TLDR:Wedbush views current tech sell-off as a 1996-style buying opportunity, not 1999.Analyst Ives highlights AI-driven demand powering NVIDIA, AMD, and software firms.Tariff threats and rare earth export restrictions triggered short-term volatility in tech.Top Big Tech like Microsoft, Meta, and Amazon remain poised for growth.Tech stocks fell sharply Friday as global tensions between the U.S. and China increased. Former President Trump warned of higher tariffs on Chinese goods and hinted at canceling a key meeting with President Xi. This came after China announced tighter controls on rare earth exports starting December 1. Despite the pullback, Wedbush analyst Dan Ives told investors this could be a buying opportunity. He compared the situation to 1996, not the dot-com era of 1999, emphasizing resilience in leading tech names.Tech Market Volatility and Tariff ImpactShares of major tech companies slid in response to geopolitical developments, particularly in semiconductors and software. Walter Bloomberg reported that investors reacted to the combined effect of U.S. tariff threats and China’s new export restrictions. Ives described the situation as “a high-stakes poker game” between the two nations. He warned that short-term volatility should not overshadow the potential for gains.The rare earth export restrictions will affect production of semiconductors and other technology components. Companies heavily reliant on these materials may face supply chain challenges. Investors reacted quickly, selling off some positions in anticipation of higher costs. Despite the downturn, Ives argued the market reaction might be more severe than the actual impact.Wedbush highlighted that top AI and tech firms continue to benefit from long-term demand trends.OpenAI’s ongoing investments in NVIDIA and AMD reinforce confidence in semiconductor growth. Software and Big Tech companies are expected to maintain steady revenue streams. This provides a cushion against temporary market shocks caused by geopolitical tensions.Market analysts noted that investors who panic during these drops may miss opportunities. Ives recommended focusing on strong performers instead of exiting positions. He identified companies with robust AI integration and solid balance sheets as primary targets. The overarching message is to maintain strategic exposure rather than react emotionally.BUY THE TECH SELL-OFF, SAYS WEDBUSH’S IVES: “THIS IS 1996, NOT 1999”Tech stocks slid Friday after former President Trump threatened higher tariffs on China and hinted at canceling a meeting with President Xi. The drop followed China’s move to tighten restrictions on rare earth…— *Walter Bloomberg (@DeItaone) October 10, 2025Buy the Dip: Leading Tech Names in FocusDan Ives singled out several major players as poised for recovery and growth. He mentioned NVIDIA, Microsoft, Palantir, Meta, Alphabet, and Amazon as key drivers of the Fourth Industrial Revolution. Palantir earned a special mention for its AI capabilities, described by Ives as “the Messi of AI.” These companies are expected to lead in market share and innovation despite near-term market swings.The analyst predicted tech stocks could rise another 7% or more by year-end. Strong AI-driven demand and ongoing software and hardware investment underpin this outlook. Big Tech’s strategic positioning in cloud computing, AI, and semiconductors strengthens investor confidence. Ives suggested buying these companies during dips rather than avoiding the sector.Wedbush Securities, a leading wealth management and advisory firm, noted that tech remains a core component for diversified portfolios. Their research emphasized long-term trends over short-term headline risks. Investors are encouraged to monitor sector developments closely. Maintaining exposure to top performers aligns with historical patterns observed during market corrections.Overall, the current sell-off is framed as a buying opportunity. Ives emphasized the importance of distinguishing temporary market noise from structural growth trends. For crypto and tech investors, identifying resilient companies remains critical. The combination of AI adoption, software dominance, and semiconductor leadership supports a bullish perspective.The post Tech Stocks Slip After China Tariff Threat, Wedbush Sees Buying Window appeared first on Blockonomi.