ServiceNow

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Ray Dalio's Bridgewater Associates bought ServiceNow (NOW) and Nutanix (NTNX) AI stocks in Q2, with positions worth $63 million and $51 million respectively.
Bridgewater Associates' Q2 13F filings revealed new positions in ServiceNow, Inc. (NYSE:NOW), valued at approximately $63 million (635,000 shares), and Nutanix, Inc. (NASDAQ:NTNX), valued at roughly $

16/09/2026 14:21 UTC #Bridgewater Associates #Nutanix #ServiceNow #AI #Macro #U.S. stocks
Broyhill Asset Management stated in its Q2 investor letter that despite a 21% drop in ServiceNow (NOW) stock price, it maintains confidence and has increased its holdings.
Broyhill Asset Management noted in its Q2 2026 investor letter that cloud software company ServiceNow (NOW) fell 21% in the second quarter, but the firm maintained its confidence and increased its hol

15/09/2026 14:29 UTC #Broyhill Asset Management #ServiceNow #Macro #U.S. stocks
ServiceNow and Palantir released their Q2 FY2026 earnings reports, with ServiceNow's AI ACV surpassing $1 billion.
ServiceNow (NYSE: NOW) reported a 24% year-over-year revenue increase to $3.99 billion, with subscription revenue reaching $3.877 billion, and AI Annual Contract Value (ACV) surpassing $1 billion. Pal

14/09/2026 15:51 UTC #ServiceNow #Palantir #AI #Macro #U.S. stocks
Motley Fool analysts predict: ServiceNow's AI business to triple by 2029, with annual contract value reaching $3 billion.
The analyst noted that ServiceNow's AI product annual contract value (ACV) has exceeded $1 billion, making it one of the company's fastest-growing businesses. The company stated in Q4 2025 that the ne

14/09/2026 00:00 UTC #ServiceNow #AI #Macro #U.S. stocks
ServiceNow (NOW) reported a 24% increase in Q2 revenue, with its AI Annual Contract Value (ACV) exceeding $1 billion. Salesforce (CRM) saw an 11% rise in revenue, and its Agentforce Annual Recurring Revenue (ARR) surpassed $1.5 billion. Some believe that ServiceNow's partnership with NVIDIA gives it a structural advantage in the enterprise AI competition.
ServiceNow reported a 24% increase in Q2 revenue, with its AI Annual Contract Value (ACV) surpassing $1 billion. The company also partnered with NVIDIA to develop Project Arc, aiming to launch an auto

31/08/2026 13:08 UTC #Salesforce #ServiceNow #NVIDIA #AI #Macro #U.S. stocks
ServiceNow (NOW) rose 8.97% to $137.09 today, breaking past an early buy point as SaaS industry concerns eased.
ServiceNow (NOW) rose 8.97% to $137.09 today, breaking past an early buy point as SaaS industry concerns eased.

27/08/2026 17:30 UTC #SaaS #ServiceNow #U.S. stocks
Jim Cramer: 'Give Me Anything But Tech' as Market Rotates from Data Centers to Enterprise Software, Pharma
Jim Cramer stated on CNBC's Squawk on the Street that the market is shifting away from technology, particularly data center-related plays, towards enterprise software and pharmaceutical companies. He

25/08/2026 13:39 UTC #Moderna #Salesforce #ServiceNow #Tech stocks #Macro #U.S. stocks
Investment management firm SGA questions ServiceNow's (NOW) acquisition strategy, calls for greater capital allocation transparency
Sustainable Growth Advisers (SGA), in its Q2 2026 investor letter, stated that it has questioned ServiceNow management regarding its recent aggressive acquisition activities and emphasized the company

24/08/2026 14:05 UTC #SGA #ServiceNow #Corporate Governance #Acquisition #U.S. stocks
Palantir shares rose 4% to $181.25 on Friday, driven by U.S. federal AI spending demand, BigBear.ai rose 4% to $3.20, and ServiceNow shares were flat.
The U.S. Department of Defense's FY2027 budget request includes $58.5 billion for AI investments, with $46 billion allocated to a sovereign AI arsenal. This factor has supported the stock performance

21/08/2026 17:28 UTC #BigBear.ai #ServiceNow #Palantir #U.S. Department of Defense #Macro #U.S. stocks
ServiceNow stock leads a software rally as investors gain confidence that traditional software companies can withstand AI disruption
ServiceNow stock leads a software rally as investors gain confidence that traditional software companies can withstand AI disruption

19/08/2026 21:46 UTC #Software Sector #ServiceNow #Artificial Intelligence #U.S. stocks
Claude AI sells all its shares in ServiceNow and Inter & Co due to ServiceNow's overvaluation and Inter & Co's exposure to Brazilian election risks.
Claude AI stated that ServiceNow (NYSE:NOW) was sold due to its overvaluation and the expectation that its returns over the next year would be lower than cash yields, after realizing a 40% profit. Bra

13/08/2026 15:45 UTC #Inter & Co #Claude AI #ServiceNow #Macro #U.S. stocks
24/7 Wall St. projects ServiceNow (NOW) stock has 97% upside to $251.28, citing strong Q2 revenue growth and over $1 billion in AI ACV.
24/7 Wall St. projects ServiceNow (NOW) stock has 97% upside to $251.28, citing strong Q2 revenue growth and over $1 billion in AI ACV.

