ServiceNow in the Media
118 mentions across press, blogs, and newsletters
February 2026
eSecurity Planet
Zero-Days, Data Breaches, and AI Risks Define This Week’s Cybersecurity Landscape
Weekly summary of Cybersecurity Insider newsletters The post Zero-Days, Data Breaches, and AI Risks Define This Week’s Cybersecurity Landscape appear
Feb 27, 2026
PYMNTS
Front Desk and Help Desk Are Now Manned by AI
The corporate front desk and the internal help desk are becoming faster, smarter and always on. New data from RingCentral and ServiceNow shows AI systems handling inbound calls and resolving IT tickets at scale. AI’s New Front Desk One significant example of artificial intelligence moving into t
Feb 27, 2026
SaaStrTech Media
DigitalOcean? It’s Up 12% in 2026. While The Rest of Software Is Down 24%. Here’s Why.
The IGV software ETF just entered a bear market. ServiceNow is down 50% from its highs. Salesforce and Workday have been crushed. And somehow, the little developer cloud that everyone wrote off is one of the only winners left standing. Let’s set the scene. It is February 2026. The “SaaSp
Feb 27, 2026
CNBCMajor Publication
The Tech Download: Software was going to eat the world. Now it’s facing an 'existential' crisis
This report is from this week's The Tech Download newsletter. Like what you see? You can subscribe here. Back in 2011, venture capitalist Marc Andreessen published the now well-worn words: “software is eating the world." Now, a debate is raging around how much software AI will eat. Many of the world
Feb 27, 2026
WebProNews
Jensen Huang Declares the Age of Agentic AI Has Arrived — And Nvidia Is Betting Everything on It
Nvidia CEO Jensen Huang declared the age of agentic AI has arrived, outlining a future where autonomous AI agents become digital employees across every industry, powered by Nvidia's
Feb 27, 2026
SiliconAngle
ServiceNow debuts Autonomous Workforce, EmployeeWorks automation tools
ServiceNow Inc. today debuted two new cloud services that use artificial intelligence to automate manual work for users. The first offering, Autonomous Workforce, is a suite of specialized AI tools that each focus on speeding up a different set of chores. On launch, the bundle features a single a
Feb 26, 2026
The Register AI-ML
ServiceNow boasts its AI bot is resolving 90% of its own help desk tickets
When it gets stuck, the bot will escalate rather than hallucinate ServiceNow claims it has created an AI agent that is currently solving 90 percent of the inbound IT tickets to the company's own employee help desk.…
Feb 26, 2026
Yahoo Finance
Amplitude, Freshworks, HubSpot, GoDaddy, and Paylocity Shares Skyrocket, What You Need To Know
A number of stocks jumped in the afternoon session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Feb 26, 2026
NBC Tech
AI giant Nvidia made $120 billion in profit last year. Investors are still spooked.
Nvidia generated a staggering $120 billion in profits last year. But not even the world's most valuable company is immune to the "AI scare trade."
Feb 26, 2026
eSecurity Planet
ServiceNow AI Platform Vulnerability Enables Unauthenticated RCE
ServiceNow patched a critical AI Platform flaw that could enable unauthenticated remote code execution. The post ServiceNow AI Platform Vulnerability Enables Unauthenticated
Feb 26, 2026
Yahoo Finance
Why JFrog (FROG) Stock Is Trading Up Today
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 6% in the morning session after Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
Feb 26, 2026
Computer World
ServiceNow plans automation of L1 Service Desk roles, promises more AI ‘specialists’ to come
Servi
Feb 26, 2026
WebProNews
Marc Benioff Declares the End of SaaS as We Know It — and Bets Salesforce’s Future on Autonomous AI Agents
Salesforce CEO Marc Benioff warns of a 'SaaSQuatch Apocalypse,' declaring traditional subscription software obsolete as autonomous AI agents rise. His Agentforce platform bets the c
Feb 26, 2026
MarketWatch - Top Stories
Salesforce’s record $50 billion stock-buyback plan is proving controversial on Wall Street
Salesforce is looking to buy the dip with a $50 billion share-repurchase program as the software selloff continues to send its stock falling, but Wall Street is wondering if the money would be better spent investing in more artificial-intelligence capabilities.
