders and beneficiaries, as the technology is expected to disrupt various industries and drive significant revenue growth. However, the article also notes potential regulatory challenges and the need for responsible AI development.