Wall Street Experts See Tech Buying Opportunity Amid Iran Ceasefire

Strategists say software stocks have been unfairly punished, offering a rare chance to invest in AI and cloud infrastructure plays.

Apr. 12, 2026 at 1:25pm

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An extreme close-up of complex, interlocking mechanical and electronic components that make up advanced computer hardware, dramatically lit to emphasize the industrial, technological nature of the subject matter.Amid market volatility, experts see a rare opportunity to invest in the powerful machinery driving the next generation of AI and cloud computing.Palo Alto Today

Despite ongoing geopolitical tensions, some Wall Street experts believe the recent two-week ceasefire in Iran has created a temporary reprieve for the markets, presenting a rare opportunity to 'jump in' on beaten-down tech stocks. Strategists highlight software, security, and semiconductor names like Palantir, Palo Alto Networks, Oracle, and Nvidia as potential buying opportunities, arguing that the market has overreacted and these high-quality companies are now trading at attractive valuations.

Why it matters

The tech sector has faced significant volatility in recent months, with software stocks in particular taking a beating. However, experts believe the market has overreacted, and that the current environment presents a chance for investors to get in on leading AI, cloud, and semiconductor plays at reasonable prices before the next earnings cycle.

The details

Strategists say the market uncertainty is evident in names like Palantir Technologies, whose shares slipped 14% this past week, and Palo Alto Networks, which has seen an 8% drop so far this year. Despite the recent sell-off, experts argue these companies remain well-positioned, with Palo Alto Networks' security software staying a top priority for IT departments and Oracle becoming a 'key player' in AI infrastructure and cloud demand. Meanwhile, Nvidia is seen as an attractive semiconductor play, trading at just 21 times forward earnings.

  • The recent two-week ceasefire in Iran has offered the market a temporary reprieve ahead of the earnings cycle.
  • Palantir Technologies' shares slipped 14% this past week.
  • Palo Alto Networks has seen an 8% drop in its share price so far this year.

The players

Ben Emons

Founder of FedWatch.

Mark Gibbens

Chief investment officer of Gibbens Capital.

Keith Gangl

Senior portfolio manager at Gradient Investments.

Tiffany McGhee

CEO of Pivotal Advisors.

Molly Pieroni

President at Yacktman Asset Management.

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What they’re saying

“There's clearly a bit of an overreaction. I'd say some of the software stocks become interesting plays, maybe, in addition to utility-driven financials.”

— Ben Emons, Founder of FedWatch

“Time to jump in. The market has thrown Palantir 'out with the bathwater'.”

— Mark Gibbens, Chief investment officer of Gibbens Capital

“Security software remains a top priority for IT departments regardless of the macro backdrop. This is a rare opportunity to buy a high-quality name 'that's on sale compared to where it normally trades'.”

— Keith Gangl, Senior portfolio manager at Gradient Investments

“Oracle is one that we like. It's becoming a 'key player in the AI infrastructure and cloud demand [space]'.”

— Tiffany McGhee, CEO of Pivotal Advisors

“The most dominant semiconductor plays are 'still a good place to be'.”

— Mark Gibbens, Chief investment officer of Gibbens Capital

The takeaway

This case highlights the potential opportunities in the tech sector, particularly in software, security, and semiconductor stocks, as the market has seemingly overreacted to recent volatility. Experts believe these high-quality companies are now trading at attractive valuations, presenting a rare chance for investors to get in before the next earnings cycle.