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A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.
Investors rotated from AI hardware toward enterprise software as slower model development reduced fears of rapid software disruption.
Adobe rose to $262.83 as investors rotated toward software, while AI-first ARR surged more than 150% in the latest quarter.
ServiceNow and Palantir both posted jaw-dropping AI numbers in Q2, but their business models represent radically different bets on how enterprise AI actually wins. One valuation makes the choice obvious.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
Anthropic's CEO just handed enterprise software names an unexpected lifeline while hammering AI hardware stocks, and the split inside technology this Monday morning signals something bigger than a single day's rotation.
CDW's $525M Lovelytics deal targets rising AI demand, adding data and AI expertise to help enterprises move from pilots to production.
ServiceNow (NYSE:NOW) shares rose 2. 6% in pre-market trading to around $136 after several Wall Street firms raised their price targets on the enterprise software company.
Tripling works out to about 55% a year -- and the company's own target asks for even more.
Salesforce, Inc. (NYSE:CRM) fell roughly 4% and ServiceNow, Inc. (NYSE:NOW) lost about 5% on September 8 as GPT-6 Astra revived fears that general AI agents will compete with specialist software. The selloff priced a real threat, but “extinction” ignores where these companies still control the work. OpenAI launched Astra on September 3 with improvements in […]
In the most recent trading session, ServiceNow (NOW) closed at $132.53, indicating a +1.04% shift from the previous trading day.
Salesforce (CRM) trades at 20.6 times earnings, below the S&P 500 median of 22.6, after losing 2.8% over the past twelve months while the index gained 17.9%. A profitable software company priced under the market is the setup value buyers wait for. The question is whether that is a good business on sale or a fair price for a legacy platform facing disintermediation from next-generation AI architectures.
UiPath (PATH) sells software that brings AI agents, robots, and people together to run business processes. Its Q2 FY2027 results beat management's guidance and the fiscal 2027 outlook went up, yet the shares fell 16.6% on September 4, the first trading day after the report, while the S&P 500 slipped 0.4%. The earnings call also carried an analyst's question about a new AI model said to be far better at workflow jobs.
Adobe beat estimates and raised its full-year outlook, yet the stock still stumbled out of the gate Friday morning. A soft Q4 guide and a simultaneous CEO and CFO transition are now weighing on a franchise already down 30% for the year.
Atlassian's Teamwork Graph is gaining traction as AI adoption expands, potentially driving upgrades, seat growth, ARPU and cross-sell opportunities.
ServiceNow (NYSE:NOW) President and Chief Financial Officer Gina Mastantuono said customer conversations are increasingly centered on deploying artificial intelligence at scale while maintaining security, governance and cost controls. Speaking at Citi’s TMT conference, Mastantuono said customers ar
The S&P 500 undercut its 50-day as Treasury yields and oil prices surged. Oracle jumped late on earnings. The CPI inflation report could lock in expectations for a Fed rate hike next week.
Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs to answer before Dreamforce next week.
ServiceNow just crossed a billion dollars in AI revenue while its stock sits near multiyear lows, and the gap between those two realities points toward a very specific number for 2028.
ServiceNow (NYSE:NOW) outlined its approach to enterprise artificial intelligence, security and workflow automation during a discussion at the Goldman Sachs Communacopia Conference, with Bill McDermott emphasizing the company’s focus on integrating AI agents, data and security controls on a common p
UiPath (PATH) has dropped about 25% from its late-August high, and the question is whether that is an opening or a warning. Its own history leans toward warning: most declines this size kept falling. What that history cannot see is a company that is profitable now, consolidating its biggest customers' automation onto one platform while its smallest ones leave.
ServiceNow (NOW) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
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