Software sell-off is a 'generational' buying opportunity: Dan Ives

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Dan Ives, managing director at Wedbush Securities, views the current software sell-off as a 'generational' buying opportunity, despite AI concerns sparking further decline in the software space.

Market Impact

Market impact analysis based on bullish sentiment with 85% confidence.

Sentiment
Bullish
AI Confidence
85%
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 try to make sense of the current market environment (^DJI, ^IXIC, ^GSPC) as AI concerns continue to spark further sell-offs in the software space, a situation now being dubbed the "Software-mageddon." 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 talk about how he is viewing the recent stock decline in software leaders. 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 13, 2026.
Analysis and insights provided by AnalystMarkets AI.