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Dan Ives, managing director and senior equity analyst at Wedbush Securities, looks forward to discussing a significant evening for the software sector as Oracle and Adobe prepare to report earnings.
Ives notes that market attention is centered on how both companies are capitalizing on the ongoing AI revolution, with the discussion set to take place on CNBC Fast Money at 5 p.m. alongside Melissa Lee and CNBC.
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Dan Ives has previously identified AI monetization as a key consideration shaping technology investor sentiment, according to a recent post highlighting the trend. He also recently called attention to Nvidia earnings as a major event for the sector in a preview for CNBC. These comments frame his latest focus on Oracle and Adobe results.