{"id":188575,"date":"2026-02-18T12:14:00","date_gmt":"2026-02-18T17:14:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/18\/dan-ives-says-future-ai-tech-winners-are-being-built-as-software-led-spending-wave-looms\/"},"modified":"2026-02-18T13:30:10","modified_gmt":"2026-02-18T18:30:10","slug":"dan-ives-says-future-ai-tech-winners-are-being-built-as-software-led-spending-wave-looms","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/18\/dan-ives-says-future-ai-tech-winners-are-being-built-as-software-led-spending-wave-looms\/","title":{"rendered":"Dan Ives Says \u2018Future AI Tech Winners Are Being Built\u2019 As Software-Led Spending Wave Looms"},"content":{"rendered":"

Dan Ives Says \u2018Future AI Tech Winners Are Being Built\u2019 As Software-Led Spending Wave Looms<\/a><\/p>\n

https:\/\/stocktwits.com\/news-articles\/markets\/equity\/wedbush-dan-ives-spotlight-software-cybersecurity-infrastructure-as-pillars-of-future-ai-revolution\/cZR0UlxR4vn<\/a><\/p>\n

Publish Date: 2026-02-18 12:14:00<\/a><\/p>\n

Source Domain: stocktwits.com<\/a><\/p>\n

Author: <\/a><\/p>\n

Using an unordered list, summarize the following article with between 4 and 8 key points. The managing director at Wedbush Securities said in a note posted on X that investors risk missing the next wave of tech winners amid a growing fear of the unknown.Ives dismissed market concerns about enterprise software and cybersecurity becoming obsolete in the future due to AI tools like Anthropic\u2019s Claude and OpenAI.He also noted that while there was no clear evidence yet that enterprises are increasing spending on AI agents and platforms, in the near future, software-led AI spending will accelerate significantly.The analyst also spotlighted Palo Alto Networks as positioned to gain from the eventual software spending boom.As Wall Street grapples with artificial intelligence jitters that have rattled tech stocks in recent weeks, Dan Ives, managing director at Wedbush Securities, said investors risk missing the next wave of tech winners.In a note posted on X on Wednesday, titled \u2018The AI “Threat” Doomsday Trade is Like Fighting a Ghost,\u2019 Ives said that the future AI tech winners were currently being built, although many investors are missing the narrative \u201clike other ones over the decades in tech.\u201dIves also highlighted the software, cybersecurity, and IT infrastructure industries as \u201ckey pillars\u201d of the future AI Revolution.The note comes amid rising volatility in the tech sector as investors contend with massive AI-related capital expenditures planned for 2026 that are now inching towards $700 billion.Misplaced FearsIn the note, the analyst framed the current market sentiment around AI as a \u201cfear of the unknown,\u201d amid ballooning capex across hyperscalers even as monetization remained elusive. For the market bulls, he said it was like \u201cfighting a ghost in a dark closet.\u201dHe dismissed market concerns about enterprise software and cybersecurity becoming obsolete in the future due to AI tools like Anthropic\u2019s Claude, and OpenAI, calling this \u201csoftware doomsday trade\u201d a \u201cfictional concept.\u201d\u201c…the reality is dramatically different as the complexity of enterprises today make this a nearly impossible task,\u201d he said in the note. Highlighting the importance of data, processes, security, organizational structure, IT architecture, and software layers, he said that these functions are \u201cthe hearts and lungs\u201d of modern enterprises.Ives also noted that while there is no clear evidence yet that enterprises are increasing spending on AI agents and platforms, in the near future, software-led AI spending will accelerate significantly.\u201cCan they show today that enterprises are spending on their AI agents and platforms? NO….but in the next 12 to 18 months this will be a software led tidal wave of spending given the timing of many of these use cases and AI deployments,\u201d he said in the note. \u201cThis is the next stage of our tech bull AI thesis that we first discussed in early 2023,\u201d he added.Ives\u2019 RationaleIves said that over his 25 years of experience on Wall Street, markets have repeatedly misjudged major tech shifts.Fears that Microsoft\u2019s play would crush cybersecurity, Intel would dominate chips, and cloud leaders like Amazon Web Services would beat out the competition ultimately proved misplaced.However, today, companies such as Nvidia and Advanced Micro Devices (AMD) dominate the semiconductor market. \u201cThe chip industry was going to be dominated by Intel a decade ago with smaller players like Nvidia at the time essentially an afterthought only good at gaming chips…and the market would give minimal respect to the likes of AMD, Nvidia, and others,\u201d he said.\u201cThe rest is history with the Godfather of AI Jensen and Nvidia now the one chip fueling the AI Revolution and Intel playing major catchup,\u201d Ives added.Meanwhile, Google and Microsoft are now thriving in cloud computing, driving value and monetization for both tech companies that \u201cputs them in pole position on the AI Revolution front,\u201d he said. \u00a0Ives argued that current market fears about AI destroying enterprise software is another overblown market narrative.The analyst also spotlighted Palo Alto Networks Inc. (PANW) again to be positioned to gain from the eventual software spending boom, saying the company was sitting \u201csquarely at the top of the cyber security mountain with this CyberArk deal to monetize the AI cyber TAM as it hits over the next 12 to 18 months.\u201dMarket MovementMeanwhile, U.S. equities trended higher on Wednesday. The SPDR S&P 500 ETF (SPY), which tracks the S&P 500 index, was up by 0.83% at the time of writing, while the Invesco QQQ Trust ETF (QQQ) rose 1.34%.The tech-heavy Nasdaq 100 gained 1.34% at the time of writing, the Technology Select Sector SPDR Fund (XLK) was up 1.83%, and the VanEck Semiconductor ETF (SMH), which tracks the top 25 U.S.-listed semiconductor companies, was up 2.27%.Shares of PANW were down more than 6% at the time of writing, while the stock has declined more than 26% in the past year. On Stocktwits, retail sentiment around the shares was in the \u2018extremely bullish\u2019 territory over the past 24 hours amid \u2018extremely high\u2019 message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.Share\u00b7Add us onSubscribe to Chart ArtThe best trade ideas and analysis from the Stocktwits community. Delivered daily by 8 pm ET.Read about our editorial guidelines and ethics policy
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