Software Sell-Off Appears Overdone Amid AI Monetization Opportunities -- Market Talk

Dow Jones09:29

0129 GMT - The broader software sell-off appears overdone as current valuations don't factor in AI monetization opportunities, Wedbush analysts say in a note. "We strongly believe that the broader software sell-off is overblown as many enterprises are integrating AI across their tech stacks as a top IT priority and this dynamic is not being factored into current valuations," they say. The bottoming in the software trade has come into view, they reckon, adding that all indications are that the first quarter saw rapid AI adoption across semis, software, infrastructure, and derivative areas across tech. Microsoft, Salesforce and ServiceNow stand out as disconnected sell-offs relative to the AI monetization opportunities, they add. (monica.gupta@wsj.com)

(END) Dow Jones Newswires

April 05, 2026 21:29 ET (01:29 GMT)

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The bottoming in the software trade has come into view, they reckon, adding that all indications are that the first quarter saw rapid AI adoption across semis, software, infrastructure, and derivative areas across tech. Microsoft, <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> stand out as disconnected sell-offs relative to the AI monetization opportunities, they add. 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The bottoming in the software trade has come into view, they reckon, adding that all indications are that the first quarter saw rapid AI adoption across semis, software, infrastructure, and derivative areas across tech. Microsoft, <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> and <a href=\"https://laohu8.com/S/NOW\">ServiceNow</a> stand out as disconnected sell-offs relative to the AI monetization opportunities, they add. 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The bottoming in the software trade has come into view, they reckon, adding that all indications are that the first quarter saw rapid AI adoption across semis, software, infrastructure, and derivative areas across tech. Microsoft, Salesforce and ServiceNow stand out as disconnected sell-offs relative to the AI monetization opportunities, they add. 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