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▶ 21:15 · $CRM · $NOW · Ryan Vlastelica sees ServiceNow benefiting from software sector rebound
episode briefing
Bloomberg Tech

Anthropic’s Claude Takes Bigger Role in Building AI

2026-09-18 · 3 company · 0 thematic
sentiment
3 bull0 bear0 neu
speakers
ryan vlastelica

Ryan Vlastelica covers technology and markets for Bloomberg News, focusing on semiconductor stocks and market analysis.

quote
“COMPANIES LIKE SALESFORCE, SERVICENOW”
—ryan vlastelica
now playing · $CRM · $NOW
$CRM···bullish· mediumryan vlastelica
Ryan Vlastelica sees Salesforce poised for recovery as software oversold
The software sector's sell‑off driven by AI fears was excessive; strong earnings and narrowing performance gaps indicate the downturn was overdone, creating a buying opportunity.
$NOW···bullish· mediumryan vlastelica
Ryan Vlastelica sees ServiceNow benefiting from software sector rebound
The software sector's sell‑off driven by AI fears was excessive; strong earnings and narrowing performance gaps indicate the downturn was overdone, creating a buying opportunity.
$ORCL···bullish· mediumryan vlastelica
Ryan Vlastelica notes Oracle shows mixed but positive results amid software rebound
The software sector's sell‑off driven by AI fears was excessive; strong earnings and narrowing performance gaps indicate the downturn was overdone, creating a buying opportunity.