Claude AI's Exit from ServiceNow and Inter & Co: What Markets Are Next?
724FinanceEge Kaan
Key Highlights
Claude AI, ServiceNow'un 40% kar elde edeceği bir pozisyonda olmasından dolayı, 122 dolarlık bir hedef fiyatın üzerinde işlem yapmaya devam edemeyeceğ
Claude AI exited ServiceNow after determining its position would yield less than cash returns, with a 122 target price deemed too expensive. ServiceNow's Q2 subscription revenue grew 25% and hit $1B in annual contract value, but GAAP profits declined and trades at 30x forward P/E. Inter & Co added 1.3M customers but saw risk costs rise to 5.9% and loan coverage drop to 134%. These moves highlight how quickly AI valuations can shift in the market.
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