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NOW is expanding its AI-powered security business through partnerships and acquisitions, strengthening its platform for long-term enterprise growth.

It might be time to revisit software stocks, according to Guggenheim. The iShares Expanded Tech-Software Sector ETF is up 3.3% after Guggenheim analysts said investors should reconsider the unloved area of the AI trade. The analysts pushed back on the “fatal AI bear case” that tanked software stocks earlier in the year, leaving roughly 80% of software stocks trading below their intrinsic value.

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

Guggenheim turns bullish on valuation despite AI concernsShares of ServiceNow (NYSE:NOW) rose about 4% on Wednesday after Guggenheim upgraded the enterprise software company to Buy from Neutral, assigning a price target of $125. Following Tuesday’s closing price of $99.

Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor letter for the “Growth Equity Strategy.” A copy of the letter can be downloaded here. The first quarter proved challenging for investors. AI fears negatively impacted software and intermediary stocks. Later, geopolitical conflicts shifted focus toward energy and […]

TEAM's rising enterprise adoption, $4B RPO and cloud momentum may support higher recurring revenue growth despite AI-led competition.

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

Accenture (NYSE:ACN) has been named an inaugural AI Specialization partner by NiCE. The company is expanding AI focused partnerships, including work with ServiceNow and initiatives under the Accenture Edge business. These developments reflect a shift toward delivering concrete enterprise AI solutions rather than only reporting AI related bookings. Accenture enters this phase of AI focused activity with its stock at $124.44 and multi year returns that have moved lower, including declines of...

Investing.com - U.S. stock futures pointed lower on Wednesday as investors awaited fresh remarks from Federal Reserve Chair Kevin Warsh and monitored uncertain peace talks between the United States and Iran.

Pre-Market Stock Futures: Futures are trading lower as we get ready to start the third quarter after a record-setting second quarter that saw the Dow Jones Industrial Average close at 52,317, up 0.26% to finish the venerable index’s best first half since 2021, while the Nasdaq finished the session at 26,213, up 1.52% for the ... Here Are Wednesday’s Best Wall Street Analyst Research Calls: Abbott Laboratories, Circle Internet, Dow, Kratos Defense, Lockheed Martin, Salesforce, ServiceNow,SpaceX,

Investing.com -- ServiceNow (NYSE:NOW) shares caught a 4% lift on Wednesday after Guggenheim analyst John DiFucci upgraded the software giant from Neutral to Buy, slapping on a $125 price target. After closing at $99.28 on Tuesday, DiFucci’s new target values the company at 7.5x EV/NTM Recurring Revenue—a premium compared to its SaaS peers, but a price Guggenheim argues is worth paying. "We believe current levels present an attractive opportunity for investors to purchase a comfortably profitabl

The stock market, and technology names in particular, were falling ahead of the open Wednesday after a strong performance in the previous session.

Accenture (NYSE:ACN) is one of the best value stocks to buy right now. On June 29, Accenture and ServiceNow launched a joint initiative to accelerate the modernization of enterprise risk management through agentic AI. The collaboration introduces managed security services built on the ServiceNow (NYSE:NOW) AI Platform, combined with an Accenture-developed migration solution designed to […]

It’s no secret that Salesforce (CRM) stock has been a tough holding. With shares down 41% over the last year, the market’s verdict seems clear: the era of hyper-growth is over, and with it, the premium valuation. The conversation is almost entirely about the top line.

Adobe boasts a 30% net margin, while ServiceNow posts 20.9% revenue growth and fresh AI acquisitions, yet risk and valuation set them further apart.

Recent research by Skyhawk Security highlights a significant security concern within cloud AI environments, demonstrating how their AI Autonomous Attack Simulation was able to take control of a company's AWS organization in mere seconds. The simulation revealed a critical cloud security blind spot where a chain of legitimate configurations can be exploited to gain full organizational control, challenging traditional security measures. Despite the target company adhering to best practices in...

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

The AI-enabled security and migration services aim to help organisations reduce cyber risk and modernise legacy systems.

Microsoft Corporation (NASDAQ:MSFT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 26, Deutsche Bank reiterated the stock as “Buy,” noting that the stock is underappreciated. We are planting our flag and affirming that current AI businesses across the cloud providers we cover are indeed value […]

BTIG checks point to stronger bundle traction.

ServiceNow (NYSE:NOW) and Accenture have launched a new AI powered cybersecurity services offering and migration tool, targeting enterprise clients looking to tighten cyber controls and shift workloads to the ServiceNow platform. ServiceNow has expanded its multi year AI partnership with IBM to help integrate legacy enterprise systems, with joint AI driven solutions scheduled for release in late 2026. Both moves focus on high impact use cases for large companies, including cyber risk...

The companies launched new AI-powered cybersecurity services for enterprise customers.

Earlier this month, ServiceNow (NYSE:NOW) and IBM (NYSE:IBM) announced an expanded multi-year collaboration to make legacy enterprise systems “AI-ready,” integrating watsonx.data, Red Hat Ansible, Instana, HashiCorp Terraform and Vault, and IBM Bob into the ServiceNow AI Platform, with joint solutions expected in the second half of 2026. The pitch is serious. The market reaction, less so. ServiceNow ... ServiceNow’s New IBM Partnership: A Real Catalyst, or Just Software-Selloff Noise?

ServiceNow rose nearly 10% on Friday and was one of the top gainers in the S&P 500.

ServiceNow, Inc. (NYSE:NOW) is one of the best trending AI stocks to watch in 2026. ServiceNow, Inc. (NYSE:NOW) and IBM announced on June 11 an expanded collaboration to address two of the most significant barriers blocking enterprise AI at scale. These include the AI-ready data problem and the legacy application layer. Management stated that the […]

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 8.5% in the afternoon session after investors bought the dip, as the market decided that the recent deep sell-off in software was overdone.

ServiceNow jumped nearly 10% on Friday while the broader market fell. Here's why.

CIOs expect stronger software and cloud spending.

ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?

The AI boom promised to create a new generation of market winners. Instead, it has also exposed just how quickly expectations can outrun reality. After years of paying premium valuations for anything tied to artificial intelligence, investors are now demanding stronger earnings, disciplined spending, and proof that massive AI investments will generate real returns. The ... The AI Selloff Is Getting Brutal: 10 Tech Giants Already Deep in Bear Market Territory