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Dan Ives: Workday's potential acquisition puts a floor on names in the sector

Dan Ives: Workday's potential acquisition puts a floor on names in the sector

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  1. 01 MSFT NASDAQ COMPRAR +0,00%
    Entrada $495,40 14 ago 2026
    Atual $495,40 14 ago 2026
    Resultado +$0,00

    WHEN YOU LOOK AT MICROSOFT, PALANTIR, THOSE ARE TWO SPECIFICALLY THAT I THINK GAIN MUCH MORE VALIDATION TO WHAT TECH INVESTORS ARE LOOKING FOR.

  2. 02 PLTR NASDAQ COMPRAR +0,00%
    Entrada $174,04 14 ago 2026
    Atual $174,04 14 ago 2026
    Resultado +$0,00

    WHEN YOU LOOK AT MICROSOFT, PALANTIR, THOSE ARE TWO SPECIFICALLY THAT I THINK GAIN MUCH MORE VALIDATION TO WHAT TECH INVESTORS ARE LOOKING FOR.

  3. 03 WDAY NASDAQ COMPRAR +0,00%
    Entrada $198,68 14 ago 2026
    Atual $198,68 14 ago 2026
    Resultado +$0,00

    I THINK WHEN YOU LOOK AT WORKDAY AND YOU LOOK AT WHAT'S HAPPENING ACROSS SOFTWARE IN THAT THERE'S VALUE IN PE AND ESPECIALLY IN THAT 415 AREA CODE, THEY'RE GOING TO FIND THE VALUE. I THINK IT DOES PUT A FLOOR ON A LOT OF THESE NAMES SPECIFICALLY RELATIVE TO THE SECTOR

    Contexto "I THINK WHEN YOU LOOK AT WORKDAY... IT DOES PUT A FLOOR ON A LOT OF THESE NAMES SPECIFICALLY RELATIVE TO THE SECTOR"

  4. 04 ADBE NASDAQ COMPRAR +0,00%
    Entrada $264,02 14 ago 2026
    Atual $264,02 14 ago 2026
    Resultado +$0,00

    AND YOU LIKE SOME OF THE NAMES THAT YOU'VE TALKED ABOUT ADOBE AND SOME OTHERS.

  5. 05 NOW NYSE COMPRAR +0,00%
    Entrada $124,00 14 ago 2026
    Atual $124,00 14 ago 2026
    Resultado +$0,00

    IF IT'S A SERVICENOW OR OTHERS THAT WILL BENEFIT VERSUS MAYBE OTHERS THAT WON'T.

  6. 06 CRWD NASDAQ COMPRAR +0,00%
    Entrada $216,95 14 ago 2026
    Atual $216,95 14 ago 2026
    Resultado +$0,00

    DO THE LIKES OF CROWDSTRIKE, WHICH BY THE WAY HIT A NEW NEW HIGH IN TODAY'S SESSION? DO THEY HAVE THE TOOLS? ARE THEY THE ANSWER TO, YOU KNOW, BREAKOUTS LIKE THOSE THAT WE'VE HEARD ABOUT SO FAR? >> I THINK IT'S A GOLDEN AGE FOR CYBERSECURITY

    Contexto "DO THE LIKES OF CROWDSTRIKE, WHICH BY THE WAY HIT A NEW NEW HIGH IN TODAY'S SESSION? ... I THINK IT'S A GOLDEN AGE FOR CYBERSECURITY"

  7. 07 PANW NASDAQ COMPRAR +0,00%
    Entrada $384,27 14 ago 2026
    Atual $384,27 14 ago 2026
    Resultado +$0,00

    WHEN YOU LOOK AT SOME OF THE LEADERS, LET'S SAY WHAT GEORGE AND CROWDSTRIKE SEEING AROUND CORNERS RELATIVE TO AGENTS AND HOW YOU'RE ACTUALLY GOING TO MAKE SURE THAT THE SURFACE AREA ARE ULTIMATELY GOING TO BE SECURED, PALO ALTO AND OTHERS.

    Contexto "...CROWDSTRIKE SEEING AROUND CORNERS RELATIVE TO AGENTS AND HOW YOU'RE ACTUALLY GOING TO MAKE SURE THAT THE SURFACE AREA ARE ULTIMATELY GOING TO BE SECURED, PALO ALTO AND OTHERS."

