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The Speculation That AI Will Eat Software Companies, Let’s Clear It Up: ServiceNow CEO Pushes Back on IGV’s 23% Collapse
247wallst.com

The Speculation That AI Will Eat Software Companies, Let’s Clear It Up: ServiceNow CEO Pushes Back on IGV’s 23% Collapse

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 carnage was indiscriminate. The sell-off hit everything wearing a software badge. Gaming. Legal services. Brokerages. Trucking. Cybersecurity. The thesis driving it: the... The Speculation That AI Will Eat Software Companies, Let's Clear It Up: ServiceNow CEO Pushes Back on IGV's 23% Collapse.

Wall Street Roundup: Nvidia Beats And Drops In Edgy Market
seekingalpha.com

Wall Street Roundup: Nvidia Beats And Drops In Edgy Market

Nvidia (NVDA) delivered strong earnings and guidance, but high expectations triggered a 'sell the news' reaction and ongoing valuation concerns. AI infrastructure demand remains robust, yet NVDA faces supply challenges and heightened market sensitivity to any potential shortfall.

Nvidia's blowout results and Salesforce's Agentforce progress signal the AI software selloff has gone too far, says Wedbush
proactiveinvestors.co.uk

Nvidia's blowout results and Salesforce's Agentforce progress signal the AI software selloff has gone too far, says Wedbush

Jensen Huang's $78 billion April guidance number and Marc Benioff's AI monetisation roadmap have given tech bulls their first clean arguments against the doomsday narrative that has hammered software stocks all year It has been a rough start to 2026 for tech investors. A creeping fear that AI models from Anthropic, OpenAI and others would hollow out existing enterprise software has weighed on names from Salesforce to Microsoft to CrowdStrike, creating what Wedbush analysts call the "AI Ghost Trade," a wave of selling built on the premise that the software layer is about to be disintermediated by foundation models.

2 Dividend Stocks We Are Buying On This Dip
seekingalpha.com

2 Dividend Stocks We Are Buying On This Dip

Market volatility has triggered indiscriminate selling across sectors. Rayonier trades at a deep discount despite strong long-term fundamentals. Blue Owl Capital sold off on credit fears, but results and insider buying tell a different story.

Salesforce faces near-term growth slowdown as AI inflection builds, Jefferies says
proactiveinvestors.com

Salesforce faces near-term growth slowdown as AI inflection builds, Jefferies says

Salesforce Inc (NYSE:CRM, XETRA:FOO) is facing a near-term growth slowdown even as early indicators of AI adoption begin to emerge, according to analysts at Jefferies. Remarking on Salesforce's fourth quarter earnings report released on Wednesday, the analysts highlighted that current remaining performance obligations (cRPO) growth of 13% in constant currency came in only in line with company guidance and below the typical upside investors have seen in recent quarters.

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