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Salesforce (NYSE:CRM) used its Dreamforce keynote to outline an expanded artificial intelligence strategy centered on “AIforce,” a platform the company said is designed to combine enterprise data, applications, AI agents and new interfaces. The company described AIforce as a way to connect probabil
Salesforce (NYSE:CRM) used its investor day to outline an “agentic enterprise” strategy centered on AI-powered interfaces, enterprise data management, agent governance and expanded monetization models. Executives said the company is seeing renewed demand for its core software alongside growing adopt
Sept 16 (Reuters) - Snap on Wednesday announced partnerships with companies including Salesforce, Nvidia and Amazon Web Services to integrate workplace tools into its Specs augmented-reality glasses,
The outspoken CEO is hosting the company's annual Dreamforce conference this week in San Francisco.
Cramer gives Nvidia investors a surprisingly simple game plan.
Salesforce boasts an 18% net margin and $14.4 billion in free cash flow, while Figma races towards profitability at 41% revenue growth, a classic clash of proven cash generation versus explosive expansion.
Government contracts are becoming a bigger part of growth
Jim Cramer is calling Salesforce's massive buyback a stroke of genius, but today's price action tells a more complicated story about whether the software giant's rough stretch is truly behind it.
Salesforce (CRM) stock is back in focus after Dreamforce 2026, where the company emphasized Agentforce, introduced the new Koa reasoning model developed with Nvidia, and expanded AI-focused partnerships. For investors, the headline at Dreamforce is how this AI story now links to Salesforce’s chart. The share price is around $255.65, with a 30.3% 1 month share price return and a 64.9% 3 month share price return indicating strong recent momentum. By contrast, the 1 year total shareholder return...
The interface expands agent distribution, but consumption pricing makes productive usage the revenue gate.
The CNBC host praised the enterprise software company's debt-fueled buyback and said AI disruption fears have been overcome
Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.
Salesforce users ‘may experience severe delays, intermittent errors, or an inability to access some services,’ the company says.
Salesforce stock dipped ahead of an investor briefing after the market close and reports of a global system outage.
Microsoft (MSFT) is reported to be planning about 38 gigawatts of data center capacity by 2032, more than triple what it runs today. Its capital spending has already climbed sharply over the past twelve months, and management said in July that it expects fiscal 2027 spending to grow again. So what happens to the stock if the spending simply keeps climbing.
SK hynix (SKHY) is reportedly in talks with Intel (INTC) to use the latter's facilities to manufacture memory chips in the US for the first time, according to Reuters. Yahoo Finance's Jake Conley and Pras Subramanian are joined by RBC Capital Markets head of derivatives strategy Amy Wu Silverman to examine how the software industry is reacting to AI headlines, comparing it to the internet booms of the past.
Anthropic CEO Dario Amodei and Nvidia (NVDA) CEO Jensen Huang laid out their visions for AI development during remarks at Salesforce’s Dreamforce conference in San Francisco, with Amodei focusing on setting industry standards and fostering global cooperation. Later, Huang emphasized prioritizing safety and product quality in companies over new regulations.
HubSpot is boosting cash flow as revenues, margins and AI adoption grow, but competition and valuation raise questions about momentum.
CRM's Slackbot users increase more than 150% sequentially as AI adoption and stronger Slack bookings support customer spending growth.
Palantir's fundamentals are running hotter than any large-cap software peer this year, yet the stock keeps sliding while insiders cash out. One senior Wall Street analyst thinks the market has this badly mispriced, and her reasoning deserves a closer look.
According to TheFly, Mizuho pointed to Salesforce’s new product interfaces unveiled at Dreamforce, while the company separately faced a disruption affecting its core services.
Nvidia stock is at risk if companies pause AI development. CEO Jensen Huang is determined to make sure that doesn't happen.
New Age Alpha Chief Investment Officer Julian Koski and Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson discuss why the underlying economy is much stronger than the headlines suggest.
Software stocks have outperformed over the past three months as the sector.
It's somewhat reassuring to see prominent names in tech pushing back on the notion AI will wipe out the human race.
On CNBC’s Mad Money episode aired on September 11, Jim Cramer highlighted Intuit Inc. (NASDAQ:INTU) ahead of its upcoming analyst meeting and investor day. He stated: Thursday, we have two important analyst meetings… As for Intuit, the company behind TurboTax and QuickBooks, it gets a bum rep because everyone believes it will be disrupted by […]
Salesforce’s launch of Koa, a CRM reasoning model built on NVIDIA (NVDA) Nemotron, places the chipmaker’s software stack directly inside front-line customer workflows, ranging from service agents to regulated government operations. That Salesforce partnership lands at a moment when NVIDIA’s share price has pulled back, with the 7 day share price return down 8.42% and the 30 day share price return down 6.31%. Even so, the year to date share price return is 11.71% and the 5 year total...
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