AI may crush SaaS pricing power even as Nvidia benefits. A new report warns software firms face structural risks from ...

ServiceNow's CEO is one of the first software execs buying shares in their own companies in the wake of the SaaS sell-off.

Tata Consultancy Services (TCS) has signed a multi-year partnership with ServiceNow to accelerate enterprise adoption of artificial intelligence across ...

AI firm Anthropic’s launch of an update to its Claude AI has led to a stock market drop, leaving AI investors worried.

ServiceNow reported strong growth in the 2025 fourth quarter. It serves a network of more than 8,000 clients globally who rely on its workflow automation software. Investors are down on ...

The SaaS sector dropped 30% in 90 days on AI generated obsolescence fears. Autodesk commands 70-80% of the global architecture market with prohibitively high switching costs. Palantir’s AI platform ...

After the “SaaSpocalypse” that shook AI-susceptible software companies earlier this week, things are starting to look up for the sector—but only to a point. Some stocks showed signs of improvement on ...

Jeffries termed the SaaS selloff ‘SaaSapocalypse’ as Asana fell 59% and DocuSign fell 52% over one year. BDCs hold roughly 20% exposure to SaaS companies through direct equity investments and debt ...

Frontier gives agents the same skills people need, creating AI coworkers that work across the business to close the AI opportunity gap between early leaders and everyone else, the company says.

ServiceNow shares sank despite strong results and guidance. Investors continue to fret over the impact AI will have on SaaS businesses. The stock now trades at an attractive price. 10 stocks we like ...