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February 14, 2026 1:44 AM Dan Ives Calls AI-Driven Software Selloff 'Most Disconnected Trade,' Says Salesforce And ServiceNow Are Historic Buys by Ananya Gairola Benzinga Staff Writer On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise software. AI Disruption Fears Spark Software Rout 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 seen in my career on Wall Street," Ives said, referring to the sharp pullback in large-cap software stocks. Shares of Salesforce Inc. (NYSE:CRM) and ServiceNow Inc. (NYSE:NOW) have faced pressure amid concerns that generative AI tools from firms such as Anthropic could automate high-value enterprise workflows and shrink software budgets. Salesforce and ServiceNow shares are down over 20% in the past one month, according to Benzinga Pro. Enterprise Software Moats Remain Intact Ives pushed back on that narrative, arguing that enterprise customers remain deeply embedded in platforms like Salesforce and ServiceNow, with high switching costs and long-term contracts limiting near-term disruption. He said AI monetization across major software firms remains in its early stages and could ultimately accelerate revenue growth rather than diminish it. Earlier, strategists at JPMorgan said markets appear to be pricing in near-term AI disruption at unrealistic levels. "We believe the balance of risks is increasingly skewed towards a rebound," said Dubravko Lakos‑Bujas, Head of Global Markets Strategy. Earlier this month, Ives restored Salesforce and ServiceNow to his AI-focused watchlist. "We believe the sell-off in tech stalwarts Salesforce and ServiceNow are way overdone and both these tech players will be core participants in the AI Revolution," he said then. https://www.benzinga.com/markets/tech/26/02/50631939/dan-ives-calls-ai-driven-software-selloff-most-disconnected-trade-says-salesforce-and-servicenow-are-historic-buys?mod=mw_quote_news

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Why Stocks Are Making Gigantic Moves All Over the Place By Jacob Sonenshine Feb 13, 2026, 2:43 pm EST 'One explanation is that investors are moving money into investment vehicles that can exacerbate the moves. Money has poured into hedge funds. According to the SS&C Technologies Hedge Fund Index, the net amount that flowed into hedge funds each month has risen over the past three months. So far this month, the inflow has been the largest since May. As cash has flowed in, hedge funds have bought up plenty of stock. A separate data set from Bank of America proves the point. The bank’s hedge fund clients ordered a net $3.5 billion worth of individual stocks this year through Tuesday, while the bank’s other clients were net sellers. The four-week average flow of hedge fund cash into single stocks has hit its highest level since 2020. That kind of buying can cause stock surges, sometimes to prices above what anyone had previously expected. Many hedge funds operate on the assumption that rising stocks will continue to rise, and that declining stocks will keep falling, creating a reason for their trading to accentuate what is already happening in the market, explains Trivariate Research’s Adam Parker. “Money is flowing into multi-strategy [hedge fund] shops,” says Ari Saas of asset manager M.D. Saas. “There are these exacerbated moves.” The takeaway for now is that there are plenty of opportunities for big gains in a stock, and plenty of risk of big losses.' www.barrons.com/articles/stocks-vix-b...

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Salesforce + 3.30 % RELX + 5.13 % Aber die Deutschen sind ja schon bei WE?

Geht mir hier gerade in die falsche Richtung … sorry!

Alles ist bei uns reglementiert, wir leben als Kleinbürger in einem Sumpf von Gesetzen, die von Insider komplett ignoriert werden, das ist unser handikape. Den Großen schmiert man, denn kleinen tritt man in den A.......

Insiderverkäufe sind erst einmal Fakten, wenn sie Anzeigungspflichtig sind. Dies muss veröffentlicht werden und da gibt’s dann auch nicht viel dran zu rütteln. Bei dem Rest stimme ich dir zu. Jeder ist sich selbst der nächste.

Fakten, die von Quellen, müssen nicht immer stimmen, denn an der Börse wird doch generell gelogen, ein jeder versucht sein Schäfchen ins trockene zubringen und das wird von Tag zu Tag schlimmer. Deshalb traue, schaue, wem selbst ist der Mann, der sich durch Erfahrung ein Bild machen kann.

Nope. Arbeite nur gerne mit Fakten

Und was hast du von der Quelle? Eventuell nasse Füße?

Quelle?

Insider haben im Millionenwert verkauft! Rette sich wer kann

Wird spannend, vielleicht auch to the moon