Transcrição Completa
THE SPECTRUM INTO IT AND APPLOVIN AND THE SEMI TRADE HAS ALSO RETURNED AFTER A VERY ROUGH JULY. THE SM ETF IS UP 8% THIS MONTH. SO WILL THE NEXT WAVE OF THE TECH TRADE BE LED BY SOFTWARE OR SEMIS? OR MAYBE COULD IT BE BOTH? WITH US NOW IS DAN IVES, PARTNER AND SENIOR MANAGING DIRECTOR AT YORKVILLE IVES. DAN, ALWAYS GREAT TO SEE YOU. >> GREAT TO SEE YOU. >> WHAT STAGE ARE WE IN IN THIS TRADE IN TERMS OF SOFTWARE AND SEMIS? IS IT A ONE OR THE OTHER STILL? >> I DON'T THINK SO. LOOK, I THINK IT JUST KEEPS COMING DOWN TO LIKE THAT SOFTWARE TRADE WHEN WE SAW STOCKS SELL OFF SASS APOCALYPSE. THAT WAS A FICTIONAL NARRATIVE IN MY OPINION. I THINK YOU'RE STARTING TO SEE THAT PROVE ITSELF OUT. BUT SOFTWARE IS GOING TO BE THE SECOND, THIRD DERIVATIVES OF THE AI REVOLUTION. SO I STILL VIEW IT EVEN THOUGH CHIPS ARE LEADING SOFTWARE NOW IS STARTING TO GET READY TO GO INTO THAT AI PARTY. AND I THINK THE MONETIZATION, I THINK WHEN YOU LOOK AT MICROSOFT, PALANTIR, THOSE ARE TWO SPECIFICALLY THAT I THINK GAIN MUCH MORE VALIDATION TO WHAT TECH INVESTORS ARE LOOKING FOR. >> RIGHT? AND THEN THERE IS THIS REPORTED INTEREST BY SILVER LAKE FOR A WORK DAY. CAN YOU SORT OF GO THROUGH, EXTRAPOLATE WHAT THAT COULD MEAN FOR THE SPACE? IF IF PRIVATE EQUITY IS LOOKING AT A NAME LIKE A WORKDAY, AN ENTERPRISE NAME, AN HR SOFTWARE MANAGEMENT NAME, YOU KNOW, ARE THERE OTHER NAMES LIKE THIS AND COULD THERE BE OTHER DEALS TO COME? >> NO. I THINK WHEN YOU LOOK AT WORKDAY AND YOU LOOK AT WHAT'S HAPPENING ACROSS SOFTWARE IN THAT THERE'S VALUE IN PE AND ESPECIALLY IN THAT 415 AREA CODE, THEY'RE GOING TO FIND THE VALUE. I THINK IT DOES PUT A FLOOR ON A LOT OF THESE NAMES SPECIFICALLY RELATIVE TO THE SECTOR, BUT THEN YOU HAVE TO SEE AS IT ACTUALLY PLAYS OUT. AND ARE THERE MORE DEALS TO ACTUALLY BE HAD? IT ALL COMES DOWN TO CUSTOMER BASES. THE INSTALL BASES ARE KEY BECAUSE DATA YOU CAN TALK ABOUT COMPUTE, BUT DATA IS ALMOST THAT'S THAT'S THE HEARTS AND LUNGS, THE AI REVOLUTION. THESE COMPANIES HAVE THE INSTALL BASES, BUT THERE'S WINNERS AND LOSERS. AND YOU LIKE SOME OF THE NAMES THAT YOU'VE TALKED ABOUT ADOBE AND SOME OTHERS. THIS IS YOU'RE STARTING TO SEE A SEPARATION RELATIVE TO NAMES. IF IT'S A SERVICENOW OR OTHERS THAT WILL BENEFIT VERSUS MAYBE OTHERS THAT WON'T. >> WHAT DO YOU THINK HAS BEEN DISPROVEN SINCE THE INITIAL IV LULL OVER AI DISPLACING SOFTWARE? WHAT HAS BEEN DISPROVEN IN THAT NARRATIVE SO FAR? WHAT HAVE WE MOVED PAST? >> I THINK IT'S THE. IT'S