ServiceNow Hit by UBS Downgrade: Price Target Cut to $100
UBS downgraded ServiceNow to Neutral, citing AI competition worries; the stock is down sharply, but margins remain strong.
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Michael Burry: "Anthropic is Eating Palantir's Lunch"
Michael Burry warns: Anthropic’s easy, cheap AI is outpacing Palantir, which may lose private business despite gov’t contracts.
Benchmark Sees Huge Upside in Snowflake, Microsoft & Cybersecurity Leaders
Benchmark initiates Buy coverage on Snowflake, Microsoft, Palo Alto Networks, ServiceNow, and CrowdStrike.
The 2028 Intelligence Crisis: Why AI Success Could Be the Market’s Nightmare
A viral research report paints a scary AI future with high unemployment and crashing markets despite productivity gains. Software and payments stocks tank as investors react to the "what if AI success is bad?" scenario.
Software Stocks Slump Again: AI Fears and Weak Outlooks Hit Hard
Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.
ServiceNow Buys Armis for $7.75B to Boost AI Security
ServiceNow acquires cybersecurity startup Armis for $7.75 billion to strengthen AI security as companies face growing cyber threats from AI adoption.