Benchmark Sees Huge Upside in Snowflake, Microsoft & Cybersecurity Leaders
Benchmark initiates Buy coverage on Snowflake, Microsoft, Palo Alto Networks, ServiceNow, and CrowdStrike.
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The 2028 Intelligence Crisis: Why AI Success Could Be the Market’s Nightmare
A viral research report paints a scary AI future with high unemployment and crashing markets despite productivity gains. Software and payments stocks tank as investors react to the "what if AI success is bad?" scenario.
Software Stocks Slump Again: AI Fears and Weak Outlooks Hit Hard
Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.
ServiceNow Buys Armis for $7.75B to Boost AI Security
ServiceNow acquires cybersecurity startup Armis for $7.75 billion to strengthen AI security as companies face growing cyber threats from AI adoption.
Wall Street Moves: Analysts Upgrade and Downgrade Key Tech Stocks
Morgan Stanley and KeyBanc updated their views on major tech stocks, upgrading Doximity, Asana, and Akamai, while downgrading ServiceNow and Adobe as part of their 2026 outlook.
ServiceNow Eyes $7B Armis Acquisition to Boost Cybersecurity Arsenal
ServiceNow is in advanced talks to acquire cybersecurity startup Armis for up to $7 billion, marking its largest deal yet as tech giants race to strengthen security offerings.