US Top News and Analysis | Stocks making the biggest moves midday: Texas Instruments, United Rentals, Wex, Penn Entertainment & more

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Midday market action saw Texas Instruments soar 19% after it lifted its current‑quarter earnings outlook to $1.77‑$2.05 per share and raised revenue guidance to $5‑$5.4 billion, while United Rentals jumped more than 23% on a full‑year sales forecast boost to $16.9‑$17.4 billion. American Airlines climbed over 4% despite cutting its full‑year earnings outlook, and Penn Entertainment rallied 15% after a beat on its quarterly results, whereas Wex tumbled 17% following a push for shareholders to vote only for its own board nominees. Honeywell slipped 2.6% on mixed Q1 results and weak Q2 guidance; Lululemon fell 11% after naming Heidi O’Neill as CEO; and Nokia rose 11% on a modest earnings beat and strong operating profit. Mobileye gained 5% on better‑than‑expected Q1 earnings and revenue, while IBM dropped 9% after missing its full‑year guidance despite an earnings beat. Tesla fell more than 3% after Elon Musk warned of higher capital spending, even though its adjusted earnings beat expectations; CSX rose 7% on an earnings beat; Southwest Airlines slipped 2.5% after missing forecasts; ServiceNow’s shares plunged 18% despite a beat, weighed by concerns over its Armis acquisition; and Molina Healthcare rose 10.3% after reaffirming its 2026 outlook and beating earnings estimates.

Read more: https://www.cnbc.com/2026/04/23/stocks-making-the-biggest-moves-midday-txn-uri-wex-penn.html

#TexasInstruments #UnitedRentals #Wex #PennEntertainment #AmericanAirlines #Honeywell #Lululemon #Nokia #ElonMusk #ServiceNow # #HeidiO'Neill

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The Parallel Run

This week, four posts on this blog and four stories outside it pointed at the same thing from different directions: enterprise software vendors are running their old pricing models and their new ones

https://blog.codeland.org/posts/the-parallel-run/

#AI #SaaS #SAP #ServiceNow #Medallia #GoogleCloud

bing news | ServiceNow CEO downplays impact of Iran war and AI: 'Our business is doing great'

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ServiceNow CEO Bill McDermott told CNBC’s Jim Cramer that the ongoing Iran war is not materially harming the company’s business, describing the impact as a timing issue rather than a loss of demand, and noting that talks in the Middle East are resuming. He highlighted that ServiceNow’s subscription revenue grew 19% (constant‑currency) in the first quarter, despite a 75‑basis‑point headwind from delayed on‑premise deals in the region, and argued that artificial‑intelligence developments are a “tailwind” that will boost, not threaten, the firm’s workflow‑automation software used by IT and HR departments. Although ServiceNow beat Wall Street expectations on revenue and earnings, its shares fell about 13% in after‑hours trading and are down roughly 30% year‑to‑date, prompting McDermott to reaffirm that the business is “doing great” and that AI adoption continues to accelerate.

Read more: https://www.cnbc.com/2026/04/22/servicenow-ceo-downplays-impact-of-iran-war-and-ai-our-business-is-doing-great.html

#ServiceNow #BillMcDermott #CNBC #WallStreet #JimCramer

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US Top News and Analysis | S&P futures decline following another record-setting day for benchmark: Live updates

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On Thursday morning, U.S. stock‑market futures slipped, with the S&P 500 down about 0.5 % and the Dow Jones Industrial Average off roughly 0.7 % after a record‑setting rally the day before; the decline was led by IBM and ServiceNow, which fell after earnings releases, and by Tesla, which retreated about 3 % after CEO Elon Musk warned that capital spending would rise sharply as the company pushes into AI‑driven self‑driving cars and humanoid robots. The previous session’s gains—S&P 500 +1.05 %, Nasdaq +1.64 %, Dow +0.69 %—were spurred by President Donald Trump’s extension of the U.S.‑Iran cease‑fire, though tensions remain high with Iran’s seizure of two container ships and ongoing diplomatic friction. Investor confidence is buoyed by a robust earnings season, where 81 % of the 87 S&P companies that have reported so far beat earnings expectations and 76 % topped revenue forecasts, prompting market strategist Julie Biel to note that businesses are navigating the “noise” and still delivering profit growth. Upcoming earnings from firms such as Honeywell, American Express, Blackstone, American Airlines and Lockheed Martin, along with the release of April’s S&P Global PMI data, are on traders’ radars. In Europe, stocks fell as the International Energy Agency warned of an unprecedented energy‑security threat, while L’Oréal and Nokia posted double‑digit gains; Asian markets retreated after reports that the United States intercepted Iranian oil tankers, though Japan’s Nikkei and South Korea’s Kospi each briefly hit all‑time intraday highs amid strong manufacturing PMI data and solid regional growth. Oil prices rose, with Brent crude nearing $104 a barrel and West Texas Intermediate around $94.

Read more: https://www.cnbc.com/2026/04/22/stock-market-today-live-updates.html

#IBM #ServiceNow #ElonMusk #DonaldTrump #JDVance #JulieBiel #FatihBirol

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qwant news | Tesla, ServiceNow, Quantumscape, IBM And Intel: Why These 5 Stocks Are On Investors' Radars Today - Tesla

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On April 22, 2026 the Dow Jones rose 0.69% to 49,490.03, the S&P 500 gained 1.05% to 7,137.90 and the Nasdaq advanced 1.64% to 24,657.56, while the day’s headline stocks showed mixed moves: Tesla (TSLA) posted Q1 revenue of $22.71 billion—up 16% YoY and slightly above estimates—and adjusted EPS of $0.41 beating forecasts, with AI‑driven initiatives such as FSD subscriptions and robotaxi usage highlighted, leaving the stock virtually flat at $387.51; ServiceNow (NOW) reported Q1 revenue of $3.77 billion and EPS of $0.97, both modestly ahead of expectations, driving a 2.93% rise to $103.07 before a 12.6% after‑hours drop as it guided Q2 subscription revenue near $3.82 billion; QuantumScape (QS) narrowed its loss to $0.16 per share versus an expected $0.18, saw its stock jump 4.73% to $7.31 and surge 19% in after‑hours trading, while noting a new top‑10 automaker partnership; IBM (IBM) beat revenue and EPS forecasts with $15.92 billion in sales and $1.91 EPS, citing 11% software, 4% consulting and 15% infrastructure growth and projecting >5% constant‑currency growth for 2026; and Intel (INTC) slipped 1.49% to $65.27 as analysts grew more optimistic about pricing power, data‑center demand and AI‑focused product launches ahead of its own earnings release.

Read more: https://www.benzinga.com/markets/equities/26/04/51988744/tesla-servicenow-quantumscape-ibm-and-intel-why-these-5-stocks-are-on-investors-radars-today

#Tesla #ServiceNow #QuantumScape #IBM #Intel

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qwant news | ServiceNow reports Q1 subscription revenue up 22% YoY to $3.67B, vs. $3.65B est., says conflict in the Middle East weighed on growth; NOW drops 12%+ after hours

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At Google Cloud Next 2026, Alphabet’s Google Cloud unveiled its eighth‑generation Tensor Processing Units—TPU 8t for large‑scale training and TPU 8i for low‑latency inference—scheduled for general availability later this year and delivering roughly 20‑30 % better performance‑per‑watt than the previous generation, backed by a new Virgo networking fabric that can link up to 134 000 chips. The launch is positioned as a cornerstone of Google’s “agentic era,” which also introduces the Gemini Enterprise Agent Platform for building, scaling and governing AI agents, Workspace Intelligence that adds contextual AI to Google Workspace, and a $750 million fund to accelerate partner ecosystems, all aimed at strengthening Google’s AI hardware and enterprise AI services amid growing competition from rivals such as Nvidia.

Read more: https://www.techmeme.com/260422/p44

#ServiceNow #GoogleCloud #VertexAI #TPU #MiddleEast

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qwant news | Full Transcript: ServiceNow Q1 2026 Earnings Call - ServiceNow (NYSE:NOW)

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ServiceNow reported a robust first‑quarter 2026, with subscription revenue climbing 19% YoY (in constant currency) and beating the high end of its guidance, while operating margin reached 32% and free‑cash‑flow margin hit 44%. Management emphasized that AI is now the engine of growth, positioning the AI Control Tower at the core of a >$600 billion addressable market and rolling out AI‑native offerings across its platform, including new security (Armis), identity governance (VESA) and conversational‑AI (Moveworks/Employee Works) capabilities. The company raised its full‑year subscription‑revenue outlook by $205 million, projecting 20.5–21% YoY growth, and reaffirmed confidence in continued margin expansion, accelerated AI‑driven revenue, and strong demand across IT, security, CRM and workflow‑data‑fabric segments, despite modest headwinds from on‑premise deals affected by geopolitical tensions.

