Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma
Big Blue had been riding high. Not only did fewer companies buy the actual mainframe hardware, they also bought less of the high-margin software required for tasks like banking and credit-card payments.
Roper Technologies (ROP) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Companies with more cash than debt often have stronger financial flexibility, making them attractive in uncertain markets. With interest payments less of a worry, these businesses can invest more in growth, innovation, or buybacks and dividends.
NOW stock has delivered a steep 76.0% decline over the past five years, yet current valuation checks still flag the shares as expensive rather than a clear bargain. The 76.0% fall over five years leaves long term holders with sizeable losses, which raises the question of whether the recent share price now better reflects the company’s fundamentals or still embeds too much optimism. Future revenue and cash flow expectations can help support the current price if they are met. However, any...
ServiceNow's share price has fallen sharply over the past year, yet the stock still screens as expensive on broad valuation checks, which leaves investors weighing a steep drawdown against a market that is not treating it as a clear bargain. The stock is down 45.8% over the past 12 months, a move that has reset expectations but not erased concerns about what investors are paying for future growth. Ongoing investment in ServiceNow's AI platform and partnerships, such as new integrations...
BNP Paribas says conservative guidance and improving demand could support an earnings beat.
BNP sees conservative guidance and improving federal demand
Atlassian's Service Collection tops $1B ARR as AI gains, enterprise adoption and cloud migration broaden its growth runway amid stiff competition.
ServiceNow (NOW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Investing.com -- Bernstein's mid-year CIO survey reaffirmed expectations for strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen during the COVID-era rebound in 2021, according to a note from analyst Peter Weed on Wednesday.
ServiceNow has dropped more than 40% over the past year while its business quietly accelerates, and options traders are making an unusually lopsided bet before the July 22 earnings report. Here is what the signal says about where shares go next.
IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the company went public nearly 60 years ago.
Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) fell 3.6% in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.
A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.
A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.
A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.
IBM stock suffered its worst day ever on Tuesday after the company’s preliminary second-quarter earnings missed analysts’ targets. In a letter to shareholders, CEO Arvind Krishna explained the shortfall was largely driven by the company’s infrastructure business. “What played out was worse than our expectations,” Krishna wrote.
IBM stock is having one of its worst days ever – and is dragging some other names in software and IT along with it. Shares of software and professional-services firms including Accenture, Gartner, Workday and ServiceNow were all trading lower Tuesday morning.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.