tech2w ago · 65.5K views · 4:42

Investors need to adjust to owning more software, says to...

Dan Ives, Yorkville Ives partner and managing producer, joins 'Fast Money' to talk Oracle results, the state of the software trade, ......

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  • 1.Dan Ives, Yorkville Ives partner and managing producer, joins 'Fast Money' to talk Oracle results, the state of the software trade, ...

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"Investors need to adjust to owning more software, says top tech analyst Dan Ives" is a trending video in the **Tech** category on YouTube that has caught the attention of viewers and creators alike.


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Dan Ives, Yorkville Ives partner and managing producer, joins 'Fast Money' to talk Oracle results, the state of the software trade, ...


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- Dan Ives, Yorkville Ives partner and managing producer, joins 'Fast Money' to talk Oracle results, the state of the software trade, ...


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Editor's Review & Trend Forecast

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Trendight Editorial Team

Trend Analysis · Updated Sep 27, 2026

Why it's trending: Dan Ives has become the de facto narrator of the AI trade, and his appearances on CNBC's Fast Money reliably generate clips that circulate across YouTube, TikTok, and LinkedIn within hours. This segment lands at a moment when Oracle's results have reignited debate about whether enterprise software is the real AI beneficiary rather than the chipmakers everyone has been chasing. Ives telling investors they need to "adjust to owning more software" is a clean, quotable thesis, and quotable theses are what algorithms reward. Forecast: Our analysis suggests the "software is the next AI trade" narrative has legs through the next quarter, especially as cloud backlog numbers and enterprise AI adoption metrics keep improving. Expect more analyst clips, reaction videos, and breakdowns of names like Oracle, Salesforce, and ServiceNow. However, this is a rotation story, not a revolution. If software earnings disappoint or AI capex headlines cool, the narrative flips fast. Based

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