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Value investors still holding onto Microsoft, ServiceNow despite AI concerns: BNP

Apr 07, 2026 17:07 UTC

Value investors still holding onto Microsoft, ServiceNow despite AI concerns: BNP.

  • lcva2 Despite concerns about artificial intelligence disrupting the enterprise software space, value investors are still holding onto their stakes in Microsoft (MSFT) and ServiceNow (NOW), at least for now, investment firm BNP Paribas said
  • “Seemingly daily negative newsflow and sector underperformance

lcva2 Despite concerns about artificial intelligence disrupting the enterprise software space, value investors are still holding onto their stakes in Microsoft (MSFT) and ServiceNow (NOW), at least for now, investment firm BNP Paribas said. “Seemingly daily negative newsflow and sector underperformance

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