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 ...

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 ...

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 ...

Sharath Chandra Macha says systems should work the way people think. If you need training just to do simple stuff, ...

Software stocks are in a freefall. Adobe stock price continued its freefall this week, reaching its lowest level since April 2020. It has now erased all the gains made during the pandemic, while its ...

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 ...

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 ...

ServiceNow can’t catch a break. The software company’s earnings report beat expectations but investors are shunning the sector and still look wary of its acquisition strategy, sending shares lower on ...

Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows. The concern about the AI threat outweighed solid earnings from ...