Software hit hard by AI, seen worldwide, with Morgan Stanley’s index of software-as-a-service (SaaS) stocks trading this month at 23 times expected earnings. That’s half its average over the past decade and the lowest level in Bloomberg data going back to 2014.
Tag: NOW
AI Agent will be the next wave of software industry
AI Agent is a program that can perform long-term tasks with little need for human supervision during the execution of the task
How ServiceNow, corp worflow, best share performing in past decade, makes money?
ServiceNow, with such performance, among the large listed software companies in the US stock market, the performance of the stocks I track should rank among the top.
How does Salesforce make money? Why is it so successful?
How does Salesforce make money? Why is it so successful?Company profile, Founder’s story
“The Power Law”, best book for Silicon Valley VC histry
Book “The Power Law” you should read this book if you want to have a deep understanding of the technology industry in the United States and the venture capital industry. This book can be said to be the most complete, clear, and easy-to-read book I ever read in this area.
Five technology stocks for better getting started in US stocks
There are five major technology stocks in U.S. stocks, which not only have the same importance to U.S. stocks, but also affect global stock markets. Please pay attention to the top five technology stocks in the U.S. stock market. The market value of any one of them is more than one trillion U.S. dollars (value at the end of August 2021).