A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.

2026 has not been a good year for software-as-a-service (SaaS) stocks. The sector has been crushed by fears that artificial intelligence (AI) is going to disrupt the industry. That has led to a major ...

Discover which AI productivity platform could redefine enterprise software today.

Benioff says Salesforce will spend $300M on Anthropic tokens in 2026, calls for a routing layer between frontier and smaller models. Tokens are the units of text that large language models process ...

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 ...

Salesforce (NYSE:CRM | CRM Price Prediction) and ServiceNow (NYSE:NOW) just closed earnings cycles that put their agentic AI strategies on full display. Salesforce wrapped fiscal 2026 with $41.5 ...

Vibe coding — the fast-growing trend of using generative AI to spin up code from plain-language prompts — is quick, creative, and great for instant prototypes. But many argue that it's not cut out for ...

Salesforce CRM and ServiceNow NOW are two of the most important enterprise cloud software companies, helping large organizations modernize operations, automate workflows and manage critical business ...

ServiceNow (NYSE:NOW | NOW Price Prediction) stock and Salesforce (NYSE:CRM) stock are both sliding roughly 5% in Tuesday’s session, a simultaneous drop that puts two of enterprise software’s most ...

Salesforce maintains a larger revenue base, while ServiceNow posts steadier gains each quarter. Explore how their financial ...

Salesforce has dominated the customer relationship management (CRM) space for years, and the company continues to generate massive amounts of cash while expanding its profitability. And in its ...