Nvidia Swears Off an Earnings Crutch, Putting Pressure on Other Tech Companies -- Heard on the Street -- WSJ

WSJ05:30 ET

The Biggest Keyword of This Earnings Season in the U.S. Stock Market — AI Anxiety

This earnings season reflects a significant divergence between fundamentals and market sentiment. Goldman Sachs believes the core contradiction of this earnings season lies in the pronounced disparity between robust corporate fundamentals and market fears over AI disruption. Despite earnings surpassing expectations and revenue showing steady growth, market pricing logic has been dominated by the AI narrative. On March 4, according to information from the Storm Chaser Trading Platform, Goldman Sachs' economic research team noted in their latest report that the S&P 500 Index’s Q4 earnings season is nearing its end. From a purely performance-based perspective, this has been an impressive quarter — corporate earnings grew by 13% year-over-year (initial expectations were only 7%), excluding the energy sector.

wallstreetcn03:38 ET

ServiceNow AI Moves Test Investor Patience On Valuation And Volatility

Yahoo Finance03:23 ET

AI Panic Looms! As 'AI Disruption' Batters Software Stocks, Wall Street Loses Faith in 'Buyback Belief'

Compared with the same period last year, the actual scale of stock repurchases announced by the US software sector has nearly quadrupled. However, this classic model that typically benefits investors has become powerless against the prevailing narrative of 'AI disrupting everything.'

Zhitong Finance01:54 ET

Why ServiceNow (NOW) Stock Is Up Today

Yahoo Finance18:42 ET

ServiceNow Options Spot-On: On March 3rd, 85,168 Contracts Were Traded, With 839.94K Open Interest

Moomoo News16:30 ET