Yonhap Infomax NewsWedbush analyst Dan Ives calls recent software sector selloff the most irrational tech trading in 20 years, arguing AI disruption fears are overblown and true value lies in established platforms like Salesforce and Oracle, predicting 30% of AI investment will flow to software companies.
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https://en.infomaxai.com/news/articleView.html?idxno=109239
#YonhapInfomax #DanIves #SoftwareSelloff #ArtificialIntelligence #Salesforce #Palantir #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=109239
Dan Ives - 'Software Selloff Most Irrational in 20 Years'
Wedbush analyst Dan Ives calls recent software sector selloff the most irrational tech trading in 20 years, arguing AI disruption fears are overblown and true value lies in established platforms like Salesforce and Oracle, predicting 30% of AI investment will flow to software companies.