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.

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

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.