Discusses Portfolio Strategy, Recent Exits, and Focus on Deep Tech and Defense Investments February 18, 2026 4:00 AM ...

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 ...

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 ...

ServiceNow CEO Bill McDermott is showing his conviction in his company’s stock after it got swept up it a broader software-sector selloff. McDermott disclosed plans to buy $3 million in shares on Feb.

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 ...

Speaking on CNBC's "Closing Bell," Ives said investors are pricing in an unrealistic scenario in which AI tools rapidly replace traditional software platforms. "The most disconnected trade I've ever ...

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 ...

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. ServiceNow (NYSE:NOW) is under fresh scrutiny as generative ...

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 ...