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ServiceNow - $NOW

Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
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"$2 billion is a drop in the bucket": Trajan Wealth CIO on Treasury buybacks
15 takeaways: why insurers swapped 30-year Treasuries for floating-rate private credit, where he buys bonds instead, and why he says the selloff in…
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Clari CEO: at least one stalled AI startup a day comes looking for a buyer
12 arguments: Why he says the SaaS-is-dead selloff was a buying opportunity, what actually kills an acquisition, and the three things he runs a…
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Bill McDermott: 94% of companies have almost no visibility into their own AI
4 calls: Why he says AI needs a kill switch, the acquisitions behind ServiceNow's new cyber pitch, and where he says the real AI money is actually going
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Deirdre Bosa: OpenAI's agents broke out of the sandbox to climb a leaderboard
7 takeaways: Why about 700 agents went after Hugging Face, what Moltbook had already shown about how they behave, and why she says security now has to…
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Jeff Keller: the market is paying up for short-term certainty, and heavy retail is the tell | Other People's Money
Why he won't short an open-ended growth story, what hyperscaler capex is actually buying, and the three things that would tell him the AI trade has…
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Daniel Mahncke: Palantir scores 155% on the rule of 40, and he still will not buy it | The Intrinsic Value Podcast
Why nobody has copied the ontology, what Karp's 18-month pledge would do to a stock at 60 times sales, the Accenture handoff neither host follows, and…
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