{"id":205218,"date":"2026-04-23T14:25:00","date_gmt":"2026-04-23T18:25:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/04\/23\/solid-earnings-from-ibm-and-servicenow-fail-to-quell-artificial-intelligence-concerns-sending-software-stocks-lower-heres-what-investors-need-to-know\/"},"modified":"2026-04-23T14:35:13","modified_gmt":"2026-04-23T18:35:13","slug":"solid-earnings-from-ibm-and-servicenow-fail-to-quell-artificial-intelligence-concerns-sending-software-stocks-lower-heres-what-investors-need-to-know","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/04\/23\/solid-earnings-from-ibm-and-servicenow-fail-to-quell-artificial-intelligence-concerns-sending-software-stocks-lower-heres-what-investors-need-to-know\/","title":{"rendered":"Solid Earnings From IBM and ServiceNow Fail to Quell Artificial Intelligence Concerns, Sending Software Stocks Lower. Here&#8217;s What Investors Need to Know"},"content":{"rendered":"<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/INTC-Q\/pressreleases\/1483548\/solid-earnings-from-ibm-and-servicenow-fail-to-quell-artificial-intelligence-concerns-sending-software-stocks-lower-here-s-what-investors-need-to-know\/\">Solid Earnings From IBM and ServiceNow Fail to Quell Artificial Intelligence Concerns, Sending Software Stocks Lower. Here&#8217;s What Investors Need to Know<\/a><\/p>\n<p><a href=\"https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/INTC-Q\/pressreleases\/1483548\/solid-earnings-from-ibm-and-servicenow-fail-to-quell-artificial-intelligence-concerns-sending-software-stocks-lower-here-s-what-investors-need-to-know\/\">https:\/\/www.theglobeandmail.com\/investing\/markets\/stocks\/INTC-Q\/pressreleases\/1483548\/solid-earnings-from-ibm-and-servicenow-fail-to-quell-artificial-intelligence-concerns-sending-software-stocks-lower-here-s-what-investors-need-to-know\/<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-04-23 14:25:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.theglobeandmail.com\">www.theglobeandmail.com<\/a><\/p>\n<ul>\n<li><strong>IBM&#8217;s Inline Guidance:<\/strong> IBM didn&#8217;t raise its full-year guidance despite beating Wall Street estimates on earnings and revenue, leading to an 8.9% drop in its stock.<\/li>\n<li><strong>ServiceNow&#8217;s Growth but Headwinds:<\/strong> ServiceNow raised its 2026 revenue guidance for subscription services but saw a nearly 18% stock decline due to delays in Middle East deals and concerns over broader AI impacts.<\/li>\n<li><strong>AI Market Pressure:<\/strong> Investors are increasingly concerned about AI&#8217;s potential to erode software margins and pricing power, impacting all major software companies.<\/li>\n<li><strong>Sector Impact:<\/strong> IBM and ServiceNow&#8217;s results also caused a broader decline in the software sector, with the iShares Expanded Tech-Software Sector ETF falling over 7%.<\/li>\n<li><strong>Company Statements:<\/strong> Both companies noted specific external factors like the Iran war and Middle East market delays, but emphasized their strong AI-integrated offerings.<\/li>\n<li><strong>Long-term Prospects:<\/strong> Barclays remains positive on ServiceNow, seeing it well-positioned in AI and attributing short-term declines to broader market issues.<\/li>\n<li><strong>Investor Caution:<\/strong> The current environment is challenging for the software sector, making long-term investments in companies with AI integration potentially risky in the near term.<\/li>\n<li><strong>The Motley Fool\u2019s Perspective:<\/strong> The recent list of recommended stocks from The Motley Fool Stock Advisor does not include ServiceNow, despite the potential for significant long-term gains in AI-driven sectors.<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Solid Earnings From IBM and ServiceNow Fail to Quell Artificial Intelligence Concerns, Sending Software Stocks&#8230;<\/p>\n","protected":false},"author":1,"featured_media":205219,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/barchart-news-media-prod.aws.barchart.com\/FC\/de8acbed17f89646a5df211addd689cc\/%3Furl%3Dhttps%253a%252f%252fg.foolcdn.com%252feditorial%252fimages%252f866951%252fperson-concerned-2.jpg%26amp%3Bw%3D700","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-205218","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/205218"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=205218"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/205218\/revisions"}],"predecessor-version":[{"id":205220,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/205218\/revisions\/205220"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/205219"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=205218"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=205218"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=205218"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}