ServiceNow is looking to become an agentic AI orchestration leader. Salesforce has created a great launching pad for AI agents. 2026 has not been a good year for software-as-a-service (SaaS) stocks.
ServiceNow closed calendar 2025 with 20.88% annual revenue growth and a Now Assist franchise racing toward a $1 billion ACV target. Both beat. Both stocks sold off anyway. The analyst who called ...
Salesforce (CRM) reported $41.5B fiscal 2026 revenue with Agentforce ARR hitting $800M and closed 29,000 deals (up 50% QoQ). ServiceNow (NOW) grew subscription revenue 21% YoY with Now Assist ACV ...
Salesforce (NYSE:CRM | CRM Price Prediction) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from ...
The investor who called the 2008 housing collapse is doing something that Wall Street is quite bearish on. He is buying software stocks. Michael Burry, whose famous trade against the mortgage market ...
The 2026 software sector selloff is a market overreaction; AI strengthens, not destroys, high-quality incumbents with orchestration, proprietary data, and workflow integration. AI-driven monetization ...
Can Informatica and Salesforce help enterprises close the gap between trusted data and AI-driven decisions? Informatica World ...
Salesforce has been under pressure of late, and that decline is due to deepen despite the cloud-based software firm's efforts to modernize its business with artificial intelligence, according to Bank ...
Jim Cramer is giving Salesforce a chance to prove naysayers wrong after a bearish analyst call Monday. Bank of America ...
James Murdoch’s Lupa Systems is reportedly in advanced talks to buy Vox Media’s New York Magazine and podcast division — potentially a major shakeup in the fraught digital media industry. Recent ...
Anthropic (ANTHRO) has recently held discussions with Fractile to buy the U.K. startup’s inference chips designed to run AI models more efficiently, The Information reported on Saturday, citing people ...