Speaking on CNBC's "Closing Bell," Ives said investors are pricing in an unrealistic scenario in which AI tools rapidly replace traditional software platforms. "The most disconnected trade I've ever ...

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 ...

Researchers discover exploitable agentic AI technologies from ServiceNow and Microsoft. Securing agentic AI is already proving to be extremely challenging. Cybersecurity pros should adopt a "least ...

ServiceNow reported quarterly earnings that beat expectations. The results weren't enough to quell concerns about slowing growth amid the company's acquisition spree. For the fourth quarter, ...

ServiceNow and OpenAI are deepening their strategic partnership with an enhanced collaboration to help enterprises accelerate efforts to turn artificial intelligence (AI) into measurable business ...

While artificial-intelligence infrastructure stocks have received much of investors’ attention in recent years, it might be the software sector’s turn to rack up big gains in 2026. Christine Ji is a ...

Artificial intelligence platform developer ServiceNow has agreed to acquire Armis for $7.75 billion in cash to expand its security workflow offerings and drive artificial intelligence-based proactive ...

ServiceNow has announced a $7.8bn deal to acquire security startup Armis at the end of what has been a big year for cybersecurity merger and acquisition (M&A) activity. Best known for its IT service ...

ServiceNow's acquisition of Armis for $7.75 billion is the vendor's largest acquisition yet. It indicates a belief that controlling security across the full enterprise attack surface - from software ...