
Salesforce (CRM) and ServiceNow (NOW) reported as investors rotate capital out of AI hardware and toward the application layer. The news is largely positioning/sector-flow driven with no specific financial figures cited, implying limited near-term incremental impact beyond relative stock sentiment.
Salesforce (CRM) and ServiceNow (NOW) reported as investors rotate capital out of AI hardware and toward the application layer. The news is largely positioning/sector-flow driven with no specific financial figures cited, implying limited near-term incremental impact beyond relative stock sentiment.
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