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Investing.com -- The software sector is catching a major tailwind today, fueled by a noticeable rotation out of semiconductor stocks and into high-growth enterprise tech. Microsoft’s (NASDAQ: MSFT) strong pre-market rally—driven by a massive $90 billion Q4 print and 43% Azure growth—has ignited a broader bid across the iShares Expanded Tech-Software Sector ETF.
Rimini Street (NASDAQ:RMNI) reported second-quarter revenue growth and reiterated its full-year outlook, citing demand for its core support offerings, expansion of its enterprise software services portfolio and progress in selling AI-focused solutions. Revenue for the quarter ended June 30 was $111
ServiceNow Inc (NOW) reports a strong Q2 with 23% subscription revenue growth and AI ACV surpassing $1 billion, despite facing market uncertainties.
ServiceNow (NYSE:NOW) reported stronger-than-expected second-quarter 2026 results, with executives pointing to broad demand across artificial intelligence, cybersecurity, IT operations, customer relationship management and employee workflows. Chairman and Chief Executive Officer Bill McDermott said
Tech firms are showing that while the AI trade continues its upward surge, it's coming with a high price tag.
ServiceNow (NOW) delivered earnings and revenue surprises of +4.65% and +1.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Alphabet and Tesla will kick off the Magnificent 7 earnings season later Wednesday, while several other large tech companies are also scheduled to release results that will help determine where the AI trade is headed next.
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.
Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Wednesday, Jul. 22, including Alphabet (GOOG, GOOGL) and Tesla (TSLA) quarterly earnings results.
ServiceNow Inc (NYSE:NOW, XETRA:4S0) is expected to report a solid second-quarter performance, with Jefferies analysts forecasting results above guidance for key subscription metrics and a potential increase to its full-year subscription revenue outlook, supported by strong execution, early...
Enterprise workflow automation company ServiceNow (NYSE:NOW) will be reporting results this Wednesday afternoon. Here’s what to expect.
Today Earnings (a.m.): General Motors, Charles Schwab, Danaher, 3M, Equifax, Hasbro, Northrop Grumman, Halliburton Earnings (p.m.): Chubb, Capital One, Interactive Brokers Economic data: ADP weekly ...
ServiceNow (NOW) shares slipped about 0.7% to $102.50 in midday trading July 20 after CLSA began covering the enterprise-software company with an Underperform rating and a $72 price target, implying about 30% downside from the stock’s midday price. CLSA analyst Bhavtosh Vajpayee said ServiceNow’s ...
Earnings season ramps up this week with some key tech earnings on tap. This week we have Tesla, Intel, Alphabet, GE Verona, International Business Machines, ServiceNow, Freeport-Mcmoran and American Express all reporting in what shapes as a busy and pivotal week for stocks.
Alphabet, Tesla, and Intel are among the key companies reporting their second-quarter results later this week.
IBM stock suffered its worst day ever on Tuesday after the company’s preliminary second-quarter earnings missed analysts’ targets. In a letter to shareholders, CEO Arvind Krishna explained the shortfall was largely driven by the company’s infrastructure business. “What played out was worse than our expectations,” Krishna wrote.
IBM stock was heading for its largest same-day plunge in nearly 40 years on Tuesday after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets. In a letter to shareholders, CEO Arvind Krishna explained that the shortfall was largely driven by the company’s infrastructure business. “What played out was worse than our expectations,” Krishna wrote.
ServiceNow is scheduled to announce its second-quarter results soon, with analysts anticipating a single-digit earnings decline.
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]
CoStar (CSGP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I
Experian (LON:EXPN) reported what Chief Executive Officer Brian Cassin called a “record year” for the year ended March 31, 2026, with organic revenue growth at the top end of expectations, margin expansion ahead of guidance and a new GBP 1 billion share buyback program. Cassin said the company deli
Radcom (NASDAQ:RDCM) reported a stronger first quarter of 2026, with management highlighting revenue growth, expanded profitability and continued investment in AI-driven telecom service assurance. Chief Executive Officer Benny Eppstein said the company delivered revenue of $18.6 million in the quar
Will AI disrupt this software stock, or will it provide a major tailwind?
Will the AI chip leader beat Wall Street expectations again?
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