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Dan Ives: This is the most disconnected trade I’ve seen in
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Dan Ives: This is the most disconnected trade I’ve seen in my career

By Cindy Hopkins March 12, 2026 0 mins read 6518 Views

Dan Ives: This is the most disconnected trade I’ve seen in my career


Dan Ives, Global Head of Technology Research at Wedbush Securities, says fears that AI will replace software are overblown, calling the selloff a major buying opportunity as AI spending and enterprise software demand accelerate.


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