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Speaking on CNBC's "Closing Bell," Ives said investors are pricing in an unrealistic scenario in which AI tools rapidly replace traditional software platforms. "The most disconnected trade I've ever ...

Salesforce (CRM) fell 28% year-to-date to $185.43. ServiceNow dropped 30% and Microsoft declined 17%. Dan Ives says software now represents a ‘generational buy’ opportunity. Salesforce trades at 14.2x ...

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Correction: This article has been updated to reflect Marc Rowan's correct role as CEO. Apollo Global Management's APO CEO Marc Rowan called last week’s investor reaction to software stocks "extreme." ...

The UK government is launching a call for evidence on how technology, changing market dynamics and regulation are shaping investment in mobile networks. The call for evidence was introduced as an ...

As software stocks crater on AI disruption fears, Wedbush analyst Dan Ives is taking a contrarian stance on the selloff. Ives says the current selloff is "the worst he's witnessed in 25 years" but ...