On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise software. Speaking on CNBC's "Closing Bell," Ives said investors are pricing in ...

ServiceNow is pursuing fresh momentum amid a sector-wide pullback by linking with management consultancy Kearney to push clients toward AI-enabled digital transformation on the ServiceNow AI Platform.

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 ...

Software stocks have dropped into a bear market due to concerns about AI, but Nvidia CEO Jensen Huang says the market's reaction has been "illogical." Microsoft's generative AI copilots are gaining ...

Wedbush added Salesforce (CRM) and ServiceNow (NOW) to its IVES AI 30 (IVES) after removing them in December 2025, and noted that the software sell-off is overdone. The firm removed Roblox (RBLX) and ...

Salesforce and ServiceNow each lost over 9% for the week as software stocks shed $300 billion in value Advertising stocks tumbled with Omnicom down 11.2%, Publicis down 9%, Pinterest down 5.6%, and ...

Speaking with Bloomberg, Ives addressed the ongoing drawdowns in software stocks. "I could tell you in 25 years, this structural sell-off in software is unlike anything I’ve ever seen." He continues ...

Software stocks had a historically weak January, but does that mean the sector should be left for dead? Some analysts see selective ways to play the beaten-down sector, even in the face of bearish ...

Sharath Chandra Macha says systems should work the way people think. If you need training just to do simple stuff, ...

Software stocks are in a freefall. Adobe stock price continued its freefall this week, reaching its lowest level since April 2020. It has now erased all the gains made during the pandemic, while its ...

The software sector has shifted from a state of bearishness to “doomsday” sentiment. Jeffrey Favuzza of Jefferies' equity trading desk told Bloomberg, "We call it the ‘SaaSpocalypse,' an apocalypse ...

The xAI and SpaceX merger values the combined company at $1.25 trillion. Disney names Josh D'Amaro, currently chairman of Disney Experiences, as its next CEO. Stephen Miran rhas esigned from his White ...