While Silicon Valley rattles through all the teraflops money can buy in its pursuit of artificial general intelligence, we’re going to need a stopgap phenomenon to pass the time. Reportedly coined by ...
Software companies IBM and ServiceNow both beat Wall Street's estimates in first quarter earnings Wednesday after market close, but both stocks plummeted—leading a broader selloff across software ...
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IBM, ServiceNow's quarterly results revive AI disruption fears Software stocks pressured since Anthropic launched tools in Feb Investors have favored chip stocks over software so far in 2026 April 23 ...
April 23 (Reuters) - U.S. technology stocks ⁠diverged ⁠further on Thursday as results from ⁠IBM and ServiceNow rekindled fears of AI‑driven disruption in software, while an upbeat outlook from Texas ...
ServiceNow reported solid first-quarter results and raised forecasts, underscoring continued demand for its software even as questions swirl about the impact of AI on the industry. Still, the stock ...
ServiceNow shares are down 15% as of 4:27 p.m. ET. Salesforce shares are down 5.9%. Microsoft shares are down 1.1%. Oracle shares are down 1.9%. GitLab shares are down 2.1%. It appears ServiceNow’s ...
Armis acquisition expected to impact margins in 2026 Shares down about 12% in extended trading First-quarter revenue and adjusted EPS beat estimates Company boosts annual subscription revenue forecast ...
Investors have watched software stocks tumble this year as fresh updates to Anthropic's Claude model keep rolling out. One release after another has investors asking whether AI agents will soon handle ...
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for February 2026. A copy of the letter can be downloaded here. February proved to be ...
Cloudflare (NET), ServiceNow (NOW) and Atlassian (TEAM) rank as Mizuho's top software stocks to own ahead of the fast-approaching earnings season. Mizuho's industry checks indicate that top-tier ...