Mizuho names Cloudflare, ServiceNow & Atlassian top software picks ahead of earnings, citing solid adoption and cheap ...

SaaS stocks have been hit hard this year on artificial intelligence (AI) disruption fears. However, SaaS companies are built on top of proprietary data and complex workflows. Companies like ServiceNow ...

Benchmark's Bill Gurley warned of an upcoming AI market "reset," urging investors to target beaten-down SaaS stocks like Salesforce and ServiceNow — both down ~25% in 2026. He also flagged high cash ...

CEO Bill McDermott argues that AI excels at identifying problems and providing advice but cannot execute solutions, giving ServiceNow a durable moat as the platform that actually gets enterprise work ...

Silicon Valley is rallying around a new extinction narrative. Agentic AI, autonomous systems capable of executing workflows on their own, could make traditional software-as-a-service (SaaS) ...

Investors have been pouring billions into AI companies over the past few years, as the technology continues to hold sway in the Valley and thus the world. But not all AI companies are grabbing ...

One day not long ago, a founder texted his investor with an update: he was replacing his entire customer service team with Claude Code, an AI tool that can write and deploy software on its own. To Lex ...

The result? Plummeting share prices for Salesforce (down 14 percent), Intuit (31 percent), Oracle (19 percent), Shopify (9 percent), HubSpot (20 percent), Atlassian (44 percent), Docusign (22 percent) ...

ServiceNow's CEO will buy $3 million worth of shares in his company this month. Several other top ServiceNow execs cancelled their trading plans, putting them in a position to buy shares later. The ...

There’s a serious privacy risk quietly hiding inside “helpful” AI agents. As enterprise platforms rush to add conversational bots into workflows, they’re also inadvertently giving those agents broad ...