Dan Ives on AAPL & GOOGL "One-Two Punch," PLTR Potential, A.I. "Goldilocks Scenario"

We've had an incredibly big week of earnings, particularly for the tech sector when you had five of the seven mag seven names reporting. I want to break it all down. The AI revolution, which is underway and still has room to run, according to Dan Ies, global head of tech research, managing director, senior equity analyst at Wed Bush Securities.I'm so glad to speak with you and I want to get to the details of this week. But when I think about everybody talking about the AI bubble and you said we go back to 2 ...