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INSANE: 3 - The Real Truth

Jensen Huang Says Markets Miscalculated AI Threat to Software Firms After Nvidia Posts Q4 Beat

Nvidia CEO Jensen Huang said yesterday that the markets got it wrong about the AI threat to the enterprise software industry.

International Business Times UK

Is ServiceNow Stock Underperforming the Dow?

ServiceNow has underperformed the Dow recently, yet analysts remain highly optimistic about the stock’s prospects.

Barchart

OpenAI partners with McKinsey, BCG, Accenture, and Capgemini to push its Frontier AI agent platform

The new alliances heap further pressure on SaaS vendors such as Salesforce, Microsoft, Workday, and ServiceNow.

Fortune

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ServiceNow Insiders Buy as Wall Street Panics Over an AI SaaSpocalypse

ServiceNow leadership actively counters market fears by investing personal capital to back their vision of a centralized governance platform for AI agents.

MarketBeat

Down 50% in the Past Year, Wedbush Wants You to Buy the Dip in This Software Stock

Wedbush says that ServiceNow is a "stalwart" in the AI revolution.

Barchart

AI threatens to eat business software – and it could change the way we work

In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble.

The Conversation

Dan Ives Can’t Get Enough of These 2 Software Stocks Despite ‘Armageddon’ Worries

Dan Ives is doubling down on ServiceNow and Salesforce as “software Armageddon” winners.

Barchart

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AI Disruption Overblown! 4 Software Stocks to Buy on the Dip

SaaS stocks are overextended in February and trading at rock-bottom prices, ready to rebound vigorously given a catalyst.

MarketBeat

ServiceNow's Massive Fall: Analysts Eye +70% Gains Amid AI Risks

Could a big-time rebound be in store for shares of beaten down software stock ServiceNow? Many Wall Street analysts think so.

MarketBeat

3 Massive Buybacks That Map the Market’s Mood in 2026

WDC, PEP and NOW just fortified their buyback chests. Two of these names are looking to continue their momentum, while one looks to regain it.

MarketBeat

Software Stocks Are in a Bear Market. Should You Buy the Dip in ServiceNow?

As AI anxiety pushes software into a bear market, ServiceNow’s pullback raises a sharp concern. Should investors buy the dip or stay cautious?

Barchart

The Time to Buy ServiceNow Is Now: Oversold and Ready for a Rebound

ServiceNow is well-positioned for 2026 as agentic and generative AI tools drive client growth, cash flow, and equity gains.

MarketBeat

Will ServiceNow’s earnings beat be enough to persuade Wall Street to value it differently from other SaaS players?

The workflow automation giant posted strong earnings and announced an Anthropic partnership, as it tries to convince Wall Street it deserves an AI premium.

Fortune

2 ‘Resilient’ Software Stocks That Wall Street Thinks You Should Buy Now

Despite growing fears that AI will disrupt enterprise software, Wall Street believes two resilient software leaders stand out as compelling buys amid the sector’s recent pullback.

Barchart

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Barchart

As ServiceNow Partners with OpenAI, Should You Buy, Sell, or Hold NOW Stock?

ServiceNow’s bold OpenAI partnership is reshaping its AI ambitions, but with the stock near significant lows, should you buy, sell, or hold the stock?

Barchart

2 Software Stocks to Buy Now to Profit from the Fourth Industrial Revolution

Wedbush analyst Dan Ives emphasized that the AI revolution is just beginning and identified Snowflake and MongoDB as two key beneficiaries of the megatrend.

International Business Times UK

Is Your Job Safe? ServiceNow Deploys OpenAI Agents Across 80B Global Workflows

ServiceNow is integrating OpenAI models into its business software after signing a multi-year agreement, signifying how firms have chosen to integrate AI into core software

Barchart

2 Smart Stocks for Patient Long-Term Investors to Buy Now

These two AI stocks look like strong long-term compounders.

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news in one place.

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MarketBeat

This Under-the-Radar AI Stock Is Poised for 50% Upside

After shares lost 28% last year, ServiceNow is poised to recover on the back of a 98% customer retention rate and 30 consecutive quarterly earnings beats.

TechRadar

ServiceNow patches critical security flaw which could allow user impersonation

The bug is dubbed "BodySnatcher" and was given a severity score of 9.3/10.

Barchart

What You Need To Know Ahead of ServiceNow’s Earnings Release

ServiceNow is expected to report its fourth-quarter earnings soon, and analysts are projecting a double-digit increase in its bottom line.

Barchart

The AI Software Story ‘Isn’t Dead.’ Consider This 1 Stock to Buy for 2026 Now.

As AI trading broadens beyond mega-cap titans, investors are zeroing in on undervalued software leaders like ServiceNow.

Barchart

A $7.75 Billion Reason to Buy ServiceNow Stock Before 2026

ServiceNow just announced it would acquire Armis for $7.75 billion; the company has an “AI control tower” that sets it apart from the competition.

International Business Times UK

ServiceNow Spends $7.75bn on Armis as Cyber Attacks Target Workers Worldwide

ServiceNow announces acquisition of cybersecurity company Armis in the next half of 2026 for $7.75 billion (£5.74 billion) in a combination of cash and debt.

Kiplinger

'Humbug!' Say Consumers, Despite Hot GDP: Stock Market Today

"The stock market is not the economy," they say, but both things are up. Yet one survey says people are still feeling down in the middle of this complex season.

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