The Earnings Setup: ServiceNow and United Rentals

We're doing the setup. Service Now, that's on earnings in the next 24 hours, by the way. Service Now is today after the bell.Down roughly 10% this year, 20% from its January high. Joe, you own that name in the Joe T. Get a glimpse into it spending.We're going to see if we're past the concerns related to Doge cuts and tariffs. Uh Bill McDermott does an excellent job managing margins. Let's see if margins can remain strong here.uh that would put him in a position to begin a little bit of a rebound. I will say ...