Salesforce (NYSE:CRM) and ServiceNow (NYSE:NOW) both just delivered results that reset the enterprise AI conversation.

Guggenheim Securities senior research analyst and senior managing director for software, John DiFucci, explains why he upgraded ServiceNow (NOW) and Salesforce (CRM) despite the AI-driven ...

Salesforce maintains a larger revenue base, while ServiceNow posts steadier gains each quarter. Explore how their financial ...

A Guggenheim analyst says that valuations for the two software stocks are too depressed, even though the AI threat is real.

Salesforce maintains a larger revenue base, while ServiceNow posts steadier gains each quarter. Explore how their financial ...

Salesforce wants to own the data, content, integration and agent layers AI needs to operate across the enterprise. Here's ...

Salesforce's Missionforce National Security platform is now used by the U.S. Air Force to manage its global vehicle fleet.

Bloomberg journalists discuss today's biggest winners and losers in the stock market. Listen for analysis on the companies ...

Discover which AI productivity platform could redefine enterprise software today.

Oracle’s stock missed out on the broader software rally, as the company is tied to OpenAI’s success through its cloud-infrastructure business.

Guggenheim’s upgrade is explicitly valuation-driven, not an AI-winner bet, and it targets double-digit growth with improving US federal business as procurement delays ease. With investors shifting ...

The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and ServiceNow wasn’t one of them. The 10 stocks that made the cut could ...