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ServiceNow (NOW) Soars on Raised Guidance as NVIDIA (NVDA) Deepens AI Integration | Zacks | Login to see the signal | |
NOW Rides on Rich Partner Base: Is the Growth Thesis Strengthening?SummaryServiceNow reported 22.4% revenue growth and raised 2025 subscription guidance, highlighting partnerships with NVIDIA, Amazon and Cisco. NVIDIA collaboration adds NeMo microservices and Apriel Nemotron 15B AI work. Atlassian and Salesforce pose stiff competition; NOW shares have underperformed and look richly valued. |
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Meta (META) Soars on AI Partnership Talks with Google and OpenAI | Reuters | Login to see the signal | |
Meta's AI leaders discuss using Google, OpenAI models in apps, The Information saysSummaryMeta is exploring partnerships with Google or OpenAI to integrate AI models like Google's Gemini into Meta AI to improve conversational capabilities, The Information reported; Reuters could not immediately verify the story. |
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