Notícias

Salesforce stock has fallen to a price floor that has launched powerful rallies before, forcing investors to decide if the company's booming AI business can overcome its current challenges.

Microsoft showered investors with one of the largest cash returns on the market, but the real story is what that spending says about the tech giant's future.

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Salesforce's 17% drop reflects broader software pressure, but resilient growth, rising AI ARR and a lower valuation offer reasons to hold CRM.

Ceva (CEVA) delivered earnings and revenue surprises of +14.29% and +3.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Stock Market Today: The Dow Jones index falls Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock rallies.

Wall Street closed higher on Friday as weak jobs data for July raised hope that the Federal Reserve may hold interest rates steady for longer.

Zeta Global Holdings (NYSE:ZETA) appointed Leah Pope as Chief Marketing Officer, bringing experience from firms such as Salesforce and Adobe. The company promoted Candace Dean to Chief Communications Officer, expanding her remit over corporate and stakeholder messaging. These leadership moves highlight a focus on brand, market positioning, and communication at a time when prior updates have centered on earnings, guidance, and valuation. This kind of leadership shift is not unique to Zeta...

Palantir just posted growth numbers that made Wall Street question its own spreadsheets, while Salesforce quietly handed billions back to shareholders. Picking between them means choosing which version of enterprise AI actually survives contact with reality.

Circle trades at a 45x forward P/E versus Salesforce's 13x, but profitability and cash generation tell starkly different stories.

SoundHound pairs 37.9% projected 2026 revenue growth with OASYS expansion, but premium valuation, losses and cash burn raise execution risk.

The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

The defense sector is done experimenting with agentic AI. On August 5, the Department of Defense granted Impact Level 5 authorization to Salesforce’s Agentforce 360 platform — a production-grade clearance that lets the system handle Controlled Unclassified Information and certain unclassified National Security Systems data. This is not a sandbox. It is the security clearance […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

The options market is pricing a vast range of outcomes for the creative software giant, and if you hold the shares, you are already exposed to the full ride.

Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

In medieval Europe, the grim reaper evolved as a personification of impending doom. For technology companies, the modern equivalent is Bending...

Is Salesforce still a blue chip software stock or the market's biggest bet on AI-powered digital labor?

Stock market leadership just flipped. The Nasdaq Composite rose 0.1% after opening lower. Driving the Nasdaq’s move was a sharp turnaround in chip stocks; the iShares Semiconductor ETF rallied 1.8% after opening sharply lower.

The software sector slumped on Thursday after quarterly results from Datadog, HubSpot, and Figma.

Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

First Advantage (FA) delivered earnings and revenue surprises of +20.69% and +7.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Salesforce (NYSE:CRM) has deployed IL5-authorized Agentforce 360 AI agents to the U.S. Army Human Resources Command under Missionforce National Security. The rollout introduces autonomous, always-on AI support for millions of Soldiers, Veterans, and families across routine HR processes. The deployment is described as the first use of IL5-authorized AI agents within the Department of War for mission-critical human resources workloads. The system is intended to automate standard tasks and free...

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

Figma has been investing heavily in AI functionality across its products, which increased R&D and operating expenses two times in the last quarter.

Magnite (MGNI) delivered earnings and revenue surprises of +73.33% and +6.28%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Salesforce (CRM) closed at $192.98 in the latest trading session, marking a +1.04% move from the prior day.