Wall Street Breakfast Wall Street Breakfast

ServiceNow's answer to rogue AI

Jul 23, 2026 · 4m

Summary

Host Julie Morgan covers ServiceNow’s strong earnings and CEO Bill McDermott’s comments on AI safety following an OpenAI incident. The episode discusses a landmark U.S.-Saudi nuclear deal, rising speculation about a Tesla-SpaceX merger amid Musk’s remarks, and Tesla’s earnings miss. Additional topics include Alphabet’s AI spending, IBM’s results, and market updates ahead of Comic-Con.

Topics discussed

ServiceNow earnings beat and AI strategy U.S.-Saudi nuclear deal and proliferation concerns Tesla-SpaceX merger chatter and earnings Trending: Taco Bell, Alphabet, and IBM updates Catalyst watch: San Diego Comic-Con begins Market futures, oil prices, and economic calendar Sign-off and Seeking Alpha subscription promo
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