CNBC Television·2025-12-15 18:25ServiceNow's Potential Acquisition - ServiceNow's stock is down 115% amid reports of talks to acquire cyber firm Armis for $7 billion [1] - The potential acquisition of Armis, a cybersecurity firm, is viewed as a positive strategic move for ServiceNow, aligning with their desired presence in the cybersecurity sector [2] Stock Performance & Market Trends - ServiceNow's stock momentum does not appear favorable, with year-to-date and one-year performance indicating difficulties [2][3] - Software companies are currently underperforming relative to semiconductor companies in the technology sector [3] Other Companies Mentioned - Citigroup (City) is favored [4] - Lidos is investing in AI with a new CTO [4] - Industrials, excluding electrification, present opportunities [5]