SAAS

For the past two years, investors seeking exposure to artificial intelligence have largely chased the companies building the models: OpenAI, Anthropic, xAI, and other headline-grabbing startups promising to reshape the economy. But a growing body of venture data suggests the real AI trade may have...

On Wednesday, Oracle Corp (NYSE:ORCL) said that the fears of a broader SaaS slowdown have largely faded among its enterprise customers. The company’s shares have fallen about 9.75% over the past six months. Oracle pushes back On SaaS slowdown fears During Oracle’s fiscal 2026 fourth-...

Navan Inc.  (NASDAQ:NAVN) posted its first-quarter results after Wednesday’s closing bell, beating analyst estimates on the top and bottom lines. Here's a look at the details inside the report.  NAVN stock is moving. Watch the price action here. Navan Q1 Details        Navan reported...

Thoma Bravo, co-founder Orlando Bravo, said that worries surrounding artificial intelligence wiping out software-as-a-service businesses have cooled, arguing that new AI capabilities are lifting, not crushing, many software vendors. "The SaaSpocalyse is over. It's finished, no more. It wasn't a...

Guidewire Software Inc.  (NYSE:GWRE) posted its third-quarter results after Thursday’s closing bell. Here's a look at the details inside the report.  GWRE stock is moving. Watch the price action here. Guidewire Q3 Details        Guidewire Software...

Snowflake Inc. (NYSE:SNOW) just put up one for the record books. The data cloud giant rocketed 87.3% in May — from an April 30 close of $136.47 to a May 29 finish of $255.55 — its best single-month performance in company history.  SNOW stock is moving. See the chart and price action here....

Wall Street gets a broad AI demand check after Wednesday's close, with Salesforce Inc. (NYSE:CRM), Snowflake Inc. (NYSE:SNOW), Marvell Technology Inc. (NASDAQ:MRVL) and HP Inc. (NYSE:HPQ) all scheduled to report earnings.  CRM stock is moving ahead of earnings. See the price action here....

Workday, Inc. (NASDAQ:WDAY) posted strong first-quarter financial results after Thursday’s closing bell. Here's a look at the details inside the report.  WDAY stock is moving. Watch the price action here. Workday Q1 Details    Workday reported quarterly earnings of $2.66 per share...

CNBC host Jim Cramer may have thrown cold water on one of software's hottest short-term rallies in ServiceNow Inc. (NYSE:NOW).  NOW stock is moving. See the chart and price action here. Cramer Calls the Top? The "Mad Money" host posted on X Tuesday morning, "SAAS buyers overplaying their NOW...

California’s Governor Gavin Newsom proposed a tax on digital prewritten software on Thursday, aimed at creating a level playing field between online and in-store software purchases. Newsom suggested expanding the state sales tax to include digital prewritten software, noting the unfairness of...

Private artificial intelligence (AI) companies are now trading at valuation multiples that public software investors have not achieved. Data from Forge Global shows that private-market enthusiasm around AI continues to dramatically outpace valuation discipline in public equities.  Private AI...

Hg Capital Trust cut the value of most of its largest investments during the first quarter, pointing to a broad pullback in software valuations tied to AI-related concerns.  The firm saw a 5.4% drop in net asset value for the quarter. It also saw a 9% decrease in portfolio valuations. Fourteen of...

Concerns over inflation, defaults, and AI-driven disruption in software have fueled recent stress in private credit markets, prompting Goldman Sachs Research to speak with leading credit CEOs, who see AI as a driver of greater dispersion and volatility rather than broad market disruption across...

Palantir Technologies Inc (NASDAQ:PLTR) reported financial results for the first quarter of 2026 after the market close on Monday. Here's a rundown of the report. Palantir Technologies stock is gaining positive traction. Why is PLTR stock trading higher? Palantir Q1 Earnings Highlights...

"Big Short" investor Steve Eisman said that while it's unclear how turmoil in private credit will ripple through the broader economy, software-related exposure within that market has been "obliterated." "If you're a private equity firm and you have overexposure to software, your company is worth...