Wedbush's Dan Ives says fears over AI's impact on software stocks are overblown, recommending Microsoft, Palantir, and others despite recent sector sell-off.
#YonhapInfomax #ArtificialIntelligence #SoftwareStocks #Microsoft #Palantir #WedbushSecurities #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104227

Hedge funds have intensified short selling in software stocks, driving a tech sector sell-off and generating $24 billion in profits as the industry's market cap shrinks by $1 trillion.
#YonhapInfomax #HedgeFunds #ShortSelling #SoftwareStocks #TechSellOff #24BillionProfits #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104018

Asian markets closed mixed as software stocks plunged on AI disruption fears, with Japan down, China and Taiwan up, and solar shares driving gains in Shanghai.
#YonhapInfomax #AIMarket #SoftwareStocks #Nikkei225 #ShanghaiComposite #SolarShares #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=103861

Anthropic's legal plugin release triggered a $300B software sector selloff, with Thomson Reuters down 16% and Goldman Sachs software basket posting worst day since tariff panic. The correction reflects years of price hikes without matching product improvements - AI gave investors reason to act on existing concerns about margin compression.

#AI #SoftwareStocks #MarketAnalysis

https://www.implicator.ai/anthropic-ships-a-plugin-software-loses-300-billion/

Anthropic's legal plugins triggered a $300B software selloff, but the underlying weakness was already there. The software ETF had dropped 15% in January before Tuesday's crash. Market appears to be repricing years of margin compression rather than reacting to AI capabilities. Private equity firms with heavy software exposure also hit hard.

#SoftwareStocks #AIimpact #MarketAnalysis

https://www.implicator.ai/software-lost-300-billion-in-a-day-anthropic-was-just-the-excuse/

Software stocks posted their worst month since 2008, with the S&P North American software index falling 15% in January. The selloff reflects deeper concerns about AI's impact on the per-seat subscription model that drove decades of software growth. Fear has spread beyond equities into $440B private equity portfolios and loan markets. #SoftwareStocks #AIImpact #TechMarkets

https://www.implicator.ai/software-stocks-post-worst-month-since-2008-as-ai-fears-spread-to-loan-markets/

Morgan Stanley upgraded Monday.com to "Overweight," projecting a 49.3% upside despite a recent 30% share price drop, citing overblown AI-related advertising concerns.
#YonhapInfomax #MorganStanley #MondayCom #SoftwareStocks #AIAdvertising #TargetPrice49PercentUpside #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=76837

100-110% net revenue retention rate

I believe ADSK has been unduly penalized by Generative AI concerns. As with many graphical programs, AI can only take you to 90% of the solution. The commodification of AI is well underway, and Autodesk is actively adapting.
Read the full analysis: https://bit.ly/4ccBV2N
#InsiderBuying #TheInsidersFund #ADSK #SaaS #SoftwareStocks #ActivistInvestors #GenerativeAI #TechInvesting #FinancialAnalysis

🧵6/12 Software Sector Surge: Investors have recognized the potential for significant returns from the software sector as it integrates AI. Expectations are high, and stock prices have been pushed up in anticipation of these companies delivering on AI's promise. #InvestmentTrends #SoftwareStocks