Why is Salesforce considered an AI winner?

Salesforce is investing in integrating AI into its CRM platform, enhancing sales productivity and customer service.

What is the difference between AI infrastructure and AI application investments?

Infrastructure investment focuses on chips and data centers (e.g., NVIDIA), while application investment focuses on software that uses AI to solve business problems.

Are there risks in investing in ServiceNow and Salesforce?

Yes, risks include intense competition, high stock valuations, and potential slowdown in enterprise AI adoption.

The AI Trade Nobody Is Making: ServiceNow and Salesforce Could Be 2026's Best Opportunity

Motley Fool analysts suggest that ServiceNow and Salesforce could be among the biggest winners of the AI boom in the second half of 2026, focusing on enterprise applications.

June 11, 2026

1 min read

Source: Motley Fool

According to a Motley Fool report, ServiceNow (NYSE: NOW) and Salesforce (NYSE: CRM) are expected to be key beneficiaries of the AI wave in the second half of 2026.

Details

Analysts believe these enterprise software companies have strong competitive advantages to capitalize on AI adoption in the business sector. While most current investments focus on AI infrastructure (e.g., NVIDIA chips), attention may soon shift to practical applications that deliver tangible returns.

Context

These forecasts come amid volatility in big tech stocks, but demand for AI-powered automation and customer service solutions is rising. Both ServiceNow and Salesforce have invested heavily in integrating AI into their platforms.

What This Means for Investors

This could signal a market shift from AI infrastructure to application software companies. However, investors should evaluate these companies' financial performance and revenue growth before making decisions.

Frequently Asked Questions

ServiceNow is a cloud software company that provides a platform for workflow automation and IT service management.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.