Read more: https://www.benzinga.com/insights/news/26/04/51987949/full-transcript-servicenow-q1-2026-earnings-call

#ServiceNow #Armis #Moveworks #NYSE #NowAssist

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US Top News and Analysis | ServiceNow CEO downplays impact of Iran war and AI: 'Our business is doing great'

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On a recent “Mad Money” interview, ServiceNow CEO Bill McDermott downplayed concerns that the Iran‑Israel conflict is materially disrupting the company, saying delays in Middle‑East sovereign‑cloud deals are a timing issue rather than a loss of demand and that talks are reopening. He highlighted that subscription revenue grew 19% on a constant‑currency basis despite a 75‑basis‑point headwind from postponed on‑premise contracts, and asserted that artificial‑intelligence is a “tailwind” that will boost, not threaten, ServiceNow’s workflow‑automation business. Although ServiceNow beat Wall Street expectations on both revenue and earnings, its shares fell about 13% in after‑hours trading and have dropped roughly 30% year‑to‑date as investors worry about AI disruption; McDermott countered that AI adoption is accelerating, user growth remains strong, and the business is “doing great.”

Read more: https://www.cnbc.com/2026/04/22/servicenow-ceo-downplays-impact-of-iran-war-and-ai-our-business-is-doing-great.html

#ServiceNow #BillMcDermott #CNBC #JimCramer

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US Top News and Analysis | Stocks making the biggest moves after hours: Tesla, IBM, ServiceNow, Southwest Airlines and more

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After the market close, several companies moved sharply on their earnings reports: IBM slid 6% after missing full‑year guidance despite an earnings beat, while Tesla jumped 4% on a profit beat but a revenue shortfall; CSX rose 6% on better‑than‑expected earnings, and Texas Instruments surged 10% after projecting a robust current‑quarter outlook that topped consensus. Southwest Airlines fell 3% after missing both earnings and revenue estimates, whereas Lam Research added 2% following beats on both top and bottom lines and an upbeat guidance. ServiceNow’s shares plunged more than 13% despite earnings and revenue beats, as the integration of its Armis acquisition weighed on outlook; Molina Healthcare ticked higher after reaffirming its 2026 forecast, and United Rentals surged over 15% after lifting its full‑year sales range. Churchill Downs climbed 2% on an earnings beat, while Knight‑Swift Transportation slipped nearly 3% after revenue fell short of expectations.

Read more: https://www.cnbc.com/2026/04/22/stocks-making-the-biggest-moves-after-hours-tsla-ibm-now-luv.html

#Tesla #IBM #ServiceNow #SouthwestAirlines #TexasInstruments

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US Top News and Analysis | ServiceNow stock sinks 14% as subscription revenue takes hit from Iran war

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ServiceNow reported first‑quarter results that narrowly beat Wall Street expectations, posting $3.77 billion in revenue (up 22% YoY) and earnings of 97 cents per share, while subscription revenue faced a roughly 75‑basis‑point headwind from delayed on‑premise deals linked to the ongoing Middle East conflict. Despite the slowdown, the company raised its FY 2026 subscription‑revenue guidance to $15.74‑$15.78 billion and highlighted continued growth in its AI product portfolio, which is on track to exceed a $1 billion target for the year. ServiceNow also repurchased about 20 million shares—more than twice its 2025 total—and announced an additional $5 billion share‑buyback authorization, while expanding its partnership with Google Cloud and completing a $7.75 billion acquisition of cybersecurity firm Armis. The stock has fallen roughly 30% year‑to‑date, with the latest earnings call noting cautious optimism amid the geopolitical environment.

Read more: https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html

#ServiceNow #GinaMastantuono #GoogleCloud #WallStreet #MiddleEast

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