ServiceNow Jumps 25% in 3 Months: Buy, Sell or Hold the Stock?

ServiceNow's AI business surpassed $1B in ACV in Q2 2026 with 40%+ sequential growth, and subscription revenues rose 24.5% to $3.88B. However, intensifying competition from Microsoft, Oracle, and Salesforce in enterprise AI and workflow automation, combined with margin pressure from acquisitions and a premium valuation (8X forward P/S), has led to a Zacks Rank #4 (Sell) rating.

09/08/2026, 2:37 PM • Zacks

Why Monday.com Stock Popped in August

Monday.com stock rose 16% in August despite initial sell-off following its Q2 earnings beat. The stock recovered late in the month after Salesforce's strong earnings report boosted investor sentiment toward legacy software and CRM companies. The author views Monday.com as undervalued with a forward P/E under 14.

09/07/2026, 11:12 PM • The Motley Fool

Salesforce's Massive AI Agent Labor Market Could Drive New Upside

Salesforce is positioning its Agentforce product as billable digital labor rather than just another AI feature. The company aims to tie consumption revenue directly to corporate labor spending, potentially opening a larger growth market. Success depends on consumption revenue growing faster than software seat losses and maintaining controlled inference costs.

09/07/2026, 9:37 AM • The Motley Fool

Michael Burry Says Palantir's Books Look More Like a Consultant's Than a Software Company's

Michael Burry, the investor behind 'The Big Short,' argues that Palantir Technologies' financial profile resembles a consulting firm rather than a software company, citing faster-growing accounts receivable than revenue, concentrated customer payments, and deferred revenue ratios similar to Accenture. Burry holds put options betting against the stock and suggests it could fall from its current $420 billion valuation to below $100 billion, though the company reported strong 93% year-over-year revenue growth.

09/05/2026, 11:26 PM • The Motley Fool

Why UiPath Stock Plunged Today

UiPath shares fell 16.63% despite strong quarterly results (13% revenue growth to $410M, 43% operating income surge) as investors worry about intensifying competition from AI-powered rivals. The company is positioning itself to help customers use AI strategically alongside deterministic automation, but analysts note the competitive landscape is evolving faster than reported numbers reflect.

09/04/2026, 10:07 PM • The Motley Fool

AI/R Everymind reconocida en los Salesforce Partner of the Year Awards 2027

AI/R Everymind, a subsidiary of AI/R, has been awarded the Salesforce Partner of the Year Award in the inaugural Partner FDE Practice category for successfully deploying Agentforce from pilot to production at scale. The company, which has completed 2,000 Salesforce implementations with over 500 certified professionals, was recognized for its approach of embedding engineers within client environments to accelerate AI agent adoption.

09/04/2026, 7:20 PM • GlobeNewswire

AI/R Everymind é premiada no Salesforce Partner of the Year Awards 2027

AI/R Everymind, a subsidiary of AI/R specializing in Agentic AI, won the Salesforce Partner of the Year Award 2027 in the inaugural Partner FDE Practice category. The award recognizes the company's expertise in deploying Agentforce from pilot to production at scale, leveraging its team of 500+ certified professionals and 2,000 successful Salesforce implementations.

09/04/2026, 2:59 PM • GlobeNewswire

Marc Benioff's $25 Billion Bet Against the "SaaSpocalypse" Earlier This Year Is Now Paying Off for Salesforce Investors, and It's Not Too Late to Join

Salesforce's stock has surged 38% since March after CEO Marc Benioff's aggressive $25 billion accelerated share buyback during the AI-driven software sector sell-off. Q2 earnings revealed strong performance with AI-related revenue growing 210% year-over-year to nearly $4 billion, and a new partnership with Anthropic introducing Claudeforce. Despite the rally, the stock trades at just 16x earnings, suggesting potential for further upside as the company demonstrates it's an AI beneficiary rather than victim.

09/04/2026, 7:24 AM • The Motley Fool

Product Information Management Market Size to Surpass $69.49 Billion by 2035 | SNS Insider

The global Product Information Management (PIM) market is expected to grow from $16.88 billion in 2025 to $69.49 billion by 2035, with a CAGR of 15.2%. North America leads with 39% market share, while Asia-Pacific is the fastest-growing region. Large enterprises dominate with 68% share, with retail being the leading vertical at 32%. Cloud-based solutions are experiencing the fastest growth due to scalability and cost-effectiveness.

09/04/2026, 2:30 AM • GlobeNewswire

Why Figma Stock Climbed 13% in August

Figma stock rose 13% in August despite an initial post-earnings sell-off, driven by a broad software sector recovery and strong earnings reports from peers like Salesforce. The company reported its third consecutive quarter of accelerating revenue growth (48% increase) and beat earnings estimates, though investors remain concerned about rising costs and margin compression from AI feature development.

09/02/2026, 9:15 PM • The Motley Fool

Veeva's Exiting President Sold $2.8 Million in Stock: What Investors Need to Know

Thomas D. Schwenger, President and Chief Customer Officer of Veeva Systems, sold 10,000 shares worth $2.8 million on August 27, 2026, under a pre-arranged Rule 10b5-1 trading plan. The sale should not alarm investors as Schwenger is departing the company on October 2, 2026, and the transaction was pre-planned for liquidity purposes rather than a market timing bet. Veeva has rebounded strongly with a 55% gain over six months following successful earnings beats and a successful transition to its own Vault CRM platform.

09/02/2026, 6:38 PM • The Motley Fool

Salesforce: Its Biggest AI Threat Just Became Its Partner

Salesforce partnered with Anthropic to integrate Claude as the default AI reasoning engine across its products including Agentforce and Slack. The deal addresses investor concerns about AI disrupting Salesforce's business model while creating a powerful upsell opportunity, as AI features are exclusive to premium subscriptions. The stock surged 23% on the announcement, and Q2 results showed 11% revenue growth and 240% annualized growth for Agentforce to $1.5 billion.

09/02/2026, 12:30 PM • The Motley Fool

Stock Market Midday, Aug. 28: Stocks Edge Higher on Fed's Clear Inflation Message

Major stock indexes edged higher on Aug. 28 as investors digested Federal Reserve Chairman Kevin Warsh's Jackson Hole speech emphasizing commitment to reducing inflation. The S&P 500 gained 0.20%, Nasdaq rose 0.14%, and the Dow climbed 0.17%. Communication services led sector gains while industrials and healthcare traded lower. Elastic surged 18% on earnings, but semiconductor stocks like Marvell and Rubrik fell despite beating expectations, as investors grew cautious following recent rallies and amid signals of potential rate hikes.

08/28/2026, 12:31 PM • The Motley Fool

Here's Why Micron Stock Can Double Next Year

Micron Technology has tripled in value this year and could double again in 2027, driven by strong fundamentals including 346% revenue growth and a low 6x forward P/E ratio. Multi-year customer agreements reduce cyclical risks, while emerging physical AI applications like robotaxis and humanoid robots promise sustained demand for memory chips.

08/28/2026, 12:17 PM • The Motley Fool

Salesforce Stock Just Soared. Thank Anthropic.

Salesforce stock surged 23% after reporting fiscal Q2 2027 earnings with adjusted EPS of $5.90, but $2.53 of that came from investment gains, primarily a $2.7 billion unrealized gain on its $5.1 billion stake in Anthropic. Excluding investment gains, the software business grew adjusted earnings per share about 16% year-over-year. The company also announced Claudeforce, a partnership with Anthropic integrating Claude into Salesforce's platform, which helps address concerns that AI could threaten Salesforce's business.

08/27/2026, 10:03 PM • The Motley Fool