Daily Digest
Daily Digest
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Everything Pomegra has published on NOW: 23 news articles and 2 market briefs, newest first.
Palantir (PLTR) reports tonight, with $2.18B revenue expected and US commercial sales up 149% last quarter.
Nov 2
Palantir (PLTR) slipped into a correction, 11% below its record, as $260B left software stocks.
Oct 19
Fortinet shares dropped about 25% after hours on Oct. 28 as product revenue growth slowed to 37% from 52%, and the selloff pulled down Salesforce, Palo Alto, Intuit and Adobe.
ServiceNow shares fell more than 17% after hours as Q4 cRPO growth guidance of 18.5% trailed the 19.8% consensus, even as Q3 revenue topped forecasts.
Salesforce (CRM) rose about 4% on a Bank of America double upgrade while Adobe (ADBE) fell 4% on a Wells Fargo double downgrade, splitting software stocks.
Palantir shares rose about 3% after Goldman Sachs upgraded the AI software stock to Buy with a $230 target, citing sovereign AI demand and vertical sales.
Nvidia's board authorized a record $150 billion addition to its share repurchase program and unveiled an open AI agent containment platform on Monday, sending NVDA shares up roughly 2% to around $229.
Goldman Sachs warns an AI safety-driven pullback in Big Tech data center spending could erase 20% of S&P 500 valuations and collapse 2026's earnings thesis.
Silver Lake's fourth week of Workday take-private talks draws sovereign wealth fund co-investors to what would be the largest software leveraged buyout on record, keeping WDAY shares bid.
Salesforce jumped 22% for its second-best day on record after Q2 EPS topped estimates and the Claudeforce-Anthropic launch fueled enterprise AI optimism.
Salesforce CRM rallied 23% to its second-best session ever as a $2.6 billion Anthropic stake gain and the Claudeforce AI plugin launch powered an 80% earnings-per-share beat over consensus.
Software's long-anticipated reckoning with artificial intelligence never arrived — instead, Q1 2026 earnings confirmed that AI is accelerating enterprise software adoption, not replacing it.
Truist Securities analyst William Stein says AI infrastructure demand "remains effervescent," calling the semiconductor sector's sharp 25% decline from its June peak a buying opportunity for…
ServiceNow smashed Q2 2026 estimates with 24.5% subscription revenue growth and AI contract value topping $1 billion, sending the NOW stock price sharply higher and lifting the broader software…
ServiceNow (NYSE: NOW) reported second-quarter 2026 financial results on July 22, delivering subscription revenues of $3.877 billion — up 24.5% year-over-year — and total revenues of $3.987…
Nvidia's unveiling of the RTX Spark AI PC chip at Computex 2026 sent NVDA stock surging 5%, rattled Qualcomm, and reignited the broader tech market rally around next-gen AI hardware.
Phenom and ServiceNow launch AI hiring agents for enterprise, embedding autonomous recruitment tools inside the unified ServiceNow AI Platform for joint customers from summer 2026.
Janus Henderson's Cofsky names TSMC the most critical AI company over Nvidia, citing its foundry lock-in across every leading-edge chip in global production.
Jensen Huang's Computex 2026 declaration that AI amplifies software demand sent enterprise names surging, with ServiceNow posting its best four-day gain since its 2012 IPO.
ServiceNow surged nearly 10% and Adobe gained over 4% Monday as Nvidia's N1X chip reveal at Computex and Jensen Huang's remarks fueled a broad enterprise software growth rally.
Nvidia's RTX Spark AI PC chip announced at Computex 2026 sparks a tech rally, lifting ServiceNow 8.4% and Arm Holdings 14.7% on rising agentic AI demand.
Wall Street's AI trade is showing deep cracks in 2026 as a $2 trillion software wipeout, stalled ROI narratives, and surging old-economy sectors signal the most consequential market rotation in years.
Figma (NYSE: FIG) shares surged up to 10% on May 15, 2026 after Q1 revenue hit $333.4M — a 46% year-over-year jump that crushed estimates and triggered a full-year guidance raise.
Figma delivered its strongest quarter since going public, posting $303.8 million in Q4 2025 revenue — a 40% year-over-year increase — while 2026 guidance blew past Wall Street expectations. Shares of ...
US stocks plunged Thursday as Microsoft's massive capital expenditure guidance sent shockwaves through technology shares, with the Nasdaq posting its worst session since October amid growing investor ...
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