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ServiceNow AI Disruption Fears Drive a Record Stock Drop

ServiceNow shares fell 25% after a profit miss and slower contracted-revenue guidance revived AI disruption fears, despite a higher AI target.

October 29, 2026 4 min read

AWS Capacity Sold Out Through 2027 as Inference Stays Costly

Andy Jassy says AWS capacity is sold out for 2026 and largely booked through 2027, with 2028 filling fast. Inference, he argues, is still about ten times too expensive for pervasive enterprise software.

October 24, 2026 4 min read AICxTrends

ServiceNow AI Disruption Fears Drive a Record Stock Drop

Amazon Tokenmaxxing Memo Puts Outcomes Over Usage

Microsoft Voluntary Buyouts Cover 60,000 Workers

Forrester: 2027 AI Cost Squeeze Scales Back a Third of AI

Apollo Economist Says AI Payoff Outside Tech Is Zero

ServiceNow AI Disruption Fears Drive a Record Stock Drop

Amazon Tokenmaxxing Memo Puts Outcomes Over Usage

Microsoft Voluntary Buyouts Cover 60,000 Workers

Forrester: 2027 AI Cost Squeeze Scales Back a Third of AI

Apollo Economist Says AI Payoff Outside Tech Is Zero

AWS Capacity Sold Out Through 2027 as Inference Stays Costly

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