Notícias

Helium soared 170% in a weekend as bearish traders were forced out. Here is whether it is too late to buy HNT.

Earlier this month, Bandwidth reported a strong Q2 with revenue growth led by voice and programmable messaging, plus new million‑dollar enterprise deals and an expanded AI-driven communications platform, including an exclusive infrastructure partnership with Salesforce. Alongside these results, Bandwidth raised its full-year 2026 outlook for revenue and adjusted EBITDA, underscoring how AI-enabled communications workloads and large enterprise migrations are increasingly central to its...

Salesforce stock remains cheap even after its big jump.

Salesforce Inc. delivered a record second quarter with accelerating bookings and revenue, prompting CEO Marc Benioff to forcefully dismiss industry fears of an AI-driven software collapse as the “nonsense of this SaaSpocalypse.” Crushing the ‘SaaSpocalypse’ Narrative Benioff declared it is...

Bandwidth (BAND) is back on investor radar after reporting robust revenue growth from its voice and messaging services, securing an exclusive infrastructure partnership with Salesforce, and lifting its full year outlook for revenue and adjusted EBITDA. The latest earnings update and the Salesforce partnership have arrived after a huge run, with the year to date share price return of 244.59% and a 1 year total shareholder return of 226.67%. However, the stock has pulled back 5.50% over the...

Salesforce stock has surged over the past month, yet several valuation checks still point to room between the current share price and an intrinsic value estimate based on Discounted Cash Flow (DCF) and market multiples. With both approaches flagging the stock as undervalued, investors are weighing how much of the recent excitement around Salesforce and its AI products is already reflected in the price. Salesforce has returned 35.9% over the past month, which puts fresh focus on whether...

Salesforce, Inc. (NYSE:CRM) jumped 22.6% on August 27 after earnings, and the move did more than rescue one software stock. It challenged the “SaaSpocalypse” trade that spent much of 2026 treating generative AI as an existential threat to established software vendors. Salesforce’s numbers suggested that at least some incumbents may be turning AI into a […]

The video-call giant is generating far more cash than the average company, yet the market is treating it like a business in decline. Here’s the offer on the table.

The software giant's stock has a powerful business engine behind its long-term trend, but a rapid run-up back toward all-time highs forces investors to ask if the price of admission is still worth paying.

A creative software titan is trading at a steep discount, but a major strategy shift has investors wondering if the price is a bargain or a breakdown.

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Asking for a Trend Host, Josh Lipton, tees up the key events investors should watch in the week ahead, starting Monday, August 31, with earnings from Dell (DELL), Palo Alto Networks (PANW), Lululemon (LULU), and Snowflake. (SNOW) On Wednesday, Broadcom's (AVGO) results will offer another read on the AI trade. Then on Friday, investors will get the August jobs report, with economists expecting the unemployment rate to hold steady at 4.1%

Nvidia turned in a stellar earnings report and forecast, and Fed Chair Kevin Warsh made his policy framework a bit more transparent. But risks are still lurking.

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

US equity indexes rose this week as technology-led mega-cap gainers helped outweigh a hotter inflati

Microsoft and other titans lifted the major indexes for the week, masking declines for small caps and many sectors as yields jump.

On the Mad Money episode aired on August 26, Jim Cramer recently highlighted Salesforce, Inc. (NYSE:CRM) after a massive post-earnings rally driven by a blowout quarterly report and a major expansion of its AI partnership with Anthropic. He stated: Look at the stock of Salesforce run. After the close, the cloud software kingpin reported a […]

The surge in Salesforce (CRM) stock reflects renewed confidence that the company can turn artificial intelligence into a growth catalyst rather than be disrupted by AI.

Jim Cramer recently discussed finding defensive opportunities in large-cap stocks offering high dividend yields and relief from cheaper oil prices. During the August 26 episode of Mad Money, pointing to PepsiCo, Inc. (NASDAQ:PEP), he noted that management highlighted convenience store headwinds tied to high gasoline prices during recent earnings discussions. He commented: Maybe it’s worth […]

Investing.com -- Software and AI results dominated the week, with Nvidia's blowout quarter, a huge move higher for Salesforce, and strong numbers across cybersecurity. However, PayPal shares have gone the other way.

A major Wall Street analyst raised its price target hard after digging into one part of the earnings report.

For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold.

Fed officials signal more work ahead on inflation, keeping investors cautious as major indexes trade with modest gains, today, Aug. 28, 2026.

The major indexes rose for the week. Nvidia jumped but didn't lift other AI hardware plays. CrowdStrike and Salesforce led huge software gains.

Opening Bid Host Brooke DiPalma is joined by the panel of Prime Capital Financial chief investment officer Will McGough, Slatestone Wealth chief market strategist Kenny Polcari, and F.L. Putnam Investment Management co-chief market strategist & portfolio manager Ellen Hazen to weigh whether now is the time to buy into software stocks.

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.

CRM raises its fiscal 2027 revenue outlook as AI demand, stronger bookings and low attrition reinforce its case for organic reacceleration.

Based on the average brokerage recommendation (ABR), Salesforce (CRM) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Investors spent months betting that AI would cannibalize enterprise software giants, but Salesforce and ServiceNow just reported quarters that turned that fear inside out. The question now is whether these results signal a permanent reversal or just a temporary reprieve.