# Tech giants are not going to slash their AI spending plans, bullish tech analyst says

> **Open Intelligence Dossier** · First detected: 2026-06-30 14:07 UTC · Category: Business

## Executive Summary
Market analysts are signaling that despite current volatility and high scrutiny, major tech firms remain committed to long-term AI infrastructure investment.

## Intelligence Brief
Tech stocks including Microsoft, Oracle, and Meta are currently experiencing market fluctuations described by some as an air pocket or a bear market trend. Despite this, industry analysts maintain that technology giants show no intention of reducing planned AI expenditure.


Coverage from Yahoo Finance, Fortune, Proactive, and 24/7 Wall St. highlights a divergence between short-term market performance and long-term capital allocation strategies. Wedbush reports indicate that big tech firms face heightened scrutiny as the second quarter earnings season approaches.


Financial observers are looking toward upcoming quarterly reports to determine if corporate spending aligns with these bullish projections. Coverage does not yet specify how these earnings will influence share price movement, though some anticipate a potential reversal for oversold assets within the next 6 to 9 months.

## Multi-Source Evidence Table
| Source Outlet | Headline | Verification URL |
|---|---|---|
| 24/7 Wall St. | Dan Ives Says the $3 Trillion Tech Wipeout Is a Buying Opportunity. Here’s His Case | [Source Link](https://news.google.com/rss/articles/CBMiwgFBVV95cUxPekxvSkpHdVZOWWFrV1QzWE0wYzBxNF8zZTdyRFBLMmtNRW1mR2Rmb0stQ3MwNXdGS05qOXllbWduaFJIOWRvd2pzdFZqaUQ5aGUwc085Qk91d1BCWlprdlJpakN5UUFMZWg4NWhtZ283TkdpdUcyOU9vNFFGMVZmOUl1M3BRRHNyZEtRNjFuakJabmctT3Naa3lNTGlRNzJ5akQwTlNqbEdqTlo1YmczaFVoMDdYYjhIbFdOelcxdFk3UQ?oc=5) |
| TradingView | Dan Ives Says MSFT, ORCL Are 'Way Oversold', Expects A Reversal In Next 6-9 Months | [Source Link](https://news.google.com/rss/articles/CBMi1gFBVV95cUxNRXRlZWdkMWtDbE1WUFBhRHd4dmNsZTZVdHQ1MlVEQ1NsdU1sTHAyeFR1R0VZMzBPX1JRcjJ6d1NVemVsNUhSVDFmVDNQUThKMnNjcklDRVJJWmktbTBlU2FZVkVoemhFYUk5SXNYY1AtSzNMRmUyd1UxXzJwTldqVi1rdllUaHNGbWpGd2hFQ21ZdHFHbG5iZkRiZUY0aEJHdDdSU0UxMk5CSEkySGJJNS1wSV95dXZkcW5qZ0JJa2Y3b3k0UExHbHdxbU1FbURtLWZtZDZR?oc=5) |
| Proactive financial news | Big tech faces AI spending scrutiny ahead of Q2 earnings: Wedbush | [Source Link](https://news.google.com/rss/articles/CBMi0AFBVV95cUxQZTdiMTJJZ2FSNi03MERhd09BVTZEd2J1VHo5bFZVbnRKeGdydDZCVERQYUNHRmNFeWlyX2taM0p1TDROU0Q0NVYwRjJmVjlvalB6LWZ1bThBSlFHYzZoYkJ0QXRBb3MxRnlnVW5sNy12ZmhmY3NFTkdMZDBZVjd4WmV2SVkxSDk2QjJJeDJKR0h3empheVRPdVNZQWZnWTIwWUc2M0JBTVR0Ynl6SExJb1ZXU21RLWw0NWI4YmdJN0NyMXhLOUpUaGJ2SWdYT1dH?oc=5) |
| Fortune | AI stocks are in an ‘air pocket’, Meta and Microsoft traded like ‘bear market names | [Source Link](https://news.google.com/rss/articles/CBMikAFBVV95cUxNdGlnVHkyamtnQ1JjWnpIeHJSX0ZJS3QtTlFDYjNKdnZfOVl2VW9NeWNSYVJvOEJ1SGRVZHZQbHpIanE3M3dPRVc4QVJUQ182ZWFTb2Jpa2RYbG9hckNhRTV1Q1UzRVpmSnc1MmttTXlaRjRMWHV4MlczLVVya3ljS1VqMXRWY25LaFBibkkwYTE?oc=5) |
| Yahoo Finance | Tech giants are not going to slash their AI spending plans, bullish tech analyst says | [Source Link](https://news.google.com/rss/articles/CBMi2AFBVV95cUxQTHZnZm85alJiSktGbTRPTVR5eFVNLVMxZjlpR05GajB5eDdEbXhBNU1nUGIxZDRhQWwyNU5QaFctSmtOVHpqS056T0FIV1VBOWt4LXRNeUpSWHA2dVRoTXQ3Qi1DdVdoUkU4LUlXd3FWcDZDU043aGhaelZvZ3ZLdGVyazVfdFZ4YndEb2xIZnZ5VUhEZkQzdGo2cE9EbVNKa3d1dzFNUjZYLTlXdWc2V1lmR0VwYWR1cEdmTXY0Q29JMnJNVlZDemlSa29vMm1KOGQyb2ltSDI?oc=5) |

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*Canonical Source: https://pulse.byoviral.com/trend/2026-06-30/tech-giants-are-not-going-to-slash-their-ai-spending-plans-bullish-tech-analyst*