Feb 26, 2026
Yahoo Finance
Salesforce Eases AI Fears With Strong Outlook and Big Buybacks
“We’re well on our way” to $63 billion in annual revenue in fiscal year 2030, Chief Executive Officer Marc Benioff said Wednesday in a statement. Wall Street was expecting $60.3 billion. The company also announced a new $50 billion stock buyback program and increased its quarterly dividend to 44 c
Feb 26, 2026
SaaStrTech Media
The Boomerang Founders: Why UiPath and Workday’s Creators Had to Come Back — And Who’s Next
When AI threatens to eat your company, only the founder can rewrite the menu. There’s a moment in the life of every successful B2B company where the founder steps back and says: “I built this thing. It works. Let the professional operators take it from here.” We all think about it
Feb 26, 2026
SiliconAngle
Confluent Intelligence adds Streaming Agents into the mix to enable agent-to-agent collaboration
Big-data streaming company Confluent Inc. is beefing up its Confluent Intelligence platform to help artificial intelligence agents dig up more accurate data-based insights. Its new additions include Streaming Agents, which use the Agent2Agent protocol to connect with specialized external AI agent
Feb 26, 2026
VentureBeatTech Media
ServiceNow resolves 90% of its own IT requests autonomously. Now it wants to do the same for any enterprise
ServiceNow is handling 90% of its own employee IT requests autonomously, resolving cases 99% faster than human agents. On Thursday it announced the product technology it wants to use to do the same for everyone else.Organizations have spent three years running pilots that stall when AI get
Feb 26, 2026
Constellation Research
ServiceNow integrates Moveworks, launches Autonomous Workforce, EmployeeWorks
ServiceNow integrates Moveworks, launches Autonomous Workforce, EmployeeWorks <a class="username" href="https://www.constellationr.
Feb 26, 2026
CNBCMajor Publication
Market watchers back Jensen Huang's view that investors are 'wrong' on SaaSpocalypse
Nvidia 's Jensen Huang was right when he told CNBC investors "got it wrong" over AI fears that drove them to sell off software stocks, market watchers have said. Software stocks have been caught up in a sell-off that dragged the sector into bear market territory, amid fears AI could make software as
Feb 26, 2026
Fast CompanyTech Media
Bet on talent, not just AI
How leaders can build a future in which AI technology and talent are unstoppable together For decades, digital transformation raised hopes of simpler work. And while many companies found complexity instead of clarity, the story isn’t over. <a href="https://www.fastcompany.com/section/art
Feb 26, 2026
GBHackers
ServiceNow AI Platform Vulnerability Allows Remote Code Execution
ServiceNow has disclosed a critical security vulnerability in its AI Platform that could allow unauthenticated attackers to remotely execute code within the ServiceNow Sandbox environment. Tracked as CVE-2026-0542, the flaw was formally published on February 25, 2026, under security advisory KB26
Feb 26, 2026
CSO Online
5 trends that should top CISO’s RSA 2026 agendas
RSA 2
Feb 26, 2026
CNBCMajor Publication
'Software will eat AI,' HSBC says. Here are the bank's top picks
"Software is already eating AI" and will continue to do so, according to HSBC, with the bank shrugging off recent market fears about the sector being displaced by artificial intelligence. Software stocks plunged earlier this month as widespread concerns that AI could make software-as-a-service, or S
Feb 26, 2026
Implicator
Salesforce Beat Every Number. SaaS-Angst Won Anyway.
Salesforce beat every Q4 estimate but stock fell 5%. Agentforce ARR hit $800M, just 1.9% of revenue. SaaS-Angst is winning.
Feb 26, 2026
The Register AI-ML
Salesforce CEO 'SaaSquatch' Benioff says his company will monster the SaaSpocalypse
Selling so many agents they've cooked up a way to measure what they do Even by the somewhat offbeat standards of the Salesforce Ohana, the CRM giant just delivered a strange earnings announcement.…
Feb 26, 2026
TechBuzz
Benioff Defends Salesforce Against AI Disruption Fears
Salesforce CEO dismisses 'SaaSpocalypse' narrative after solid earnings beat
Feb 26, 2026
SiliconAngle
Salesforce beats expectations as it doubles down on AI agents, but investors are still worried
Salesforce Inc. clocked up its highest-ever quarterly revenue as it delivered its latest financial results, beating expectations, but its revenue guidance for the new fiscal year trailed Wall Street’s projections. The customer relationship management software giant crushed Wall Street’s expectati
Feb 26, 2026
CNBCMajor Publication
Nvidia’s Jensen Huang says markets ‘got it wrong’ on AI threat to software companies
Nvidia CEO Jensen Huang said Wednesday markets have miscalculated the AI threat to software companies in an interview hours after the chip behemoth issued an upbeat sales forecast on strong AI demand. "I think the markets got it wrong," Huang said. "Nobody's going to service better than ServiceNow,
Feb 26, 2026
Android Authority
Google’s latest app helps you use Gemini models and AI agents at work
Google's Gemini Enterprise app is tailor-made for workspaces with support for tapping into corporate data.
