May. 7 at 4:34 AM
$IGV $CRM $ADBE $NOW $TEAM
Joe, do you believe if the Fast Money and their "people" wanted to accumlate software stocks, that they would openly be bullish before they were done buying. CNBC is a marketing tool...
If
$NOW is truly struggling and was unprepared for AI, please explain why at the ServiceNow Knowledge 2026 event this week, Jensen Huang referenced NVIDIA and ServiceNow having a seven-year partnership focused on AI and now agentic AI systems. In the CNBC interview from the event, the companies described Project Arc as “the next iteration of our seven-year partnership.”