High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Anthropic (ANTH.PVT) co-founder and CEO Dario Amodei warned that some software companies could "completely go bust" while speaking at the AI developer's The Briefing: Financial Services event.. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland highlight Amodei's comments and the factors that could raise alarm bells for tech companies this late in the AI Boom.
Enterprises are deploying AI agents without identities, audit trails, or guardrails. Bill McDermott is betting $30 billion on fixing it.
The Nvidia CEO keeps showing up at ServiceNow's annual conference. The reason why explains the next decade of the AI economy.
Freshworks said on Tuesday it would cut 11% of its workforce, or about 500 jobs, as the business-software company grapples with an industry being reshaped by artificial intelligence. Shares of the company were down around 5% in extended trading. Peer Atlassian, last month, said it would slash roughly 10% of jobs.
NVIDIA (NasdaqGS:NVDA) and ServiceNow have expanded their partnership to deliver secure, autonomous enterprise AI agents. The companies launched Project Arc, a desktop agent platform governed by policy-driven guardrails, along with the OpenShell secure runtime. The new tools are designed to support long-running, context-aware AI agents for real-world business workflows and employee desktops. NVIDIA, trading at $198.48, is extending its reach beyond GPUs into how AI is actually used inside...
ServiceNow (NYSE:NOW) used its Knowledge 2026 event to introduce major AI platform advances, including autonomous agents and an upgraded AI Control Tower for enterprise governance. The company launched ServiceNow Otto, a unified conversational AI and workflow automation experience intended to sit across the enterprise. New and expanded partnerships were announced with NVIDIA, Microsoft, Lenovo, and FedEx, focused on desktop AI agents, cross cloud governance, device lifecycle automation, and...
Shares of Palantir Technologies (NASDAQ:PLTR) are down 7% in midday trading Tuesday, changing hands near $136 after the company delivered a blowout Q1 2026 earnings report and raised full-year guidance overnight. The selloff comes despite a clear beat-and-raise quarter. The move puts Palantir stock 23% lower year to date and well below its 52-week high ... Palantir Sinks 7% Despite Q1 Crusher: Sector Strength Exposes the Sky-High Valuation
Nvidia and ServiceNow are teaming up to launch a new kind of AI agent.
ServiceNow (NOW) is well-positioned for sustained long-term growth, supported by its expanding role
ServiceNow (NYSE:NOW) received a price target raise from Barclays to $134 from $132 on May 5, with an Overweight rating following the company’s Q1 2026 earnings report. ServiceNow “did all it could do to increase confidence in the investment story,” driven by AI product innovation and a still-expanding addressable market. The bump confirms the existing ... ServiceNow Did Everything Right: Barclays Raises Price Target on the AI Innovation Story
ServiceNow Inc. (NYSE:NOW) is one of the best enterprise software stocks to buy right now. On April 22, ServiceNow and Google Cloud expanded their partnership to launch interoperable AI agents designed for autonomous enterprise operations. By uniting Google’s Gemini Enterprise with the ServiceNow AI Platform through open protocols like the Model Context Protocol/MCP, the two […]
ServiceNow, Inc. (NYSE:NOW) is one of the 10 AI Stocks with Potential to Rise 1000 Percent. On April 30, 2026, Citi raised its price target on ServiceNow, Inc. (NYSE:NOW) to $158 from $154 and maintained a Buy rating ahead of the company’s analyst day on May 4. Citi said it expects updates on AI-related key […]
ServiceNow (NYSE:NOW) executives used the company’s Financial Analyst Day 2026 to argue that enterprise AI adoption is strengthening—not undermining—the company’s platform position, while outlining long-term targets for subscription growth, margins, and stock-based compensation. Darren Yip, Service
Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.
Wall 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 ...
ServiceNow, Inc. (NYSE:NOW) is one of the Most Promising AI Stocks to Invest In. Wolfe Research reduced its price objective on the company’s stock to $125 from $175 while maintaining an “Outperform” rating. The firm highlighted that the company’s guidance was more conservative because of on-premise deals in the Middle East, which were delayed. However, […]
ServiceNow, Inc. (NYSE:NOW) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. Cramer praised the company’s CEO, as he said: Now, we have an analyst meeting Monday for ServiceNow, okay, a stock that’s been hammered relentlessly because of the AI displacement worries that have dragged down the […]
Why NOW (PSE:NOW) is on investors’ radar today NOW (PSE:NOW) has drawn attention after recent trading left the stock with a one-month return of a 3.8% decline and a three-month return of a 26.1% decline, prompting closer scrutiny from investors. See our latest analysis for NOW. At a share price of ₱0.51, NOW’s recent 1-day share price return of a 5.56% decline and 7-day share price return of a 10.53% decline sit in contrast to its 1-year total shareholder return of 27.5%. This suggests fading...
NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
Enterprise software providers have reached a major hurdle with AI, but this could mean a buy opportunity for investors willing to take on risk.
Don't let their current weakness deter you. Sometimes, investors collectively misread and misprice the situation.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Shares of data analytics company Palantir Technologies (NASDAQ:PLTR) jumped 3% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 2.6% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.2% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
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