Fears of AI displacing software companies resulted in share price drops for ServiceNow and Salesforce. Salesforce saw 9% year-over-year revenue growth in the third quarter and raised its 2025 ...

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 ...

The technology industry remains a hot investment area in 2026 thanks to artificial intelligence (AI), but the situation is complicated for software stocks. Wall Street analysts predict some software ...

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 ...

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 ...

Partnership Brings Physical Identity and Access Management Capabilities to the ServiceNow AI Platform RightCrowd today announced its partnership as a ServiceNow Build Partner to deliver physical ...

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 ...