Tech bull Dan Ives says Wall Street's software skepticism is 'the most disconnected call that I've ever seen'

Dan Ives says Wall Street is underestimating software's role in the AI boom.

Jeenah Moon/Reuters

• Dan Ives says skepticism toward software is "the most disconnected call" he's ever seen.
• Software will be the "heart and lungs of the AI revolution," said the Wedbush analyst and tech bull.
• His comments follow a sell-off in software stocks fueled by AI disruption fears.

Wall Street may be getting the AI trade wrong, says Dan Ives, a Wedbush analyst and longtime tech bull.