$IBM(IBM)$ Not gonna lie, this partnership between $Alphabet(GOOGL)$ and IBM is actually significant. They just launched a new practice to help enterprises deploy AI agents across hybrid systems. IBM will use Google Cloud-certified consultants to build industry-specific AI agents for banking, government, retail, telecom, energy, and life sciences. This is exactly the kind of collaboration that quietly accelerates AI adoption across major industries. It feels like one of those setups where the revenue potential is huge, but the market might not notice it right away.
$ServiceNow(NOW)$ Couldn't resist this morning. Used some profits taken from ZS to roll into another 100 shares at $128. That's a significant average-up from my current $87 cost basis. Good luck to the longs.
$Amazon.com(AMZN)$Not goodAmazon.com (AMZN) is responsible under US law for more than 400,000 hazardous products being offered on its platform by third parties and should pursue a recall of the sold items, the US Consumer Product Safety Commission said Tuesday. Amazon shares were falling 0.7%. Plus Microsoft missing
The $S&P 500(.SPX)$ has been in a scheduled relentless “buy dips” regime since November.Every single two-day dip this year has been bought, with one notable exception being March 13th to 15th, where there were very rare three red days in a row.I decided to wait and see and consider whether to buy after the holidays…