Software still has a 'huge role' in AI buildout, Dan Ives explains

Market Intelligence Analysis

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Why This Matters

Investors are facing pressure due to AI advancements, which may negatively impact the software space, but some companies have the potential to outlast this challenge.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Investors and markets (^DJI, ^IXIC, ^GSPC) are trying to survive the "Software-mageddon" as AI advancements place additional pressure on the software space. Wedbush Securities managing director and global head of technology research Dan Ives sits down with Market Catalysts Host Julie Hyman at the 2026 Bitcoin Investor Week conference to address the real risks that AI poses for certain software developers and outlines which companies have the potential to outlast the woes. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

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Full article on Yahoo Finance
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Original article published by Yahoo Finance on February 12, 2026.
Analysis and insights provided by AnalystMarkets AI.