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ServiceNow is scheduled to announce its second-quarter results soon, with analysts anticipating a single-digit earnings decline.

TD SYNNEX (SNX) delivered earnings and revenue surprises of +19.12% and +16.23%, respectively, for the quarter ended May 2026. Do the numbers hold clues to what lies ahead for the stock?

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 […]

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

(Bloomberg) -- It was 180 degrees off the hot trade on Wall Street. Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingIran’s Deputy Foreign Minister Confirms Deal Reached With USNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealSnub Nvidia Corp., the soaring king of artificial intelligence chips. Embrace Adobe Inc., a sinking casualty of AI disruptio

June Nasdaq 100 E-Mini futures (NQM26) are up +0.54% this morning, signaling a rebound from yesterday’s selloff, while investors await the first Federal Reserve rate decision under Kevin Warsh.

CrowdStrike (CRWD): Great Company, Brutal Price By IPO Edge Editorial Staff A cybersecurity outage took down half the internet in July 2024. The company behind it was CrowdStrike (CRWD). Two years […]

At $106.97, ServiceNow (NYSE:NOW) looks dislocated from fundamentals. The stock has shed 16.2% in a week and 30.17% year to date as a new Federal Reserve chair takes over and the software sector flushes, creating a setup where price has detached from fundamentals. ServiceNow runs the dominant workflow automation platform for the Global 2000, and ... Buy, Hold, or Sell: Dropping 21% in a Week as a New Fed Chair Steps In, Is ServiceNow an Absolute Steal at $107?

June Nasdaq 100 E-Mini futures (NQM26) are down -1.61% this morning as investors continued to trim exposure to the technology sector, with the focus now turning to key U.S. inflation data.

Investing.com -- Orlando Bravo, founder and managing partner of Thoma Bravo, said fears of an AI-driven "SaaSpocalypse" have ended, describing AI as an "enormous tailwind" for software companies.

It was a mind-blowing week for the AI trade, with only one reasonable conclusion.

Investing.com -- The iShares Expanded Tech-Software Sector ETF saw retail investors pour in a record $46 million on Monday.

The largest exchange-traded fund (ETF) tracking U.S. software stocks clocked the biggest single-day buy-in by retail investors ‌on record on Monday, data from Vanda Research showed. Software ‌stocks have largely recovered their losses from earlier this year when fears of ​industry-wide disruptions due to the rise of AI gripped the sector, though volatility still persists. Mom-and-pop traders bought stock worth a net $46 million in the iShares Expanded Tech-Software Sector ETF on Monday, surpassing ‌the previous single-day ⁠record by roughly 40%, as per Vanda.

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

"A lot of people have said, Jensen, AI is coming. Agentic AI is coming. Therefore, all of the software companies are going to go out of business. I said it's exactly the opposite because there are going to be so many agents.

Palantir stock rose Monday, eyeing an early buy point, as software names again rallied, boosted by financial results at Snowflake and Dell.

Investing.com -- Wall Street hit new record highs this week, buoyed by reports that the U.S. and Iran had reached a deal to extend their ceasefire and remove restrictions on vessels crossing the Strait of Hormuz.

The company reported better-than-expected earnings but analysts are focused on the AI product pipeline.

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

May 29 (Reuters) - Shares of Wipro rose 4.67% before the market bell on Friday, after the IT services company said it had expanded its partnership with U.S.-based software provider ServiceNow to

CoStar (CSGP) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Snowflake stock jumped after a better than expected quarter driven by accelerating enterprise AI demand.

(Bloomberg) -- Salesforce Inc. gave a revenue outlook for the current period that just fell short of analysts’ estimates, unnerving investors already concerned about the possibility that artificial intelligence will disrupt the software business.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 Inter

(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

U.S. software stocks headed toward their fourth consecutive session of gains on Tuesday, attempting a comeback after being battered ‌for much of the year on fears of disruption from artificial intelligence. The iShares Expanded Tech‑Software Sector ETF rose 1.1%, hitting its highest level since January. Workday, ServiceNow and Salesforce ‌rose between 3.7% and ⁠4.3%.

Investing.com -- Application software stocks have staged two short-lived recoveries this year, but Goldman Sachs says a durable rally remains months away at best.

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

ServiceNow erased gains after the stock jumped along with the software sector, which has rebounded in recent sessions.

ServiceNow stock jumped along with the software sector which has rebounded in recent sessions.