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Dan Ives, managing director and senior equity analyst at Wedbush Securities, is set to discuss upcoming earnings for Salesforce and Snowflake. He highlights that these results represent a significant moment for the software industry, particularly as they contend with a negative narrative around artificial intelligence within the sector.
Ives will share these insights with @TheJudgeCNBC during an appearance at 3 p.m. on CNBC Closing Bell.
Ives recently spoke with investors in Warsaw about technology stocks and the AI revolution in Poland, according to a previous report. He has also discussed the impact of the SpaceX IPO filing on Elon Musk and the broader technology sector during a CNBC panel. His latest comments come as software industry attention turns to key earnings results.