US Stocks Fall With AI Hardware Outpacing Software in 21-Point Gap
U.S. equities ended down on Wednesday, though headline indexes masked a pronounced AI sector divergence. The S&P 500 slipped 0.14%, while the Nasdaq dropped 0.57%.
ServiceNow (NYSE:NOW) Needs 20.5% cRPO Growth to Impress Ahead of Q2 Results
NEW YORK, July 21, 2026, 5:09 p.m. EDT – ServiceNow is under pressure to reach a 20.5% growth in current remaining performance obligations before its Q2 earnings report, setting the bar as investors weigh the company's upcoming financial performance.
US stocks advance with chip index up 4.9%, while market breadth remains uneven
U.S. equities advanced at midday on Tuesday, with semiconductor shares driving gains. The Nasdaq Composite climbed 1.29% to 25,837.24, while the S&P 500 increased 0.81% to 7,503.75.
ServiceNow stock slides as IBM budget warning turns July earnings into a core-growth test
ServiceNow Inc. fell 5.8% to $104.85 in early trading on Tuesday, erasing roughly $6.7 billion of market value, after International Business Machines Corp. warned that spending on AI servers and storage was squeezing software budgets. The move came even as the S&P 500 and Nasdaq opened higher. Investors are treating a hardware-spending shift as an immediate test of ServiceNow’s premium valuation.
Workday up 12% as investors look again at AI risk
Workday shares surged 12.45% to $146.19 on Friday, the biggest jump of the week for the stock. Investors are putting money back into software companies hurt earlier this year by concern that AI would cut into demand for business apps. U.S. markets are closed until Monday. The Nasdaq is open 9:30 a.m. to 4 p.m. Eastern, Monday through Friday.
ServiceNow Bounces; Investors Look to Post-Holiday Moves
ServiceNow is trading above $100 again as the U.S. heads into a long holiday weekend. Investors spent the week reconsidering a tough software debate—does artificial intelligence weigh on the company, or does it mean more to sell?
Workday Jumps Early After Earnings Turn Up the AI Trade
Workday shares jumped in pre-market trade Friday after the cloud software company topped Wall Street’s profit and revenue forecasts, with the beat pulling in buyers looking past recent AI-driven weakness in the stock.
Workday Catches AI-Focused Investment Attention After Latest Update
Workday shares climbed 7% in after-hours trading Thursday. The HR and finance software company topped Wall Street’s first-quarter revenue and profit estimates. Investors are watching demand for its AI-focused products after software stocks struggled over the last year, Reuters reported.
Nasdaq slips as Wall Street rally faces yield jolt
Nasdaq led the drop as U.S. stocks slipped Tuesday morning. Rising Treasury yields and high oil prices weighed on the market, pulling back an AI-driven rally that had brought indexes close to all-time highs.
Gloo Closes Workday Partner Deal as AI Services Push Hits a Key Test
Gloo announced Monday it has wrapped up its purchase of EnterpriseMarketdesk, a Workday services partner serving nonprofits and mid-market firms. The Boulder company now expands further into enterprise software support for faith-based and mission-driven organizations.
Workday Inc. Sets May 21 Earnings Date: Why Its AI Bet Faces a Crucial Test
Workday Inc. has set May 21 for its fiscal 2027 first-quarter earnings release, planning to drop numbers after the bell. Investors are watching to see how the software company’s subscription business—and new AI efforts—are holding up. The Pleasanton, California outfit scheduled a call for 1:30 p.m. Pacific to go through results and provide its outlook.
Workday stock jumps 7% as CEO Bhusri’s new equity award filing hits tape after selloff
Shares of Workday jumped roughly 7% on Wednesday, regaining a bit of lost territory following last week’s steep decline. Recent regulatory filings showed fresh equity awards for CEO Aneel Bhusri and other senior leaders.
Workday stock dips again after surprise CEO reset as Wall Street looks to Feb. 24 earnings
Shares of Workday, Inc. slipped for another session Tuesday, off roughly 1.2% at $152.71 by the afternoon, with the stock moving in a range from $152.66 to $158.51.
ServiceNow stock price bounces today as software rout cools — what traders watch next
ServiceNow climbed 2.3% to $103.04 by late morning Monday, having swung from a low of $98.69 up to $103.10 earlier in the session.
ServiceNow stock price slips as Wall Street sorts AI winners from losers
ServiceNow, Inc. shares slipped 1.3% to $101.25 in late-morning trading on Friday, after fluctuating between $99.02 and $105.54 earlier in the session. The stock closed Thursday at $102.63.
Workday stock bounces as software selloff cools, but AI worries still hang over WDAY
Workday shares climbed roughly 0.7% to $175.87 in Friday afternoon trading, following swings between $172.80 and $176.64 earlier in the day.
Why Workday stock sank nearly 8% — and what investors are watching next
Shares of Workday, Inc. fell $14.48, or 7.7%, closing at $174.66 in late trading Thursday. Earlier in the day, the stock hit a low of $169.06 but had climbed as high as $186.58 during the session.
ServiceNow stock swings after OpenAI tie-up hits tape — what traders watch next
ServiceNow shares saw little movement Tuesday following the announcement of an expanded partnership with OpenAI to integrate AI agents into its enterprise software.
Workday stock jumps after RBC keeps bullish call despite target cut; what investors watch next
Workday Inc shares climbed about 2% on Monday, extending a rebound from early-session lows as a bullish analyst call helped steady sentiment around the cloud software maker. The stock was up $4.13 at $209.92 in afternoon trade.
Workday (WDAY) stock hugs 52-week low after Friday slide as focus shifts to jobs data, next earnings
Workday shares ended the first trading session of 2026 with a 4.2% drop, closing at $205.79 on Friday. The stock earlier hit $202.22, its lowest level in the past year. Barchart
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