ServiceNow Inc (NOW) — the peer cohort

Long reads

• The Agentic Winners 25Dossier · $49 · 31 Mar 2026ServiceNow owns IT service management and is extending into enterprise-wide workflow orchestration; its agent platform is evolving from copilot to autonomous executor.
• Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Destination platforms own data or relationships that users — and now agents — return to regardless of the interface: Salesforce's CRM data (customer relationships, pipeline history, interaction logs), Palantir's ontology (connected…
• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026

Dailies

• Inflation — Prices Rise 0.4%, the 10-Year Yield Hits 5% and Nvidia Slides Another 6%Midday 10 · 10 Nov 2026Cloudflare rises 2.5% to 301.22 and Snowflake 0.9%; Datadog slips 0.4%, ServiceNow falls 2.9% to 99.83 and the software fund IGV 1.3%.
• Oil — Brent −6.5% on Iran Talks Lifts Stocks; Amazon +5%, Oracle −6% on a $20 Billion RaiseMidday 10 · 2 Nov 2026Today's close grades Lilly, Alphabet, ServiceNow and Microsoft; Apple and Palantir report after the bell.
• Fed — rates on hold, two officials wanted a hike; Vertiv +15%, Flex +9%, Micron +4%Midday 10 · 28 Oct 2026Microsoft, Alphabet and ServiceNow report after the close, so tonight's close is the price their reports will be measured from.
• Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%Midday 10 · 20 Oct 2026Software — holds up: IGV +0.8%, ServiceNow +2.2%, Oracle +2.1%; Salesforce −1.3% on a $5.66bn deal
• AI Trade — builders and runners sold, users bought: chips enter a bear market, Accenture +9.9% on the weekMorning 10 · 19 Oct 2026Snowflake fell 8.4% to 306.84, Palo Alto Networks 7.6% to 342.00, Palantir 7.2% to 186.03, ServiceNow 4.4%, Salesforce 2.5% and Microsoft 1.9% to 529.05.
• AI Trade — Asia bounces, Kospi +3.3%; Nasdaq-100 holds its support line, Jakarta −10.8% on MSCIMorning 10 · 16 Oct 2026Underneath, the money moved: chip-equipment makers Applied Materials (−3.8%) and Lam Research (−3.5%) fell again and Dell lost another 5.7%, while ServiceNow rose 6.2%, Salesforce 5.5% and the software fund IGV 2.0%.
• Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is greenMidday 10 · 16 Oct 2026ServiceNow gives back 4.7% of Thursday's 6.2%, Salesforce −3.0%.
• AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026ServiceNow +5.4%, Salesforce +4.0%; health care +2.5% leads again.