12/08/2026 15:55 UTC #ServiceNow #Artificial Intelligence #Macro #U.S. stocks
ServiceNow's Cybersecurity Business Exceeded $1 Billion in Annual Contract Value Last Year, Growing Faster Than Competitors
ServiceNow (NYSE: NOW), known for workflow automation software, announced that its security and risk franchise surpassed $1 billion in annual contract value in the past year. CEO Bill McDermott stated

04/08/2026 14:31 UTC #SaaS #ServiceNow #Cybersecurity #Artificial Intelligence #Macro #U.S. stocks
Evercore recommends Microsoft, ServiceNow, Salesforce, and Samsara stocks
Investment banking advisory firm Evercore has recommended four software stocks—Microsoft, ServiceNow, Salesforce, and Samsara—suggesting they could perform well for the remainder of the year, even as

30/07/2026 21:27 UTC #Evercore #Salesforce #ServiceNow #Microsoft
Night View Capital Highlights ServiceNow (NOW) in Q2 Letter, Citing AI Adoption and Workflow Automation
Investment management firm Night View Capital highlighted ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor letter, stating the company looks appealing amid workflow automation and AI adoption. The

28/07/2026 16:01 UTC #Workflow Automation #Night View Capital #ServiceNow #Artificial Intelligence
ServiceNow's AI Business Exceeds $1 Billion in Annual Contract Value in the Second Quarter
Svmuu News: Enterprise software company ServiceNow reported its earnings, with subscription revenue rising 25% year-over-year to $3.9 billion, exceeding TD Cowen’s forecast of approximately $3.8 billi

22/07/2026 23:41 UTC #OpenAI #ServiceNow #AI
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Ray Dalio's Bridgewater Associates bought ServiceNow (NOW) and Nutanix (NTNX) AI stocks in Q2, with positions worth $63 million and $51 million respectively.
Bridgewater Associates' Q2 13F filings revealed new positions in ServiceNow, Inc. (NYSE:NOW), valued at approximately $63 million (635,000 shares), and Nutanix, Inc. (NASDAQ:NTNX), valued at roughly $

16/09/2026 14:21 UTC #Bridgewater Associates #Nutanix #ServiceNow #AI #Macro #U.S. stocks
Broyhill Asset Management stated in its Q2 investor letter that despite a 21% drop in ServiceNow (NOW) stock price, it maintains confidence and has increased its holdings.
Broyhill Asset Management noted in its Q2 2026 investor letter that cloud software company ServiceNow (NOW) fell 21% in the second quarter, but the firm maintained its confidence and increased its hol

15/09/2026 14:29 UTC #Broyhill Asset Management #ServiceNow #Macro #U.S. stocks
ServiceNow and Palantir released their Q2 FY2026 earnings reports, with ServiceNow's AI ACV surpassing $1 billion.
ServiceNow (NYSE: NOW) reported a 24% year-over-year revenue increase to $3.99 billion, with subscription revenue reaching $3.877 billion, and AI Annual Contract Value (ACV) surpassing $1 billion. Pal

14/09/2026 15:51 UTC #ServiceNow #Palantir #AI #Macro #U.S. stocks
Motley Fool analysts predict: ServiceNow's AI business to triple by 2029, with annual contract value reaching $3 billion.
The analyst noted that ServiceNow's AI product annual contract value (ACV) has exceeded $1 billion, making it one of the company's fastest-growing businesses. The company stated in Q4 2025 that the ne

14/09/2026 00:00 UTC #ServiceNow #AI #Macro #U.S. stocks
ServiceNow (NOW) reported a 24% increase in Q2 revenue, with its AI Annual Contract Value (ACV) exceeding $1 billion. Salesforce (CRM) saw an 11% rise in revenue, and its Agentforce Annual Recurring Revenue (ARR) surpassed $1.5 billion. Some believe that ServiceNow's partnership with NVIDIA gives it a structural advantage in the enterprise AI competition.
ServiceNow reported a 24% increase in Q2 revenue, with its AI Annual Contract Value (ACV) surpassing $1 billion. The company also partnered with NVIDIA to develop Project Arc, aiming to launch an auto

31/08/2026 13:08 UTC #Salesforce #ServiceNow #NVIDIA #AI #Macro #U.S. stocks
ServiceNow (NOW) rose 8.97% to $137.09 today, breaking past an early buy point as SaaS industry concerns eased.
ServiceNow (NOW) rose 8.97% to $137.09 today, breaking past an early buy point as SaaS industry concerns eased.