THE NARRATIVE THAT SOFTWARE COMPANIES THAT THEY'RE GOING TO GET EATEN FROM ANTHROPIC AND THE MODEL COMPANIES THAT NO ONE'S GOING TO NEED SOFTWARE COMPANIES, THEY'RE GOING TO BE DISINTERMEDIATED TYPEWRITER COMPANIES, WORD PROCESSOR, VCR, HOWEVER YOU WANT TO THINK ABOUT IT, BECAUSE NOW THE MONETIZATION ON THE USE CASES, YOU'RE SEEING SOFTWARE COMPANIES, THEY'RE REALLY, THEY'RE REALLY KEY IN A LOT OF THESE DEALS. AND I THINK THAT IS THE SHIFT IN THE NARRATIVE AS YOU'RE SEEING THE MONETIZATION. >> THAT'S THE EXTREME OF THE NARRATIVE IN TERMS OF, YOU KNOW, AI COMPLETELY DISPLACING SOFTWARE. BUT IS THERE ANOTHER NARRATIVE WHERE AI JUST SIMPLY AT THE EDGES, TAKES OFF THE NEED FOR SOFTWARE? CERTAIN KINDS OF ENTERPRISES MAY ADOPT AI INSTEAD OF GOING TO A CRM OR A WORKDAY. >> NO DOUBT. AND THAT'S WHY FOR SOFTWARE COMPANIES, THEY CAN'T JUST BE ON THE TREADMILL 2.5 SPEED LIKE MAYBE THEY WERE 4 OR 5 YEARS AGO. THE HUBRIS IS OUT, AND I THINK SOME OF THEM ARE. THEY'RE GOING TO HAVE TO DO ACQUISITIONS. OR WHEN IT COMES TO BOARDS AND SOME OF THE DECISIONS THAT THEY'RE GOING TO HAVE TO MAKE, DO THEY LOOK POTENTIALLY STRATEGICALLY AT OTHER OPTIONS? BECAUSE THERE'S NOT ALL GOING TO BE WINNERS. BUT THE ONE THING THAT YOU'RE SEEING, THE AI REVOLUTION, THE CAPEX FOR EVERY DOLLAR OF CAPEX, 5 OR $6 MULTIPLY ACROSS THE REST OF TECH, A LOT OF THAT WILL BE SOFTWARE INFRASTRUCTURE. CYBER SECURITY IS A GOOD EXAMPLE AS IT ALL STARTS TO PLAY OUT. >> IS THERE MORE ROOM FOR CYBER? AS WE'RE HEARING ABOUT MORE AND MORE, YOU KNOW, MODELS GETTING OUT OF SANDBOXES? ET CETERA. DO YOU KNOW DO THE LIKES OF CROWDSTRIKE, WHICH BY THE WAY HIT A NEW NEW HIGH IN TODAY'S SESSION? DO THEY HAVE THE TOOLS? ARE THEY THE ANSWER TO, YOU KNOW, BREAKOUTS LIKE THOSE THAT WE'VE HEARD ABOUT SO FAR? >> I THINK IT'S A GOLDEN AGE FOR CYBERSECURITY BECAUSE IN OUR VIEW, FROM EVERYTHING WE'VE SEEN, I THINK BUDGETS COULD ULTIMATELY DOUBLE OVER THE NEXT 2 TO 3 YEARS. WHEN YOU LOOK AT SOME OF THE LEADERS, LET'S SAY WHAT GEORGE AND CROWDSTRIKE SEEING AROUND CORNERS RELATIVE TO AGENTS AND HOW YOU'RE ACTUALLY GOING TO MAKE SURE THAT THE SURFACE AREA ARE ULTIMATELY GOING TO BE SECURED, PALO ALTO AND OTHERS. BUT AT THE END OF THE DAY, IT REALLY COMES DOWN TO SURFACE AREA IS INCREASING AS THE USE CASES GROW. SO IS CYBERSECURITY. IT'S A GOOD EXAMPLE OF THE DERIVATIVE BENEFICIARIES. BUT I REMEMBER BEING AT RSA IN MARCH, AND WHEN YOU GO BACK TO THE SPRING,

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