Feb 25, 2026
Brew Markets
Breaking up with AI
After a torrid, years-long affair with AI stocks, investors are suddenly ghosting Big Tech and rebounding with… deodorant and cheeseburgers. The market’s latest fling has been dubbed the “HALO” trade (heavy assets, low obsolescence). Traders are looking for shelter from industries getting smoked by
Feb 25, 2026
CNBCMajor Publication
Why has the software sell-off been so extreme? Look to this arcane way to value stocks
Why has the sell-off in software stocks — driven by artificial intelligence disruption fears — been so dramatic and seemingly unending? In this Club Check-in, CNBC's Paulina Likos and Zev Fima answer that question by diving into an important concept that investors use to evaluate stocks called termi
Feb 25, 2026
VentureBeatTech Media
Visual imitation learning: Guidde trains AI agents on human 'expert video' instead of documentation
For years, the "last mile" of digital transformation has been littered with forgotten PDFs and ignored training manuals. Organizations spend millions on sophisticated software like SAP or Salesforce, only for employees to struggle with basic navigation. Now, as the era of agentic
Feb 25, 2026
Techstartups
SolveAI emerges from stealth with $50M to help enterprises build IT-compliant software without coding
SolveAI, a London-based AI startup founded by former Palantir engineer Steve Basher, is stepping out of stealth with $50 million in fresh funding and an ambitious pitch: give everyday enterprise employees the ability to build production-ready software simply by talking […] The post <
Feb 25, 2026
WebProNews
The Enterprise AI Reckoning: Why Billions in Generative AI Spending Still Can’t Deliver on the Promise
Enterprise generative AI faces a reckoning as companies discover that powerful models alone cannot deliver reliable business results. A new infrastructure layer—spanning retrieval s
Feb 25, 2026
SecurityWeek
SecurityWeek Report: 426 Cybersecurity M&A Deals Announced in 2025
SecurityWeek’s M&A data indicates that today's market is more disciplined, and it seems to favor GRC, data protection, and identity. The post SecurityWeek Report: 426 Cybersecurity
Feb 25, 2026
Computer World
AI agent platforms could push down SaaS license costs, report argues
A sug
Feb 25, 2026
Cryptopolitan
Anthropic releases new Claude AI plugins for Microsoft Office, Google Drive, Gmail, and other business tools
Anthropic announced new features for its Claude AI assistant this week that let it work inside popular business programs and handle specialized tasks across different industries, the latest expansion that has kept investors on edge about the future of workplace software. The San Francisco company re
Feb 24, 2026
eWeek
OpenAI Partners With McKinsey, BCG, and Accenture to Accelerate Enterprise AI
OpenAI’s new Frontier Alliances with Accenture, BCG, Capgemini, and McKinsey aim to speed enterprise agent deployments and AI strategy work. The post OpenAI Partners With McKinsey, BCG, and Accentur
Feb 24, 2026
ForbesMajor Publication
A Fictional Memo Just Moved Real Markets. Here’s Why It Matters.
A Fictional Memo Just Moved Real Markets. Here’s Why It Matters.
Feb 24, 2026
Yahoo Finance
Anthropic launches new enterprise offerings, raising the heat on software companies
Anthropic is launching a slew of new enterprise capabilities for its AI bot Claude, putting increased pressure on software companies.
Feb 24, 2026
Constellation Research
New tech, same enterprise playbook: OpenAI launches Frontier Alliances partner program
New tech, same enterprise playbook: OpenAI launches Frontier Alliances partner program <a class="username" href="https://www.conste
Feb 24, 2026
Dataconomy
OpenAI taps consulting giants to bridge the enterprise AI adoption gap
<img alt="OpenAI taps consulting giants to bridge the enterprise AI adoption gap" class="webfeedsFeaturedVisual wp-post-image" height="800" src="https://dataconomy.com/wp-content/uploads/2026/02/1124821.jpg" style="display: block; margin: auto; margin-bottom: 10px;" title="OpenAI taps consulting gia
Feb 24, 2026
Fast CompanyTech Media
What if the SaaSpocalypse is a myth?
