Software stocks were dragged into bear market territory this week despite a better-than-expected quarterly update from industry leader ServiceNow. Investors question the sector’s future when ...
Sharath Chandra Macha says systems should work the way people think. If you need training just to do simple stuff, ...
RightCrowd today announced its partnership as a ServiceNow Build Partner to deliver physical identity and access management (PIAM) capabilities to the ServiceNow AI Platform. The collaboration enables ...
Software stocks were dragged into bear market territory this week despite a better-than-expected quarterly update from industry leader ServiceNow. Investors question the sector’s future when ...
Wedbush added Salesforce (CRM) and ServiceNow (NOW) to its IVES AI 30 (IVES) after removing them in December 2025, and noted that the software sell-off is overdone. The firm removed Roblox (RBLX) and ...
Software stocks have dropped into a bear market due to concerns about AI, but Nvidia CEO Jensen Huang says the market's reaction has been "illogical." Microsoft's generative AI copilots are gaining ...
On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise software. Speaking on CNBC's "Closing Bell," Ives said investors are pricing in ...
The software sector has shifted from a state of bearishness to “doomsday” sentiment. Jeffrey Favuzza of Jefferies' equity trading desk told Bloomberg, "We call it the ‘SaaSpocalypse,' an apocalypse ...
Software stocks, long viewed as some of the market’s most attractive business models, have been hit hard in recent months as investor concerns around artificial intelligence and large language models ...
The logo of German software group SAP is pictured at the headquarters of SAP (Schweiz) AG in Regensdorf, Switzerland January 22, 2021. Picture taken January 22, 2021. REUTERS/Arnd Wiegmann Jan 29 ...