Investors Waking Up to Software's Value Opportunity, Ives Says -- Market Talk

Dow Jones04-14 04:05

1605 ET - Investors are beginning to see opportunity in software and cybersecurity stocks following a weekslong sell-off, Wedbush analyst Dan Ives says in an interview. Ives, who has been reliably bullish on software remaining relevant in the artificial-intelligence age, says investors are waking up to the realization that AI displacement fears are well overblown. "They're painting the whole sector with the same brush, and I think that's been the opportunity to buy some of the winners at garage sale prices," Ives says. "Now, you're finally starting to see even value investors picking up software." Software and cybersecurity names rallied on Monday, with Snowflake, ServiceNow, Adobe, and Workday up high-single digits and Oracle gaining 12%. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

April 13, 2026 16:05 ET (20:05 GMT)

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