$NOW
3 long-form articles and 3 pre-market mentions covering $NOW from AskMelon Research.
Workday's Subscription Growth Has Slipped to 14% While the Machines It Sells Eat Its Own Seats
Workday is the back-office operating system for much of the Fortune 500 — the place payroll runs, the place the general ledger closes, the place a corporation's people and money are recorded — and for…
ServiceNow's AI Is Under a Tenth of the Business and the Whole of the Story
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Salesforce Is Selling the AI That Could Eat Its Own Per-Seat Business
For two decades, the entire software industry has run on a single, beautiful pricing model: you pay per seat — per human being who logs in and uses the software. Salesforce built a $40-billion-a-year …
Monday, September 14, 2026
Saudi Arabia shut its East-West Pipeline after weekend drone strikes — eliminating the kingdom's only Hormuz bypass and threatening ~4% of global crude supply — while Anthropic CEO Dario Amodei publis…
Saturday, July 25, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.
Wednesday, July 1, 2026
Q3's first session opens with the market's most-crowded H1 trade — the memory/semiconductor super-cycle — in profit-taking mode, two consecutive soft US data prints, and a Fed Chair who refused to giv…