🆕 Are there any recent developments in AI that could influence these companies' stocks?

Recent AI developments are poised to influence the stocks of Alphabet, ServiceNow, and IBM in the following ways:

1. **Alphabet (GOOGL)**:
- **AI Infrastructure Investment**: Alphabet's commitment to spending $85 billion on capital expenditures in 2025 for AI data centers is a clear indicator of its strategic focus on AI. This investment is expected to support the growth of its cloud computing and advertising businesses.
- **AI Tools and Partnerships**: The company's launch of AI Savvy Google and Cider, and its partnership with DeepMind, demonstrate its efforts to integrate AI into its products and services. The adoption of AI is also evident in its search engine, where Alphabet is advancing visual and contextual search capabilities.
- **Market Position and Innovation**: Alphabet's dominance in the search engine market, with a global market share of nearly 90%, positions it well to benefit from the growth in AI-driven advertising. The company's innovation in AI, including the launch of Gemini 2.5, its most advanced reasoning model, further solidifies its position in the AI space.
2. **ServiceNow (NOW)**:
- **AI Integration in Workflow Automation**: ServiceNow's focus on AI-powered workflow automation and its partnership with TechSee to integrate visual AI into its platform are key drivers for its growth. The company's AI-powered agentic workforce management has already shown significant results, including substantial automation in IT and customer support.
- **Quantifiable Impact of AI**: ServiceNow has reported impressive Q2 results, with subscription revenue growing 22.5% year-over-year to $3.11 billion. The company's AI Control Tower and no-code Agent Studio tools are expected to further enhance its AI capabilities and drive future growth.
- **Expansion of AI Solutions**: The company's strategic partnerships and innovations in AI are likely to strengthen its position in the enterprise service automation market, which could positively influence its stock performance.
3. **IBM (IBM)**:
- **AI Book of Business Growth**: IBM's AI book of business has grown to $7.5 billion, reflecting strong demand for its AI-related solutions. The company's focus on embedding AI into workflows and optimizing supply chains has expanded its operating gross profit margin.
- **AI Product Innovation**: IBM's launch of new data center chips and servers, such as the Power11, is aimed at delivering speed and reliability for hybrid cloud deployments, which is crucial for maintaining competitiveness in the AI race.
- **Strategic Acquisitions and Partnerships**: IBM's acquisition of HashiCorp is expected to integrate well with its hybrid cloud strategy, offering synergy opportunities. The company's partnerships with Oracle, Amazon Web Services, and Salesforce also strengthen its AI ecosystem.
- **AI Adoption in Mainframe Business**: The adoption of AI in IBM's mainframe business has spurred demand for its systems, which has been a key driver of revenue growth.

These AI developments are likely to have a positive impact on the stocks of Alphabet, ServiceNow, and IBM, as they position these companies for growth in the expanding AI market.