Bridgewater CIO says AI poses existential threat to software firms [Yahoo! Finance]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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Source: Yahoo! Finance
The investment firm's co-chief investment officers Bob Prince, Greg Jensen and Karen Karniol-Tambour wrote in a client note that the latest release of Claude Code has created significant risk for major businesses, similar to the challenge Amazon posed to Barnes & Noble decades ago. The warning comes as software stocks face intense selling pressure. The S&P 500 Software and Services Index has fallen 16.6% this year amid concerns that newly released AI models could upend traditional software companies. Enterprise software, CRM, and creative design companies have been particularly affected. Salesforce is down 33% year-to-date, Adobe has declined 30%, ServiceNow has dropped 41%, Intuit has fallen 37.5%, and HubSpot is down 39%. "Markets have started pricing in the risk to application software companies, and companies will either co-evolve with AI or face disruption," the Bridgewater executives wrote. Layoffs have been rising across sectors, from big tech to financial services, wi
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NOW
Earnings
- 4/22/26 - Beat
NOW
Sec Filings
- 4/24/26 - Form 144
- 4/23/26 - Form 10-Q
- 4/22/26 - Form 8-K
- NOW's page on the SEC website