ServiceNow, Inc. Aktie News

The software and services industry's recent plunge has ignited fears that the artificial intelligence boom may be reshaping markets in unexpected ways, raising questions about whether a rotation out of technology stocks signals trouble ahead for the AI trade.

ServiceNow reported strong growth in the 2025 fourth quarter. It serves a network of more than 8,000 clients globally who rely on its workflow automation software.

Tom Yeung here with your Sunday Digest .  In the mid-2010s, Wall Street became smitten with finding the next iPhone supplier.

Major indexes are only modestly off their highs, but many individual stocks are down 20% to 50%—a disconnect that's created fertile ground for selective ‘buy the dip' strategies.”

AI has become a prominent investment cycle and is no longer just hype. Nvidia is the crucial enabler of the global AI infrastructure build-out.

Investors can take a breather and assess whether there are opportunities to buy some beaten-down software stocks, after what some analysts believe was “indiscriminate” selling.

Risk-off sentiment is driving sharp sell-offs in Bitcoin and major software stocks, with investors reallocating away from stretched tech valuations. AI-driven CapEx arms race at Alphabet (GOOGL) and Amazon (AMZN) is sparking concerns about profitability and sector disruption, despite strong revenue growth.

TROY, Mich., Feb. 6, 2026 /PRNewswire/ -- ServiceNow Inc.'s recent report has investors wondering if the company's stock is fairly valued.