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 ...

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 ...

Discover which AI productivity platform could redefine enterprise software today.

Oracle’s stock missed out on the broader software rally, as the company is tied to OpenAI’s success through its cloud-infrastructure business.

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 ...

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 ...

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's fiscal first quarter of 2027 (the period ended April 30, 2026) was solid. Revenue rose 13% year over year to $11.1 billion, an acceleration from the 9% growth it reported two quarters ...