A trillion dollars of market value has vanished on the assumption that AI agents will make enterprise software obsolete. That assumption misunderstands the problem. A new word has entered the business headline writer’s lexicon over the last month: the “<a href="https://www.forbes.com/site
Feb 24, 2026
FirstPost
OpenAI partners with McKinsey, Accenture, Capgemini to advance its Frontier platform
OpenAI has partnered with top global consultancies—BCG, McKinsey, Accenture, and Capgemini—to accelerate adoption of its Frontier AI agent platform, reshaping enterprise workflows and pressuring traditional SaaS providers
Feb 24, 2026
SiliconAngle
OpenAI allies with 4 big consulting giants as the agentic enterprise battle heats up
OpenAI Group PBC said today it’s partnering with four of the world’s biggest technology consulting firms in an effort to help more enterprises adopt artificial intelligence agents. The ChatGPT maker has created an initiative it’s calling “Frontier Alliances” in collaboration with Accenture Plc.,
Feb 24, 2026
The Register AI-ML
IBM stock dives after Anthropic points out AI can rewrite COBOL fast
Big Blue has been saying this itself since 2013 IBM’s share price slumped by 13 percent on Monday, seemingly caused by investors reacting to an Anthropic blog post that points out its Claude Code tools can accelerate refactoring of apps written in the ancient COBOL language.…
Feb 23, 2026
GizmodoTech Media
An AI Thought Experiment on Substack Is Sending The Stock Market Spiraling
AI is coming for everything, Wall Street seems to believe.
Feb 23, 2026
WebProNews
The $2 Trillion Software Boom: Why Dan Ives Believes AI’s Next Chapter Will Mint a New Class of Tech Giants
Wedbush analyst Dan Ives projects a $2 trillion AI software spending wave is forming, arguing that the next class of technology winners will be software companies that monetize ente
Feb 23, 2026
Cryptopolitan
Anthropic says DeepSeek, Moonshot AI, and MiniMax created over 24,000 fake accounts to extract data from Claude
Anthropic says three Chinese AI firms built more than 24,000 fake accounts to pull data from its Claude system. The company says the goal was to boost their own models fast. The firms named were DeepSeek, Moonshot AI, and MiniMax. Anthropic said those accounts sent over 16 million prompts into Claud
Feb 23, 2026
TechCrunchMajor Publication
OpenAI calls in the consultants for its enterprise push
OpenAI is partnering with four consulting giants in an effort to see more adoption of its OpenAI Frontier AI agent platform.
Feb 23, 2026
Fortune
OpenAI partners with McKinsey, BCG, Accenture, and Capgemini to push its Frontier AI agent platform
The new alliances heap further pressure on SaaS vendors such as Salesforce, Microsoft, Workday, and ServiceNow.
Feb 23, 2026
EconomicTimes - IndiaTimes
TCS, ServiceNow enter multi-year partnership to scale enterprise AI adoption
Tata Consultancy Services (TCS) and ServiceNow signed a multi-year partnership to accelerate artificial intelligence adoption for enterprises across various business functions. According to a Tata Consultancy Services exchange filing, the collaboration focuses on reimagining work transformation thro
Feb 23, 2026
SocialSamosa
Arjun Laxminarasu joins UiPath as Head of Marketing for India & South East Asia
UiPath has appointed Arjun Laxminarasu as Head of Market
Feb 23, 2026
AdExchanger
How Agentic AI Can Break In The Real World
There’s a serious privacy risk quietly hiding inside “helpful” AI agents. As enterprise platforms rush to add conversational bots into workflows, they’re also inadvertently giving those agents broad access to sensitive information – and, in some cases, letting bots chat freely in a way no privacy
Feb 23, 2026
EconomicTimes - IndiaTimes
AI’s a railwind for companies transitioning early, says ServiceNow exec Zavery
Customers will not rip-and-replace legacy software platforms overnight but look for best outcomes at the best price. ServiceNow’s own numbers reflect that AI had an expansionary impact on its topline. In FY25, its AI revenue crossed $600 million and is expected to exceed $1 billion this fiscal. The
Feb 23, 2026
Constellation Research
Rimini Street CEO Ravin: CxOs have to lower costs, preserve autonomy over tech stack
Rimini Street CEO Ravin: CxOs have to lower costs, preserve autonomy over tech stack <a class="username" href="https://www.constell
Feb 22, 2026
EconomicTimes - IndiaTimes
BFSI, retail have seen big AI adoption in India; sovereign cloud requirements rising: ServiceNow COO
The US-based firm has partnered with top IT sector companies, such as TCS, Cognizant, LTIMindtree and Tech Mahindra, among others, and will look to have more such collaborations in the near future, according to a top company official.
