Fortune36d agoneutral
Inside the $8 billion cybersecurity acquisition that rescued ServiceNow from the ‘Saaspocalypse’The deal for Yevgeny Dibrov’s Armis was Israel’s second-largest tech startup exit ever.
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24/7 Wall St.62d agobullish
From Beaten-Down Stock to Acquisition Target: Why UiPath Is Back in PlayUiPath'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.
Investing.com114d agoneutral
Software stocks whipsaw amid AI fears, as Anthropic IPO loomsThe software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu
TheStreet143d agoneutral
ServiceNow CEO sends blunt message on acquisitionsWall Street has been watching ServiceNow closely. The enterprise software giant has gone on a buying spree, snapping up the artificial intelligence firms Moveworks, Veza, and Armis in quick succession. Some investors wondered whether the company was papering over a growth gap. ServiceNowCEO ...