By Lewis Krauskopf and Suzanne McGee NEW YORK, Feb 5 (Reuters) - Wall Street's "Software-mageddon" has been snowballing. Now ...
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CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge
Nvidia CEO Jensen Huang told CNBC's Jim Cramer on Tuesday that there's "no drama involved" between the company and OpenAI. "Everything's on track," he added.
NEW YORK, Feb 5 (Reuters) - Wall Street's "Software-mageddon" has been snowballing. Now investors are debating whether it is ...
We call it the ‘SaaSpocalypse,’ an apocalypse for software-as-a-service stocks,” said Jeffrey Favuzza, who works on the ...
ServiceNow beat Q4 earnings expectations as subscription revenue climbed 21%, intensifying its fight with Microsoft and ...
"Flexera (US), Snow Software(Sweden), USU Software AG(Germany), Ivanti(US), BMC Software(US), ServiceNow(US), Certero(UK), Matrix42(Germany), Broadcom(US), Eracent(US ...
How observability, identity, operational technology – and yes, AI – are driving big ticket deals for the likes of Snowflake, ...
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CNBC Daily Open: UBS posts strong earnings while Novo Nordisk's U.S. shares crater on slowing growth
Nvidia CEO Jensen Huang told CNBC's Jim Cramer on Tuesday that there's "no drama involved" between the company and OpenAI.
ServiceNow, Inc. (NYSE:NOW) Q4 2025 Earnings Call Transcript January 28, 2026 ServiceNow, Inc. beats earnings expectations. Reported EPS is $0.92, expectations were $0.885. Operator: At this time, I ...
The moves have triggered some concerns over whether ServiceNow's organic growth is slowing as it moves into more areas outside of its core business, and whether the acquisition activity will continue.
AI didn’t kill software. It broke the SaaS growth story. $300B vanished as markets repriced legacy models and shifted toward agent-driven, outcome-based economics.
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