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Figma is growing fast and finding its footing as a newly public company. ServiceNow is generating substantial free cash flow and deepening its grip on enterprise operations. The gap in financial maturity tells the whole story.
ServiceNow (NOW) stock is back in focus after partner INRY reported tangible efficiency gains from its EmployeeWorks rollout, putting fresh attention on how AI driven workflows could influence investor expectations for the platform. ServiceNow has ridden a sharp rebound in sentiment, with a 90 day share price return of 57.26% and a 30 day share price return of 9.94%. This points to clear upward momentum despite a year to date share price decline of 4.52% and a 1 year total shareholder return...
Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%. The Invesco QQQ Trust (NASDAQ:QQQ) is down 0.88%, moving in the opposite direction from the software group and giving the session an unusual split within technology. Atlassian Corporation (NASDAQ:TEAM) […]
Salesforce offers a more attractive valuation and proven cash generation. ServiceNow offers faster growth and a more defensible market position.
Okta Gets Major Wall Street Boost as AI Security Takes Center Stage
A number of stocks jumped in the afternoon session after falling Treasury yields eased pressure on software stocks as signs of cooler U.S.–China tensions lifted risk appetite. The benchmark 10-year Treasury yield fell roughly 3 basis points to 4.97%, slipping below the 5% threshold, according to CNBC. A retreat in bond yields provides relief for enterprise software equities, whose valuations are anchored by cash flows projected years into the future. Separately, attention turned to the U.S.–Chin
Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.
Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio’s Bridgewater Associates Q2 13F filings to see what new AI stocks the fund was buying. ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly […]
Investors reassess AI disruption risks as software finds a fresh catalyst.
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.
CDW's $525M Lovelytics deal targets rising AI demand, adding data and AI expertise to help enterprises move from pilots to production.
In the most recent trading session, ServiceNow (NOW) closed at $132.53, indicating a +1.04% shift from the previous trading day.
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.
NOW's AI growth, strong subscription gains and broader demand are offset by stiff competition, margin pressure and a premium valuation.
PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.
Meanwhile, several stocks showed bullish signs, including software giant ServiceNow. Digital bank Dave Inc., commodities trading platform Marex Group, senior living REIT Welltower and cancer treatment developer Exelixis round out the list of stocks to watch in or near buy zones. ServiceNow is in a buy zone after breaking out of a cup base with a buy point of 139.20 on Aug. 28, reclaiming the entry on Sept. 2.
A number of stocks jumped in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.
The Dow added more than 600 points after Federal Reserve governor Christopher Waller said he could support holding rates steady.
Snowflake's post-earnings pop gave software stocks a boost, while retreating Treasury yields supported a broader rally on Wall Street.
Michael Burry just renewed his short case against Palantir, and Palantir answered with a major alliance announcement that sent the stock surging. Whether that response actually addresses the receivables quality problem Burry flagged is a different question entirely.
Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and the five-year chart reveals what investors are actually betting on.
Both UiPath and ServiceNow are betting on AI automation, but only one has the stronger position.
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