Salesforce, ServiceNow Back in AI 30

12:43pm, Monday, 09'th Feb 2026
Salesforce, Inc. (CRM) and ServiceNow (NOW) are back in Wedbush's AI 30, with the firm saying the recent sell off in software stocks has gone too far and misses
Wedbush has moved to re-plant its flag in battered enterprise software, arguing the recent sell-off in Salesforce Inc and ServiceNow Inc has overshot reality as investors fret about AI disrupting trad
Stock News Japan rally on election landslide: Japanese stocks hit record highs after Prime Minister Sanae Takaichi's coalition secured a two-thirds lower-house
Shares of ServiceNow, Inc. (NYSE: NOW - Get Free Report) have been given an average rating of "Moderate Buy" by the forty-four ratings firms that are presently covering the company, MarketBeat Ratings
An explanation of why software stocks - especially SaaS - are being structurally disrupted by AI, and how investors can identify survivors.
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.

2 Stocks to Buy for AI's Next Stage

12:00pm, Sunday, 08'th Feb 2026
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.
Weekly Market HighlightsMarket breadth was slightly positive on the week, with 4,831 advancers versus 4,694 decliners.Returns were highly skewed, with 491 stoc
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.
Guru Stock PicksTom Gayner has made the following transactions:Reduce in ADI by 12.37%Sold out in ADBEAdd in TMO by 12.54%New position in BRORichard Pzena has m

Wall Street Roundup: Risk Off

01:25pm, Friday, 06'th Feb 2026
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 A

First Look: Amazon's $200B AI Bet, Tech Rout

07:37am, Friday, 06'th Feb 2026
Stock News Amazon hikes AI capex: Amazon (AMZN) warned 2026 capital expenditures will surge to about $200 billion, focused largely on AWS and AI infrastructure,
TROY, Mich., Feb. 6, 2026 /PRNewswire/ -- ServiceNow Inc.'s recent report has investors wondering if the company's stock is fairly valued.
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