Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
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Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.
Salesforce guided second-quarter revenue below expectations as investors weighed AI disruption concerns and Agentforce growth.

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.
Salesforce posted 13% revenue growth and lifted its FY27 outlook after reporting $1.2 billion in Agentforce ARR, up 205% year over year, offering one of the clearest public readouts yet…

Snowflake (SNOW) stock is soaring by over 30% on Thursday after the company reported AI demand to have driven better-than-expected first quarter results alongside revenue growth of 33%. PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporters Brooke DiPalma and Ines Ferré take a closer look at the post-earnings stock reactions from Snowflake and fellow software company Salesforce (CRM).
Salesforce Stock Falls After Earnings. Benioff Says AI Push Is Just Getting Started
The cloud software company reported $11.1 billion in first-quarter revenue, but its full-year outlook landed just below Wall Street expectations
Salesforce's Q1 fiscal 2027 call spotlights Agentforce, Slack and "Headless 360" as it lifts revenue guidance and defends a stronger second half.
Salesforce Inc (CRM) reports a 13% revenue increase and surpasses $1 billion in Agentforce ARR, while addressing challenges in marketing and commerce segments.
In the first quarter of fiscal 2027, Salesforce returned $27.5 billion to shareholders.
Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor
Salesforce expects average Q2 revenue at $11.3 billion, marginally missing expectations of $11.4 billion.
CEO Marc Benioff Says Agentic AI Offers Huge Growth Opportunity

Salesforce (CRM) reported first quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $3.88 (compared to analyst estimates of $3.13), and revenue came in at $11.13 billion (compared to analyst estimates of $11.05 billion). Wolfe Research managing director and head of software research, Alex Zukin, joins Yahoo Finance to discuss the results, highlighting why he's bullish on the name despite risks he sees.
Salesforce Inc (NYSE:CRM, XETRA:FOO) achieved reported first quarter financial results that topped analyst expectations on earnings and showed continued double-digit growth in revenue, alongside expanded margins and an increased full-year profit outlook. For the quarter ended April 30, the...

Salesforce (CRM) reported first quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $3.88 (compared to analyst estimates of $3.13), and revenue came in at $11.13 billion (compared to analyst estimates of $11.05 billion). Market Domination Overtime host Josh Lipton dives into the cloud platform operator's earnings release in the video above.
Salesforce stock fell on disappointing guidance while Q1 earnings and revenue beat estimates as artificial intelligence products gained traction.
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Salesforce Earnings Are Here -- Wall Street Is Bracing for a Massive Stock Swing
AI disruption fears continue weighing on Salesforce even as analysts project double-digit revenue growth and significant upside potential.
Wall Street’s technology stocks looked set to lead markets higher again on Wednesday as investors piled further into the artificial intelligence trade and global equity benchmarks hit fresh record highs. Futures for the Nasdaq 100 were up 0.6% ahead of the opening bell, while contracts for...

Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch on Wednesday, May 27, including quarterly earnings from Salesforce (CRM), Marvell (MRVL), Synopsys (SNPS), Snowflake (SNOW), and HP Inc (HPQ).
Salesforce Inc (NYSE:CRM, XETRA:FOO) is due to report fiscal first-quarter results on Wednesday afternoon, with Jefferies forecasting an in-line quarter, backed by proprietary partner surveys showing 55% of respondents finished Q1 at plan and 30% came in above it. The brokerage sees total...
Few companies in enterprise software have staked their future as explicitly on a single product bet as Salesforce has on Agentforce. The agentic AI platform has been the centerpiece of every investor conversation, every earnings call, and every product announcement for the past two quarters. ...