Salesforce has underperformed, but the recent AI startup fears are overblown, and the current dip is a buying opportunity.

AI may crush SaaS pricing power even as Nvidia benefits. A new report warns software firms face structural risks from ...

ServiceNow is still delivering strong growth and stepping up its buyback, but AI uncertainty is worrying investors.

Tata Consultancy Services (TCS) has signed a multi-year partnership with ServiceNow to accelerate enterprise adoption of artificial intelligence across ...

Stocks can rise and fall to levels beyond your imagination. A lower stock price doesn’t always mean a better value. Don’t forget to include the cons when building an investment thesis. Last week, ...

Workflow automation leader ServiceNow (NYSE: NOW) delivered an outstanding update in its fourth-quarter results last week, but the stock tumbled. It has lost nearly half its value over the past year, ...

Artificial intelligence (AI) is reshaping how enterprise software platforms are deployed. Palantir's growth suggests the company's AI platform is capturing accelerating interest in the enterprise ...

After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...

I’ve been talking about the demise of SaaS for two years and now I just want to shout it from the rooftops because a lot of companies still aren’t listening. In fact, what you’re about to read is a ...

The following analysis explores the threats posed by AI to the Software industry, the types of companies set up well or poorly to withstand those threats, and what syndicated loan/private credit ...