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While most software companies were retreating, Paycom made an aggressive and unconventional bet on itself, and the market delivered a verdict that caught even seasoned analysts off guard.
Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and the five-year chart reveals what investors are actually betting on.
During the August 31 episode of Mad Money, Jim Cramer examined the sharp rotation back into enterprise software following the forced unwinding of bearish hedge fund positions. Mentioning Veeva Systems Inc. (NYSE:VEEV) and Salesforce, Inc. (NYSE:CRM) as examples of sector leaders, he commented: Situational Awareness just despised enterprise software and Veeva Systems, number three, up […]
Salesforce (CRM) is back in focus after a strong fiscal Q2, with rapid uptake of its Agentforce and Data 360 AI platforms, along with the launch of Claudeforce alongside Anthropic, lifting investor confidence. The share price reaction has been sharp, with a 7 day share price return of 25.49% and a 30 day share price return of 40.26% after Salesforce surprised the market with Q2 results, Claudeforce news and higher guidance, even though the 1 year total shareholder return is 2.94% and the 5...
The software giant's new agreement with Anthropic is designed to move its customer base up the pricing ladder.
Palantir just landed a U.S. Army production contract for next-generation AI targeting systems, yet the stock is sinking anyway. The reason has nothing to do with the company and everything to do with which basket Wall Street keeps it in.
ServiceNow's Aramco Digital pact could expand AI workflow adoption across 50+ countries and sharpen its push against Salesforce and Microsoft.
Wonderful's $550M Series C was led by Insight Partners, with Salesforce, Index Ventures, IVP, Vine Ventures, 9Yards and Bessemer participating.
The Dow was on the rise early in Wednesday's trading session, and the gains were being felt broadly across the blue-chip index. The Dow Jones Industrial Average was up 0.6%, or 326 points, while the S&P 500 and Nasdaq Composite ticked higher, rising 0.
Nvidia is reportedly nearing a deal to buy AI platform Hugging Face for about $14 billion. It could be a long-term boost for the stock.
Nvidia is reportedly nearing a deal to buy AI platform Hugging Face for about $14 billion. It could be a long-term boost for the stock.
Asking for a Trend Host Josh Lipton previews the stories that will be making headlines tomorrow, including earnings from Broadcom (AVGO) and Snowflake (SNOW), plus a fresh look at the labor market with ADP's private payrolls report ahead of Friday's highly anticipated jobs report.
Jim Cramer dismissed Super Micro Computer on a Monday and then had to explain its massive August gain on a Monday just six trading days later. The bear case he keeps citing never went away, so what exactly is the market seeing that he is not?
Salesforce Inc. (NYSE:CRM) reported robust Q2 results recently, driven by strong demand for AI tools such as Agentforce. The company reported revenues of $11.35 billion, beating the expected figure of $11.32 billion. Earnings per share were $5.90 adjusted compared to expectations of $3.27. Wall Street firm Argus responded by raising the price target on Salesforce […]
While the Dow Jones (^DJI) represents industry leaders, not every stock in the index is a safe bet. Some are facing headwinds like declining demand, rising costs, or disruptive new competitors.
Despite ServiceNow’s weak performance relative to its peers over the past year, Wall Street analysts remain moderately optimistic about the stock’s prospects
Salesforce (NYSE:CRM) led an investment in HR platform HiBob to support enterprise AI tied to workforce data. HiBob plans to use the funding to build trusted organizational context that can feed Salesforce powered AI systems. Sinch introduced a Mailgun Inspect integration on Salesforce AgentExchange that plugs email reputation data into customer workflows. The two moves broaden Salesforce's AI focused partner ecosystem across both people analytics and marketing automation. For more ideas in...
Salesforce (NYSE:CRM) said its artificial intelligence product adoption is expanding across its customer base, with management highlighting growing demand for agentic workflows, consumption-based offerings and industry-specific AI applications during its Q2 fiscal 2027 investor webinar. Conor Marsd
Find insight on ASML Holding, Tencent, MediaTek and more in the latest Market Talks covering technology, media and telecom.
Shares of Salesforce Inc (NYSE:CRM) are trending Tuesday after TD Cowen analyst Derrick Wood reiterated a Buy rating and lifted his price target to $300 from $280. The stock has mounted a 40% surge from its August lows following blockbuster quarterly results, an aggressive guidance raise and accelerating enterprise adoption of its proprietary AI platform. Salesforce stock is showing positive momentum. Where is CRM stock headed? Strong Q2 Results, Anthropic Deal Drive Momentum The core engine beh
Accenture's stock has risen 60% from its 2026 lows and yields 3.4%. While the dividend yield looks attractive, it would be prudent to take some profits off the table here.
August was a good month for tech stocks, particularly these software giants.
First Eagle Investment Management, an investment management company, released its Q2 2026 investor update for “First Eagle Global Fund”. The letter can be downloaded here. Easing tensions in the Middle East led to a strong rally in risk markets in Q2. The S&P 500 Index rose 15.2%, while the MSCI EAFE Index gained 10.8%. Growth […]
Salesforce just posted one of its best quarters ever, yet the stock sits down on the year and trades at a multiple reserved for slow-growth legacy vendors. Something in that gap has Wall Street scrambling to recalculate.