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NASDAQ:NOW 30 January 2026 - 29 May 2026

ServiceNow AI move puts pressure on Salesforce

ServiceNow Stock Jumps as AI Deal Forces a Fresh Look at Growth Fears

ServiceNow shares jumped 9% Friday morning after announcing a partnership with Wipro, which will integrate its intelligence suite with the ServiceNow AI Platform. The stock reached $120 intraday before settling near $119. Wipro’s India-listed shares rose up to 4%, while its U.S. ADRs surged 19%. ServiceNow reported first-quarter subscription revenue of $3.67 billion, up 22% from a year earlier.
29 May 2026
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ServiceNow Pops After AI Skeptics Back Off

ServiceNow Pops After AI Skeptics Back Off

ServiceNow shares rose $7.31 to $109.43 in late New York trading Thursday, outperforming the S&P 500 and Nasdaq as investors moved into AI-focused enterprise software stocks. Snowflake surged over 33% after announcing a $6 billion AWS deal and raising its revenue outlook. ServiceNow reported 22% year-over-year growth in subscription and total revenue for Q1. Wall Street remains split on AI’s impact across the sector.
28 May 2026
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Nasdaq slips as Wall Street rally faces yield jolt

Nasdaq slips as Wall Street rally faces yield jolt

U.S. stocks fell Tuesday morning, with the Nasdaq down 1.05% and the S&P 500 off 0.69%, as rising Treasury yields and firm oil prices pressured markets. The U.S. 10-year yield neared 4.61%, while Brent crude traded at $110.67 a barrel. Materials and consumer discretionary sectors led declines. Investors await Nvidia’s earnings and Federal Reserve minutes due Wednesday.
19 May 2026
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ServiceNow AI move puts pressure on Salesforce

ServiceNow AI move puts pressure on Salesforce

ServiceNow shares jumped 8.8% to $103.44 Monday after Bank of America resumed coverage with a Buy rating and set a $130 target, citing AI as a growth driver. Salesforce rose 3.4% despite being rated Underperform with a $160 target. ServiceNow reported Q1 subscription revenue up 22% to $3.67 billion. Customers spending over $1 million annually on its AI tools grew more than 130% year over year.
19 May 2026
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ServiceNow Stock Bucks Broader Drop Ahead of Monday Test

ServiceNow Stock Bucks Broader Drop Ahead of Monday Test

ServiceNow shares rose 5.05% to $95.07 on May 15, outperforming major indexes. The company completed a $4 billion senior notes offering to repay debt from its Armis acquisition. First-quarter subscription revenue climbed 22% to $3.67 billion. ServiceNow faces competition from Salesforce and Microsoft as it shifts focus to AI workflows.
17 May 2026
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ServiceNow Stock Gets an AI Boost From Experian Deal—but Wall Street Will Want Proof

ServiceNow Stock Gets an AI Boost From Experian Deal—but Wall Street Will Want Proof

ServiceNow and Experian announced a global multi-year partnership to integrate Experian’s Ascend data tools into ServiceNow workflows. Financial terms were not disclosed. The deal comes days after ServiceNow’s $4 billion bond sale and a 3.96% rise in its stock price Thursday, though shares remain below their 52-week high. Initial uses include employee onboarding and risk management.
15 May 2026
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ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

ServiceNow Stock Faces a $30 Billion AI Test as KeyBanc Stays Bearish

KeyBanc maintained an Underweight rating and $85 price target on ServiceNow after the company projected over $30 billion in subscription revenue by 2030. ServiceNow’s first-quarter subscription revenue rose 22% to $3.67 billion, but KeyBanc flagged slowing bookings growth. Shares traded at $93.13 early Monday, up 2.1%. ServiceNow’s Now Assist AI product reached $750 million in annual contract value.
11 May 2026
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ServiceNow Stock Slides as UBS Warns AI Threat Is Bigger Than First Thought

ServiceNow Stock Slides as UBS Warns AI Threat Is Bigger Than First Thought

UBS downgraded ServiceNow to neutral from buy and cut its price target to $100 from $170, citing AI disruption risk and weaker demand for non-AI software. ServiceNow shares traded at $83.00 before the bell Monday, down 7.6% from the previous close and 44% lower year-to-date. The company has added AI features across all products. Bernstein reiterated an Outperform rating.
13 April 2026
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ServiceNow stock price pops nearly 5% after Autonomous Workforce launch, as traders hunt software rebound

