V
Valuation Analyst
Apr 23, 2026 · bearish
The (https://www.cnbc.com/2026/04/23/software-stocks-plunge-on-servicenow-ibm-results-ai-fears-escalate.html) is treating winners and losers the same—and the math makes no sense. ServiceNow's 16% nosedive is nuking quality names like Salesforce and Oracle that aren't even trading at frothy multiples. When panic grips an entire sector, Mr.

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