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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Will Salesforce’s (CRM) US$1.6 Billion VA AI Deal Redefine Its Government-Cloud Narrative?
Simply Wall St.59d agoneutral
Will Salesforce’s (CRM) US$1.6 Billion VA AI Deal Redefine Its Government-Cloud Narrative?

Earlier this month, the U.S. Department of Veterans Affairs awarded Salesforce, via its distribution network, a three-year Agentic Enterprise License Agreement with a total contract ceiling of US$1.60 billion to expand Missionforce, Agentforce, Slack, MuleSoft, Tableau, and Data 360 across its nationwide care network. The agreement spotlights how a large federal healthcare system is turning to Salesforce’s AI agents and unified data stack to support around 17 million Veterans with more...

Software Is Beating Chips for Once. It May Not Be a Flash in the Pan.
Barrons.com60d agobullish
Software Is Beating Chips for Once. It May Not Be a Flash in the Pan.

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

Salesforce’s new deal could reshape veteran health care
TheStreet60d agoneutral
Salesforce’s new deal could reshape veteran health care

Five years ago, the Department of Veterans Affairs launched a new medical records system meant to fix a health network running on decades old technology. The rollout became one of the most cited failures in modern government technology, tied to patient deaths and years of paused deployments. The ...

Salesforce (CRM) Lands $1.6 Billion VA Deal To Power Veteran Care
Simply Wall St.62d agoneutral
Salesforce (CRM) Lands $1.6 Billion VA Deal To Power Veteran Care

Salesforce (NYSE:CRM) has secured a US$1.6 billion, three-year contract with the U.S. Department of Veterans Affairs. The Missionforce platform will be used to modernize care and service delivery for more than 17 million veterans. The contract focuses on AI-powered workflows, 24/7 care coordination, and secure cloud tools across the VA system. Salesforce is best known for its customer relationship management software, but the company has been steadily building a presence in large public...