ServiceNow stock price pops nearly 5% after Autonomous Workforce launch, as traders hunt software rebound

ServiceNow shares rose 4.86% to $109.30 Thursday after launching “Autonomous Workforce” tools and integrating Moveworks into its AI platform. The company said its AI specialist for IT service desks will roll out more broadly in Q2 2026. Moveworks received FedRAMP Moderate certification for U.S. government use. CEO Bill McDermott plans to buy $3 million in shares on Feb. 27, per an SEC filing.
27 February 2026
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AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

AI stocks split on Wall Street: Nvidia rises as Microsoft slides on disruption fears

Microsoft fell 2.6% and Palantir dropped 4.1% midday Wednesday, while Nvidia gained 1.5% and the semiconductor ETF SMH rose 2.2%. Alphabet slipped 2%. Investors shifted away from software-heavy AI stocks and into chipmakers ahead of U.S. inflation data and major tech earnings. Freshworks shares tumbled over 6% after a weak profit forecast.
11 February 2026
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ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow stock rebounds after software rout as JPMorgan flags “AI-resilient” names

ServiceNow shares rose 2.5% to $106.48 Tuesday, rebounding with other software stocks after a sharp selloff tied to AI disruption fears. JPMorgan and Morgan Stanley said recent declines were driven by sentiment, not fundamentals. UBS downgraded the U.S. tech sector to “Neutral,” citing ongoing risks. Traders are watching if the rally holds into Wednesday.
11 February 2026
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Dow rebounds toward 50,000 as tech snaps back; bitcoin and gold claw higher while Amazon capex rattles AI bets

Dow rebounds toward 50,000 as tech snaps back; bitcoin and gold claw higher while Amazon capex rattles AI bets

The Dow jumped 989.72 points, or 2.02%, to 49,898.44 by midday Friday, with chipmakers leading Wall Street’s rebound after a three-day slide. Nvidia and AMD each surged about 7%, while Amazon’s capex plans for 2026 hit $200 billion. Bitcoin rebounded after plunging to $63,295.74 on Thursday, its lowest since October 2024. U.S. consumer sentiment edged up to 57.3 in early February.
6 February 2026
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ServiceNow (NOW) stock price slides again as ‘software-mageddon’ deepens — what’s next

ServiceNow (NOW) stock price slides again as ‘software-mageddon’ deepens — what’s next

ServiceNow shares fell 7.6% to $102.63 in after-hours trading Thursday as U.S. software stocks extended losses, with the S&P 500 software and services index down 4.6%. The index has lost about $1 trillion in market value since Jan. 28 amid concerns over AI disruption and spending cuts. Traders await the delayed U.S. jobs report on Feb. 11 and CPI data on Feb. 13.
6 February 2026
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Dow Jones today: Index slides about 1% as Alphabet capex plan stirs fresh AI jitters

Dow Jones today: Index slides about 1% as Alphabet capex plan stirs fresh AI jitters

The Dow Jones fell 502.57 points, or 1.02%, to 48,998.73 Thursday as tech stocks slid after Alphabet announced plans to nearly double capital spending for AI. Qualcomm shares dropped on weak guidance, while Amazon slipped ahead of earnings. Weekly jobless claims rose to 231,000 and U.S. layoffs hit a 17-year January high. The CBOE volatility index reached its highest level in over two months.
5 February 2026
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ServiceNow stock price slides as AI disruption fears keep pressure on software shares

ServiceNow stock price slides as AI disruption fears keep pressure on software shares

ServiceNow shares fell 3.7% to $106.97 Thursday, extending losses as U.S. software stocks continued a six-session slide that erased about $830 billion in market value. The drop follows investor concerns that rapid AI advances could disrupt the software subscription model. ServiceNow last week forecast 2026 subscription revenue of up to $15.57 billion and announced a $2 billion share buyback.
5 February 2026
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ServiceNow stock price rebounds as software shares steady, buyback back in focus