Feb 22, 2026
SaaStrTech Media
Is SaaS Dead? No. But One Thing Is Clear: It’s Unstable.
For most of the past decade-plus, B2B software had a beautiful, almost boring stability to it. You’d build a product. You’d get it to $1M ARR. Then $10M. Then $100M. And the product you were selling at $100M ARR looked … pretty much the same as what you were selling at $1M. Better, sure.
Feb 21, 2026
Fortune
The CEO of a $1 billion AI unicorn says his peers in Silicon Valley want you to fear for your job, but they’re actually first on the chopping block
Tanmai Gopal of PromptQL said tech people have a bad habit of thinking "this affects me. So it's going to affect everyone like that."
Feb 21, 2026
ForbesMajor Publication
Dario Amodei Doubled Down On His AI Jobs Warning. Here’s What’s Different Now
From MIT’s Iceberg Index to Deutsche Bank’s" redundancy washing" warning, the evidence tells a messier story.
Feb 21, 2026
ZDNetTech Media
These top 30 AI agents deliver a mix of functions and autonomy
A handful hog the headlines, but many function-specific agents are available to developers and users. MIT's latest study explores the broader agentic ecosystem.
Feb 21, 2026
WebProNews
The $100 Million Bet on Vibe Coding: How Code Metal Is Turning AI-Generated Software Into a Billion-Dollar Business
Code Metal, a San Jose startup, raised $100 million in Series B funding to build enterprise infrastructure for vibe coding — the practice of creating software through AI conversatio
Feb 20, 2026
The Register AI-ML
AI agents abound, unbound by rules or safety disclosures
MIT CSAIL's 2025 AI Agent Index puts opaque automated systems under the microscope AI agents are becoming more common and more capable, without consensus or standards on how they should behave, say academic researchers.…
Feb 20, 2026
GizmodoTech Media
New Research Shows AI Agents Are Running Wild Online, With Few Guardrails in Place
And this research was conducted before OpenClaw unleashed a monster.
Feb 20, 2026
Livemint
Anthropic and OpenAI are the new darlings of Indian IT
TCS and Infosys’s partnerships with OpenAI and Anthropic could prove a win-win for India’s under-pressure technology sector and the fast-growing AI firms.
Feb 20, 2026
VentureBeatTech Media
How attackers hit 700 organizations through CX platforms your SOC already approved
CX platforms process billions of unstructured interactions a year: Survey forms, review sites, social feeds, call center transcripts, all flowing into AI engines that trigger automated workflows touching payroll, CRM, and payment systems. No tool in a security operation center leader’s stack insp
Feb 19, 2026
BloombergMajor Publication
ServiceNow Warns of Software Sector Shakeup During AI Transition
There could be a consolidation within the industry when some software firms fail to transform their businesses for AI adoption, ServiceNow COO Amit Zavery tells Bloomberg Television.
Feb 19, 2026
BloombergMajor Publication
ServiceNow Sees AI Adoption Driving Enterprise Growth
ServiceNow President & COO Amit Zavery discusses key impacts of artificial intelligence for business growth. He speaks with Haslinda Amin from the sidelines of India AI Impact Summit. (Source: Bloomberg)
Feb 19, 2026
MarketWatch - Top Stories
Will Microsoft’s stock finally rebound? A board member just bet $2 million on a turnaround.
There have been a few instances of insider purchases in the wake of the recent software selloff, with the latest coming from Microsoft director John Stanton.
Feb 19, 2026
Livemint
Software firms won’t die, AI models can’t work independently: ServiceNow COO
Enterprises will never simply go and adopt a barebones model for the work they do—they want trust, compliance, a team to fall back on, security, and compatibility with many distributed services in an organization, says ServiceNow COO Amit Zavery.
