Salesforce's SaaS Is Not Dead, But More Profitable With AI (Earnings Preview)

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

This AI Feedback Loop Could Crush SaaS Stocks — Even As Nvidia Keeps Winning, Says Citrini Research

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

This SaaS Leader's CEO Just Announced Plans to Buy Stock. Should Investors Follow Suit?

ServiceNow's CEO is one of the first software execs buying shares in their own companies in the wake of the SaaS sell-off.
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TCS and ServiceNow partner to boost large-scale AI adoption for enterprises

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

Intuit: An Economic Moat Deepened By Artificial Intelligence

Intuit’s AI-driven shift: how TurboTax & QuickBooks data powers AI agents for SMBs, widening its moat. Read here for an analysis of INTU stock.