The sell-off in software-as-a-service (SaaS) stocks could be creating a generational buying opportunity in the group. At ...

SiTime is placing a sizable bet on Santa Clara. The precision-timing chipmaker has signed for roughly 150,000 square feet ...

CEO Bill McDermott argues that AI excels at identifying problems and providing advice but cannot execute solutions, giving ServiceNow a durable moat as the platform that actually gets enterprise work ...

ServiceNow is exceptionally positioned to benefit from enterprise AI adoption, countering 'SaaSpocolypse' fears with robust, integrated AI capabilities. NOW’s AI platform addresses key enterprise pain ...

One day not long ago, a founder texted his investor with an update: he was replacing his entire customer service team with Claude Code, an AI tool that can write and deploy software on its own. To Lex ...

The result? Plummeting share prices for Salesforce (down 14 percent), Intuit (31 percent), Oracle (19 percent), Shopify (9 percent), HubSpot (20 percent), Atlassian (44 percent), Docusign (22 percent) ...

According to Citrini Research, AI is setting off a powerful feedback loop. Companies deploy AI to cut labor costs. They then reinvest those savings into more AI, accelerating the very disruption that ...

ServiceNow's CEO will buy $3 million worth of shares in his company this month. Several other top ServiceNow execs cancelled their trading plans, putting them in a position to buy shares later. The ...

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 ...