Dan Ives Calls AI-Driven Software Selloff 'Most Disconnected Trade,' Says Salesforce And ServiceNow Are Historic Buys

Benzinga02-14

On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise software. Speaking on CNBC's "Closing Bell," Ives said investors are pricing in ...

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href=\"https://www.benzinga.com/markets/tech/26/02/50631939/dan-ives-calls-ai-driven-software-selloff-most-disconnected-trade-says-salesforce-and-servicenow-are-historic-buys\">Source Link</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dan Ives Calls AI-Driven Software Selloff 'Most Disconnected Trade,' Says Salesforce And ServiceNow Are Historic Buys</title>\n<style 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Wall Street is misreading the impact of artificial intelligence on enterprise software.\nSpeaking on CNBC's \"Closing Bell,\" Ives said investors are pricing in ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/26/02/50631939/dan-ives-calls-ai-driven-software-selloff-most-disconnected-trade-says-salesforce-and-servicenow-are-historic-buys\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"NOW","symbol_name":"ServiceNow","start_time":0,"source_url":"https://www.benzinga.com/markets/tech/26/02/50631939/dan-ives-calls-ai-driven-software-selloff-most-disconnected-trade-says-salesforce-and-servicenow-are-historic-buys","article_id":"2611115466","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2026/02/14/Prague--Czechia---10-21-2024-Smartphone-.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/markets/tech/26/02/50631939/dan-ives-calls-ai-driven-software-selloff-most-disconnected-trade-says-salesforce-and-servicenow-are-historic-buys","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2611115466","pubTimestamp":1771051440,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Dan Ives said Wall Street is overestimating AI's near-term threat to enterprise software, calling the selloff in Salesforce and ServiceNow a major buying opportunity despite recent stock declines.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"NOW":"ServiceNow"},"translate_title":"Dan Ives表示，评级人工智能驱动的软件抛售是“最脱节的交易”，Salesforce和ServiceNow是历史性的收购","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NOW":1.5},"content_text":"On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise software.\nSpeaking on CNBC's \"Closing Bell,\" Ives said investors are pricing in an unrealistic scenario in which AI tools rapidly replace traditional software platforms.\n\"The most disconnected trade I've ever seen in my career on Wall Street,\" Ives said, referring to the sharp pullback in large-cap software stocks.\nSalesforce and ServiceNow shares are down over 20% in the past one month, according to Benzinga Pro.\nIves pushed back on that narrative, arguing that enterprise customers remain deeply embedded in platforms like Salesforce and ServiceNow, with high switching costs and long-term contracts limiting near-term disruption.\nHe said AI monetization across major software firms remains in its early stages and could ultimately accelerate revenue growth rather than diminish it.\nEarlier, strategists at JPMorgan said markets appear to be pricing in near-term AI disruption at unrealistic levels.\n\"We believe the balance of risks is increasingly skewed towards a rebound,\" said Dubravko Lakos‑Bujas, Head of Global Markets Strategy.\nEarlier this month, Ives restored Salesforce and ServiceNow to his AI-focused watchlist.\n\"We believe the sell-off in tech stalwarts Salesforce and ServiceNow are way overdone and both these tech players will be core participants in the AI Revolution,\" he said then.\nCRM is showing a weaker price trend across the short, medium, and long-term time frames, alongside weak value and momentum scores, according to data from Benzinga's Edge Stock Rankings.\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nImage via Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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