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ServiceNow (NYSE:NOW) is seeing investors rotate capital from AI infrastructure stocks toward application-layer software. The company recently raised its Now Assist AI contract target, signaling stronger focus on monetizing AI within its platform. Early indications suggest ServiceNow is positioning AI as a premium add-on across its workflow products. ServiceNow sits at the heart of enterprise workflows, and its Now Assist AI tools are becoming more central as companies look to coordinate...

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks. While the Nasdaq retreated and semiconductor leaders like Micron (-4%) sold off, major SaaS incumbents caught a strong bid.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

A number of stocks jumped in the afternoon session after investors appeared to rotate into oversold enterprise software names amid profit taking in chip stocks.

Companies with solid operating margins have a competitive edge, allowing them to reinvest for sustainable expansion. The best of these businesses balance profitability with reinvestment, setting themselves up for long-term success.

PATH's six-month pullback comes as AI adoption, enterprise customer growth and profitability improve, creating a more attractive entry point.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...

TEAM's AI-driven cloud momentum and lower valuation give it an edge over NOW, which faces margin pressure from multiple acquisitions.

Investors in this SaaS specialist will get a big update on July 22.

In the latest trading session, ServiceNow (NOW) closed at $107.71, marking a -1.04% move from the previous day.

Cognizant scales its enterprise AI workforce and partner ecosystem. Its weak demand, competition and margin pressure cloud the stock's outlook.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Recent developments in the cloud AI segment within the architecture industry highlight significant growth opportunities driven by increasing urbanization and demand for efficient design processes. The market for generative AI in architecture is projected to grow rapidly, fueled by advances in CAD software and the adoption of AI-powered design tools. This evolution is further supported by trends in smart city development, sustainability mandates, and cloud-based collaboration platforms...

The software giant's stock is on the discount rack, but investors must decide if they're getting a deal or just what they paid for.

Adobe Inc. (NASDAQ:ADBE) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer highlighted a recent change in ratings for the stock, as he said: Of late, and only of late, we’ve seen a remarkable move into what would’ve been considered more defensive software stocks before the advent of AI; I’m […]

A large international electronics company is teaming up with it for a new product.

Investors reassess AI spending as software sentiment improves and semiconductor momentum weakens despite strong long-term growth expectations.

Palantir Slides Despite AI Momentum as Risk-Off Mood Grips Markets

PATH's pullback has lowered its valuation as improving profitability, ARR growth and an upbeat outlook strengthen the long-term investment case.

Datadog joins three other Internet stocks positioned for AI-led growth as cloud demand, enterprise adoption and platform innovation gather pace in 2026.

According to the average brokerage recommendation (ABR), one should invest in ServiceNow (NOW). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Shares in software companies are among the biggest losers in premarket trading: Salesforce (CRM), IBM (IBM) and ServiceNow (NOW) are down around 4.5% Adobe (ADBE) and Workday (WDAY) fall over 3% ...

July is shaping up to be the pivotal month for cloud computing investors in 2026. All three of the companies below report late-July results with their cloud franchises accelerating, not decelerating, into the print. Enterprise AI workloads are still running ahead of supply, hyperscaler backlogs are ballooning, and the market has already begun to sort ... 3 Cloud Computing Stocks to Buy Before Earnings Season in July

Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for April 2026. A copy of the letter can be downloaded here. In April, several portfolio companies reported earnings. Overall, updates were positive, indicating that the companies continue to execute on growth opportunities and show strong fundamentals. The fund returned -0.8% net […]

Software stocks have taken a hit this year.