Software stocks surged as ServiceNow, Snowflake, Microsoft and others rally on upbeat earnings and AI optimism.

Anthropic builds powerful AI models, but the company's fear tactics, security incidents and service outages should make enterprises wary of relying on it directly.

ServiceNow's stock has been more than cut in half over the past year. The company has been caught up in artificial intelligence (AI) disruption fears in the software sector. However, ServiceNow is ...

While SaaS stocks struggled in 2025, the sector took a huge hit this year following Anthropic's release of Claude Code. Suddenly, agentic coding tools were here, and the potential to quickly create ...

Armis acquisition expected to impact margins in 2026 Shares down about 12% in extended trading First-quarter revenue and adjusted EPS beat estimates Company boosts annual subscription revenue forecast ...

ServiceNow (NOW) fell 36.9% year to date amid SaaS sell-offs but beat Q4 EPS by 3.37% and grew revenue 20.7% YoY, with Now Assist net new ACV more than doubling. Enterprises are adopting AI-powered ...

ServiceNow (NYSE:NOW) reports Q1 2026 results this week, and the timing could not be more charged. The stock is down 36.9% year to date as AI-driven fears have hammered SaaS valuations broadly. This ...

Investors have watched software stocks tumble this year as fresh updates to Anthropic's Claude model keep rolling out. One release after another has investors asking whether AI agents will soon handle ...

ServiceNow (NOW) stock dropped 8% as the company’s workflow automation faces direct AI agent displacement threat. ServiceNow’s Anthropic partnership and AI product updates haven’t stemmed selling ...

Software companies were supposed to benefit from the AI revolution, incorporating models into their platforms and applications and building value on that foundation. That thesis was shaken in November ...