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.
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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.
ServiceNow Q1 2026: Beats Estimates and Raises Outlook — But Shares Drop on Middle East Delays and Armis Costs
ServiceNow crushed Q1 2026 estimates with 22% subscription revenue growth and raised full-year guidance. However, Middle East deal delays and Armis acquisition costs sent shares tumbling.
ServiceNow Hit by UBS Downgrade: Price Target Cut to $100
UBS downgraded ServiceNow to Neutral, citing AI competition worries; the stock is down sharply, but margins remain strong.
Michael Burry: "Anthropic is Eating Palantir's Lunch"
Michael Burry warns: Anthropic’s easy, cheap AI is outpacing Palantir, which may lose private business despite gov’t contracts.