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The company's backlog has quietly swelled to a record size. Remaining performance obligations finished at $638 billion, a figure that redefines its growth trajectory. This massive book of business, up 363%, was bolstered by signing $67 billion in AI infrastructure contracts in a single quarter.
Workday stock in focus as Deutsche Bank downgrades it to 'Hold.' Here’s why the firm’s analyst recommends caution in playing WDAY shares.
Salesforce (NYSE:CRM) CEO Marc Benioff is set to deliver the opening keynote at the 2026 Six Five Summit: AI Unleashed, focusing on enterprise AI. The keynote will highlight Salesforce's role in the broader AI ecosystem and its approach to AI for large businesses. The appearance gives investors and industry watchers a fresh window into Salesforce's AI priorities and longer term product direction. This public platform is separate from recent leadership changes or government contract activity...
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
A number of stocks fell in the afternoon session after Bloomberg reported that Anthropic’s preliminary second-quarter revenue topped $11.5 billion.
ServiceNow just crossed a milestone that Wall Street has barely noticed, and our model says the window to act is closing faster than most investors realize.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.15% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.44%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.17%, and September E-mini...
CRM's AI momentum, stronger earnings outlook and lower valuation give it an edge over TEAM amid rising AI investments.
MSFT's expanding 365 seats and premium E7 adoption can fuel revenue growth as Copilot gains traction across enterprise workflows.
Wall Street is hitting the pause button on Workday after shares rose sharply higher on report of a posisble private-equity takeover.
Stock Market Today: The Dow Jones index drops, but the Nasdaq rises as memory-chip stocks Micron and Sandisk rally sharply.
The software giant retired a tenth of its share count in a single stroke. The bill shows up in fiscal 2027 cash flow.
Customer relationship management software provider Salesforce Inc. (NYSE:CRM)’s shares are down by 19% over the past year and by 22% year-to-date. It is one of the most commonly discussed stocks by Jim Cramer. For instance, in May, Cramer revealed that Salesforce Inc. (NYSE:CRM) was one of his smallest positions because the “market hates software.” However, […]
Salesforce stock is down 22.6% year to date, yet the current valuation checks and intrinsic value estimate suggest the shares may be pricing in more pessimism than the fundamentals imply. The 22.6% year to date decline has pulled Salesforce back after prior gains and has put renewed focus on whether the current price underestimates the business. Recent AI related developments such as Agentforce 360's U.S. Department of Defense authorization can support long term cash flow expectations, while...
Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles.
JPMorgan argues that Agentforce can turn artificial intelligence into a growth engine, but investors remain divided over software disruption.
Salesforce spent most of 2026 in freefall while the broader market rewarded every AI story except its own, but something shifted recently and now one major Wall Street bank is changing its tune in a big way.
Workday (WDAY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
Salesforce gains agentic AI traction as Agentforce adoption rises, leveraging its CRM base to challenge Microsoft and Oracle in enterprise AI.
Dali Rajic, who served as president and COO of Wiz before its $32 billion acquisition by Google, will lead OpenAI's global revenue organization
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as […]
JPMorgan resumed coverage of Salesforce with an ‘Overweight’ rating and $250 price target, implying an upside of more than 24%.
Samik Chatterjee expects core growth to accelerate in the half ending January
Investing.com -- OpenAI announced Thursday that Chief Revenue Officer Denise Dresser is leaving the artificial intelligence company less than a year after joining, marking another senior departure as the firm prepares for its initial public offering.
AI fears may be obscuring a stronger earnings setup
JPMorgan says Salesforce stock is inexpensive to own at current levels. Here’s why the firm is bullish on CRM shares.
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