$NOW

Crescendo earns 2026 Great Place To Work Certification across five regions with 87% employee satisfaction, 30 points above U.S. average.

BeyondTrust research reveals enterprise AI agents surging 466.7% YoY, with many organizations running over 1,000 agents with admin privileges unknown to security teams.

BeyondTrust expands Pathfinder Platform to secure AI agents across cloud environments, addressing 466.7% YoY growth in enterprise AI deployments.

Palantir surged nearly 2,000% since ChatGPT's launch, reaching $368B market cap. Despite lofty valuations, AI platform and government contracts justify premium for believers.

ServiceNow stock down 25% amid SaaS AI fears, but $NOW positioned as AI leader with Now Assist reaching $600M ACV, projected $1B by year-end.

Senior analyst deploys over $10,000 across AMD, ServiceNow, and Pinterest, citing AI opportunities, valuation discounts, and platform transformation potential.

Oracle acknowledges AI disrupts SaaS but positions itself as the disruptor. The company embeds AI agents into cloud apps free while expanding OCI, though surging debt and declining cash flow pose investor risks.

ServiceNow gains on BNP Paribas upgrade to outperform with $140 price target, citing AI monetization success and projected 20% subscription revenue growth.

Major tech companies announced billions in AI investments this week, while Trump administration sued California over emissions. Meta, Nvidia, Oracle, and Amazon made significant moves.

Harris Oakmark reverses long-standing SaaS skepticism, identifying value in software giants as high switching costs and data assets position incumbents to benefit from AI adoption.

Tech stock sell-offs create valuation opportunities in Adobe, ServiceNow, and Netflix, each offering strong fundamentals and attractive risk-reward profiles for patient investors.

Software stocks crash on AI fears, but quality names like ServiceNow offer attractive entry points as market sentiment overshoots fundamental business risks.

Top executives at $KKR, $SNOW, and $WD are buying company shares amid market weakness, signaling conviction in their businesses during challenging periods.

ServiceNow outpaces Salesforce with 21% subscription growth and 57% free cash flow margins, making it the better long-term AI investment despite higher valuation.

Cohesity and ServiceNow integrate platforms to provide immutable recovery for enterprise AI agents, launching integrated capabilities in late 2026.

ServiceNow stock surges 19% amid AI revenue momentum. Now Assist AI suite reaches $600M ACV with $1B+ target by 2026. Remains attractive at 29x earnings with 19.5% subscription growth.

Nvidia CEO Jensen Huang argues agentic AI will strengthen rather than disrupt enterprise software, challenging bear thesis that has wiped $1.6 trillion in SaaS valuations.

ServiceNow shares rise on partnership with NTT DOCOMO and StarHub to develop AI-powered roaming solution, targeting H2 2026 commercial launch.

Booking Holdings announces 25-for-1 stock split, trading at valuation discount with strong fundamentals. Lucid's reverse split reflects cash burn concerns.

Palantir reports 70% revenue growth and 79% EPS growth with 137% commercial surge, though 100x P/E valuation leaves limited room for error amid recent 26% pullback.