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In the most recent trading session, ServiceNow (NOW) closed at $135.47, indicating a -2.17% shift from the previous trading day.

Investors are fleeing top AI names after fears the technology is advancing too quickly, which lifted a group of software and media stocks.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

UiPath (PATH) has dropped about 25% from its late-August high, and the question is whether that is an opening or a warning. Its own history leans toward warning: most declines this size kept falling. What that history cannot see is a company that is profitable now, consolidating its biggest customers' automation onto one platform while its smallest ones leave.

By Noel Randewich and Niket Nishant Sept 8 (Reuters) - The S&P 500 fell on Tuesday, with Salesforce and other software makers losing ground, while hostilities in the Middle East lifted oil prices and

CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and everything to do with a market force now hitting software stocks harder than anything else in tech.

We examine why software stocks are rebounding and highlight software ETFs.

Palantir just staged one of the sharpest recoveries in enterprise software, but the stock still sits below where the year began and trades at a valuation that makes most analysts nervous. The math on what to do next is trickier than it looks.

Intuit just handed Wall Street something rare: guidance so cautious it sparked fears that AI disruption has moved from theory to measurable damage, pulling Adobe, ServiceNow, and the entire enterprise software sector into the fallout.

Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...

ServiceNow offers more proven, durable growth, while Palantir offers much higher growth potential.

A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

ServiceNow stock has had a rough year, with a sharp share price fall sitting alongside valuation checks that suggest the company is not an obvious bargain right now. Investors are weighing that weaker recent share performance against an expanding role in AI driven security and workflow software. Over the past 12 months, ServiceNow has declined 30.5%, which raises the question of whether sentiment has reset enough to support the current valuation. The expansion of AI native security products...

It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks.

Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover.

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...

Crude tumbled as geopolitical tensions eased, while semiconductor losses dragged the Nasdaq lower, today, July 27, 2026.

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 […]

US equity markets were tracking in the red before the opening bell Thursday and oil prices rose amid

The main US stock measures were pointing lower in Wednesday's premarket activity as investors await

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.