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OpenAI is adding David Vélez, founder and global chief executive of Nubank, a Latin American digital services firm, and Robin Vince, the chief executive of Bank of New York Mellon to its board of directors, the company said. Vince will chair the audit committee, OpenAI said. The company has worked to improve its corporate governance after a previous set of directors abruptly fired Chief Executive Sam Altman three years ago for what they described as a lack of candor in his communications, throwing the company into disarray.

Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...

One Wall Street analyst says the company's AI transition isn't happening fast enough.

Salesforce has cratered while posting five straight earnings beats and triple-digit AI growth, and the gap between Wall Street's most bullish analyst and the bears has never been wider. Something has to give.

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

CRM vs. ADYEY: Which Stock Is the Better Value Option?

Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

Salesforce (CRM) has been disrupting its business to be in a better position for the agentic era, bu

CRM's faster AI growth, stronger earnings revisions and lower valuation give it a slight edge over ADBE in enterprise software.

Morgan Stanley believes Salesforce is ‘actively disrupting itself to position for the agentic era.’

Salesforce (CRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Stock Market Today: The Dow Jones index rose Tuesday as GM stock jumped on earnings. Marvell, Micron and Sandisk rallied.

Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks got slashed and which ones earned surprise upgrades.

Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.

Salesforce's Missionforce National Security platform has been broadly adopted by the U.S. Air Force for global fleet management. The 441st Vehicle Support Chain Operations Squadron is using Missionforce to manage vehicles and support mission readiness across worldwide operations. The rollout reflects increased use of secure cloud and AI-integrated tools in mission-critical U.S. defense logistics. Salesforce (NYSE:CRM) is drawing fresh attention after the U.S. Air Force moved to wide...

The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.

A former highflier now trades like a value stock. The path back doesn't require heroic assumptions.

The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price reflects a temporary problem or a permanent one.

Netflix upgraded, Microsoft initiated: Wall Street's top analyst calls

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.

One trades at a 12x earnings multiple while the other generates triple the revenue.

One trades at a 12x forward multiple while the other commands 165x, a valuation gap that masks fundamentally different risk-reward profiles.

In the latest trading session, Salesforce (CRM) closed at $170.77, marking a -1.11% move from the previous day.

Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all the growth expectations, the health of that silent giant has never mattered more.

AI is eating away at software’s superpower: profit-rich recurring revenue. The good news? Companies—and investors—are starting to adapt.

NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.

Six months after Barron’s wrote about his overlapping business interests, the prominent tech analyst has a new job. And he finally got on the phone to talk to us.