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

Yahoo Finance Published Updated Economy
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Affected assets and topics

CONFERENCE

Why it matters

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.

Expected market reaction

Bullish Confidence 85% How confidence is read Horizon: Short term Impact: Moderate

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

Evidence trail

Evidence
Source Yahoo Finance
Claim Software sell-off is a 'generational' buying opportunity: Dan Ives
AI inference Bullish · 85%
Generated 2026-02-13 13:00

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
45608

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.

Read the full article on Yahoo Finance

Original article published by Yahoo Finance on February 13, 2026. Analysis and insights provided by AnalystMarkets AI.

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