There are many in the tech world — Satya Nadella, for one — suggesting that major SaaS platforms will face obsolescence because of the increasing maturity of generative AI and agentic applications.
ServiceNow (NOW) is downgraded to Hold after a ~35% correction, driven by valuation compression despite resilient fundamentals. Q4 results showed 21% subscription revenue growth and 31% non-GAAP ...
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