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In today's volatile markets, investors are navigating a maze of macroeconomic headwinds. From stubborn inflation and hawkish central banks to choppy equity performance and rising geopolitical uncertainty with growth under pressure and sentiment wavering, the question on every trader's mind is where will the next leg of upside come from?
In this exclusive Wedbush interview, veteran tech analyst Dan Ies delivers a bold and unapologetic answer. We're entering the softwarepowered phase of the AI revolution, not the hardware boom. This shift, he argues, will define which tech titans outperform in the years ahead. Ives's conviction addresses investors core fears headon.
He suggests that while AI hardware, chips, data centers, and infrastructure sparked the initial frenzy, the real gamecher now rests with next generation AI software platforms that can fully unlock that underlying power in a macro landscape marked by sticky rates and tighter liquidity. He contends that companies prioritizing intelligent software innovation will generate sustainable earnings, growth, and weather broader economic pressures far better than those relying solely on hardware momentum.
This pivot is significant as central banks hold rates elevated and equity multiples face compression. AI software stands out as a rare catalyst with the potential to reignite productivity and open new monetization avenues across multiple sectors. In this video, we'll dive into three high-profile stocks that I believes are best positioned to ride this software infused wave.
will dissect whether his bullish stance is just hype or firmly grounded in fundamentals like revenue visibility, R&D leadership, and realworld AI adoption. Join us as we explore the evolving AI narrative and determine which companies truly deserve a spot on your radar in this defining chapter of tech innovation.
First on the list is Salesforce, Inc., ticker symbol CRM, a company that's long been the backbone of enterprise software, and now it's positioning itself at the heart of the AI software revolution. While many investors have recently overlooked this tech giant due to its stock lagging behind the broader market, Salesforce might be on the verge of a breakout.
Why? Because it's finally transforming from a growth slowing legacy firm into an AI powered growth story, and Wall Street may be underestimating that pivot. Salesforce's momentum is building around two key innovations. Agent Force and Data Cloud. Together, they represent the company's bold entry into digital labor and intelligent data integration.
Agent Force, Salesforce's AI assistant platform, has already landed over 8,000 deals in just 6 months with half being paid deals, a major validation of demand. Meanwhile, the data cloud business, which now handles over 22 trillion records, is fueling hyperpersonalized AI experiences across CRM platforms.
These two segments are growing at tripledigit rates, showing that Salesforce isn't just experimenting with AI, it's integrating it at scale. What's more compelling is the timing. As the market transitions from AI hardware to AI software dominance, Salesforce is stepping up with tools that help businesses deploy AI across workflows without needing their own data science teams.
That's a massive market opportunity, especially with interest rates and inflation still creating uncertainty for traditional growth stories. Investors want companies with recurring revenue, high retention, and defensible competitive advantages. Salesforce checks all those boxes. With Q2 earnings approaching, expectations are surprisingly low, setting the stage for a potential upside surprise.
If Salesforce can show continued traction with Agent Force and Data Cloud and prove its margin expansion is sustainable, we could see a major rerating of the stock. This isn't just about a rebound. It's about a renewed growth narrative built on real AI software utility. For investors seeking exposure to the next phase of AI, Salesforce might just be the overlooked gem ready to shine.
Next up is MongoDB Inc., ticker symbol MDB, an underappreciated powerhouse in the rapidly evolving AI infrastructure space. While many investors flock to familiar names in cloud and software, MongoDB quietly continues to lead a critical niche, NoSQL databases. And with generative AI reshaping how applications are built, MongoDB's differentiated approach is beginning to shine.
This isn't just a database company anymore. It's becoming the go-to platform for developers building modern, intelligent, and scalable applications across industries. At the core of MongoDB's advantage is its document-based model, which delivers faster performance, more flexible data structures, and seamless scalability.
Unlike traditional relational databases, MongoDB doesn't need to merge bulky tables to process complex queries. That speed is now a gamecher, especially in AI powered applications where real-time data access is essential. One of the most compelling use cases came from Zeppto, a high- growth Indian e-commerce startup.
After switching from Postgress to MongoDB Atlas, Zeppto slashed latency by 40%, handled six times more traffic and boosted page load speed, results that directly improved customer experience and business growth. And MongoDB isn't just riding AI hype. It's deeply integrated into Gen AI development with advanced features like vector search and retrieval augmented generation.
Its platform is primed for the new wave of AI apps. Its recent acquisition of Voyage turbocharged its AI capabilities, enabling smarter, faster, and more reliable application backends. Meanwhile, MongoDB's cloud agnostic design, able to move across AWS, Azure, and Google Cloud without rewriting a single line of code, gives it an edge that even hyperscalers can't match.
What makes this story more compelling is the market's current disconnect. MongoDB trades at a significant discount compared to peers like Snowflake despite having stronger product differentiation and expanding AI adoption. It's already capturing a fifth of new enterprise workloads from legacy systems.
And with coding co-pilots accelerating migrations, that share is poised to grow. In a world shifting from static data warehouses to dynamic AI workloads, MongoDB's positioning is strategic and powerful. As the next software wave of AI unfolds, MongoDB isn't just keeping up, it's helping define the architecture behind it.
For investors watching where enterprise AI is headed, MongoDB is a name to know. Rounding out the list is Snowflake Inc., ticker symbol SN, a company that once faced investor skepticism, but is now re-emerging as a serious contender in the enterprise AI space under bold new leadership. When former CEO Frank Slutman stepped down, many feared the best days were behind Snowflake.
But the arrival of Sriar Ramaswami, a former Google executive with deep AI expertise, has flipped the script. Now with a reinvigorated product vision, rapid innovation cycles, and a sharp focus on AI, Snowflake is transforming from a traditional data warehouse into a next-gen AI data platform. Snowflake's comeback isn't just about leadership, it's about execution.
In the latest quarter, the company delivered 26% revenue growth and an impressive 34% growth in remaining performance obligations, signaling stronger customer commitments and future revenue visibility. More importantly, its non-GAAP operating margins expanded, showing clear progress toward long-term profitability.
While stock-based compensation remains high, the trend points to better operational discipline, a critical factor in today's market. But what's really exciting is Cortex AI. What started as an experimental product now powers AI use cases for over 5,000 customers every week. From accelerating drug research to optimizing retail experiences, Snowflake's AI tools are becoming embedded in how enterprises operate.
Features like Cortex agent and integrations with Meta's Llama and Open AI through Azure are making Snowflake's platform a key enabler of Agentic AI applications. And although Snowflake hasn't yet monetized AI features directly, their impact on platform stickiness and consumption growth is undeniable.
What sets Snowflake apart is its pace. Under Rama Swami, Snowflake has more than doubled its product release velocity, launching over 125 new features in a single quarter. This agility is vital in a market where speed equals survival. Add to that a revamped metrics driven sales force and a massive $342 billion addressable market by 2028.
and you've got a company with both the tools and runway to deliver durable growth. Snowflake may not be a stock for the faint-hearted, but for growth focused investors betting on the AI software wave, this could be a powerful long-term story still in its early chapters.
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