Notícias

If you hold shares in the software giant, you are already carrying exposure to a remarkably wide range of outcomes priced in for the coming year.

Blackbaud's long-term contracts, embedded payments and AI agents could deepen cross-selling, though material AI revenue is not expected in 2026.

BLKB is embedding supervised AI agents across fundraising, education and finance to deepen platform use, though near-term revenue gains remain limited.

BLKB's low valuation and strong cash flow support buybacks, but weak growth, retention pressure and leverage keep the stock's upside in check.

Salesforce has quietly become a much more profitable company, but investors don't seem to have noticed the transformation.

Salesforce (CRM) closed the most recent trading day at $180.71, moving 4.07% from the previous trading session.

Investors are increasingly nervous about the sustainability of the artificial intelligence infrastructure spending boom.

You pay less than the market for Adobe on earnings and cash flow, and what comes with the discount is a growth engine management is deliberately rebuilding.

ServiceNow has shed nearly half its value in a year while its AI platform racks up billion-dollar milestones, and one major analyst thinks the gap between where shares trade today and where they belong is far wider than Wall Street admits.

Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.

The recently released "Retail & E-Commerce Market Research 2027" report provides a comprehensive evaluation of the retail and e-commerce landscape, combining extensive market data and trend analysis. This research offers insights into consumer spending, industry trends, and competitive dynamics, aiding strategic decision-making for businesses in both digital and physical retail spaces. The report features historical and year-end data across various sectors, financial performance reviews of...

Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...

Moby summary of Bandwidth Inc.'s Q2 2026 earnings call

(Updates with market moves at the end of the day and the Fed decision.) US stocks slid Wednesday

The fair value estimate for Salesforce stock has been adjusted from US$248.24 to US$241.72, a relatively small move that still signals a shift in how the story is being modeled. This change sits against mixed Street commentary, with some analysts encouraged by Agentforce, Fin and large government wins, while others focus on slower core growth and open questions around AI monetization. As you read on, you will see how these differing views shape the evolving Salesforce narrative and what that...

US benchmark equity indexes fell intraday as traders awaited the Federal Reserve's policy decision a

Oracle's stock has fallen to a price floor that has launched powerful rallies before, but this time the company arrives with an unprecedented bet on its future.

Accenture's AI-powered Radisson booking app in ChatGPT expands its agentic commerce reach and may unlock more travel-sector transformation opportunities.

NOW is seeing accelerating Agentic AI adoption as rising customer demand and expanding AI products support long-term revenue growth.

Bandwidth (NASDAQ:BAND) reported second-quarter 2026 results that exceeded its expectations, citing demand for AI-enabled communications, enterprise modernization projects and operating leverage from its owned network. The company raised its full-year outlook after reporting 22% year-over-year reven

Moby summary of Ribbon Communications Inc.'s Q2 2026 earnings call

Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it’s worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover.

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang defended open-weight artificial intelligence systems as crucial to the nascent AI industry, sending a cautionary message to officials in Washington who are debating how to respond to a surprise breakthrough from Chinese startup Moonshot.Most Read from BloombergChip Rout Deepens on Circular Funding, China Competition FearsNvidia’s $750 Billion in Deals Reignite Circular AI FearsCitadel Securities Sees Warsh Delivering Surprise Fed H

For the same bet on enterprise software, Oracle presents a clearer forward path backed by a massive backlog, while Salesforce asks investors to underwrite a future turnaround.

Chip stocks fell for a fourth straight day, dragging the Nasdaq, as investors rotated into consumer staples and financials

Most software companies are expected to show a slowing pace of sales growth over the next two years. Oracle and DigitalOcean are among the exceptions.

SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.

SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Stock Market Today: The Dow Jones index rose, but tech futures dropped as chip stocks Micron and Sandisk dived. Coca-Cola jumped on earnings.