ORCL's surging cloud growth, record $553B backlog and AI push outshine peers, while NOW faces slowing growth and integration ...

Is NOW a good stock to buy? We came across a bullish thesis on ServiceNow, Inc. on Jimmy’s Journal’s Substack by Jimmy ...

MongoDB, Inc. (NASDAQ: MDB) today announced the expansion of its product leadership team with two executive appointments. Pablo Stern will join the company as Chief Product Officer, AI and Emerging ...

Investment management company Nightview Capital recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the market dynamics were ...

TrustCloud's new application in the ServiceNow Store syncs validated control signals natively with ServiceNow IRM, SecOps, and CMDB, turning the ServiceNow Platform into an integrated security and ...

AI thrives on data but feeding it the right data is harder than it seems. As enterprises scale their AI initiatives, they ...

AI agents across Google Gemini’s Enterprise platform and the ServiceNow AI Platform work as one autonomous chain across 5G ...

Investors are starting to find value in an area of the market that not too long ago was heavily associated with growth: ...

Investment management company Vulcan Value Partners recently released its first-quarter 2026 investor letter. A copy of the ...

Google is recasting its data and analytics portfolio as the Agentic Data Cloud, an architecture it says is aimed at moving enterprise AI from pilot to production by turning fragmented data into a ...

ServiceNow boosted its 2026 subscription revenue forecast to up to $15.775 billion after closing its Armis acquisition earlier than expected, integrating it into a unified AI-driven security stack. Q1 ...

Security and compliance teams spend way too much time chasing evidence, filling spreadsheets and running periodic risk reviews.TrustCloud is trying to change that.The company just launched a native ...