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KeyBanc downgraded Salesforce on views its AI strategy isn't jelling. Salesforce stock stumbled on the news as other software companies also retreated.

Investing.com -- IBM, ServiceNow, and Salesforce shares are down in premarket trading on Thursday after a report that Starbucks is developing in-house software using artificial intelligence that could replace applications it currently buys from outside vendors.

The market is worried about its future.

(Bloomberg) -- The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaSoftware stocks are coming to life afte

Middle East tensions pressure Palantir, Salesforce and peers

Accenture (ACN) has announced a multi million euro contract with NATO for its Protected Business Network program, along with new AI partnerships with Google Cloud and ServiceNow that expand its presence in cybersecurity and cloud services. See our latest analysis for Accenture. Despite the NATO contract and new AI partnerships, Accenture’s recent share price return has been weak, with the stock down 45.32% year to date and the 1 year total shareholder return declining 51.92%. However, the 7...

EPAM vs. NOW: Which Stock Is the Better Value Option?

Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) both just delivered results that reset the enterprise AI conversation. Salesforce posted $11.13 billion in Q1 FY27 revenue on May 27, 2026, leaning on Agentforce and a massive buyback. ServiceNow closed FY25 on January 28, 2026 with $3.568 billion in Q4 revenue and a wave of security-focused acquisitions. Two AI ... Salesforce vs ServiceNow: One Buys Back Shares, Other Buys Companies

ServiceNow (NOW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Guggenheim Securities senior research analyst and senior managing director for software, John DiFucci, explains why he upgraded ServiceNow (NOW) and Salesforce (CRM) despite the AI-driven SaaSpocalypse.

The software giant has quietly transformed its profitability, but investors are still pricing it like the company it used to be.

Both software companies are chasing growth, but Gen Digital is delivering a clearer, more tangible business acceleration right now, at a fraction of the price.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

ServiceNow, Inc. (NYSE:NOW) is one of our Best Software Stocks to Buy in 2026. The company is set to release its fiscal Q2 2026 earnings on July 22. The stock recently rebounded around 18% after a selloff of roughly 27% over the past 6-months. ​Management expects fiscal Q2 2026 subscription revenue to grow by 22.5% […]

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 3.4% in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.

ACN's ServiceNow deal brings agentic AI to cybersecurity, aiming to cut risk management complexity and expand AI services opportunities.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

The generative AI in customer services market is experiencing substantial growth, with its size expected to escalate from $0.66 billion in 2025 to $1.95 billion by 2030. Key market drivers include the integration of generative AI into CRM platforms, increased customer expectations for immediacy, and the adoption of hybrid cloud AI solutions. Notable advancements such as AI-driven self-service, predictive customer interaction analytics, and real-time sentiment detection are reshaping the...

After a punishing slide, Salesforce stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.

NOW stock: what recent performance suggests for investors NOW Corporation (PSE:NOW) has drawn fresh attention after recent trading left the stock at ₱0.54, with its year to date return down 22.86% and its 1 year total return at 42.11%. See our latest analysis for NOW. The recent 1 day share price return of 1.89% sits against a year to date share price decline of 22.86%, while the 1 year total shareholder return of 42.11% contrasts with a 3 year total shareholder return decline of 57.81%. This...

ServiceNow (NOW) is back in focus after Cyberhill Partners selected its AI Platform as the foundation for a biosurveillance system under a Defense Innovation Unit prototype, putting the company directly into mission critical threat monitoring. See our latest analysis for ServiceNow. Despite the recent contract wins and partnerships, ServiceNow’s share price return paints a mixed picture, with a 7.96% 7 day gain and 7.34% 90 day rise contrasting with a year to date decline of 26.80% and a 1...

ServiceNow (NYSE:NOW) has recently announced multiple government and defense collaborations centered on its AI platform. These include an AI powered biosurveillance system for the Department of War and a project to modernize state health and human services systems. The partnerships place ServiceNow’s AI at the core of mission critical operations in national defense and public health. For investors tracking ServiceNow, the new government and defense work extends the company’s reach beyond...

In the latest trading session, ServiceNow (NOW) closed at $107.93, marking a +1.51% move from the previous day.

The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown

Many analysts now believe ServiceNow (NYSE:NOW) is mispriced. The market’s fear that AI agents would gut enterprise workflow software looks increasingly disconnected from what the company keeps reporting. The workflow platform large enterprises use to run IT, HR, customer service, security, and CRM has been ServiceNow’s territory for a decade. Under CEO Bill McDermott, it ... ServiceNow Was the SaaS Stock AI Was Supposed to Kill. Its Numbers Say Otherwise.