ServiceNow -17% Crash: Why a Total Beat Got Crushed
ServiceNow beat on revenue, EPS, cRPO and FCF and still fell 17.75%. Dissecting the multiple compression: three quarters of cRPO deceleration, and Armis.
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Palantir Rebounds 15% in 5 Days: 5 Reasons for the Rally
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Q4 revenue +70%, Rule of 40 = 127, 1,300+ AIP Bootcamps. Beyond geopolitical momentum — five structural reasons behind Palantir's rebound, backed by data.