A man named AIiel Ives, who is an analyst, thinks that big tech companies like Microsoft, Amazon, Apple, and others will do well this week when they report their earnings, which means how much money they made. He believes that these companies are spending a lot of money on something called AI, which stands for artificial intelligence. AI is when computers can learn and think like humans. He thinks that spending money on AI will help these companies make even more money in the future. So, he thinks that their stocks, which are like tiny pieces of ownership in these companies, will go up in value. Read from source...

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Article's Main Thesis (what is the main point or message of the article): Big Tech stocks are expected to rise as they show their investments in artificial intelligence and their earnings reports.

For equity, we will use a combination of technical and fundamental analysis, as well as market sentiment and news. For fixed income, we will consider yield curve, credit quality, and inflation-adjusted returns. For alternatives, we will consider diversification, liquidity, and risk-adjusted returns.

Conclusion:
Based on the information provided, it seems that tech stocks are poised for a rebound after last week's sell-off. The upcoming earnings reports from major tech companies are expected to show increased investments in artificial intelligence, which is seen as a key driver of growth for the sector. Analyst AIiel Ives from Wedbush Securities believes that the tech sell-off was overblown and that the industry is still in a bull market that will last for several years. He also points out that the Federal Reserve's expected interest rate cuts will create a risk-on environment that will benefit tech stocks.

Final recommendation:
- Overweight/buy tech stocks, especially those with strong AI capabilities
- Consider hedging strategies to mitigate potential market volatility
- Keep an eye on global economic developments that could impact tech demand