Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting…
While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.
ServiceNow just posted a blowout quarter with AI deployments scaling at a pace no enterprise software company has matched, yet the stock sits 50% below where it traded a year ago. Something…
UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one…
The momentum trade just posted a brutal selloff, and the highest-beta names took the hardest hits. Three stocks now sit in the crosshairs of a potential rebound so violent it could reward…
ServiceNow reports earnings tonight carrying a stock that has shed nearly half its value over the past year, and Wall Street wants to know whether Bill McDermott's AI monetization story can finally…
Thomas Richmond ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from Tesla, Alphabet, and IBM could either calm nerves or deepen the selloff…
Salesforce has cratered while posting five straight earnings beats and triple-digit AI growth, and the gap between Wall Street's most bullish analyst and the bears has never been wider. Something has to…
Texas Instruments and ServiceNow both report earnings on the same day after weeks of steep selloffs, and Wall Street is quietly stacking its chips heavily toward one of them while the other…
ServiceNow has dropped more than 40% over the past year while its business quietly accelerates, and options traders are making an unusually lopsided bet before the July 22 earnings report. Here is…
IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about…
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…
Salesforce (NYSE:CRM | CRM Price Prediction) 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…
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…
