Bet_Noire/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00) Transcript Rena Sherbill: Brian Stewart, Seeking Alpha's Director of News. Welcome back to another week of Wall Street Roundup. Brian Stewart: Great to be here. Rena Sherbill: It's great to have you talk to us. We've got Bitcoin, we've ...

Key Takeaways MSFT and other software leaders sank as AI fears sparked a $1T sell-off dubbed software-mageddon. Market volatility surged as the VIX jumped 17% to 21.77, its highest level since late November. Rotation out of technology into staples and value boosts demand for low-volatility ETFs like SPLV. A massive sell-off in shares of tech giants, such as Microsoft (MSFT) , Salesforce (CRM) , and ServiceNow (NOW) , wiped out nearly $1 trillion in industry value in just a week, marking a dramatic shift in ...

We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver.  ServiceNow, Inc. (NYSE:NOW) is one of the stocks that Jim Cramer discussed. Software-as-a-service firm ServiceNow, Inc. (NYSE:NOW)’s shares are down by an unbelievable 45.9% over the past year and by 25% year-to-date. In his previous comments about the firm, Cramer has praised its CEO. ServiceNow, Inc. (NYSE:NOW)’s latest earnings report saw the firm report $3.5 billion in fourth-quarter revenue and $0.92 ...

TROY, Mich., Feb. 6, 2026 /PRNewswire/ -- ServiceNow Inc.'s recent report has investors wondering if the company's stock is fairly valued. Or is it in the buy range? As such, the Editorial Advisory and Securities Review Committee of BetterInvesting Magazine considers ServiceNow (NYSE: NOW) as worthy of further study and has named the company its "Stock to Study" for the April 2026 issue for investors' informational and educational use. Securities mentioned are for study and presented for educational purpose ...

本周，科技巨头的CEO们对AI将蒸发老牌软件公司竞争护城河的担忧嗤之以鼻，尽管这些公司的股票 在长达数月的剧烈抛售中暴跌。 周二在旧金山举行的思科（CSCO）AI峰会上，英伟达（NVDA）CEO黄仁勋表示："有一种观点认为工 具行业正在衰退，并将被AI取代……这是世界上最不合逻辑的事情，时间会证明一切。" 本周，Palantir（PLTR）和甲骨文（ORCL）领跌大型企业软件股，过去三个交易日均下跌约12%。在此 期间，Salesforce（CRM）、SAP（SAP）、ServiceNow（NOW）、Snowflake（SNOW）和微软 （MSFT）也大幅下挫。 投资者担心，此类软件即服务（SaaS）公司的客户可能会利用Anthropic的Claude Code等大型语言模型 提供商的AI工具，开发内部软件解决方案，从而减少对Salesforce等供应商的依赖。还有人担心，AI正 在降低全新软件参与者的门槛。包括Aurasell和Artisan AI等初创公司的AI原生平台可能会直接挑战老牌 公司的竞争优势。 他继续说道："如果你是人类或机器人，你会使用工具还是重新发明工具？答案显然是使用工具……比 如Ser ...

Group 1 - ServiceNow (NYSE: NOW) stock is facing pressure along with the overall software sector due to investor concerns about AI technology potentially rendering software solutions obsolete across companies [1] - ServiceNow asserts that its software solutions are enhanced with AI capabilities, positioning itself as a leader in the evolving software landscape [1]

有关全球股票市场的"软件股末日"(Software-mageddon)这一悲观叙事论调，正在滚雪球般发酵。如今，包括华尔街大型机构 投资者们在内的全球投资者正在激烈争论是否到了该对这些近期遭重创的软件类股票重新发起看涨呼吁的时候。从近日全球 大型软件股资金流走势来看，一部分机构类资金开始入场抄底式"逢低布局"这些近期经历暴跌甚至股价几乎腰斩的软件股， 并且他们赞同黄仁勋对于软件股的积极看法——即市场错杀了那些聚焦"AI+核心操作流程"且基本面强劲的软件巨头，但是仍 有一些投资者保持谨慎立场。与此同时，这也显示出以AI赋能盈利的新叙事正在悄然扩散，部分投资者已开始将未来增长预 期纳入对软件股的评估。 AI代理工具引爆担忧情绪 此前在今年1月有着"OpenAI劲敌"称号的Anthropic推出颇具工程协作革新意义的代理式AI编程工具——Claude Cowork工具， 并且这款工具甚至旨在将AI代理的功能从编程终端扩展至文件管理、软件交互等广泛意义上的通用办公场景，当时就已经大 幅加剧了市场对AI智能体彻底颠覆SaaS软件行业的恐惧情绪。 而自本周二起全球软件股集体崩盘的元凶——即Anthropic推出的新AI工 ...

ServiceNow, Inc. (NYSE:NOW) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted. Cramer mentioned the stock while explaining why the software companies are struggling, as he commented: ServiceNow was the fourth worst performer with an almost 24% pullback…  Now, I think ServiceNow really stands out as a poster child for what’s happening to the group. We just had chairman and CEO Bill McDermott on the show last Wednesday night after ServiceNow reported a very good quarter. That was a beat on ever ...

Atlassian公司股价下跌1.6%，Adobe公司股价下跌2.5%，Salesforce公司股价下跌2.7%，ServiceNow公司 股价下跌2.7%。云顶软件股价下跌3%，数据狗股价下跌2.2%，直觉外科股价下跌4.9%。 本文源自：金融界AI电报 ...

Completion of One Brand strategy delivers operating leverage, improves cross-sell execution, and strengthens the Company’s platform for scalable growth in 2026TORONTO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSXV: NOW) (“NowVertical” or the “Company”) today announced the completion of its One Brand strategy, with all acquired businesses now operating under the NowVertical brand. This milestone marks the conclusion of the Company’s integration phase announced 1st August 2024 (https://www.no ...