ServiceNow’s 17% Plunge: AI Software Meets Geopolitical Reality
ServiceNow beat Q1 2026 revenue estimates yet cratered 17%—its worst day since 2016. Here’s what the crash says about AI software valuations and geopolitical risk.
software stocks
Cloud Software’s Uneven 2026 Rebound: Winners vs. Laggards
Enterprise software is rebounding in 2026, but gains are selective. RingCentral and Oracle reveal what separates the winners from the laggards.
Software Stocks Stage Best 2-Day Rally in a Year
Microsoft, Oracle, Palantir, and Palo Alto Networks lead the software sector’s best 2-day rally since April 2025, as the Nasdaq surges 1.71%.