
Handshake COO Jon Stull joins Ashley Mastronardi on NYSE Live to discuss the benefit that job seekers receive from AI skills studio
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Handshake COO Jon Stull joins Ashley Mastronardi on NYSE Live to discuss the benefit that job seekers receive from AI skills studio

Recent commentary highlights that ServiceNow is seeing strong demand for its workflow platform, benefiting from AI-focused partnerships, cross-selling success, and an expanded ecosystem that has led management to raise its 2026 subscription revenue midpoint. At the same time, ServiceNow is increasingly positioned as a key competitor in AI-driven, cloud-based enterprise software, facing off against players like Salesforce and Atlassian while leveraging collaborations with Microsoft and...

Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.

Salesforce (NYSE:CRM) expanded its AI and AR integrations with partners including Snap, Nvidia, and AWS, focusing on hands free enterprise workflows. The collaboration brings Snap's AR Spectacles into Salesforce environments, targeting use cases such as field service, logistics, and on site support. Salesforce broadened its AgentExchange ecosystem and highlighted large scale AI deployments, including Siemens AG using Agentforce for sales automation. The expanded AI and AR integrations with...

Salesforce (CRM) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.
Deel is an HR and payroll platform, not a traditional tech company, yet it has delivered the kind of concrete, per-capita data that has been missing from the agent economics debate. By deploying its internal agent platform, Akai, the company claims to have added $140 million in ARR over 90 days without hiring a single […]

Snap Inc. (NYSE:SNAP) is pushing its $2,195 Specs augmented-reality glasses into the enterprise market through partnerships with Salesforce, Nvidia, and Amazon Web Services. The integrations are designed to make Specs useful for hands-free workplace tasks in factories, retail stores, and field-service environments. Salesforce’s Agentforce will bring AI agents to the glasses, Nvidia technology will support […]

Zoom Communications (ZM) stock sits about 21% below its 52-week high after falling 17.4% over the past month, a month in which its quarterly report beat its own guidance. Over the past year it returned 2.9% while the S&P 500 returned 17.3%. The question for a holder is what a real market shock would add.

Snap partnered with Nvidia, among other companies, to enter the enterprise market with its Specs glasses.

Snap Inc. $2,195 SPECS glasses are being pitched as a new computer, not another pair of smart glasses. That distinction matters for Nvidia Corp: Snap is putting Nvidia’s AI stack inside a wearable designed to understand the physical world, potentially...

Alphabet is expanding Gemini deeper into real-time voice agents, adding another potential growth channel to an AI business already gaining considerable enterprise traction.

Microsoft (MSFT) stock is up about 30% in three months, including a 19% jump in the two trading days after its July report. That makes buying now feel late. Yet the stock is slightly lower than a year ago, while the S&P 500 (SPY) gained about 17%. With the stock trading near $500 a share, Wall Street consensus is already banking on Microsoft beating its own forecast again.

ServiceNow benefits from broad workflow demand, cross-selling and AI partnerships that are fueling growth as competition with CRM and MSFT intensifies.

TEAM's cloud growth, cross-sell gains and agentic automation are driving momentum, while subscription ARR growth is expected to moderate.

The Nest Campus CEO Peter Gilmer joins Kristen Scholer on NYSE Live to Sets the Scene for Its Climate Week Conference

TWLO's faster growth and direct AI communications exposure give it an edge over CRM despite a richer valuation and margin pressures.
At Dreamforce 2026, Salesforce introduced AIforce, a strategic umbrella brand that signals a fundamental shift in how enterprise software is consumed. Rather than forcing users to navigate traditional dashboards, Salesforce is effectively turning the agent into the user interface. By bringing data, workflows, and business logic directly into external environments like Claude, Slack, and Lightning, […]

The workplace chat app is being pitched as the place where autonomous software agents get their orders.

Inside the latest chatter from important business leaders.

Investor Ross Gerber highlighted Nvidia Corp.’s CEO Jensen Huang’s charisma at Salesforce Inc.’s Dreamforce 2026, saying a playful exchange with Salesforce CEO Marc Benioff showed part of what he sees in Nvidia’s leadership. Gerber Points To Huang’s Stage Presence "This...

Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually move the stock?

Snap (NYSE:SNAP) introduced its SPECS Intelligence AI service alongside expanded real-world trials of its SPECS AR glasses in September 2026. The launch includes enterprise-focused deployments with partners such as Salesforce, Amazon Web Services and NVIDIA targeting industrial, retail and field use cases. Snap is highlighting a privacy-first architecture for SPECS Intelligence AI, limiting data usage for AI training and personalized advertising. The SPECS Intelligence AI rollout and broader...
Salesforce's (CRM) new AIforce offering has the potential to drive usage, but its price point is too

Salesforce’s new AI layer could change how millions of workers access company data, and Benioff made sure Microsoft heard about it.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Microsoft (MSFT) stock has returned about 32% since mid-June 2026. The S&P 500 returned about 3% over the same window, and peers moved in both directions: Alphabet fell 4.5% while Apple returned 14.0%. Neither came close to Microsoft, so this was not a sector tide. It was one company, and Microsoft had spent three quarters explaining out loud how internal capacity allocation decisions had constrained Azure's reported growth.

Attendees at Salesforce's annual conference say they're still catching up with existing AI tools, even as frontier models keep advancing
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