Companies are racing to build the most advanced AI infrastructure. The growth in AI spending more than doubled Nvidia's data center revenue last year, and it ended the year with strong momentum. Leading cloud service providers drive about half of Nvidia's data center revenue. It's seeing growing demand from regional cloud hosting providers as companies prepare to launch more advanced AI reasoning models. Agentic AI models that are able to reason and perform tasks without human input will require exponential ...

My last article about ServiceNow (NYSE: NOW ) (NEOE: NOWS:CA ) on January 21, 2025, downgraded the company to a hold due to short-term valuation concerns. Shortly after I made that call, the stock dropped 27.20%, compared to the S&PI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravi ...

Core Viewpoint - ServiceNow's stock is experiencing upward movement despite recent price target reductions from two investment firms, indicating investor confidence in the company's potential for growth [1][2][3]. Group 1: Analyst Updates - Oppenheimer has lowered its price target for ServiceNow from $1,200 to $970 per share, citing expectations for solid Q1 reports that may exceed Wall Street's forecasts, but also noting macroeconomic and geopolitical risks that could weaken demand in the enterprise software market [2]. - Bank of America has reduced its price target from $1,280 to $1,025 per share while maintaining an outperform rating, expecting year-over-year growth for remaining performance obligations (RPO) in Q1 to align with a previous target of 20.5% [3]. - Bank of America has also adjusted its full-year RPO growth target from 21% to 19.5% on a constant-currency basis due to a softer demand outlook [3]. Group 2: Market Potential - Oppenheimer's new price target suggests an upside potential of approximately 19% for ServiceNow's stock [4]. - Achieving Bank of America's revised target would imply a potential increase of around 26% from the current valuation level [4]. Group 3: Risks and Strengths - Macroeconomic and geopolitical risks may pose challenges for ServiceNow, potentially affecting its valuation and the broader market [5]. - Despite these risks, the company's strength in enterprise artificial intelligence (AI) software positions it as a potential long-term winner in the market [5].

For Immediate ReleasesChicago, IL – April 15, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include ServiceNow (NOW) , Alphabet (GOOGL) , NVIDIA (NVDA) and DXC Technology (DXC) .Here are highlights from Tuesday’s Analyst Blog:ServiceNow shares have plunged 25.9% year to date, underperforming both the Zacks Computer & Te ...

ServiceNow (NOW) shares have plunged 25.9% year to date, underperforming both the Zacks Computer & Technology sector and the Zacks Computers – IT Services industry’s decline of 14.4% and 18.9%, respectively.NOW shares have suffered from a worsening macroeconomic environment following U.S. President Donald Trump’s decision to levy tariffs on trading partners, including China and Mexico. The company’s federal business is expected to suffer from DOGE related issues. ServiceNow expects unfavorable forex impact ...

3CLogic Unveils Groundbreaking Integration with ServiceNow to Transform Voice-Driven Self-Service, Enhancing Employee and Customer Experience, Boosting Efficiency, and Reducing Operational Costs ROCKVILLE, Md., April 14, 2025 /PRNewswire/ -- 3CLogic, the AI-powered contact center solution provider built for ServiceNow®, and ServiceNow (NYSE: NOW), the AI platform for business transformation, have expanded their successful partnership to deliver a groundbreaking, end-to-end AI-powered solution for both emplo ...

TORONTO, April 14, 2025 (GLOBE NEWSWIRE) -- NowVertical Group Inc. (TSXV: NOW) ("NowVertical" or the "Company"), a leading data and AI solutions provider, today announced that it will be presenting at the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub on Wednesday, April 23, 2025 at 5:30 PM (Local Time -PST). Sandeep Mendiratta, CEO of NowVertical will be hosting the presentation and answering questions at the conclusion. To access the live presentation, please use the following infor ...

Core Viewpoint - ServiceNow's stock experienced a significant decline due to a price target reduction by an analyst, amidst a generally negative market sentiment [1][2]. Group 1: Analyst Insights - Kash Rangan from Goldman Sachs lowered his fair value assessment for ServiceNow to $1,050 per share, a decrease of $150 from the previous target, while still maintaining a buy recommendation [2]. - Rangan's adjustment is based on expectations of potential impacts on ServiceNow's fundamentals in the second quarter and throughout the year, particularly due to its substantial business with public-sector clients affected by government downsizing [3]. Group 2: Market Reaction and Valuation - The stock price of ServiceNow fell by over 5% in a single day, reflecting aggressive selling by investors, which Rangan suggests may present a buying opportunity given the current valuations [1][4]. - Despite the recent downturn, Rangan remains optimistic about ServiceNow's efforts to integrate artificial intelligence functionalities into its offerings, which could enhance its market position [4]. Group 3: Upcoming Developments - ServiceNow is scheduled to report its first-quarter results on April 23, which will provide further insights into the company's performance and validate the analyst's outlook [5].

ServiceNow, Inc NOW is one of the weaker performers in Goldman Sachs analyst Kash Rangan’s coverage group.Rangan maintained a Buy rating on the company and lowered his price target to $1,050 ($1,200 prior) on Thursday.ServiceNow has been one of the weaker performers in Rangan’s coverage group year-to-date (-22% versus coverage average -14%) as investors grapple with sub-20% fiscal 2025 guidance, the potential rationalization of PubSec IT spending, and knock-on effects from tariff policy volatility. Regardin ...

中国将 "适度" 减少美国电影进口数量。 国家电影局发言人称，美国政府加征关税 "会令国内观众对美国影片好感度进一步降低"，因此将 遵循市场规律，适度减少美国影片进口数量。中国是全球第二大电影市场，据猫眼娱乐数据，引入 国内的美国电影数量在 2018 年达到峰值，共 63 部，随后数量下滑，2022 年仅 25 部，去年又升至 42 部。近年来国产电影更受消费者支持，一个例子是《哪吒之魔童闹海》全球票房已破 156 亿， 进入全球影史票房第五。 优衣库大部分销往美国的优衣库产品都产自东南亚，此前特朗普宣布将对中国以外的其他国家、地 区暂停征收 90 天的关税。有分析师称，纺织供应链比其他行业供应链灵活，关税对优衣库的负面 影响将小于任天堂、丰田等日本公司。 马云现身阿里云谷园区。 社媒流传的影像显示，马云身穿阿里云 15 周年纪念 T 恤，并佩戴了阿里新版工牌，工牌上印有他 的照片和花名 "风清扬"。此行他参加了阿里云新财年启动会并上台讲话。据我们了解，阿里近期 在大力鼓励员工佩戴工牌，并推出了有戴脖、斜挎和卡夹三种戴法的新工牌，员工可自愿申请换 新，员工还可凭工牌享受园区附近商户的折扣。自去年底以来，马云已 ...