Feb 19, 2026
TechBuzz
Figma Partners with Anthropic to Turn AI Code Into Designs
Design platform integrates Claude to convert AI-generated code into editable mockups
Feb 17, 2026
TechCrunchMajor Publication
Here are the 17 US-based AI companies that have raised $100m or more in 2026
Three U.S.-based AI companies raised rounds larger than $1 billion so far in 2026 with 14 others raising rounds of $100 million or more.
Feb 17, 2026
CNBCMajor Publication
Figma partners with Anthropic to turn AI-generated code into editable designs
Figma Inc. signage during the company's initial public offering at the New York Stock Exchange on July 31, 2025. Figma is partnering with Anthropic and launching a feature called " Code to Canvas " that converts code generated in artificial intelligence tools like Claude Code into fully editable de
Feb 17, 2026
LA Times
Why one of tech's top fund managers just abandoned software stocks
Why one of tech’s top fund managers just abandoned software stocks
Feb 17, 2026
WebProNews
Snowflake’s CEO Declares War on Traditional Software: Why Sridhar Ramaswamy Believes AI Will Reduce Most Applications to ‘Dumb Data Pipes’
Snowflake CEO Sridhar Ramaswamy argues AI will reduce most enterprise software to 'dumb data pipes,' positioning data platforms as the true value center. His bold thesis challenges
Feb 17, 2026
WebProNews
Wall Street’s AI Playbook for 2026: How Smart Money Is Positioning for the Next Wave of Artificial Intelligence Gains
Wall Street strategists are shifting AI investment strategies heading into 2026, looking beyond semiconductor plays to software platforms, enterprise applications, and physical infr
Feb 17, 2026
SiliconRepublic
Scottish Equity Partners invests $50m in UK AI insurtech MEA
Founded in 2021, MEA deploys AI for insurance underwriting, claims, and finance-related needs. Read more: Scottish Equity Partners invests $50m in UK AI insurtech M
Feb 17, 2026
WebProNews
The $10 Trillion Question: Why AI’s Biggest Investments Still Circle Back to Advertising
The AI industry's projected $10 trillion infrastructure investment faces a fundamental tension: despite promises of revolutionary applications in healthcare and science, advertising
Feb 16, 2026
TechRadarTech Media
'My own opinion is that much of the fear is overblown': AWS CEO thinks investors may be worrying about AI risks too much
Investors worry AI could weaken software margins, while Amazon Web Services reports solid expansion and questions the scale of market panic.
Feb 16, 2026
WinBuzzer
OpenClaw Founder Peter Steinberger Joins OpenAI for AI Agents
OpenAI has hired OpenClaw founder Peter Steinberger to lead autonomous
Feb 16, 2026
SaaStrTech Media
The Future of B2B Marketing is AI Agent Recommendations. And AI Agents Play Favorites.
It’s bigger than GEO. Bigger than SEO. This is about being the #1 answer when 700 million people ask AI what to buy. Replit says use @HubSpot. (Right or wrong) These are the battles you just have to win in 2026+ AI Agents Have Favorites. You Need To Be One Of Them. pic.twitter.com/YwmLhKkluJ &
Feb 16, 2026
MIT Technology ReviewMajor Publication
Tuning into the future of collaboration
When work went remote, the sound of business changed. What began as a scramble to make home offices functional has evolved into a revolution in how people hear and are heard. From education to enterprises, companies across industries have reimagined what clear, reliable communication can mean in a h
Feb 16, 2026
ZDNetTech Media
The best hosted endpoint security software of 2026: Expert tested
Endpoint protection and response platforms cover everything from AI-powered ransomware detection to insider risk monitoring.
Feb 16, 2026
CNBCMajor Publication
Cramer: The AI trade has entered a puzzling phase. Do we know who the winners are anymore?
