Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption.

Microsoft and ServiceNow are two big software companies that could set the tone for the beleaguered sector with their ...

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ServiceNow beat Q4 earnings expectations as subscription revenue climbed 21%, intensifying its fight with Microsoft and ...

Salesforce shares hit a fresh 52-week low Thursday morning as a cluster of big software earnings set a risk-off tone across ...

Big earnings movers include Meta, Tesla, and Lam Research. Apple earnings are due late.

ServiceNow and Microsoft deliver seamless agentic AI orchestration and governance capabilities for joint customers The new capabilities meet users where they work across the Microsoft 365 environment, ...

Microsoft replaced Hossein Nowbar this fall without saying why. A press release issued by ServiceNow Monday included a glowing quote from Microsoft President Brad Smith, who'd been Nowbar's boss.

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption Goldman Sachs sees AI expanding the total ...