Salesforce (NYSE:CRM) has become cheaper while skepticism surrounding its AI growth strategy intensifies. ServiceNow’s (NYSE:NOW) latest quarter showed that customers are still paying for AI workflow tools, shifting the fundamental evidence toward the more expensive competitor. The Salesforce thesis now rests on one critical test: whether billings reaccelerate in September. Stock prices used were the … Read more
Palantir (NASDAQ:PLTR) is embedding its technology in some of the world’s most complex decisions, while ServiceNow (NYSE:NOW) is quietly connecting the workflows that keep major enterprises running. Their paths are different, but both are pursuing the same powerful prize: becoming the platform customers cannot operate without. Stock prices used were the market prices of August … Read more
ServiceNow (NYSE: NOW), Palantir (NASDAQ: PLTR), and Tempus AI (NASDAQ: TEM) each represent a different path to owning the AI economy. ServiceNow aims to become the digital workforce platform as enterprises automate governed workflows, leveraging its scale, recurring revenue, and embedded software. Palantir is embedding AI into mission-critical decisions across government, defense, and commercial markets, … Read more
ServiceNow (NYSE:NOW) may be one of the market’s most overlooked AI stories because its strength is not just building models. It is helping large organizations turn AI into work that actually gets done. The bullish case centers on platform dominance, recurring revenue, and workflow automation that becomes harder to replace over time. Stock prices used … Read more
The first phase of artificial intelligence spending was about building capacity. Companies rushed to secure GPUs, expand cloud infrastructure, and prepare the systems needed to run large-scale AI models. That phase rewarded the picks and shovels of the AI economy. Now the cycle is shifting. The next phase is not about building AI. It is … Read more
ServiceNow has become one of the more interesting enterprise software companies in the artificial intelligence space. The company isn’t trying to build the next consumer chatbot. Instead, ServiceNow is positioning itself as the platform large companies use to turn AI into real work. That distinction matters because the enterprise AI opportunity is much bigger than … Read more
ServiceNow (NYSE:NOW) is pushing beyond traditional software and into artificial intelligence-powered workflow execution. The bullish thesis is that enterprises may need a trusted control tower to manage agents, approvals, data, and actions across departments. If that vision plays out, ServiceNow could become far more important to large companies than investors realize. Stock prices used were … Read more
ServiceNow (NYSE: NOW) is down sharply, but its AI expansion, rising backlog, and accelerating enterprise adoption could signal a powerful rebound ahead. With 20%+ revenue growth and analysts targeting major upside, is this selloff fear or opportunity? I break down what must happen for shares to surge in 2026. Stock prices used were the market … Read more
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