With the exception of Tesla (TSLA), Mag 7 earnings don't begin until next week, but Gil Luria points to a pair of big software reports in IBM Corp. (IBM) and ServiceNow (NOW) happening Wednesday. He also addresses the impact AI agents will have on both companies and the overall software landscape. Gil believes ServiceNow will experience double-digit growth for the coming years. As for IBM, he considers the company well-positioned as a fulcrum between software and hardware.

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