Government AI stocks and enterprise software names are trading on the same tape Friday, yet they are telling completely different stories about where traders think the real money flows next.

ServiceNow (NOW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Salesforce and ServiceNow both planted their flags on agentic AI this quarter, but their bets look almost nothing alike, and only one of those bets prices in the risk of being wrong.

ServiceNow’s Dave Wright breaks down the reality of the “SaaSpocalypse” and why businesses need to pay attention to quantum computing.

The companies aim to fast-track enterprise AI deployment with dedicated validation and industry-focused solutions.

The company is deepening its relationship with a systems integrator in India.

The option chain puts a floor beneath anything the stock has traded over the past year and a ceiling far above its high, and it is charging an ordinary premium to do it.

Palantir just delivered the kind of quarter that silences critics, but with a valuation that makes even bulls nervous, the real debate is whether the growth story can actually justify what the market is already pricing in.

Salesforce, ServiceNow, Workday and Microsoft are leading a software rebound once thought unlikely amid AI disruption fears.

In recent days, Tribal announced its partnership with ServiceNow to launch Tribal for ServiceNow, bringing Tribal’s Metadata Fabric and AI agents onto the ServiceNow AI Platform to help enterprises maintain, migrate, and enhance workflows without breaking dependencies or governance. This move highlights how third‑party, metadata‑aware AI builders are increasingly using ServiceNow as a core orchestration layer for enterprise‑wide automation, potentially deepening the platform’s role at the...

The cloud-based digital workflow specialist got some love from a Wall Street analyst.

Investors have become all too familiar with the fact that the software sector is under pressure as Wall Street worries about the impacts of artificial intelligence. As AI models become more advanced, fears that those models will eventually replace critical software functions escalate. Shares of creative software firm Adobe for example, have dropped 23% this year while shares of enterprise software company ServiceNow have fallen 17%.

PATH's agentic AI adoption and enterprise growth support its outlook, but slowing revenue and flat near-term earnings could cap gains after a 44% rally.

TEAM's AI adoption is driving customer expansion, larger deals and cross-selling, strengthening its position in cloud software.

Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.

The deal for Yevgeny Dibrov’s Armis was Israel’s second-largest tech startup exit ever.

Salesforce is currently trading at a lower valuation multiple compared to historical averages, prompting investor debate over its intrinsic value.

Salesforce Inc. (NYSE:CRM) and ServiceNow Inc. (NYSE:NOW) could face growing pressure on one of enterprise software’s most lucrative business models as AI agents reduce the need for human software users, according to Parnassus Investments Chief Investment Officer Todd Ahlsten. "The...

ServiceNow offers more proven, durable growth, while Palantir offers much higher growth potential.

ServiceNow has significantly underperformed the market, but analysts remain bullish, citing strong earnings growth and substantial upside to price targets.

A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.

ServiceNow just crossed a milestone that Wall Street has barely noticed, and our model says the window to act is closing faster than most investors realize.

ServiceNow (NYSE: NOW) agreed to acquire cybersecurity firm Armis for US$7.75b to expand its AI driven security platform. The Armis deal is intended to strengthen ServiceNow's position in autonomous and preventive cyber defense for enterprise customers. Following the acquisition, former Armis Chief Marketing Officer Simon Mouyal has been appointed as ServiceNow's new CMO. These moves indicate a sharper focus on AI, cybersecurity leadership and go to market execution across ServiceNow's...

ServiceNow stock has had a rough year, with a sharp share price fall sitting alongside valuation checks that suggest the company is not an obvious bargain right now. Investors are weighing that weaker recent share performance against an expanding role in AI driven security and workflow software. Over the past 12 months, ServiceNow has declined 30.5%, which raises the question of whether sentiment has reset enough to support the current valuation. The expansion of AI native security products...

It isn’t surprising that software stocks are falling, given that investors are loading up on some of their go-to AI picks.

Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover.

Chips and memory stocks are catching a bid at the start of what could be a quiet week for the market.

With investor sentiment improving and multiple growth catalysts in place, ServiceNow stock has room to run further.

Investor Kevin O’Leary said artificial intelligence (AI) is becoming a competitive advantage for businesses that learn to use the technology effectively, warning that companies that lag could struggle to keep pace. O’Leary Warns Businesses on AI On Wednesday, O’Leary shared...

Salesforce spent most of 2026 in freefall while the broader market rewarded every AI story except its own, but something shifted recently and now one major Wall Street bank is changing its tune in a big way.

Businesses are under pressure to move fast and stay agile as they decide where to focus investments. Urgent decisions have to be made under uncertainty.

Its operating margin is a fraction of the market's while its net margin sits above the market's, which is where the earnings comparison stops being about the business.

FJTSY vs. NOW: Which Stock Is the Better Value Option?

Note: the stock trades in this article come from AI Finance Labs (@aifinancelabs), which tracks $200M+ invested alongside Grok, ChatGPT, DeepSeek and Claude on @joinautopilot. Claude AI is making waves after selling its entire stake in two stocks. The big one is ServiceNow (NYSE:NOW), which the AI chatbot sold in full after taking a 40% […]

After a steep fall from its highs, Salesforce looks cheap next to the market, forcing investors to decide if the software giant is a bargain or a broken business.

Falling AI costs may favor companies with massive distribution

ServiceNow (NOW) is back in focus after a beat and raise second quarter, where revenue and profitability came in ahead of company guidance and annual subscription revenue expectations were lifted. See our latest analysis for ServiceNow. Recent moves in ServiceNow’s share price suggest momentum has picked up again, with a 30 day share price return of 18.41% and a 90 day return of 46.51%, even though the year to date share price return is still down 13.50% and the 1 year total shareholder...

ServiceNow just delivered one of enterprise software's strongest quarters on record, yet the stock sits 25% below its 52-week high. Something in that disconnect is driving a bold call from our analysts, and the reasoning behind it challenges the market's entire read on AI monetization.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

The average brokerage recommendation (ABR) for ServiceNow (NOW) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be pricing the wrong asset entirely.

It's growing fast, it's poised to succeed, and the price is right.

Businesses with strong free cash flow tend to be more adaptable and resilient. Some of these companies shine bright by using their cash wisely to strengthen their market positions.

Palantir just delivered a quarter that broke every model, and even skeptics are struggling to explain away what the numbers show. Here is why the stock may have further to run than almost anyone predicted.

During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc. (NASDAQ:WDAY) after the enterprise software firm surged 31% in July, placing it among the top four gainers in the S&P 500 for the month. Cramer highlighted how Workday began reclaiming ground after extended selling pressure tied to artificial intelligence concerns. He […]

Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI...

A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists had forecast a gain of around 80,000 nonfarm payrolls.

Salesforce stock has fallen to a price floor that has launched powerful rallies before, forcing investors to decide if the company's booming AI business can overcome its current challenges.

This was the month when many investors discovered software stocks were not so toxic.