Wedbush analyst Dan Ives argues Microsoft, Salesforce, and ServiceNow stocks are undervalued as enterprise AI adoption accelerates from pilots to full deployment.

Dan Ives predicts a risk-on market shift following easing geopolitical tensions from Iran ceasefire developments

CIO feedback indicates AI adoption is rapidly moving from experimentation phase to active enterprise deployment

Microsoft, Salesforce, and ServiceNow are identified as underpriced despite accelerating AI demand from businesses

Enterprise customers are actively identifying and scaling AI implementations, signaling real near-term revenue opportunities