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The market reaction to Salesforce (CRM) centers on a mild deceleration in top-line metrics. Current remaining performance obligation (cRPO) growth cooled to 14% year-over-year from 16% in the prior quarter, while second-quarter revenue guidance of $11.27 billion to $11.35 billion fell slightly below expectations. However, focusing solely on this top-line friction misses the structural transformation taking place within the company's business model.

Earnings from Snowflake appear to have flipped the script for the market. Software stocks jump as chip makers struggle.

Oracle and ServiceNow post double-digit revenue growth, but their financial health, risk profiles, and valuations reveal key differences for investors.

(Bloomberg) -- Salesforce Inc. gave a revenue outlook for the current period that just fell short of analysts’ estimates, unnerving investors already concerned about the possibility that artificial intelligence will disrupt the software business.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing Inter

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

Recently, Zacks.com users have been paying close attention to ServiceNow (NOW). This makes it worthwhile to examine what the stock has in store.

The long-term money still hates software.

Everyone wants to talk about ServiceNow (NYSE:NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what you should actually be watching. ServiceNow’s story is the same story every cycle. A premium software name catches the AI updraft, the multiple expands faster than the ... Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure

A clean balance sheet can signal disciplined management and stability. It also means a company can expand and thrive without relying on borrowed capital.

Intuit's 63% plunge highlights a brutal software selloff as investors debate whether AI fears create value or signal deeper disruption.

Based on the average brokerage recommendation (ABR), ServiceNow (NOW) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.

Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 3.1% in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the sector recover from the previous day's Intuit-driven sell-off.

A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.

A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.

Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 3.8% in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.

We recently published Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks. ServiceNow, Inc. (NYSE:NOW) is one of the stocks discussed by Jim Cramer. Enterprise workflow management software provider ServiceNow, Inc. (NYSE:NOW)’s shares are down by 50.9% over the past year and by 32% year-to-date. Bank of America discussed the […]

Bridgewater’s massive exit from top SaaS stocks is fueling fears that AI could upend the traditional software business model and reshape the next era of tech investing.

ServiceNow (NYSE:NOW) and Experian have entered a global partnership to integrate Experian's data and decisioning capabilities into the ServiceNow AI Platform. The collaboration is aimed at helping enterprises automate governance heavy workflows, including employee onboarding, risk assessment, and identity verification, using autonomous AI agents. The partnership is positioned to help enterprises run production grade AI workflows, particularly in regulated sectors that rely on trusted...

This top software stock is down 60%, but Nvidia just strengthened the bull case.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

Software stocks have been crushed this year, but has it gone too far? Salesforce, ServiceNow, Adobe and Inuit shares all trade at compelling valuations with still strong growth forecasts.

ServiceNow (NOW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.50%, and June E-mini Nasdaq futures...

CAI, a global services firm, has announced strategic partnerships with Amazon Web Services (AWS) and Microsoft to enhance multicloud integration, aiming to support public sector and enterprise clients in modernizing their IT infrastructure. By collaborating with Anthropic, Databricks, and LMNTRIX, CAI seeks to deliver a comprehensive cloud solution that integrates security and AI capabilities across AWS and Azure environments. This multicloud strategy is designed to help organizations avoid...

ServiceNow, Inc. (NYSE:NOW) is one of the best underperforming tech stocks to buy for a turnaround. The latest support for the recovery case came on May 19, when Bank of America reinstated coverage of ServiceNow with a Buy rating and a $130 price target. Barron’s reported that BofA viewed ServiceNow as an AI beneficiary because […]

New AI products and fresh analyst support lifted shares nearly 9%.

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...