Jin10 data reported on July 16, analysts at Wedbush Securities stated in a research report that as favorable information in the semiconductor, software, and both enterprise and consumer sectors continues to strengthen, Wall Street has underestimated the potential rise driven by artificial intelligence. The analysts said, "We expect a very strong second quarter earnings season for tech stocks in the coming weeks, which will further confirm our bullish view — led by the large tech giants." They believe that leading companies such as NVIDIA, Microsoft, and Meta are ready for significant pumps after withstanding tariffs and geopolitical headwinds, having experienced relatively strong months.