Actualités

Gigamon has announced a collaboration with Zscaler to enhance deep observability within Zero Trust environments by integrating Zscaler Private Access with Gigamon's Application Metadata Intelligence. This development aims to improve visibility into application activity in hybrid cloud setups, aiding security teams in addressing the challenges of managing complex security infrastructures. The partnership offers organizations the ability to strengthen threat detection capabilities through...

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 4.6% in the afternoon session after yields fell as the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz.

ServiceNow (NOW) concluded the recent trading session at $104.15, signifying a +1.96% move from its prior day's close.

From commerce to culture, software is digitizing every aspect of our lives. In the past, the undeniable tailwinds fueling SaaS companies led to lofty valuation multiples that made it easier to raise capital. But this was a double-edged sword as the high prices exposed them to big drawdowns, and unfortunately, the industry has tumbled by 9.8% over the last six months. This performance is a noticeable divergence from the S&P 500’s 8.4% return.

CRM gains an edge over NOW as strong Agentforce momentum, rising earnings estimates and a lower valuation support its investment case.

International Business Machines deepens its ServiceNow partnership to help enterprises tackle fragmented data and legacy technology barriers to large-scale AI adoption.

Cognizant Technology Solutions (NasdaqGS:CTSH) has launched a sovereign Physical AI Platform-as-a-Service that connects and governs physical assets, sensors, and AI systems across industries. The company is widening its AI governance toolkit, including Neuro AI Trust's integration with ServiceNow, to help enterprises manage AI risk and compliance. Cognizant is deepening security collaboration with CrowdStrike and expanding work with Snowflake to support AI adoption at scale. Cognizant, a...

Is NOW a good stock to buy? We came across a bullish thesis on ServiceNow, Inc. on Growth Curve Investing’s Substack. In this article, we will summarize the bulls’ thesis on NOW. ServiceNow, Inc.’s share was trading at $114.19 as of June 8th. NOW’s trailing and forward P/E were 71.05 and 28.49 respectively according to Yahoo Finance. […]

Fair Isaac has trailed behind the broader Nasdaq Composite over the past year, and analysts remain moderately optimistic about the stock’s growth potential.

ServiceNow (NYSE:NOW) and IBM are expanding their partnership to launch joint AI-focused solutions targeting legacy system modernization, enterprise data governance, and autonomous infrastructure operations. The new offerings are aimed at helping large enterprises address long standing obstacles to AI adoption at scale, including refactoring legacy applications, improving data quality and observability, and integrating end to end automation workflows. These joint solutions are expected to...

RESEARCH REPORTS These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s.

The S&P 500 Index ($SPX ) (SPY ) is up +0.29%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.37%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.41%. June E-mini S&P futures (ESM26 ) are up +0.28%, and June E-mini Nasdaq futures (NQM26...

The S&P 500 Index ($SPX ) (SPY ) is down -0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.53%. June E-mini S&P futures (ESM26 ) are down -0.15%, and June E-mini Nasdaq futures (NQM26...

NOW raises its 2026 AI revenue target to $1.5B as strong Now Assist adoption drives broader AI deployments and larger customer investments.

(Updates with recent oil price movement, world markets' overview and stock movements.) US equity

Recent developments in the Cloud AI landscape include Akamai Technologies earning a Solutions Partner with certified software designation for its API Security within the Microsoft AI Cloud Partner Program. This certification underscores the interoperability of Akamai's software with the Microsoft Cloud, offering cross-platform visibility and security for users operating in cloud environments like Microsoft Azure. This advancement emphasizes the growing demand for robust API protection as AI...

IBM and ServiceNow announced a new multi year collaboration to modernize legacy enterprise systems and enable large scale AI deployment. The partnership combines IBM's AI, data, and automation offerings with ServiceNow's AI Platform to support autonomous IT operations and data driven workflows. The agreement is described as multi year, signaling an extended focus on enterprise AI governance and platform integration for NYSE:NOW. ServiceNow (NYSE:NOW) is widely used for workflow automation,...

AvePoint (NASDAQ:AVPT) Chief Executive Tianyi Jiang outlined the company’s strategy around Microsoft 365, multi-cloud data protection and artificial intelligence governance during a D.A. Davidson discussion hosted by analyst Rudy Kessinger. Jiang said AvePoint, founded in 2001, began in the Microso

The stock’s next readout will depend on whether Azure and Copilot growth can support returns on Microsoft’s expanding AI infrastructure base.

CrowdStrike (CRWD): Great Company, Brutal Price By IPO Edge Editorial Staff A cybersecurity outage took down half the internet in July 2024. The company behind it was CrowdStrike (CRWD). Two years […]

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.75%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.29%. June E-mini S&P futures (ESM26 ) rose +1.73%, and June E-mini Nasdaq futures...

Tech stocks were higher late Thursday afternoon, with the State Street Technology Select Sector SPDR

IBM (NYSE:IBM) and ServiceNow announced a new partnership to address barriers to scaling enterprise AI by modernizing legacy IT systems and making enterprise data usable for agentic AI. The collaboration combines IBM and ServiceNow AI platforms to support autonomous IT operations for large organizations. Separately, IBM expanded its global SkillsBuild program with JA Worldwide to provide AI and digital skills training to up to 1,000,000 high school students around the world. For investors...

PATH is growing its base of high-value customers, signaling deeper enterprise adoption of its automation and AI platform.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.03%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.37%. June E-mini S&P futures (ESM26 ) are up +0.03%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

At $106.97, ServiceNow (NYSE:NOW) looks dislocated from fundamentals. The stock has shed 16.2% in a week and 30.17% year to date as a new Federal Reserve chair takes over and the software sector flushes, creating a setup where price has detached from fundamentals. ServiceNow runs the dominant workflow automation platform for the Global 2000, and ... Buy, Hold, or Sell: Dropping 21% in a Week as a New Fed Chair Steps In, Is ServiceNow an Absolute Steal at $107?

ServiceNow (NYSE:NOW) has disclosed a security incident involving unauthorized access through a vulnerable API endpoint. The issue affected certain customer instances and prompted an urgent company wide security update and patch. Impacted clients have been notified directly as part of the response process. For investors watching ServiceNow at a share price of $106.06, this security event comes alongside mixed recent returns, with the stock down 10% over the past week but up 15.9% over the...

ServiceNow and Salesforce could be AI winners in the second half.

While the market frets about lagging indicators, a powerful link between AI usage and customer spending is quietly taking shape.