Notícias

Palantir trades at a much richer valuation than Salesforce, but only one pays you to hold it. Here's how growth, margins, and payouts stack up.

Adobe (ADBE) shares fell early Friday after the software maker provided a fiscal fourth-quarter reve

Adobe is set to report fiscal Q3 earnings later today. Here’s how the data suggests you should play ADBE shares heading into the financial release.

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.

Okta, Gartner and Salesforce all crushed earnings, demonstrating strong business, and now stock price momentum.

After a huge earnings season for Big Tech capped off with blowout second quarter results from Nvidia (NVDA), LPL Financial chief technical strategist Adam Turnquist weighs in on what this could mean for the AI narrative in the second half of 2026.

Agentforce ARR surged past $1.5B with 240% growth as AI adoption accelerated across enterprise.

The Standard & Poor's 500 index edged up 0.5% this week amid stronger-than-expected quarterly report

Bears spent months building a case that AI would hollow out Salesforce and eventually topple Nvidia, and then a single earnings night arrived and put both arguments on trial at once.

Dell stock is showing relative strength along with Snowflake and Palo Alto Networks as all three names get ready to report earnings.

Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.

Salesforce, Inc. will release earnings for its second quarter after the closing bell on Wednesday, Aug. 26. Analysts expect the company to report quarterly earnings of $3.27 per share, up from $2.91 per share in the year-ago period. The consensus...

Guidance upgrades are generally one of the most bullish things to watch for in earnings season, as renewed outlooks can often lead to positive EPS revisions, one of the strongest drivers of a stock's near-term movement.

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(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

All three major US stock indexes were up in late-morning trading Thursday, after Nvidia (NVDA) relea

RBC Capital Markets managing director Rishi Jaluria joins Yahoo Finance's Josh Lipton to assess Salesforce's (CRM) latest earnings reporting, which shows profits beating expectations. Jaluria highlights how Salesforce is addressing AI's impact on the software industry and the effectiveness of its latest acquisitions.

Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.

US stock futures moved higher on Thursday as Nvidia (NASDAQ:NVDA) delivered stronger-than-expected quarterly results and an ambitious medium-term growth outlook, helping reinforce investor confidence in the artificial intelligence investment cycle. Sentiment received an additional boost from Salesforce (NYSE:CRM), which raised its full-year guidance following better-than-expected quarterly results and announced an expanded artificial intelligence partnership with Anthropic.

Salesforce Inc (CRM) delivers record Q2 results with Agentforce ARR reaching $1.5 billion and raises FY27 guidance amid strong AI adoption.

Veeva Systems (NYSE:VEEV) reported fiscal 2027 second-quarter revenue of $928 million and non-GAAP operating income of $416 million, with Chief Executive Officer Peter Gassner saying results exceeded the company’s guidance. Management highlighted record CRM performance, broad commercial-cloud moment

Salesforce (NYSE:CRM) reported fiscal 2027 second-quarter revenue of $11.35 billion, up 11% from a year earlier and above the high end of its constant-currency guidance, while highlighting growing demand for its AI products and raising its full-year revenue outlook. Chief Operating and Financial Of

Salesforce is trying its hardest to avoid being left in the pile of software names affected by fear of AI disruption. Its own push might be winning.

Salesforce (CRM) delivered earnings and revenue surprises of +80.43% and +0.25%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

The CNBC host said Nvidia has grown so central to the AI ecosystem that its quarterly results carry implications beyond the company itself

Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.

Salesforce will report second-quarter earnings on Wednesday afternoon amid the most uncertainty it has faced since its earliest days. Wall Street analysts are projecting $3.27 in adjusted earnings per share, rising from $2.91 a year ago. Beginning last year, investors began selling off enterprise software stocks on the idea that much of what they do will be replaced by AI agents that can write software code and execute complex series of tasks from simple conversational commands.

Options imply a nearly 8% move after results.

CRM software giant Salesforce (NYSE:CRM) will be announcing earnings results this Wednesday after market hours. Here’s what to expect.