AI-Driven Software Selloff Hits 25-Year Low, Clouds Meta Valuation

METAMETA

Dan Ives called the current AI-driven software selloff the worst he’s seen in 25 years, noting Microsoft and Salesforce shares have entered a brutal valuation correction. He warned this sector-wide downturn could force a similar revaluation of Meta’s growth assumptions and weigh on its share multiple.

1. Dan Ives Flags Steepest Software Decline in 25 Years

Dan Ives warned that AI-driven software stocks are experiencing the steepest valuation decline in a quarter-century, with major names Microsoft and Salesforce facing significant share-price corrections. He suggested that Meta, as another leading AI investor, could face analogous multiple compression if the selloff persists, prompting investors to reassess its growth runway.

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