AI Market Movers · Cloud platforms

ServiceNow

NOW

ServiceNow sits on the ticket. The workflow suite is the product. The AI layer is how it stays there.

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October 30, 2026 · Morning Brief
The cloud is growing faster than the cash
CNBC reports that Amazon Web Services grew 39% last quarter to $45.98 billion in sales, beating Wall Street’s forecast.
October 29, 2026 · Closing Time
Closing Time: Wall Street sends Google the bill
Alphabet shares fell 12.6% after the company reported negative free cash flow of $9.07 billion for the third quarter, far worse than the $2.70 billion analysts expected.
October 29, 2026 · Morning Brief
The smartest model is locked in a vault
Google’s new Gemini 4 Carbon tops the leaderboards, but only cyber defenders get to use it for now.
October 28, 2026 · Closing Time
Closing Time: Your AI agent is making the call
Professional analysts sided with their AI agent’s hidden preference 86% of the time in a new Anthropic experiment, often without noticing.
October 15, 2026 · Morning Brief
Washington wants the receipts
Axios reports the FTC has subpoenaed OpenAI and Anthropic for documents on safety incidents, as Anthropic tells would-be IPO investors its quarterly revenue jumped 45%.