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AI Stock Picks Today: CRM, PLTR, ARM Trade Ideas for August 31, 2026

ARM and Chip Stocks Pull Back on Tariff Fears as ServiceNow, Amazon Lead AI Software Surge

ServiceNow crossed $1 billion in AI annual contract value as enterprise software names surged Friday, while the SOXX index dropped 3.2% on semiconductor tariff expansion fears. ARM fell 6.3%, ACMR plunged 7.5%, and NVDA slid 4.6% as the chip complex bore the brunt of the sell-off.

AI Stock Picks Today: MU, NVDA, CRWD Trade Ideas August 21, 2026

Eight short-term AI stock trade ideas for August 21, 2026: Micron long on AI memory tightness, CrowdStrike puts ahead of earnings, NVDA calls before results, and five more setups. Conviction, risk, entry, stop, and target for each.

AI Stock Picks for August 20, 2026: NVDA, CRM, NOW and AVGO Trade Ideas

Eight AI stock and options trade ideas for August 20, 2026: NVDA pre-earnings long (conviction 9/10), CRM JPMorgan breakout, NOW Wells Fargo upgrade, AVGO short on BofA debt warning, and more.

ServiceNow and Salesforce power AI software stocks higher as chip names retreat, SOXX -2.2%

ServiceNow surged 6.5% after its AI agent products crossed $1 billion in annualized contract value, lifting Salesforce and other enterprise-software names. The chip-equipment cohort fell sharply, with ACM Research and Dell among the biggest losers as institutional traders trimmed ahead of Nvidia's August 26 earnings.

AI Stock Picks Today: NVDA, PLTR, DDOG - August 10, 2026

Palantir and SoundHound power enterprise AI rally on earnings beats, SOXX +2.0%

Palantir Technologies and SoundHound AI led the AI stocks universe on August 7, 2026, rising 10.3% and 13.3% respectively on earnings beats. The SOXX semiconductor ETF gained 2.0% as a weaker July jobs report eased rate concerns and lifted the Nasdaq 1.3%.

AI Stock Picks Today: ServiceNow, Datadog, ARM Trade Ideas - July 30, 2026

ServiceNow leads today's AI stock picks with Conviction 8/10 post-earnings breakout. ARM is the top short after its July 29 earnings breakdown. Eight trade ideas with entries, stops, and probability scores for active traders.

AI Stock Picks Today: PLTR, NOW, CRM Trade Ideas for July 29, 2026

Eight short-term AI stock trade ideas for July 29, 2026: Palantir long pre-earnings (conviction 8/10, target $155), ServiceNow and Salesforce enterprise AI momentum, AMD short on guidance miss, plus PLTR calls and SOXX puts. Entry, stop, and target levels for all ideas.

ServiceNow and monday.com power enterprise AI rally while chip stocks crater, SOXX -4.8%

Enterprise AI software surged Tuesday as ServiceNow and monday.com led a sharp rotation out of chip stocks, with SOXX plunging 4.80%. AMD fell 8.15% ahead of August 4 earnings, Micron shed 8.85%, while NOW +4.79% and MNDY +6.08% anchored the enterprise AI trade.

AI Stock Picks Today: PLTR, NOW, NVDA Trade Ideas - July 28, 2026

Top AI stock trade ideas for July 28, 2026: Palantir long ahead of Aug 3 earnings (conviction 8/10), ServiceNow long on post-earnings momentum, NVIDIA short on circular-financing fears and chip rout. 10 setups with entry, stop, and target levels.

ServiceNow and monday.com lead enterprise AI surge as chip stocks crater, SOXX -6.4%

ServiceNow surged 14.8% and monday.com jumped 14.4% on Monday, leading enterprise AI software sharply higher after a Q2 earnings beat and AI-focused restructuring. AI chip stocks cratered, with SOXX falling 6.35% as Teradyne, Micron, and ASML led the semiconductor rout.

ServiceNow jumps 7% on Q2 beat as ARM and Intel tumble; chip equipment selloff sends SOXX down 4.4%

ServiceNow surged 7.4% on a strong Q2 earnings beat while Intel fell 8% despite record revenue, as capex expansion plans rattled investors. ARM slid 8% ahead of its July 29 report and chip equipment stocks extended a month-long rout, sending SOXX down 4.4%.

CrowdStrike and Meta lead AI software surge as Bank of America's bubble call hammers semiconductor stocks, SOXX -6.4%

CrowdStrike surged 10.2% on a Wells Fargo upgrade and stock split confirmation while Meta jumped 8.8% on cloud monetization plans; Bank of America's bubble risk warning sent chip equipment stocks down as much as 10%, with SOXX losing 6.4% on the first trading day of the second half of 2026.

ServiceNow and Snowflake surge on enterprise AI rotation as chip equipment retreats, SOXX -5.6%

Enterprise software staged a decisive rotation above chip-equipment stocks on Friday, with ServiceNow, Snowflake, Datadog, and MongoDB each surging 7-10% on AI spending momentum. Applied Materials and Lam Research fell sharply in post-Micron profit-taking, pulling the SOXX semiconductor ETF down 5.64%.

Super Micro and ARM slide on $7 billion dilution and AI chip hangover, SOXX -1.6%

Super Micro Computer fell 7.6% after announcing a $7 billion equity raise for AI server orders, while ARM Holdings and ServiceNow each shed more than 6% as the semiconductor sector failed to hold Monday''s partial rebound on renewed Iran-driven geopolitical risk.

Intel and AMD lead chip rally on Computex AI push as cloud software sells off, SOXX +1.76%

AI cloud software names shed 6-8% on rotational selling Wednesday while Intel and AMD each gained more than 4% on a Computex AI showcase. Broadcom reported record second-quarter revenue of $22.2 billion after the close.

Dell and ServiceNow power enterprise AI rally on blowout Q1 results, S&P 500 marks ninth straight weekly gain

Dell Technologies surged 33% in its best session on record after a first-quarter earnings blowout, triggering a broad enterprise AI rotation. ServiceNow, Oracle, Palantir, and CrowdStrike led a software rally as the S&P 500 marked its ninth straight winning week.

Snowflake and ARM lead AI software surge as Q1 beats revive enterprise AI thesis, SOXX +0.97%

Snowflake erupted 36.5% on a Q1 blowout and $6 billion AWS deal, triggering the broadest AI software rally of 2026. ARM Holdings rebounded 10.8%, MongoDB jumped 22% after hours on its own earnings beat, and Cloudflare surged 9% on a new Anthropic partnership.

ServiceNow surges 8.8% on AI platform launch and analyst coverage; MongoDB gains 5.7%, SOXX -2.5%

ServiceNow jumped 8.8% after its Knowledge 2026 AI product launch and a Bank of America Buy initiation, leading enterprise software names higher. Applied Materials slid 5.3% despite a record second-quarter beat as the 10-year Treasury yield hit a 52-week high above 4.13%.