Back to today’s briefing

Story perspectives

AI Stock Selloff: $2 Trillion Loss Sparks Buying Opportunity

2/18/2026

30 7 Full Breakdown

Summary

Story summary

The selloff in AI-driven stocks erased about $2 trillion in value from software companies in the past year.
Dan Ives of Wedbush Securities views the downturn as a buying opportunity for software.
Ives notes Salesforce and Microsoft will benefit from long-standing customer relationships.
Goldman Sachs and JPMorgan analysts share a similar outlook, saying a rebound is likely.

1 of 1

Story summary

The selloff in AI-driven stocks erased about $2 trillion in value from software companies in the past year.
Dan Ives of Wedbush Securities views the downturn as a buying opportunity for software.
Ives notes Salesforce and Microsoft will benefit from long-standing customer relationships.
Goldman Sachs and JPMorgan analysts share a similar outlook, saying a rebound is likely.