The "SaaSpocalypse" narrative has gripped Wall Street, dragging the software and tech sector down roughly 22% this year. The fear driving this sell-off is singular, terrifying, and easy to understand: ...

Renaissance Group made massive moves in Netflix, Lam Research and ServiceNow, signaling rising hedge fund conviction in streaming, AI chips and enterprise cloud.

Software stocks have started to recover after last week’s disastrous sell-off, but hardly enough to reverse a rout that has plagued the sector since fears that AI would render its products irrelevant ...

Mostly due to AI-related fears of disruption, ServiceNow is currently trading at some of the lowest valuation multiples in ...

Software and data stocks, from $111 bln ServiceNow to RELX, plunged on fears that chatbots can mimic their products. For the ...

So far, 2026 has been a bad time to be a software stock. The iShares Expanded Tech-Software Sector ETF (BATS: IGV) is a good ...

Year Full Year 2025 Revenue Growth of 10% Year-Over-Year Announces $200 Million Increase to Share Repurchase Program. FOSTER ...

ServiceNow signed a three-year deal with OpenAI to use its intelligence models to offer AI agents to customers. ServiceNow will add OpenAI's GPT-5.2 into its enterprise platform. ServiceNow is in the ...

ServiceNow shares are attractively valued after a 30% pullback, despite continued strong revenue and free cash flow growth. NOW’s growth drivers are Pro Plus licensing enabling AI functionality, ...

LONDON, ENGLAND - SEPTEMBER 10: The Servicenow company logo is displayed during the Security Equipment International (DSEI) at London Excel on September 09, 2025 in London, England. (Photo by John ...

Bloomberg reported ServiceNow is eying a $7 billion cybersecurity acquisition. A Wall Street analyst also downgraded shares due to the disruptive potential of generative AI. The dual bits of news led ...