 Editor’s Note: This might be the most important investing broadcast of the year. Legendary forecaster Porter Stansberry and Jeff Brown expose one of the most important and consequential financial stories in America today. They say it’s a coordinated, government-backed mobilization that’s funneling trillions of dollars into a tiny handful of companies. For more details, click here. Or read on below to hear from Porter himself… You won’t want to accept this. You’ll reject it. Call me crazy for suggesting it. I don’t care. I’m used to it. That’s what they called me when I predicted the fall of Fannie Mae and Freddie Mac, the bankruptcy of General Motors, the loss of America’s triple-A credit rating… the list goes on and on. But I don’t let my emotions blind me to reality. No matter how difficult the truth… no matter how uncomfortable the fact… I follow my research to its logical conclusion. You should too. But I know most of you won’t – or can’t. However, if you have any money in the stock market, savings in the bank – and especially if you are responsible for your family’s wealth – you really need to hear me out. What I’ve discovered took months of investigation… and years of watching this moment build in the background of everyday life. A powerful force — one almost no one fully understands — is on the verge of tearing through American life and wealth with brutal efficiency. It won’t be fair. It won’t be gradual. And it won’t spare the unprepared. Hundreds of millions will feel the impact. Some could be devastated. A few others will come out far richer. Which side you end up on may come down to one thing: how fast you act. My job is simple: to make sure you land on the right side of what’s coming. This force, described by Elon Musk as “the most likely cause of World War 3, demands a response. And it’s getting one. It’s the reason Trump has been raising trillions of dollars from the Middle East… The reason he forced Zelensky to hand over rights to half of Ukraine’s enormous mineral deposits… It’s the reason Apple is spending $500 billion to bring their factories back to U.S. soil. It’s even behind the President’s strange obsession with Greenland. The threat of this force looms so large that Trump has privately declared it a national emergency… mobilizing public and private capital on a scale we haven’t seen since the Second World War. In fact, strange as this may sound, what’s unfolding eerily resembles America’s transition to a total war state, 85 years ago. Back then, key industrial assets were “drafted” to support the war effort. Boeing, GM, Ford, and Caterpillar were called on to produce tanks, fighter planes, and radar. Today, the President has recruited the likes of Apple’s Tim Cook, Amazon’s Jeff Bezos, Mark Zuckerberg, and OpenAI’s Sam Altman… to tap their vast resources for his own, undeclared national emergency. Why has he called upon the world’s largest companies and wealthiest men? As you’ll see, trillions of dollars are rapidly being directed into a concentrated set of companies closely connected to this national emergency. In this special broadcast, Jeff Brown and I will reveal what this national emergency is and how Trump and his team are reordering the entire economy to prepare for it. More importantly, we’ll name the two companies most likely to profit. This new emergency could determine who retires rich — and who gets wiped out, as it forces an epic rotation of capital from one side of the market to the other. You still have time to prepare – but not much. In a matter of days, an expected announcement from Trump could send capital flooding into the companies we share in the broadcast. That’s why we’re urging you to watch today. 
Good investing, Porter Stansberry
P.S. This is already underway. Money is rapidly moving. And we believe several popular stocks could be decimated by it. Don’t wait to be engulfed by it – prepare now. Go here.
Additional Reading from MarketBeat Media ServiceNow's $7 Billion Gamble: Panic or Opportunity?Authored by Jeffrey Neal Johnson. First Published: 12/15/2025. 
Key Takeaways- The company is building a comprehensive AI control tower by acquiring technologies that secure physical assets and enhance data governance.
- Exceptional cash generation capabilities allow management to aggressively reinvest in the platform while maintaining a robust financial position.
- An upcoming stock split is expected to increase liquidity and lower barriers for retail investors seeking to capitalize on the company's growth.
On Dec. 15, 2025, trading screens focused on ServiceNow (NYSE: NOW) turned a deep shade of red. Shares of the enterprise software giant fell more than 11.5%, leading the S&P 500's list of daily decliners. The trigger was a report that the company is in advanced talks to acquire cybersecurity firm Armis for roughly $7 billion. For investors used to ServiceNow's steady ascent, the double-digit drop was a jarring wake-up call. The market's reaction looks like classic acquirer's indigestion: investors recoiled at the sticker price of what would be the company's largest deal to date. But beyond the headline price, the move may be a strategic masterstroke. It's not just about buying more revenue; it's an effort to secure the entire attack surface of the AI-driven enterprise. Closing the Gap: Why ServiceNow Needs ArmisA Historic Gold Announcement Is About to Rock Wall Street?
