AI's big spenders stumble as “picks and shovels” quietly win [Wealth Professional (Canada)]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
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Source: Wealth Professional
Trillion-dollar AI ambitions are running into a simple test: the market now wants proof of who actually makes money. The AI story has shifted from “own everything” to a much sharper question of enablers versus casualties. According to Reuters, the blanket AI trade that began with ChatGPT's launch in November 2022 has fractured as soaring capex, rising debt loads and doubts about profitability push investors to draw clearer lines across stocks, sectors and regions. Equity and debt markets had run so far on the theme that regulators and investors started warning about bubbles, even as Microsoft, Amazon, Alphabet and Meta laid out hundreds of billions of dollars in new AI spending. Recent volatility suggests a turning point as markets weigh the rising cost of that build-out against uncertain payoffs. The most consistent winners sit in AI's “picks and shovels” – and especially in memory. Reuters said this week's selloff in software has widened the gap between hardware makers
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- ServiceNow: Rising From The Ashes Of The SaaSpocalypse [Seeking Alpha]Seeking Alpha
- Thrivent Large Cap Growth Fund Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
- Market Outlook: Investors question AI payoffs as gold hits US$5,000 [BNN Bloomberg (Canada)]BNN Bloomberg
- Databricks CEO says SaaS isn't dead, but AI will soon make it irrelevant [TechCrunch]TechCrunch
- Why ServiceNow (NOW) Stock Is Up Today [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 1/28/26 - Beat
NOW
Sec Filings
- 2/5/26 - Form 4
- 2/5/26 - Form 4
- 2/5/26 - Form 4
- NOW's page on the SEC website