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PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.

Salesforce just posted an earnings beat that sent the stock surging 34%, but the source of that surprise raises questions every investor should answer before buying in at these levels.

The surge in Salesforce (CRM) stock reflects renewed confidence that the company can turn artificial intelligence into a growth catalyst rather than be disrupted by AI.

Today, Aug. 27, 2026, the cloud software giant's stock jumped 22.6% after record quarterly results and lifted fiscal 2027 outlook, sparking broad enthusiasm across enterprise software peers.

A $2.60 increase in the earnings midpoint looks spectacular, but investment gains and buybacks supplied part of the lift.

Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant said it was deepening its partnership with Anthropic, boosting investor confidence in its ability to integrate AI into its software.

Software stocks gained after Salesforce CEO Marc Benioff said the SaaSpocalypse was over.

Salesforce spent months as the broken name in enterprise software, dragging the sector's AI credibility down with it. Now one earnings report and a surprise Anthropic partnership are forcing the bears to rethink everything.

Salesforce posted $11.35 billion in Q2 revenue and unveiled a Claude-powered plugin for sales teams as stock climbed 12% after hours

Nvidia's fiscal second-quarter revenue more than doubled and topped forecasts by its largest margin in two years, lifting chip stocks broadly

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

Stocks looked set to rally on Thursday after chip maker Nvidia’s solid second-quarter earnings helped breathe some life back into the artificial-intelligence trade. S&P 500 futures rose 0.5%. Nasdaq 100 futures jumped 1.

Salesforce’s $5.90 adjusted Q2 earnings per share came in substantially above the $3.27 consensus, while revenue also edged past expectations.

Salesforce reported better-than-expected quarterly earnings on Wednesday, shaking off worries about artificial-intelligence tools disrupting its business. Just as importantly, the software company announced an expanded partnership with Anthropic that the two companies call Claudeforce. As part of the collaboration, Anthropic will integrate Salesforce’s customer-relationship-management system into its Claude chatbot, allowing humans and AI agents to access Salesforce data and functions through a plugin.

Nvidia wavered late while CrowdStrike, Okta, Salesforce are big earnings winners. Is the market setting up or a setup?

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Salesforce stock climbed amid Q2 earnings and revenue that beat Wall Street targets while guidance came in above expectations.

Investing.com -- Salesforce Inc. (NYSE: CRM) crushed Wall Street’s second-quarter expectations, driven by an explosive surge in AI demand and expanding margins that sent shares climbing 11% after hours.

The software company reported $11.35 billion in second-quarter revenue and now expects $46.1 billion to $46.4 billion for the full year

CRM software giant Salesforce (NYSE:CRM) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 10.8% year on year to $11.35 billion. The company expects next quarter’s revenue to be around $11.46 billion, close to analysts’ estimates. Its non-GAAP profit of $5.90 per share was 80.4% above analysts’ consensus estimates.

Salesforce (CRM) reported second quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $5.90, while revenue came in at $11.35 billion (compared to analyst estimates of $11.32 billion). Third quarter revenue guidance came in at $11.42–11.5 billion. Yahoo Finance's Josh Lipton takes a closer look at the breaking numbers.

Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.

Veeva Systems' (VEEV) Vault CRM has cemented its position as the clear market leader in life science

Investors are betting AI demand can support another strong quarter.

The software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.

Palantir stock rose Monday, eyeing an early buy point, as software names again rallied, boosted by financial results at Snowflake and Dell.

Salesforce, Inc. (NYSE:CRM) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, CNBC reported that Salesforce, Inc. (NYSE:CRM)’s Q1 fiscal 2027 results beat estimates while guiding slightly below expectations. The company had adjusted EPS of $3.88 while revenue was $11.13 billion, growing by 13% year […]

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