ServiceNow's CEO is one of the first software execs buying shares in their own companies in the wake of the SaaS sell-off.

Citrini Research imagines a future where software tools and expertise are rendered obsolete while AI unleashes job losses and economic chaos.

BNP Paribas Equity Research analyzed SaaS valuations using stock-based compensation in the terminal value framework.

Artificial intelligence is creating one of the most dramatic divergences markets have seen in decades — and software ...

ServiceNow Inc NOW shares are rebounding Tuesday. The stock is bouncing back from Monday’s sell‑off sparked by a Citrini Research report warning that AI could pose major risks to software companies ...

Sometimes, the market offers opportunities to buy great stocks at a discount. That's happening now.

When the stock market panics, it pays to check if the fear makes sense. The post The SaaS Apocalypse: When Fear Does the Thinking appeared first on The Smart Investor.

From a rebound in software stocks on Wall Street overnight to oversold levels for domestic IT companies, some key factors may ...

The durable edge in investing has always been in what is hard to see: trust, relationships, switching costs and institutional ...

Atlassian has been one of the biggest casualties of what is now called the SaaS-pocalypse, and it is precisely why I decided ...