ServiceNow, Inc. Aktie News

Beyond the “Magnificent Seven” names, Wall Street analysts see opportunities in software and specialized semiconductor plays.

While others see an inflating AI bubble that could burst and lose investors a boatload of money, others see underinvestment in some specific parts of the theme.

With software stocks badly trailing the rest of the tech sector of late, investors told CNBC that they're buying the dip and predicted a flurry of deals. Shares of Salesforce, ServiceNow and Adobe have tumbled to start the year, continuing a downturn that played out in 2025.

Anxious software investors worry that artificial intelligence is disrupting the multi-trillion dollar industry. One veteran tech investor says those concerns are misplaced.

Some of the best returns in the stock market have come from software stocks. These tech companies can scale to serve more customers while enjoying annual recurring revenue models.

There were quite a few share-price-moving events for investors to contemplate over the year. These included not only a stock split, but a crucial update to the company's platform, and a pricey acquisition.

LAS VEGAS--(BUSINESS WIRE)--ServiceNow announced significant enhancements to its global Partner Program to accelerate AI agent innovation.

ServiceNow signed a three-year deal with OpenAI to use its intelligence models to offer AI agents to customers. ServiceNow will add OpenAI's GPT-5.2 into its enterprise platform.