Is AI starting to threaten software stocks? $MSFT$CRM$NOW
New worries on Wall Street suggest that artificial intelligence could fundamentally disrupt traditional software companies. Investors are starting to reassess the valuations of firms like Microsoft, Salesforce and ServiceNow, because AI tools are gradually taking over the tasks these companies have long profited from.
In my opinion, it’s also about adapting to the new environment — meaning that if they can integrate AI into existing modules (see M365), it might not threaten them that much. Documents will still be written in .doc and presentations created in .ppt. The user simply won’t have to type/create for long; AI will do that for them. Also, I see a problem in migrating large companies’ operations from existing CRM platforms, etc., to a purely AI-based system.
Chevron $CVX sees movement in Venezuela “in the right direction,” but it’s not a game‑changer yet. After Maduro was ousted and Delcy Rodríguez came to power, Caracas began changing oil legislation aimed at attracting foreign capital — lighter state control, more room for private producers, new agreements with Chevron and other players in the Orinoco Belt. Mike Wirth openly says... Read more
I'm kind of glad I don't have any investment in that, because I don't understand it — and now these companies will likely face more problems and their shares will keep falling.
Court Dismisses Part of Musk’s Lawsuit: The Dispute Over OpenAI Is Far From Over
A U.S. court dismissed a key part of the lawsuit Elon Musk filed against OpenAI and its CEO Sam Altman. Specifically, the fraud allegations were completely removed from the case by a judge in California.
But that doesn’t mean the whole matter is over. On the contrary — the court ruled that other... Read more
Portfolio under the microscope: "SaaSocalypse" — reality or overblown panic? ☁️📉
The recent sell-off in SaaS stocks has revived the "SaaSocalypse" narrative. Personally, I view the market's current reaction as markedly overblown.
Markets tend to swing between euphoria and fear — and right now sentiment is clearly on the latter side. Some concerns are valid, but a broad sell-off... Read more
IBM disappointed despite solid results: AI is beginning to threaten the core of the business $IBM
IBM’s results for the first quarter of 2026 didn’t look bad at first glance. The company beat analysts’ expectations on both revenue and earnings — revenue rose by about 9% to $15.9 billion and earnings per share reached $1.91. Yet the stock plunged. And it’s precisely this market... Read more
I’ll admit I don’t know. I never followed this company and it flew under my radar. Only recently, when I was looking into companies around quantum technology — or rather those involved in some kind of research — this firm popped up for me.
It’s true that AI is a major shift now: progress that companies will either keep up with, build businesses on, or that will push them out of the game. So far I haven’t heard of IBM in connection with AI, so I understand the drop. But it’s not the end of the story yet — maybe they’ll come up with something.
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Google staff push back on “black box” military AI deals
Is AI starting to threaten software stocks? $MSFT $CRM $NOW
New worries on Wall Street suggest that artificial intelligence could fundamentally disrupt traditional software companies. Investors are starting to reassess the valuations of firms like Microsoft, Salesforce and ServiceNow, because AI tools are gradually taking over the tasks these companies have long profited from.
Th...
Read more
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In my opinion, it’s also about adapting to the new environment — meaning that if they can integrate AI into existing modules (see M365), it might not threaten them that much. Documents will still be written in .doc and presentations created in .ppt. The user simply won’t have to type/create for long; AI will do that for them. Also, I see a problem in migrating large companies’ operations from existing CRM platforms, etc., to a purely AI-based system.
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Verizon | Q1 2026: Record EBITDA and net profit of USD 5.1 billion
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A small chip vendor riding a huge AI data‑center wave
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Top 3 Companies With Explosive EBITDA Growth Over the Past 12 Months
Chevron $CVX sees movement in Venezuela “in the right direction,” but it’s not a game‑changer yet. After Maduro was ousted and Delcy Rodríguez came to power, Caracas began changing oil legislation aimed at attracting foreign capital — lighter state control, more room for private producers, new agreements with Chevron and other players in the Orinoco Belt. Mike Wirth openly says...
Read more
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I'm kind of glad I don't have any investment in that, because I don't understand it — and now these companies will likely face more problems and their shares will keep falling.
Bulios Black
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BMW’s new 7 Series: pushing margins with luxury and sixth‑gen eDrive
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Goldman’s Korea call: chips, policy tailwinds and retail money coming back home
Court Dismisses Part of Musk’s Lawsuit: The Dispute Over OpenAI Is Far From Over
A U.S. court dismissed a key part of the lawsuit Elon Musk filed against OpenAI and its CEO Sam Altman. Specifically, the fraud allegations were completely removed from the case by a judge in California.
But that doesn’t mean the whole matter is over. On the contrary — the court ruled that other...
Read more
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Most likely Musk won’t win this and will end up paying for lawyers unnecessarily, but I’ll be surprised.
Portfolio under the microscope: "SaaSocalypse" — reality or overblown panic? ☁️📉
The recent sell-off in SaaS stocks has revived the "SaaSocalypse" narrative. Personally, I view the market's current reaction as markedly overblown.
Markets tend to swing between euphoria and fear — and right now sentiment is clearly on the latter side. Some concerns are valid, but a broad sell-off...
Read more
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A payroll dividend machine: high multiples, higher quality
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P&G’s Q3 2026: classic defensive quarter – steady growth, some margin noise, rock‑solid cash returns
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These 4 Defensive ETFs Are Having Their Moment in 2026
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Intel’s Q1 finally looks like a real turn: numbers and narrative line up
IBM disappointed despite solid results: AI is beginning to threaten the core of the business $IBM
IBM’s results for the first quarter of 2026 didn’t look bad at first glance. The company beat analysts’ expectations on both revenue and earnings — revenue rose by about 9% to $15.9 billion and earnings per share reached $1.91. Yet the stock plunged. And it’s precisely this market...
Read more
Zobrazit další komentáře
I’ll admit I don’t know. I never followed this company and it flew under my radar. Only recently, when I was looking into companies around quantum technology — or rather those involved in some kind of research — this firm popped up for me.
It’s true that AI is a major shift now: progress that companies will either keep up with, build businesses on, or that will push them out of the game. So far I haven’t heard of IBM in connection with AI, so I understand the drop. But it’s not the end of the story yet — maybe they’ll come up with something.