Meta and Microsoft are making big moves in opposite directions after earnings

Meta jumped, while Microsoft plunged post-earnings as investors hunt for signs that big AI investments are paying off.

ServiceNow’s AI Strategy Fuels Strong Q4 Earnings As Enterprise Adoption Accelerates

ServiceNow beat Q4 earnings expectations as subscription revenue climbed 21%, intensifying its fight with Microsoft and ...

It's a pivotal day for software investors with Microsoft and ServiceNow earnings on tap

Microsoft and ServiceNow are two big software companies that could set the tone for the beleaguered sector with their ...
Morningstar

Microsoft, Oracle and ServiceNow could be the top stocks to play a software comeback

Analysts believe these high-profile stocks at the intersection of software and infrastructure are in a good spot to monetize the coming wave of AI adoption Goldman Sachs sees AI expanding the total ...
Seeking Alpha

ServiceNow Advances Enterprise AI through Seamless Integrations with Microsoft, Enabling Collaboration, Orchestration, and Governance

ServiceNow and Microsoft deliver seamless agentic AI orchestration and governance capabilities for joint customers The new capabilities meet users where they work across the Microsoft 365 environment, ...
Law

Former Microsoft CLO Nowbar Joins ServiceNow C-Suite

Microsoft replaced Hossein Nowbar this fall without saying why. A press release issued by ServiceNow Monday included a glowing quote from Microsoft President Brad Smith, who'd been Nowbar's boss.