Dan Ives Calls AI-Driven Software Selloff 'Most Disconnected Trade,' Says Salesforce And ServiceNow Are Historic Buys
On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise software. AI Disruption Fears Spark Software Rout Speaking on CNBC's "Closing Bell," Ives said investors are pricing in an unrealistic scenario in which AI tools rapidly replace traditional software platforms. "The most disconnected trade I've ever seen in my career on Wall Street," Ives said, refer…
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