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ServiceNow shares rose 6.9% to settle at $105.56 during the session, while Meta shares fell 0.2% to close at $593.87 on Monday.
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Dan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
Read original at the-motley-foolRosenblatt analyst Barton Crockett maintains Meta Platforms (NASDAQ:META) with a Buy and raises the price target from $883 to $886.
Read original at benzingaMeta's nearly $17 billion settlement is grabbing headlines, but the bigger story is how it's changing Instagram for teens.
Read original at benzingaAlphabet reported Q2 2026 Google ad revenues of $81.63B, up 14.4% YoY, driven by Search growth (17% to $63.27B) and YouTube ads (13% to $11.06B). Gemini AI integration is boosting advertiser performance with 500,000 adopters seeing 15% more conversions. However, Alphabet faces tougher Q3 comparisons and FX headwinds, while competitors Reddit and Meta continue gaining ground with strong ad revenue growth.
Read original at zacks-investment-researchServiceNow stock rallied 9.2% following Salesforce's strong earnings report, which alleviated fears of a 'SaaS-pocalypse' from agentic AI. Salesforce reported 10.8% revenue growth, beat EPS estimates by 80%, and showed its AI-infused Agentforce features growing at 210% annualized revenue run rate. Both companies are positioned as platforms that will collaborate with AI rather than be disrupted by it, with Salesforce announcing a partnership with Anthropic called 'Claudeforce.'
Read original at the-motley-foolServiceNow's AI annual contract value surpassed $1 billion in Q2 2026 with net new AI ACV growing over 40% sequentially, driven by rapid agentic AI adoption and new AI-native pricing models. However, the company faces intensifying competition from Microsoft and Salesforce, which are aggressively expanding their own AI agent offerings and monetization strategies.
Read original at zacks-investment-research