Hardware Stocks Fall as Software Rises, With Cybersecurity Getting the Extra Lift
CrowdStrike hits a record as investors rotate out of AI chips and into software. Cyber names lead on AI-safety fears.
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ServiceNow Beats Q2 2026 Expectations, Raises Guidance as AI Business Tops $1 Billion
ServiceNow surged past Wall Street forecasts in Q2 2026 and raised its full-year outlook for the second time this year.
Guggenheim Upgrades ServiceNow, Salesforce, and Check Point to Buy Amid 2026 Software Sell-Off
Strong upside potential in high-quality names.
Nvidia CEO Jensen Huang: “AI Agents Mean Boom Time for Software” — Cadence Just Proved It
Jensen Huang says AI agents will boost software companies, not kill them, with Cadence launching a fast autonomous chip design AI.
BofA Bullish on ServiceNow, Bearish on Salesforce: AI Winners & Losers
BofA is bullish on ServiceNow as an AI winner, but cautious on Salesforce due to slower growth and AI monetization risks.
Trump’s Massive Tech Stock Shopping Spree in Early 2026
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.