Fears of AI displacing software companies resulted in share price drops for ServiceNow and Salesforce. Salesforce saw 9% year-over-year revenue growth in the third quarter and raised its 2025 ...

JPMorgan believes that software stocks, which have slumped in 2026 because of investor fears that artificial intelligence will undermine their business, have now fallen too far, creating an ...

NEW YORK, Feb 9 (Reuters) - The software and services industry's recent plunge has ignited fears that the artificial intelligence boom may be reshaping markets in unexpected ways, raising questions ...

Bernstein reaffirmed an Outperform rating on ServiceNow with a $219 price target, calling it a “discount large cap growth” opportunity trading at 6 times revenue Cantor Fitzgerald maintained an ...

NEW YORK (AP) — The worst day for Microsoft in years is pulling the U.S. stock market away from its record heights on Thursday. The fever in the gold market may be breaking, meanwhile, as its price ...

Investors question whether AI competitors and automation tools could erode demand for traditional software licenses and workflows. The concern about the AI threat outweighed solid earnings from ...

ServiceNow announced a deal with major AI player Anthropic just a week after it announced a partnership with OpenAI. Enterprise workflow software company ServiceNow has entered into a multi-year deal ...

Anthropic’s move into the JavaScript ecosystem surprised almost everyone. Buying a popular runtime isn’t just a tooling decision, it’s a strategic one. JavaScript sits at the center of modern software ...

As Big Tech companies prepare to reveal their quarterly results in the coming weeks, the artificial-intelligence trade is heading toward a critical juncture. The “Magnificent Seven” had established a ...

ServiceNow and OpenAI have announced a deep partnership to ‘accelerate enterprise AI outcomes’. And ServiceNow works, in part, in the legal tech field of inhouse workflow provision. Will it have an ...