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Salesforce just posted one of its best quarters ever, yet the stock sits down on the year and trades at a multiple reserved for slow-growth legacy vendors. Something in that gap has Wall Street scrambling to recalculate.

CrowdStrike and Salesforce batted down the notion that AI will replace software. Instead, the companies pointed out all the ways they are adapting to the new landscape.

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was down 0.5% and the actively tr

Moderna stock led the index after melanoma vaccine data, while a hedge fund's forced unwind turbocharged a rebound in enterprise software

Salesforce (NYSE:CRM) spent its fiscal 2027 second quarter proving a point it has been arguing for months: that artificial intelligence is expanding its business rather than replacing it. The company used its August 26 earnings call to unveil Claudeforce, a joint product with Anthropic that layers Claude’s reasoning on top of Salesforce’s customer data, while […]

CrowdStrike and Salesforce batted down the notion that AI will replace software. Instead, the companies pointed out all the ways they are adapting to the new landscape.

Salesforce, Inc. (NYSE:CRM) shares surged 22.6% on August 27 after the company reported fiscal second-quarter 2027 results that challenged a major concern in the software sector: that artificial intelligence could weaken the seat-based model that has long driven enterprise SaaS. Jim Cramer, on Mad Money on August 27, said that the bearish case extended beyond […]

Beyond the headlines, Microsoft has quietly signed up over 30 million paid seats for its Microsoft 365 Copilot. This rapid adoption is not just an extension of its existing software business. It marks a fundamental pivot in how the company monetizes its core enterprise relationships, moving toward a consumption-based model.

We examine why software stocks are rebounding and highlight software ETFs.

Software stocks (IGV) have moved into the green after several difficult months driven by AI disruption fears. Citizens head of technology equity research, Pat Walravens, sits down with Market Domination host Josh Lipton to explain why software is rebounding and what to expect going forward.

Adobe’s option-implied range runs from below anything the stock has traded at in the past year to far above its high, and that width is the real question for anyone who owns it.

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

Record bookings are not near-term revenue, and the spending needed to serve them lands first.

Apple just posted a record quarter and Salesforce blew past earnings expectations, but the headline numbers on both stocks hide something the market may be mispricing. One trades at a steep discount to the other, and the cheaper one might be doing more with AI right now.

The Dow is on track to end the month higher, and one stock is behind more than half of August's point gain. Salesforce alone contributed roughly 459 points to that monthly rise, according to Dow Jones Market Data. The August rise brings the Dow into its fifth straight month of gains.

Moderna stock surged 158% in August to lead the S&P 500, while Edison International plunged 27% to rank last in the index.

Most of the increase in the full-year outlook comes from two deals that have not closed, so the jump says more about what investors stopped believing than about what changed in the numbers.

ADBE's CXO momentum accelerates as AI-first ARR surges, agentic adoption expands and ecosystem partnerships deepen amid fierce enterprise competition.

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.

Salesforce's AI momentum, stronger cash flow and raised guidance fuel its post-earnings rally, but investment gains cloud the EPS picture.

Salesforce just posted a quarter that silenced its loudest critics, but the investment case for buying at current prices is more complicated than the 22% weekly rally suggests.

Salesforce just ripped 36% in a month on its boldest AI bet yet, but the stock now sits exactly where analysts think it belongs, leaving buyers with no margin for error and one soft quarter away from a painful unwind.

Salesforce's Q2 beat, Anthropic gain and AI momentum send shares soaring, while CRM-heavy ETFs offer diversified exposure with less single-stock risk.

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

Examine the evolution of Salesforce's (CRM) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives when agentic consumption scales.

Stock Market Today: The Dow Jones index drops while oil prices jump Monday after the U.S. and Iran exchange new strikes.

OpenAI is testing task-based payments with select major customers, The Information reported.

Strong quarterly results from Atlassian and a few other major SaaS firms are forcing investors to rethink the “SaaSpocalypse” thesis.

Investors assessed whether the massive AI investment cycle can continue beyond infrastructure and into enterprise applications.