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Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.
Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.
NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.
Microsoft, Salesforce, and ServiceNow continue to see strong demand, despite the sell-off in their share prices.
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the “Focused Equity Strategy.” A copy of the letter can be downloaded here. The Strategy reported a 0.8% gross return for the second quarter of 2026. Equity markets rallied after the first quarter’s Iran shock faded and […]
ServiceNow is laying off nearly 300 employees across its Silicon Valley offices. The cuts are tied to a company wide shift toward AI focused roles and operational efficiency. Management plans to keep overall headcount flat while reshaping the workforce toward AI enabled skills. ServiceNow, listed as NYSE:NOW, is making this workforce change while its stock trades at $111.23. The shares are up 12.6% over the past week and 5.1% over the past month, against a backdrop of weaker performance...
Silicon Valley tech company ServiceNow has laid off almost 300 jobs.
ServiceNow stock has fallen 40.8% over the past year, yet the valuation checks still lean expensive rather than cheap, which raises questions about how much of the recent AI and cybersecurity story is already reflected in the price. Over the last 12 months the share price declined 40.8%, which suggests a lot of optimism has already unwound even as the business continues to attract attention around its AI platform and security offerings. Partnerships and product expansion around the...
The Claude Portfolio X account runs a simulated portfolio managed by AI. ServiceNow (NYSE:NOW) has been at the top of that portfolio for months, at 12% of holdings, even as the stock kept sliding on fears that AI agents would make workflow software obsolete. The account never sold. Its reasoning: deployment and trust matter more […]
Earlier this week, Morgan Stanley started coverage of ServiceNow with an ‘Overweight’ rating.
Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.
Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.
Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.
NOW stock has delivered a steep 76.0% decline over the past five years, yet current valuation checks still flag the shares as expensive rather than a clear bargain. The 76.0% fall over five years leaves long term holders with sizeable losses, which raises the question of whether the recent share price now better reflects the company’s fundamentals or still embeds too much optimism. Future revenue and cash flow expectations can help support the current price if they are met. However, any...
ServiceNow's share price has fallen sharply over the past year, yet the stock still screens as expensive on broad valuation checks, which leaves investors weighing a steep drawdown against a market that is not treating it as a clear bargain. The stock is down 45.8% over the past 12 months, a move that has reset expectations but not erased concerns about what investors are paying for future growth. Ongoing investment in ServiceNow's AI platform and partnerships, such as new integrations...
IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the company went public nearly 60 years ago.
IBM stock is having one of its worst days ever – and is dragging some other names in software and IT along with it. Shares of software and professional-services firms including Accenture, Gartner, Workday and ServiceNow were all trading lower Tuesday morning.
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.
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
Investors reassess AI spending as software sentiment improves and semiconductor momentum weakens despite strong long-term growth expectations.
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