AI disruption fears are weighing on markets this week, with some calling them overblown.

Dan Ives from Wedbush has a list of 10 things that will stop the tech slide and what he calls the AI ghost trade overhang.

Catalysts include: OpenAI raising $100B, Nvidia reiterating massive demand next week, Oracle showing strong capital raise success, Salesforce delivering on earnings, software M&A, and AI monetization showing in March results from Microsoft and ServiceNow.

Nvidia is the main event next week - seen as center of the universe, markets don't see that changing after extended Meta partnership and OpenAI backing.

Will be watching Nvidia's backlog and tentative sales to China for further upside.