ServiceNow stock price rebounds as software shares steady, buyback back in focus

ServiceNow shares climbed 3.7% to $121.33 on Monday, rebounding after last week’s sector slide and outpacing tech peers. The company recently reported Q4 subscription revenue of $3.47 billion and announced an imminent $2 billion accelerated buyback. Investors are watching for demand signals as the buyback and AI partnerships develop. Salesforce and Adobe also rose, while Microsoft slipped.
2 February 2026
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ServiceNow stock steadies near $117 after 11% slide as buyback plan meets AI-fueled software jitters

ServiceNow stock steadies near $117 after 11% slide as buyback plan meets AI-fueled software jitters

ServiceNow shares traded flat near $116.74 Friday after plunging 11% Thursday, despite the company’s 2026 subscription revenue forecast topping analyst estimates. Fourth-quarter subscription revenue rose 21% to $3.466 billion. The board approved an additional $5 billion for share buybacks. Broader software stocks remained under pressure amid concerns over AI costs and slowing cloud growth.
30 January 2026
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Stock Market Today

  • London Stock Exchange Chief Criticizes FCA Over Market Pricing Transparency Plans
    June 8, 2026, 6:14 PM EDT. Julia Hoggett, CEO of the London Stock Exchange, accused the Financial Conduct Authority (FCA) of "playing fast and loose" amid tensions over new market pricing transparency rules. Hoggett warned the UK government may need to intervene if the FCA's approach risks harming market stability. The dispute highlights friction between the City's key regulatory and trading institutions over proposed reforms aimed at increasing openness in trade pricing. The FCA's push for more transparency could reshape how prices are reported, impacting trading dynamics and market participants. The LSE's chief emphasised the need for balanced regulations that do not disrupt market function or competitiveness.

Latest articles

UBS Puts $850 Target on Cummins as AI Data Center Wave Fuels Shares

UBS Puts $850 Target on Cummins as AI Data Center Wave Fuels Shares

9 June 2026
UBS upgraded Cummins to Buy and hiked its price target to $850 from $565, citing surging data-center backup power demand and a stronger North American truck cycle; Cummins shares jumped 3.3% to $672.68 as UBS projected 2028 EPS of $41.25, topping consensus, and flagged double-digit Power business growth and raised long-term targets as key drivers.
UiPath Stock Slips Near $11 as Wall Street Questions the AI Automation Bounce

UiPath Stock Slips Near $11 as Wall Street Questions the AI Automation Bounce

8 June 2026
UiPath shares dipped 0.7% to $11.17 despite a strong quarter and raised outlook, as investors focused on slow annual recurring revenue growth and analyst caution, with Morgan Stanley cutting its price target and BofA maintaining Underperform, citing the need for clearer evidence that AI-driven automation can accelerate durable contract revenue.
IREN Shares Rally After Bitcoin Rebound and $4.4 Billion AI Data Center Move

IREN Shares Rally After Bitcoin Rebound and $4.4 Billion AI Data Center Move

8 June 2026
IREN surged 9% to $59.19 as investors returned to crypto and AI infrastructure stocks after last week’s selloff, driven by a $3.65 billion investment-grade GPU financing to support its Microsoft AI cloud contract and news of a planned 800MW data-center in Australia, but future gains hinge on execution, contract delivery, and bitcoin price stability.
SmartKem Shares Jump 100% on SRx Investment, SMTK in Focus

SmartKem Shares Jump 100% on SRx Investment, SMTK in Focus

8 June 2026
SmartKem shares soared as much as 150% to $1.135 before settling at $0.84 after SRx Health Solutions disclosed a 4.99% stake and purchase of convertible preferred securities, injecting new investor interest as SmartKem faces a Sept. 1 Nasdaq delisting risk for trading below $1 and warns of “substantial doubt” about its ability to continue as a going concern.
Texxon Trading Halted Six Times as NPT Jumps 284% in New York

Texxon Trading Halted Six Times as NPT Jumps 284% in New York

8 June 2026
Texxon shares soared 283.7% to $4.95, briefly topping $12 before closing just below their $5 IPO price, with trading paused six times for volatility and volume over six times shares outstanding; the company warned that similar IPOs had seen sharp, non-fundamental price swings, highlighting ongoing risk for investors.
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