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THE TRUTH ABOUT: 2 | History Defined

ServiceNow Stock Plunges 50% — Why NOW Stock Is a Buy Here

Concerns about AI disruption, temporary delay in the closure of large deals, and acquisition-related margin pressure have driven ServiceNow's stock sharply lower.

ServiceNow's Q2 2026 Earnings: What to Expect

ServiceNow's Q2 2026 Earnings: What to Expect

ServiceNow is scheduled to announce its second-quarter results soon, with analysts anticipating a single-digit earnings decline.

IBM Shares Jumped 5% After JPMorgan Upgraded the Stock on Software Acceleration. Here Is What IBM Stock Needs to Sustain the Momentum.

IBM Shares Jumped 5% After JPMorgan Upgraded the Stock on Software Acceleration. Here Is What IBM Stock Needs to Sustain the Momentum.

The investment banking firm cites stronger confidence in IBM's software growth for the second half of 2026.

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'If They Can Replace You With AI, They Will': Developer Blindsided by Layoff After 8 Years Says 'CEOs Do Not Care'

Noah B. Wilson, a developer laid off from ServiceNow, warns about AI's potential to replace jobs, sparking debate over automation's impact on employment in the tech sector.

International Business Times UK

ServiceNow reveals security issue affecting customer data, but won't reveal much on what actually happened

A bug in an API endpoint was apparently abused to access customer data.

Trump Loaded Up on ServiceNow Stock at the Peak of SaaS-pocalypse Fears. What Comes Next for Software Stocks.

Trump bought millions of dollars worth of ServiceNow stock on Feb. 10, but shares has crashed since the start of the year.

Marvell’s AI Moment Raises a Bigger Question for Amazon and ServiceNow

Tech remains the strongest market segment, rising on the strength of AI as spending spreads to nuts and bolts plays throughout the stack.

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HubSpot Just Crushed the Bear Case—Is a Bigger Rally Ahead?

HubSpot Just Crushed the Bear Case—Is a Bigger Rally Ahead?

HubSpot was one of the biggest SaaS casualties of the past year, but it could soon become one of the biggest comeback stories too.

Salesforce vs. ServiceNow: 1 AI Giant Is Leaving the Other Behind

Salesforce vs. ServiceNow: 1 AI Giant Is Leaving the Other Behind

The battle between Salesforce and ServiceNow is no longer about just software.

ServiceNow Stock: Is NOW Underperforming the Technology Sector?

ServiceNow Stock: Is NOW Underperforming the Technology Sector?

While ServiceNow has lagged behind the technology sector over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

Infosys, Wipro, TCS, other IT stocks jump up to 4%: What’s behind the bullish sentiment in a muted market?

Infosys, Wipro, TCS, other IT stocks jump up to 4%: What’s behind the bullish sentiment in a muted market?

IT stocks, including Infosys and TCS, surged up to 4% on Friday, driven by Wipro's expanded partnership with ServiceNow to scale AI workflows. This collaboration aims to integrate Wipro Intelligence with ServiceNow's AI Platform, streamlining enterprise operations and accelerating AI adoption. The move boosted investor confidence in Indian IT companies,…

The Economic Times

Wipro shares rally over 4% on deal with ServiceNow to scale agentic AI

Wipro shares rally over 4% on deal with ServiceNow to scale agentic AI

Wipro's shares surged after announcing an expanded partnership with ServiceNow to integrate Wipro Intelligence with the ServiceNow AI Platform. This collaboration aims to scale agentic AI workflows across enterprise functions, streamlining operations, improving visibility, and accelerating turnaround times for businesses. The partnership focuses on delivering measurable outcomes and enabling scalable…

The Economic Times

Exclusive: Geordie AI, cybersecurity company for AI agents, raises $30 million Series A

Exclusive: Geordie AI, cybersecurity company for AI agents, raises $30 million Series A

Balderton Capital leads funding for London-based startup from Darktrace and Snyk vets taking on AI agent governance offerings from Microsoft, ServiceNow, and OpenAI

Sanofi is building its own AI ecosystem to give the French pharma giant an edge

Sanofi is building its own AI ecosystem to give the French pharma giant an edge

Sanofi is developing custom tools and reimagining AI workflows, rather than rely on agentic products sold by SaaS vendors.

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Goldman Sachs just ran some ugly numbers on the SaaSPocalypse—and found hedge funds are dumping software and piling into semis

Spoiler: not like anything that came before.

Bridgewater Associates Is Trading the Software Apocalypse as It Sells Workday, Salesforce, Other Key SaaS Stocks

Bridgewater’s massive exit from top SaaS stocks is fueling fears that AI could upend the traditional software business model and reshape the next era of tech investing.

Wall Street Is Warming Up to ServiceNow Stock. That’s Because It’s Now a Bet on Agentic AI.

Analysts are increasingly seeing ServiceNow not as an AI loser, but as a potential control center for the coming wave of agentic AI.

The Great Cloud Divide: How AI Is Reshuffling the Software Deck

ServiceNow and Salesforce are charting divergent paths in the AI revolution, with one building core infrastructure and the other leveraging its massive scale.

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Experian H2 Earnings Call Highlights

Experian (LON:EXPN) reported what Chief Executive Officer Brian Cassin called a “record year” for the year ended March 31, 2026, with organic revenue growth at the top end of expectations, margin expansion ahead of guidance and a new GBP 1 billion share buyback program. Cassin said the company deli

Are Wall Street Analysts Predicting ServiceNow Stock Will Climb or Sink?

Although ServiceNow has underperformed the broader market over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

The Economic Times

US software stocks attempt a rebound as investors reassess AI risks

The beleaguered sector's rebound coincided with a slide in chipmakers, which began to cool off following a blistering rally ‌that took ⁠the Philadelphia ⁠SE Semiconductor Index to a record high earlier this month.

Radcom Q1 Earnings Call Highlights

Radcom (NASDAQ:RDCM) reported a stronger first quarter of 2026, with management highlighting revenue growth, expanded profitability and continued investment in AI-driven telecom service assurance. Chief Executive Officer Benny Eppstein said the company delivered revenue of $18.6 million in the quar

New Partnerships Are Sending ServiceNow Up. What It Means for NOW Stock.

ServiceNow shares pop as the company announces a partnership with Experian. Here’s why the EXPN team-up is bullish for NOW stock in 2026.

$96 billion giant ServiceNow doesn't see a 'SaaSpocalypse.' It sees the 'hard lift, heavy lifting' phase just beginning

From the sidelines of its biggest-ever annual conference, ServiceNow COO Amit Zavery talked to Fortune about what should and shouldn't be sexy.

The ITSM complexity crisis and how to control it

Preventing technical debt in modern ITSM platforms requires governance, disciplined development, and platform health management.

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