27/08/2026 17:30 UTC #SaaS #ServiceNow #U.S. stocks
Jim Cramer: 'Give Me Anything But Tech' as Market Rotates from Data Centers to Enterprise Software, Pharma
Jim Cramer stated on CNBC's Squawk on the Street that the market is shifting away from technology, particularly data center-related plays, towards enterprise software and pharmaceutical companies. He

25/08/2026 13:39 UTC #Moderna #Salesforce #ServiceNow #Tech stocks #Macro #U.S. stocks
Investment management firm SGA questions ServiceNow's (NOW) acquisition strategy, calls for greater capital allocation transparency
Sustainable Growth Advisers (SGA), in its Q2 2026 investor letter, stated that it has questioned ServiceNow management regarding its recent aggressive acquisition activities and emphasized the company

24/08/2026 14:05 UTC #SGA #ServiceNow #Corporate Governance #Acquisition #U.S. stocks
Palantir shares rose 4% to $181.25 on Friday, driven by U.S. federal AI spending demand, BigBear.ai rose 4% to $3.20, and ServiceNow shares were flat.
The U.S. Department of Defense's FY2027 budget request includes $58.5 billion for AI investments, with $46 billion allocated to a sovereign AI arsenal. This factor has supported the stock performance

21/08/2026 17:28 UTC #BigBear.ai #ServiceNow #Palantir #U.S. Department of Defense #Macro #U.S. stocks
ServiceNow stock leads a software rally as investors gain confidence that traditional software companies can withstand AI disruption
ServiceNow stock leads a software rally as investors gain confidence that traditional software companies can withstand AI disruption

19/08/2026 21:46 UTC #Software Sector #ServiceNow #Artificial Intelligence #U.S. stocks
Claude AI sells all its shares in ServiceNow and Inter & Co due to ServiceNow's overvaluation and Inter & Co's exposure to Brazilian election risks.
Claude AI stated that ServiceNow (NYSE:NOW) was sold due to its overvaluation and the expectation that its returns over the next year would be lower than cash yields, after realizing a 40% profit. Bra

13/08/2026 15:45 UTC #Inter & Co #Claude AI #ServiceNow #Macro #U.S. stocks
24/7 Wall St. projects ServiceNow (NOW) stock has 97% upside to $251.28, citing strong Q2 revenue growth and over $1 billion in AI ACV.
24/7 Wall St. projects ServiceNow (NOW) stock has 97% upside to $251.28, citing strong Q2 revenue growth and over $1 billion in AI ACV.

12/08/2026 15:55 UTC #ServiceNow #Artificial Intelligence #Macro #U.S. stocks
ServiceNow's Cybersecurity Business Exceeded $1 Billion in Annual Contract Value Last Year, Growing Faster Than Competitors
ServiceNow (NYSE: NOW), known for workflow automation software, announced that its security and risk franchise surpassed $1 billion in annual contract value in the past year. CEO Bill McDermott stated

04/08/2026 14:31 UTC #SaaS #ServiceNow #Cybersecurity #Artificial Intelligence #Macro #U.S. stocks
Evercore recommends Microsoft, ServiceNow, Salesforce, and Samsara stocks
Investment banking advisory firm Evercore has recommended four software stocks—Microsoft, ServiceNow, Salesforce, and Samsara—suggesting they could perform well for the remainder of the year, even as

30/07/2026 21:27 UTC #Evercore #Salesforce #ServiceNow #Microsoft
Night View Capital Highlights ServiceNow (NOW) in Q2 Letter, Citing AI Adoption and Workflow Automation
Investment management firm Night View Capital highlighted ServiceNow, Inc. (NYSE:NOW) in its Q2 2026 investor letter, stating the company looks appealing amid workflow automation and AI adoption. The

28/07/2026 16:01 UTC #Workflow Automation #Night View Capital #ServiceNow #Artificial Intelligence
ServiceNow's AI Business Exceeds $1 Billion in Annual Contract Value in the Second Quarter
Svmuu News: Enterprise software company ServiceNow reported its earnings, with subscription revenue rising 25% year-over-year to $3.9 billion, exceeding TD Cowen’s forecast of approximately $3.8 billi

22/07/2026 23:41 UTC #OpenAI #ServiceNow #AI
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Svmuu provides news and information related to ServiceNow, as well as real-time data on ServiceNow. We provide in-depth analysis and interpretation of the latest ServiceNow developments, helping investors stay informed about ServiceNow policy updates. Svmuu is your essential tool for keeping up with the latest ServiceNow trends! Here, we’ll join you in keeping a close eye on ServiceNow news and use a clear macro perspective to make sense of the uncertain future of crypto.

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