ServiceNow, Inc. Common Stock (NOW)

In a move that has sent shockwaves through the enterprise technology sector, Jefferies analyst Brent Thill issued a sweeping research report on February 23, 2026, marking a definitive "reset" for the software industry. The report specifically targeted two erstwhile darlings of the cloud era, Workday (NASDAQ: WDAY) and DocuSign (NASDAQ:

U.S. trade policy was thrown into chaos following the Supreme Court's decision last Friday.

SAN FRANCISCO — February 23, 2026 — OpenAI has officially moved from providing the world’s most popular large language models to becoming the central nervous system of global business. In a series of landmark multi-year agreements announced today, the AI powerhouse unveiled the "Frontier Alliances"—a strategic partnership with Accenture, Boston

The enterprise software market is currently weathering its most volatile period since the 2022 rate hikes, as a massive sell-off—now being dubbed the "SaaSpocalypse"—wipes out nearly $1 trillion in market value. This dramatic recalibration of the technology sector has been catalyzed by fears that OpenAI’s rapid expansion

The enterprise software sector, long the crown jewel of Wall Street’s growth portfolio, is currently grappling with a fundamental identity crisis that has wiped out nearly $1 trillion in market value since the start of the year. Investors have rapidly soured on the traditional "Software-as-a-Service" (SaaS) model, fearing that

Date: February 23, 2026 By: Financial Research Insights Introduction As of February 23, 2026, the Cloud Contact Center as a Service (CCaaS) market is undergoing a seismic shift, and Five9 Inc. (NASDAQ: FIVN) finds itself at the epicenter. Once viewed as a high-growth pandemic darling that suffered a brutal valuation reset in 2024, Five9 has [...]

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The analysts said investor anxiety has overtaken the narrative around AI, creating a disconnect between fundamentals and sentiment.

Today, Feb. 19, 2026, Walmart’s cautious outlook rattled U.S. stocks as investors weighed fading rate-cut hopes and rising geopolitical risk.

ServiceNow has been caught in the SaaS sell-off, making it an attractive stock to buy.

Amit Zavery states that those companies that don’t transition to AI would have a difficult time.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

Investors continue to debate why software stocks have taken a beating. The real reason may be incredibly simple.

MSFT Stock News - John Stanton acquired 5,000 shares, which appears to be among the largest insider buys at the company in years.

Fiserv stock is trading down 73% over the past year.

The software sector is in turmoil. Is the worst to come, or is this a generational buying opportunity?

Buying these world-class tech stocks amid the recent sell-off could pay off handsomely over the coming years.

Analysts argue AI disruption fears are driving multiple compressions across software, even while CrowdStrike’s business checks remain solid.

Low-code automation software company Appian (NASDAQ:APPN) will be announcing earnings results this Thursday before the bell. Here’s what investors should know.

Cloud storage company Dropbox (NASDAQ:DBX) will be announcing earnings results this Thursday after the bell. Here’s what to expect.

Investors are looking ahead to a slew of economic data on Wednesday, including housing starts, building permits, durable-goods orders, and industrial production.