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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 ...

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 ...

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 ...

In this video, I'll talk about Meta's, Microsoft's (NASDAQ: MSFT), and ServiceNow's earnings, and why the market keeps dumping software stocks like Salesforce, Rubrik, and others. Watch the short ...

CEO William McDermott stated that "Q4 results beat expectations handily, just like we have consistently for years now." He emphasized that subscription revenue growth was 21%, which was "1.5 points ...

ServiceNowNOW reported fourth-quarter earnings and revenue that topped Wall Street estimates but the size of the beats may have underwhelmed some investors. The financial results sent ServiceNow stock ...

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Just two months after the Moveworks acquisition close, the company also introduced ServiceNow EmployeeWorks, which combines Moveworks’ conversational AI and enterprise search with ServiceNow’s unified ...

ETFs that focus on AI infrastructure, hyperscalers, and enterprise software are back on investors’ screens because of a new Wedbush research note highlighting that the decline in enterprise software ...