ServiceNow's stock leads a software rally. Here's what's energizing investors.
There's growing confidence in the idea that traditional software companies will be able to withstand AI disruption.

Glideslope AI-powered market news
No market stories in the last 7 days. The latest coverage is below.
No scored stories in the last 7 days.
| Day | Mood | Stories |
|---|---|---|
| Sat, Oct 10 | — | 0 |
| Fri, Oct 9 | — | 0 |
| Thu, Oct 8 | — | 0 |
| Wed, Oct 7 | — | 0 |
| Tue, Oct 6 | — | 0 |
| Mon, Oct 5 | — | 0 |
| Sun, Oct 4 | — | 0 |
| Sat, Oct 3 | — | 0 |
There's growing confidence in the idea that traditional software companies will be able to withstand AI disruption.
Evercore recommends Microsoft, ServiceNow, Salesforce and Samsara.
ServiceNow cut hundreds of jobs to streamline operations. One staffer called it a 'very tough day.'
While ServiceNow's earnings beat proved that its AI momentum is picking up, the launch of OpenAI Presence reignited fears of enterprise software disruption
ServiceNow's investment gives BusinessNext a strategic partner to expand its AI-powered banking software globally.

These are the stocks posting the largest moves in after hours trading.

Against a gloomy backdrop for software sentiment, ServiceNow just topped revenue expectations.
A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.
These are the stocks posting the largest moves premarket.

Oracle's stock missed out on the broader software rally, as the company is tied to OpenAI's success through its cloud-infrastructure business.
ServiceNow is used by thousands of enterprises to automate their internal processes, but says several customers had data accessed because of a security bug.

ServiceNow shares are up 40% this month, leading an industrywide relief rally among enterprise software companies.
The Snowflake rally also lifted shares of ServiceNow, Oracle and Palantir, while Salesforce bucked the trend.

Application-software stocks are getting more love from Wall Street.
These are the stocks posting the largest moves in midday trading.

ServiceNow lays out path to $30 billion in annual subscription revenue as AI bets accelerate
A prominent software ETF is seeing its biggest daily decline in a year. There's "no room for nuance" in the sector, an analyst says.
Shares of ServiceNow sank over 16%, dragging down other software names like Salesforce, Workday and Oracle with it.

Editor's note: The futures, ETFs data, earnings and headline were updated. U.S. stock futures were mixed on Thursday following another record-breaking surge on…

See which stocks are posting big moves after the bell.

The software company beat expectations for earnings and revenue as it continued to expand its artificial intelligence offerings.

ServiceNow CEO dismisses AI software threats as 'parlor tricks' as he raises forecasts
These are the stocks posting the largest moves premarket.

Bill McDermott said he was able to rise through the ranks at Xerox before moving on to CEO roles at SAP and ServiceNow, largely because he worked harder than t…
Technology companies, including Block and Atlassian, have already cut jobs this year due to AI adoption.

ServiceNow is handling 90% of its own employee IT requests autonomously, resolving cases 99% faster than human agents. On Thursday it announced the product tec…

As the software selloff deepens, ServiceNow's CEO is buying the dip and joining others at his company in ending automated stock-selling plans.
On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise software. AI Disruption Fears Spark Soft…

ServiceNow, Shopify and Twilio are stocks that appear to stand out in this beaten-down sector, but some believe it's too soon to buy.
Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.
LOG IN / SUBSCRIBE