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IBM, ServiceNow's quarterly results revive AI disruption fears Software stocks pressured since Anthropic launched tools in Feb Investors have favored chip stocks over software so far in 2026 April 23 ...

April 23 (Reuters) - U.S. technology stocks ⁠diverged ⁠further on Thursday as results from ⁠IBM and ServiceNow rekindled fears of AI‑driven disruption in software, while an upbeat outlook from Texas ...

ServiceNow reported solid first-quarter results and raised forecasts, underscoring continued demand for its software even as questions swirl about the impact of AI on the industry. Still, the stock ...

ServiceNow shares are down 15% as of 4:27 p.m. ET. Salesforce shares are down 5.9%. Microsoft shares are down 1.1%. Oracle shares are down 1.9%. GitLab shares are down 2.1%. It appears ServiceNow’s ...

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for February 2026. A copy of the letter can be downloaded here. February proved to be ...

Cloudflare (NET), ServiceNow (NOW) and Atlassian (TEAM) rank as Mizuho's top software stocks to own ahead of the fast-approaching earnings season. Mizuho's industry checks indicate that top-tier ...

Yesterday, Anthropic announced a new feature for its Claude AI chatbot, saying that Claude can now use a computer remotely after being prompted from a smartphone. The AI can do things like open apps, ...

ServiceNow (NOW stock) has climbed 10% over the past week, pushing the stock to $113.19 and reigniting investor interest in the enterprise software leader. The rally comes amid continued strength in ...

The software sector is having a moment, and not the good kind. iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) has shed nearly 23% year-to-date, with a 16% drop in just the past month. The ...