Group 1: Tesla - Tesla's stock rose by 3.56%, reaching a nearly one-year high with a trading volume of $54.109 billion [1][7] - The company is piloting a Robotaxi service in Austin without a safety driver, confirming the shift towards autonomous driving [1][8] - Wedbush predicts Tesla's market value will reach $3 trillion by the end of 2026, with Full Self-Driving (FSD) penetration potentially exceeding 50% [1][8] - Analyst Dan Ives states that Tesla is advancing towards an "AI revolution," with autonomous driving and robotics as core focus areas by 2026 [1][8] Group 2: Nvidia - Nvidia's stock increased by 0.73%, with a trading volume of $28.936 billion [1][10] - The company announced the launch of its new flagship open-source model series, Nemotron 3, which boasts improvements in speed, cost-effectiveness, and intelligence [1][10] Group 3: Broadcom - Broadcom's stock fell by 5.59%, with a trading volume of $22.525 billion, marking a three-day cumulative decline of 17.7% [2][9] - CICC maintains an "outperform" rating for Broadcom, with a target price of $475, citing strong AI ASIC revenue and a backlog of $73 billion [2][9] - The firm has raised its earnings forecast for FY26/FY27 due to increased visibility in revenue from AI computing and networking [2][9] Group 4: Amazon and Meta Platforms - Amazon's stock declined by 1.61%, with a trading volume of $10.253 billion, marking three consecutive days of decline [3][10] - Meta Platforms' stock rose by 0.59%, with a trading volume of $9.842 billion; the company is offering up to $100 million in signing bonuses for engineers and $250 million for top AI researchers [3][10] Group 5: Oracle - Oracle's stock decreased by 2.66%, with a trading volume of $8.047 billion; the company is facing scrutiny over its aggressive AI investment strategy [3][10] - Analysts expect Oracle's bonds to remain under pressure as the company recorded its largest stock drop in nearly 11 months [3][10] Group 6: Eli Lilly - Eli Lilly's stock rose by 3.38%, with a trading volume of $4.902 billion; the approval process for its experimental oral weight-loss drug, orforglipron, is expected to accelerate [4][11] - The potential approval date may be moved up to March 2026 from mid-May 2026, enhancing Eli Lilly's competitive position in the growing weight-loss market [4][11] Group 7: ServiceNow - ServiceNow's stock fell by 11.54%, with a trading volume of $4.555 billion; the company is in advanced talks to acquire cybersecurity startup Armis for up to $7 billion [4][11] - The deal, if completed, would be ServiceNow's largest acquisition to date, although there are risks of negotiation breakdowns or competing bids [4][11] Group 8: Strategy - Strategy's stock dropped by 8.14%, with a trading volume of $4.089 billion, following a decline in Bitcoin prices [4][12] - The CEO confirmed that the company's Bitcoin accumulation strategy is ongoing and will continue through the end of 2025 [4][12]

"Moveworks accelerates ServiceNow's vision to put AI to work for people across every corner of every business,†said Amit Zavery, president, chief operating officer, and chief product officer at ServiceNow. "With two decades of workflow intelligence built into a single architecture, we're powering the agentic AI operating system for the enterprise. Moveworks' AI Assistant plus ServiceNow's agentic platform will create an AI-native front door that turns conversations into completed work, allowing customers to ...

ServiceNow is eying an acquisition and also received an analyst downgrade.Shares of back office software-as-a-service company ServiceNow (NOW 11.69%) plunged on Monday, falling 11.9% as of 1:18 p.m. EDT.ServiceNow had two rather significant pieces of news today: One, it was reported ServiceNow is in talks to make what appears to be an expensive acquisition. Two, an analyst downgraded shares, predicting that fears over the potential disruption from generative artificial intelligence would cap ServiceNow's va ...

Core Insights - ServiceNow's shares declined significantly following reports of a potential acquisition of Armis for up to $7 billion, which would mark the largest acquisition in ServiceNow's history [1][5] - The acquisition would provide ServiceNow with access to Armis's cybersecurity platform, enhancing its capabilities in managing connected devices [2][5] - Investors reacted negatively to the news, likely due to concerns over the high cost of the acquisition, contributing to a challenging year for ServiceNow's stock performance [3] Company and Industry Summary - Armis, currently owned by Insight Partners, was acquired for $1.1 billion in 2020, indicating a substantial increase in its valuation if the current deal proceeds [4] - ServiceNow's stock has experienced a decline of over 11% recently, reaching its lowest level since April, and has lost more than 25% of its value since the beginning of 2025 [2][3] - The acquisition interest comes amid a trend in the tech industry, with other companies like Alphabet and Palo Alto Networks also pursuing cybersecurity acquisitions [4]

Company Overview - ServiceNow's shares are down 11.5% amid reports of negotiations to acquire the cybersecurity firm Armis for approximately $7 billion [1] - The stock has also been downgraded, contributing to its current performance challenges [1] Market Trends - The momentum for ServiceNow appears weak, with the stock facing difficulties year-to-date and on a one-year basis, particularly in comparison to the semiconductor sector [2][3] - The technology sector is currently favoring semiconductors over software, indicating a shift in market preference [3] Strategic Moves - The potential acquisition of Armis is viewed positively as a strategic move into the cybersecurity space, which is considered a valuable area for growth [2] - The overall performance of software companies, including ServiceNow, has been under pressure relative to other sectors like semiconductors [3]

The stock drop reflects concerns that ServiceNow could get more acquisitive in a bid to ignite growth. ...

分组1 - The market is currently experiencing caution due to negative economic data and Federal Reserve rate adjustments, leading to a bearish sentiment overall [2][3] - Boeing is highlighted as a short-term investment opportunity, with current resistance levels around $195 and a potential bearish crossover of the 50-day and 200-day moving averages [4][6] - ServiceNow is under pressure due to a potential $7 billion acquisition, resulting in a nearly 11% drop in stock price, but is viewed as a long-term hold despite short-term volatility [13][14][25] 分组2 - Uber is considered moderately bullish, with the stock recently dropping below its 200-day moving average, but there is potential for recovery as it stabilizes around the $82 level [25][26][30] - Technical indicators for Uber show a downward trend, but there may be a bullish divergence forming, suggesting potential for upward movement [32][33] - The overall market is looking for catalysts, including upcoming job numbers and earnings reports, which could influence trading sentiment in the near term [34][36]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Shares of ServiceNow Inc (NYSE:NOW) are sharply lower this morning, after reports that the software name is in talks to acquire cybersecurity startup Armis for $7 billion as early as this week. A downgrade from Keybanc to "underweight" from "sector weight" is weighing on the shares as well, with the firm citing risks associated with AI. ServiceNow stock was last seen down 10.3% to trade at $776.13, gapping below former support at $800 that provided a floor in late November and early December. Today's price ...

据知情人士透露，相关交易有望在未来几天内公布。不过，由于谈判仍属私下进行，交易仍存在变数， 不排除谈判破裂或出现其他竞购方的可能。 周一，ServiceNow(NOW.US)股价走低，截至发稿，该股大幅跌超10%，报774.21美元。消息面上，该 公司正就收购网络安全初创公司Armis进行深入谈判，这笔交易的估值最高可能达到70亿美元，若最终 达成，将成为ServiceNow成立以来规模最大的一次并购。 ...