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A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.

Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.

ServiceNow (NOW) plans to cut up to 1,000 jobs, and its stock went up on the news. That reaction surprised many people, given that layoffs usually signal trouble. Yet NOW's stock price climbed toward $111 after the plan surfaced, up about 9% over five trading sessions. The stock had fallen more ...

A weekly roundup covering Magnificent Seven earnings, Fed rate pauses, U.S.-Iran tensions, and MarketBeat analysts' takes on stocks including Microsoft, Alphabet, Broadcom, Tesla, and UnitedHealth.

In its first year, BCC Research's Artificial Intelligence vertical has developed a comprehensive suite of reports to provide a detailed view of the global AI market. This collection includes quarterly Core Four reports alongside monthly Pulse Reports and an AI Sentiment Index, offering insights into AI adoption, disruption, usage, and investment across various industries worldwide. Notably, the reports highlight a structural shift in industries such as finance, logistics, and digital health,...

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

A number of stocks jumped in the afternoon session after a drop in Treasury yields and growing concerns over the artificial intelligence investment cycle improved the market's appetite for enterprise software.

Despite a slight revenue dip, TeamViewer SE (TMVWF) strengthens its market position through strategic alliances and increased AI integration, while navigating macroeconomic uncertainties.

ServiceNow (NOW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

Palantir has shed nearly a third of its value from recent highs while its operating story accelerates, and that contradiction sets up one of the more interesting risk-reward debates in AI stocks right now.

The stock is down 37% this year, but management is raising its full-year guidance.

ServiceNow stock has been caught in the SaaS sell-off this year.

These companies are turning AI from a threat into an opportunity.

Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.

While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

Jefferies and BMO said some of the upside reflected favorable deal timing and a richer sales mix, though both remained constructive on the company's outlook.

ServiceNow's Q2 earnings beat estimates as subscription revenues rise 24.5%, AI ACV tops $1 billion and 2026 subscription guidance increases.

ServiceNow tops Q2 earnings and revenue estimates as AI demand accelerates, driving a higher full-year subscription outlook and stronger enterprise growth.

ServiceNow Inc (NYSE:NOW, XETRA:4S0) forecast third-quarter results above Wall Street expectations and posted second-quarter earnings that beat analyst estimates. The company reported second-quarter subscription revenue of $3.88 billion, up 24.5% from a year earlier, while total revenue...

ServiceNow beat Q2 Wall Street consensus estimates and raised revenue forecasts. The company's shares now show signs of escaping the 'SaaSpocalypse'.

ServiceNow reported second-quarter results above expectations and raised its full-year subscription revenue forecast.

July 22 (Reuters) - ServiceNow has acquired roughly 5% of BusinessNext in a deal that values the software provider at $700 million, as the Indian company looks to expand its autonomous banking tools

ServiceNow topped Wall Street expectations on revenue and earnings while raising its 2026 subscription revenue forecast after stronger-than-expected quarterly performance.

Investing.com -- ServiceNow shares rose about 4.5% in extended trading on Wednesday after the enterprise software company reported second-quarter results that topped Wall Street estimates and raised its full-year subscription revenue outlook, buoyed by strong enterprise demand for its artificial intelligence offerings and continued momentum across its software platform. .

(Updates with market moves at the end of the day.) US equity benchmarks ended mostly lower Wednes

ServiceNow reported Q2 earnings and revenue that topped estimates but the software maker's guidance came in slightly below views.

ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.