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IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.
(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO
Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower. Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space: Accenture (NYSE:ACN): Fell 8% ServiceNow (NYSE:NOW): Dropped 6% Workday (NASDAQ:WDAY): Declined 5% Salesforce (NYSE:CRM): Slipped 5% The decline is rooted in a fundamental shift in enterprise capital expenditure (cap
Stock Market Today: The Dow Jones index dropped Tuesday ahead of the June CPI inflation report. IBM stock plunged 23% on earnings.
Wall Street looked set for a mixed open as investors digested a 23% plunge in IBM shares, another jump in oil prices and the start of the second-quarter earnings season. Dow Jones futures were down 281 points, or 0.5%, while S&P 500 futures were 0.1% lower. Nasdaq futures were pointing...
A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.
A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.
A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks. While the Nasdaq retreated and semiconductor leaders like Micron (-4%) sold off, major SaaS incumbents caught a strong bid.
A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.
A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.
Earlier this month, Salesforce announced that the U.S. Air Force’s 441st Vehicle Support Chain Operations Squadron is using its Missionforce National Security platform on Government Cloud Plus Defense to manage a US$13.50 billion fleet of more than 84,000 vehicles across nearly 389 locations. This deployment not only replaces a legacy system with an IL5-authorized, always-on logistics backbone, it also positions the Air Force for future AI applications such as predictive maintenance,...
Wall Street sees a sluggish legacy software company and keeps selling. One investor sees something else buried in the pipeline data, and keeps hitting buy on every red day.
Well, today software stocks are back from the dead. The index was down 0.7% with some of the year-to-date top performers among the top laggards. The iShares Expanded Tech-Software Sector ETF was up 0.8%, compared to the PHLX Semiconductor Index which was down 4.6%.
AppLovin stock was on track Monday to close lower for a fifth consecutive session as data indicate its e-commerce ad growth is slowing.
While retail traders rush back into a stock priced like a lottery ticket, one overlooked mega-cap is quietly printing record cash flow and beating earnings estimates by double digits. The valuation gap between hype and reality has rarely been this wide.
Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...
The Nasdaq was down 0.7%, while the S&P 500 dropped 0.2%. The Dow was up 0.1%, or 55 points. Memory chip maker SK Hynix plunged more than 15%, its largest intraday decline on record, according to Dow Jones Market Data.
Adobe has lost nearly 40% of its value over the past year while its underlying business keeps hitting records and raising guidance. Something in that math does not add up, and figuring out which side is wrong could define the trade.
US stocks are set for a weaker start to the week after last week finished on a positive note, with technology shares expected to come under the most pressure as investors balanced renewed geopolitical tensions against a busy week for inflation data and the start of bank earnings...
Dame Jayne-Anne Gadhia has been announced as the Government’s pick to chair the Financial Reporting Council.
Salesforce is hoping its acquisition of Fin can help accelerate revenue growth.
FTSE 100 down 5 points to 10,492 Oil prices hit 3-week high amid new US-Iran strikes Plus500, PageGroup, Oxford Nanopore post numbers 11.04am: Can markets absorb Gulf risks? This week "will be a test to see if the continued skirmishes between the US and Iran can be absorbed by...
Salesforce (NYSE:CRM) has announced a $1b multi-year investment in Switzerland focused on agentic artificial intelligence. The company plans to expand its local presence, develop AI talent, and deepen partnerships with Swiss customers. This move reflects a broader international push for Salesforce's AI capabilities beyond its existing core markets. Salesforce, trading at $163.32 per share, is putting a clear spotlight on international AI expansion with this new Swiss commitment. For...
Salesforce (CRM) rarely draws a downgrade from two research firms at once. This week it did. On Thursday, July 9, KeyBanc Capital Markets and Bernstein downgraded Salesforce to a Hold. The stock fell roughly 3% to 4% at its low before steadying the next day. However, what matters beyond the price ...
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