ServiceNow’s stock slides as earnings miss clouds a raised AI outlook
THE SO WHAT
Multi‑million‑dollar AI deals aren’t offsetting broader SaaS skepticism — investors are no longer rewarding AI narrative without clean earnings. If you sell enterprise software, expect more pressure to show AI-driven expansion inside existing accounts rather than counting on AI-branded net-new logos to carry the quarter.
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Applied AIMicrosoft reports Q1 capex of $45.2B, up from $34.9B a year earlier and below its own $50B projection, and free cash flow of $18.6B, vs. $8.54B est. by analysts
Microsoft just spent $45.2B in capex in a quarter — up from $34.9B — and still printed $18.6B in free cash flow, more than 2x analyst estimates. For enterprise buyers, this means Azure’s AI buildout is both aggressive and self-funding, so expect continued incentives to lock into their ecosystem long term.
Google is aware its AI sometimes won't answer who won the 2020 election: 'We're looking into this'
Google’s AI Mode dodging a basic factual question about the 2020 US election highlights how safety filters can quietly degrade reliability on high-sensitivity topics. If you’re deploying AI in regulated or political contexts, you need explicit test suites for refusal patterns — not just accuracy — before you trust answers in production.
Applied AITikTok is on the hunt for a huge compute capacity upgrade — so is it replacing Oracle, or just exploring its options?
Planning for up to 4 GW of compute by the early 2030s puts TikTok in the same industrial power class as hyperscalers and chip fabs — this is AI-era media as critical infrastructure. If you depend on Oracle or TikTok’s ad rails, assume long-term US compute and data residency will be negotiated at the geopolitical level, not just via vendor contracts.
Applied AIMicrosoft Reports Cloud Sales That Beat Estimates
Microsoft’s cloud beat tied to AI investment reinforces that AI workloads are now a primary growth engine for hyperscale cloud, not an add-on. If you’re negotiating with Azure, assume AI services and GPU access will remain bundled levers in broader cloud commits — and budget multi-year, not quarter-to-quarter.