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OpenAIBhawika Chhabra\/Reuters<\/p>\n
Fears of AI disruption have tanked everything from software to trucking stocks.<\/p>\n
Wedbush’s Dan Ives says the narrative could be dispelled by a few positive headlines.<\/p>\n
Here’s what he thinks it’ll take to get investors excited again.<\/p>\n
Investor sentiment about is a powerful but fickle force in markets, illustrated most recently by the panic that’s gripped Wall Street about the possibility that AI threatens certain stock sectors.<\/p>\n
Excitement for AI abruptly turned to panic<\/a> earlier this month, as stocks in software, wealth management, insurance, and logistics all plunged as AI companies unveiled new tools for those industries.<\/p>\n Wedbush analyst Dan Ives described the moves as “fighting a ghost,” with investors unsure where the panic will strike next.<\/p>\n “Today the “AI is a threat to every industry narrative….with software front and center as enemy #1″ trade in this market \u2026 For the bulls its like fighting a ghost, while the cap-ex dollars approach ~$700 billion this year alone….the fear is AI startups will be the Nightmare on Elm Street horror show for the tech industry,” he wrote.<\/p>\n Here are some of the headlines Ives thinks could help re-energize Wall Street’s views on AI.<\/p>\n OpenAI secures the latest $100 billion in funding<\/p>\n ChatGPT maker, OpenAI, is reportedly<\/a> close to finalizing a funding round worth $100 billion.<\/p>\n Ives says that securing the funding will put “the loud noise to rest.”<\/p>\n The additional financing would bring the AI juggernaut’s valuation up to $850 billion, which could boost investor interest in a potential IPO and benefit stocks connected to OpenAI<\/a>.<\/p>\n Jensen Huang’s Nvidia earnings comments<\/p>\n Nvidia’s latest earnings are slated for Wednesday, February 25.<\/p>\n The AI chipmaker’s CEO Jensen Huang<\/a> will speak on earnings call, and Ives says that his comments on chip demand could serve as a catalyst for reinvigorated AI sentiment.<\/p>\n Oracle finds success in its up to $50 billion capital raise<\/p>\n Oracle announced plans earlier this month to raise between $45 billion and $50 billion in debt and equity financing during 2026.<\/p>\n The financing will fund the company’s rapidly growing cloud business. Oracle Cloud Infrastructure customers include AMD, Meta, Nvidia, OpenAI, TikTok, and Elon Musk’s xAI<\/a>.<\/p>\n Ives says that if Oracle has initial success with its enormous capital raise, it could be a positive sign for the broader AI ecosystem.<\/p>\n Tech earnings show AI monetization is paying off<\/p>\n Strong earnings from big tech companies that demonstrate that they are monetizing AI could reignite AI bullishness on the Street.<\/p>\n Salesforce, Microsoft, and ServiceNow are some of the earnings to watch, going forward, Wedbush says.<\/p>\n CrowdStrike is another name that could boost broader sentiment with strong earnings showing AI is paying off. Ives recently highlighted cybersecurity as a tech subsection protected from AI fears<\/a>.<\/p>\n The analyst flagged Meta and Google’s digital advertising businesses, specifically, explaining that AI ad monetization ramping up would be a positive indicator for the AI space at large.<\/p>\n Software M&A picks up<\/p>\n A revival in merger and acquisition activity is one of the key investment themes to watch<\/a>, according to Bank of America.<\/p>\n Wedbush says a rise in software M&A in the coming month, including strategic large public deals, could reignite Wall Street’s faith in AI.<\/p>\n The software sector<\/a> has been at the center of investors’ AI disruption fears<\/a>. M&A in the space could help reframe the market’s perception of software’s AI exposure to be strategic rather than detrimental.<\/p>\n Apple releases AI Siri<\/p>\n Apple has become an AI laggard in Wall Street’s eyes, but the iPhone-maker unveiling AI-powered Siri<\/a> could flip that narrative.<\/p>\n