For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time could validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains. Click here to get Garrett's Top Four picks now. To understand the deal, investors must understand the gap in ServiceNow's armor. The company is the undisputed leader in IT Service Management (ITSM), excelling at managing software, servers and employee laptops—assets that are easily tracked, updated and secured by traditional tools. But the modern enterprise also contains many unmanaged assets that conventional IT tools often miss. This includes Operational Technology (OT), such as factory assembly robots, medical devices like MRI machines, and the exploding universe of Internet of Things (IoT) sensors. These devices are connected to corporate networks but often cannot run standard security agents or accept antivirus updates. They are effectively invisible to traditional IT teams, creating large security blind spots that attackers exploit. Armis specializes in asset intelligence. Its technology can detect, identify and secure every device on a network—managed or unmanaged—in real time. By feeding that data into ServiceNow's Configuration Management Database (CMDB), the company can move from reactive ticketing to a proactive security command center. For Chief Information Security Officers (CISOs), that integration would make ServiceNow a non-discretionary layer of defense. The Price of Ambition: Can They Afford This?The strategic fit is clear, but the financial math explains the sell-off. ServiceNow has been on an aggressive acquisition spree. It recently agreed to acquire Moveworks for about $2.9 billion and agreed to acquire Veza for roughly $1 billion. Adding a potential $7 billion price tag for Armis pushes the M&A tab to nearly $11 billion in a short period. Investors are right to pause. As of the third quarter of 2025, ServiceNow reported $9.7 billion in cash and investments. An $11 billion outlay exceeds that cash balance, implying the company will likely need to issue equity or take on debt to fund the deal. In the near term, that raises legitimate concerns about dilution and higher leverage. But the bearish take may understate ServiceNow's cash-generating power. The company operates well above the so-called Rule of 50 — the sum of revenue growth and profit margin exceeding 50. Management recently raised full-year 2025 free cash flow (FCF) margin guidance to 34%. That level of cash generation suggests ServiceNow can service debt or quickly rebuild its cash position. Viewed this way, the acquisitions look less like reckless spending and more like aggressive reinvestment to widen a competitive moat. Building an AI Control TowerViewed together, the recent deals form a coherent strategy. CEO Bill McDermott has often spoken about creating an AI Control Tower for the enterprise. Each acquisition fills a specific pillar in that construct, producing a more comprehensive offering than many rivals can match. - Data Layer: Veza addresses governance, ensuring the right people have access to the right data.
- Interface Layer: Moveworks provides conversational intelligence, letting employees interact with systems via natural language.
- Asset Layer: A potential Armis acquisition would secure the physical infrastructure that hosts the data and executes work.
ServiceNow's core advantage is its architecture. Unlike competitors that struggle to stitch together disparate codebases, ServiceNow runs on a single data model, which lets acquired technologies integrate natively. The result is a unified platform: a security alert from an Armis-monitored factory robot could automatically trigger a ServiceNow workflow to isolate the device, assign a technician and order a replacement part without human intervention. That depth of integration creates high switching costs and makes it difficult for customers to leave once they adopt the platform. A 5-for-1 Split Arrives Just in TimeWhile the M&A news dominated headlines, a notable technical catalyst is arriving later this week. Shareholders approved a 5-for-1 stock split that will be executed on Thursday, Dec. 18, 2025. The timing matters. After the recent sell-off, the share price has fallen from the $800 range to the mid-$700s. When the split executes, the per-share price will move into the roughly $150 range. A split doesn't change the company's fundamental value, but it lowers the nominal per-share price and reduces the barrier to entry for retail investors who were previously priced out. That influx of retail liquidity could be well-timed. With the stock technically oversold after institutional selling, a lower per-share price may attract new buyers, helping to establish a price floor and dampen volatility from the merger news. Trading Short-Term Pain for Long-Term GainThe market often punishes ambition in the short term, prioritizing quarterly cash balances over long-term strategic positioning. The drop in ServiceNow's stock price reflects a rational fear of dilution and integration risk: integrating multiple large acquisitions at once is operationally complex and carries execution risk. However, for investors with a multi-year horizon, the pullback offers a rare discount on a premier software asset. By potentially acquiring Armis, ServiceNow would be shoring up its relevance in the AI era and reinforcing its role as the enterprise's central nervous system. Management appears willing to accept short-term margin pressure in exchange for longer-term dominance. As the stock split approaches on Dec. 18, the key question is whether the market will begin to price in the strategic value of the AI Control Tower once the initial shock subsides.
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