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YahooOctober 23, 2026 at 9:55 AM NY4 Days Ago

Dan Ives Calls AI Sell-Off ‘SaaS Apocalypse 2.0,’ Says Oracle Is ‘In The Toughest Spot’

Ives said the industry is in year three of an eight to 10 year “Vegas Strip 1955”-type build out during an interview with Bloomberg.

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