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DocuSign (DOCU) CEO Allan Thygesen sits down with Yahoo Finance Executive Editor Brian Sozzi to explain what the market got wrong about "SaaSpocalypse" fears, highlighting the synergistic relationship software companies can have with names like Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT).
The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...
Salesforce and other software stocks have impressed the market this earnings season but investors need to be careful about which ones to back.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...
Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.
After a sharp rise in the stock, investors may be wondering how much higher Salesforce can climb.
Pinterest’s CFO exits to join OpenAI chairman’s startup Sierra, Charter’s CFO heads to Blackstone-Google AI infrastructure venture and Deutsche Telekom and T‑Mobile name new CFOs.
One Wall Street firm sees Salesforce Inc. (NYSE:CRM) as an early enterprise-AI winner based on its open-platform strategy. On September 2, Cantor Fitzgerald analyst Matthew VanVliet raised the price target on Salesforce Inc. (NYSE:CRM) to $300.00 (from $250.00) while maintaining an Overweight rating. The call followed a Salesforce webinar focusing on AI momentum, headless strategy, […]
Eric Criscuolo, Market Strategist at the NYSE, reviews a volatile week that opened with renewed US-Iran hostilities and a sharp rally in crude oil, pushing yields higher and pressuring equities early on. Sentiment shifted mid-week as oil kept climbing but yields reversed on dovish Fed commentary and a soft ADP report, cutting September rate-hike odds from over 60% to a coinflip. Mega cap tech shook off early weakness to drive a broad market recovery, with Snowflake joining Salesforce as the latest software name to surge on earnings. The S&P 500 tested and held the lower bound of its 7,600-7,800 range before climbing back into the upper half, while energy led sector performance on oil's roughly 10% weekly gain.
A number of stocks jumped in the afternoon session after software equities broadly gained momentum following a pullback in treasury yields and second-quarter financial results from Snowflake.
A peer's 37% growth supports the sector narrative, but Salesforce must produce its own consumption evidence.
Snowflake's post-earnings pop gave software stocks a boost, while retreating Treasury yields supported a broader rally on Wall Street.
During the August 27 Mad Money episode, Jim Cramer turned his attention to CrowdStrike Holdings, Inc. (NASDAQ:CRWD). He highlighted the cybersecurity giant’s latest earnings report as evidence that the prevailing tech bear cases had completely collapsed. He said: Like I mentioned at the top of the show, last night every major bear thesis in tech […]
Veeva raises its fiscal 2027 outlook as Vault CRM adoption, R&D growth and Falcon AI momentum support expanding revenue and profitability.
It has lagged software peers on the ratio chart against the IGV ETF since July, which marked the conclusion of a nice uptrend dating to March. Nebius recorded a bullish engulfing candle on Wednesday at $200. Note the doji the day prior, as well as on Aug. 24 and Aug. 26, suggesting selling pressure is abating and the stock could be bottoming.
This article first appeared on GuruFocus. Data analytics and artificial intelligence startup Palantir Technologies Inc. (PLTR, Financials) is back on Michael Burry (Trades, Portfolio)'s radar. The Big Short investor said Palantir's market valuation, which is around $432 billion, may eventually sink below $100 billion, saying investors are pricing the company more like a high-margin software platform than the business its financial profile suggests.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.49% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.76%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.54%. E-mini S&P futures (ESU26 ) are up +0.50%, and September E-mini...
Michael Burry just renewed his short case against Palantir, and Palantir answered with a major alliance announcement that sent the stock surging. Whether that response actually addresses the receivables quality problem Burry flagged is a different question entirely.
Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.
TEAM's 84.9% three-month surge reflects strong AI adoption and cloud growth, but rising AI costs and a premium valuation warrant caution.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.81%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.53%. E-mini S&P futures (ESU26 ) are up +0.59%, and September E-mini...
Salesforce stock jumped 22% on record earnings and the Claudeforce deal. CRM now tests $256 with $282 in view.
Salesforce Elastic and Okta have all enjoyed 20+% gains after earnings recently. Oracle’s spending and its debt pile are two major areas of concern that weighed down the shares. The analysts, led by Brent Thill, are optimistic despite reducing their price target to $290 from $320 in a note earlier this week.
The company has grown to 650 employees across more than 35 markets since its $150m Series B in March 2026.
Figma overcame a post-earnings sell-off thanks to strong reports from its peers.
Two battered software giants just delivered a warning to bears
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.
Adobe (ADBE) is expected to report solid fiscal third-quarter results, with its annual recurring rev
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