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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