Is Salesforce or ServiceNow a Better Stock to Buy Right Now?
Key takeaways
- NOW CRM NVDA Software stocks spent the first part of 2026 among the market s weakest names.
- That sets up a useful comparison between two enterprise software leaders.
- In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.
NOW CRM NVDA Software stocks spent the first part of 2026 among the market s weakest names. Investors worried that artificial intelligence (AI) agents would chip away at the per-seat licensing model on which much of enterprise software is built, and the selling was severe. The group, however, has since stabilized. May was the sector s best month in more than two decades. Though shares pulled back again over the past week, leaving much of the year s earlier damage in place.
That sets up a useful comparison between two enterprise software leaders. Salesforce (NYSE: CRM) brought customer relationship management (CRM) to the cloud and is now pushing hard into AI agents through its Agentforce platform. And ServiceNow (NYSE: NOW) automates the digital workflows that move work through large organizations, from IT support to security response.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »