ServiceNow (NYSE:NOW) reports Q1 2026 results this week, and the timing could not be more charged. The stock is down 36.9% year to date as AI-driven fears have hammered SaaS valuations broadly. This ...

There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.

The so-called SaaS-pocalypse arrived fast. After Anthropic launched agentic AI plug-ins in early February, the S&P 500 software and services index fell as much as 17% in six sessions, wiping out ...