
The company is making a big change to its balance sheet.
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The company is making a big change to its balance sheet.

Salesforce, Seagate Technology and AT&T offer contrasting growth stories, with AI, data center demand and network expansion shaping their outlooks.

The software titan experienced record revenue as it embraced the AI threat.

Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).
Investing.com -- Anthropic plans to allow enterprise customers greater control over their data when using its advanced AI models, Reuters reported on Thursday.

Salesforce (CRM) faces a favorable setup heading into its fiscal second-quarter results, with upside

CEOs used to talk up AI progress and efficiency by the number of workers it could replace, but with economic worries climbing, they're being more careful about linking AI to job cuts.

Salesforce shares are down more than 20% this year, yet the valuation, the AI numbers, and the prediction markets are all pointing toward the same date on the calendar.

Elastic (ESTC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Designkit has unveiled an AI-powered video platform designed to transform product photos into marketing videos, catering to the growing demand for video content in e-commerce. The platform enables brands to convert existing image assets into videos suitable for various channels, including online stores, social media platforms, and digital ads, without the need for traditional filming and editing processes. This innovation stands to streamline the creative workflow for e-commerce teams,...

AMD's AI momentum commands a premium valuation, while Salesforce's software dominance trades at a fraction of that multiple, a stark contrast that reshapes the growth-versus-value debate.

AI-native account startup Rillet became a unicorn, led by ICONIQ after it doubled its ARR in the past three months, it said.

Enterprise software built its business around human users. AI agents are about to change that assumption entirely.

PATH's agentic AI adoption and enterprise growth support its outlook, but slowing revenue and flat near-term earnings could cap gains after a 44% rally.

TEAM's AI adoption is driving customer expansion, larger deals and cross-selling, strengthening its position in cloud software.

Jim Cramer says the 2026 software selloff has crossed a line, and the market is no longer pricing in missed earnings but betting on total extinction. Whether that fear has any grounding in reality is a very different question.

CRM's Agentforce ARR surges 205% as AI usage climbs, deepening CRM integration and strengthening its position in the enterprise AI race.

Salesforce (CRM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Salesforce (CRM) has moved back into focus for investors after a sector rotation into software stocks, renewed attention on its Agentforce AI platform, and rising interest ahead of the upcoming earnings report. See our latest analysis for Salesforce. Salesforce’s recent 1-day share price return of 2.71% and 30-day share price return of 14.86% suggest momentum has picked up again, even though the year to date share price return is down 22.66% and the 1-year total shareholder return is down...

Salesforce (CRM) closed the most recent trading day at $196.48, moving +2.88% from the previous trading session.

Semiconductors are bleeding while software stocks quietly climb, and the gap between those two moves tells a story about how investors are repricing the entire AI trade right now.

The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...

The customer relationship manager is getting a little love from Wall Street.

Tech stocks tumbled Tuesday, joining a broad market sell-off triggered by ongoing worries about the U.S.-Iran conflict which led to higher Treasury Yields and oil prices. One analyst also pointed to a potential culprit: reports of Anthropic projected revenue run rate, which is lower than speculation. The Nasdaq shed roughly 278 points or around 1%, as chip stocks, led by...

Adobe’s stock has declined to a historical support zone that has previously preceded upward price momentum. Trading around $254, it sits at a price level that has attracted increased buying volume in the past.

Salesforce Inc. (NYSE:CRM) and ServiceNow Inc. (NYSE:NOW) could face growing pressure on one of enterprise software’s most lucrative business models as AI agents reduce the need for human software users, according to Parnassus Investments Chief Investment Officer Todd Ahlsten. "The...
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