ServiceNow (NOW) is One Company That’s Benefiting the Most From Generative AI
ServiceNow (NOW) had another excellent qtr as management noted generative AI represents a real tailwind to the company’s growth.
ServiceNow (NOW) had another excellent qtr as management noted generative AI represents a real tailwind to the company’s growth.
McDonald’s (MCD) posted 24% profit growth and 14% revenue growth as same store sales increased a solid 9% last quarter.
Vertiv (VRT) is seeing seeing robust market demand as more infrastructure is needed to meet the computer capacity needed for AI.
Meta Platforms (META) delivered an excellent quarter as management cut expenses while AI improved engagement and monetization.
Sherwin-Williams (SHW) is having sluggish sales growth (just 1% last qtr) as DIYers are under economic pressure in North America.
High inflation & credit card debt are hurting consumers, which is maing them hold-off on big ticket items at Teactor Supply (TSCO).
Waste Management’s (WM) profit growth continues to be slow, but moderating inflation could deliver double-digit growth in 2024.
Paycom Software (PAYC) delivered a HUGE warning on 2024 revenue estimates, which proceeded to crush the stock. Here’s the scoop.
Microsoft (MSFT) delivered an excellent earnings report as profits (+27%) and revenue (+13) both exceeded analyst estimates.
Alphabet’s (GOOGL) biggest segment, Google Search, showed investors the ad market is good. But Google’s Cloud business slowed.
Visa (V) management stated business ticket up from July to September, which should put the question about a recession to rest.
Pool Corp (POOL) continues to deliver negative year-over-year growth due to very strong spending on pools in the past years.