The Turichron

Morning brief, Oct 30

ServiceNow shares fall 27% as earnings revive AI disruption fears

CNBC reports the stock's worst day on record despite a slightly higher subscription-revenue outlook and 65% growth in net new AI average contract value.

ThereforeCiti's Tyler Radke says investors must wait longer for returns from engineers embedded with customers to build AI solutions.

CNBC

Read the full brief