Wedbush Securities analysts, led by Dan Ives, have outlined 10 developments they believe could reignite momentum across the technology and AI sector, arguing that the AI trade has not run out of steam despite recent stock stumbles. The analysts said investor anxiety has overtaken the narrative around AI, creating a disconnect between fundamentals and sentiment. Wedbush contended that software companies remain in the early innings of monetizing AI tools. Among the triggers highlighted were fresh funding momentum at OpenAI, Nvidia CEO Jensen Huang reaffirming robust chip demand, and progress from Oracle Corp. in its multibillion-dollar capital raise. Wedbush also pointed to earnings updates from Salesforce Inc. as evidence that AI-driven revenue is beginning to materialize. The firm expects merger activity in software to pick up in the coming months. Consumer-facing milestones cited include Apple Inc. advancing its AI-enabled Siri features and broader enterprise adoption of AI products, including tools from Anthropic. It also flagged monetization gains at Microsoft Corp., ServiceNow Inc., Meta Platforms Inc., and Alphabet Inc.