ServiceNow stock is plummeting as growth investors rotate capital away from legacy SaaS names. ServiceNow's revenue has been decelerating for years, and the company's gross margin profile is eroding.

Over the last couple of months, some growth investors have rotated away from SaaS stocks over fears that agentic AI toolkits from OpenAI and Anthropic could render traditional software platforms ...

ServiceNow stock is plummeting as growth investors rotate capital away from legacy SaaS names. ServiceNow's revenue has been decelerating for years, and the company's gross margin profile is eroding.

If there is one way to categorize all the recent technology vendor shows and conferences, you could easily call this “The Spring of AI.” It feels like there is a new AI announcement every day. However ...