All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child's play. ServiceNow may call itself the "AI Control Tower" to signify who
Feb 15, 2026
SiliconAngle
TheCUBE Research 2026 predictions: The year of enterprise ROI
Observers commonly say that artificial intelligence is still in the “early innings.” The reality is AI is much further along than many acknowledge. In 2012, AlexNet was a watershed deep learning moment when massive and freely available internet datasets met Nvidia Corp.’s graphics processin
Feb 15, 2026
SaaStrTech Media
20VC x SaaStr This Week With Atlassian Co-Founder Mike Cannon-Brookes: Why B2B Software Isn’t Dead, What Anthropic’s $149B Projection Really Means, and Why CEOs Need to Stop Whining and Start Building
With Harry Stebbings, Jason Lemkin, Rory O’Driscoll, and special guest Mike Cannon-Brookes (CEO and co-founder Atlassian) We’re back on 20VC, with Harry, Rory from Scale, SaaStr’s Jason Lemkin, and a very special guest — Mike Cannon-Brookes, CEOand co-founder of Atlassian. On Anthr
Feb 15, 2026
WebProNews
ServiceNow’s Grand Ambition: Building the AI Nerve Center That Could Redefine How Enterprises Actually Work
ServiceNow is aggressively positioning itself as the central AI orchestration platform for enterprises, leveraging new partnerships like Kearney's BPR.ai, agentic AI capabilities, a
Feb 15, 2026
Techxplore
AI threatens to eat business software—and it could change the way we work
In recent weeks, a range of large "software-as-a-service" companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble.
Feb 15, 2026
SaaStrTech Media
Who’s Left In the 10x ARR Club? The Incredible Shrinking Elite of Public B2B Companies Still Trading at 10x+ Revenue. But … The Best Is Yet To Come.
There used to be a lot of companies in the 10x ARR Club. In Q4 2020, 60% of public B2B companies traded at 10x revenue or higher. Thirty-five traded above 20x. Asana hit 89x. Today it’s at 3x ARR.The median SaaS multiple was north of 18x. That world is not just gone. It’s been obliterate
Feb 14, 2026
Benzinga
Dan Ives Calls AI-Driven Software Selloff 'Most Disconnected Trade,' Says Salesforce And ServiceNow Are Historic Buys
On Friday, Wedbush analyst Dan Ives said Wall Street is misreading the impact of artificial intelligence on enterprise soft
Feb 14, 2026
Cryptopolitan
Amazon stock crashes to low not seen since 2006. What's going on?
Amazon just printed its longest losing streak in basically 20 years. The stock has fallen for nine straight trading days. Friday added another 0.4 percent drop. That matches a nine day slide that ended in July 2006. Over this stretch, Amazon has lost 18 percent. About $463 billion in market value ha
Feb 14, 2026
Brew Markets
AI fear spreads across the market
Over the past few weeks, investors’ anxiety about AI disruption hit the software sector like a tidal wave—but now, the tsunami is overtaking the rest of the market. For years, investors have been wooed by AI’s potential to boost productivity, sending the “picks and shovels” stocks of the AI boom to
Feb 13, 2026
Fortune
Marc Andreessen made a dire software prediction 15 years ago. Now it’s happening in a way nobody imagined
The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.
Feb 13, 2026
Yahoo Finance
Marc Andreessen made a dire software prediction 15 years ago. Now it’s happening in a way nobody imagined
The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.
Feb 13, 2026
WebProNews
The AI Reckoning Is Coming: Why Wall Street Sees a Wave of Disruption Crashing Into Software, Real Estate, and Trucking by 2026
Wall Street analysts warn that AI-driven disruption will hammer software, commercial real estate, and trucking sectors through 2026, as generative AI tools erode the value propositi
Feb 13, 2026
WebProNews
Geotab’s AI-Powered Pivot: How the World’s Largest Telematics Firm Is Rewiring Fleet Intelligence for a New Era
Geotab unveiled sweeping AI-powered upgrades to its fleet telematics platform at Geotab Connect 2026 in Las Vegas, with CEO Neil Cawse outlining how predictive maintenance, generati
Feb 13, 2026
SiliconAngle
Extreme Networks bets on agentic AI networking as supply chain uncertainty weighs on margins
Despite the seven straight quarters of revenue growth and sales and earnings results that topped analysts’ estimates in the most recent quarter, Extreme Networks Inc.’s stock is down by a third since its Sept. 11 high. Chief Executive Ed Meyercord (pictured) said supply chain uncertainty tied to
Feb 13, 2026
Fortune
A scary SaaS selloff changes the calculus for startups and private markets: “code alone was never a real moat”
On this Friday the 13th, I didn’t have to try hard to come up with a scary SaaS story for you.
Feb 13, 2026
Fortune
Workday shed $40 billion in value. Founder Aneel Bhusri is back with a $139 million bet he can turn it around
Workday's compensation plan for its new CEO underscores how much of an uphill fight SaaS companies have in the face of AI.
Feb 13, 2026