ServiceNow, Inc. Aktie News

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

AI disruption fears are driving a sell-off across the tech sector. That has created some nice deals for some essential hardware and software leaders.

The "SaaSpocalypse" narrative has gripped Wall Street, dragging the software and tech sector down roughly 22% this year. The fear driving this sell-off is singular, terrifying, and easy to understand: artificial intelligence (AI) agents will automate white-collar work so effectively that businesses will no longer need to buy software licenses for human employees.

As the software selloff deepens, ServiceNow's CEO is buying the dip and joining others at his company in ending automated stock-selling plans.

Alibaba on Monday unveiled Qwen 3.5, the latest update to its leading AI model.

Demand for Ciena's networking components is accelerating as companies build new data centers. Sandisk's flash memory products are in high demand as AI development picks up.

As software stocks crater on AI disruption fears, Wedbush analyst Dan Ives is taking a contrarian stance on the selloff.

SaaS stocks near 52-week lows may present selective opportunities for disciplined, long-term investors. A quality screen highlights large-cap names with strong ROA and improving valuation metrics. Adobe and FICO rank highest under a modified Magic Formula framework.