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Snowflake (SNOW) CEO Sridhar Ramaswamy speaks with Yahoo Finance Executive Editor Brian Sozzi about the company's rising stock price and why it is an "era of consolidation" for the software industry as it deals with the effects of AI.
NOW's AI growth, strong subscription gains and broader demand are offset by stiff competition, margin pressure and a premium valuation.
ADBE heads into fiscal Q3 earnings with strong AI and subscription momentum, but freemium pressure, rising investments and stiff competition cloud the outlook.
Fears of AI taking over the software space were temporarily calmed last month.
Palantir keeps beating Wall Street's expectations while trading at a valuation that makes most analysts flinch, and the tension between those two realities is exactly what makes its next move so hard to predict.
PATH's 24% post-earnings slide contrasts with a revenue beat, raised annual guidance and stronger profitability, creating a potential entry point.
The Dow lost 500 points early into Tuesday's trading session. Here's what's driving the loss. Most components in the blue chip index were in the red, but there was one name seeing the most dramatic downturn.
The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...
Salesforce just posted an earnings beat that sent the stock surging 34%, but the source of that surprise raises questions every investor should answer before buying in at these levels.
CRM's 34% monthly rally is backed by stabilizing growth, surging Agentforce ARR and a valuation below major enterprise software rivals.
Oracle's stock has cratered while Wall Street analysts stubbornly hold some of the most bullish price targets in the mega-cap space. With earnings dropping Thursday, something has to give.
Salesforce's latest quarterly report was a game changer for the stock.
Even as their shares got pummeled, companies like Salesforce and Workday have been showing financial strength.
Strong earnings and a bigger full-year outlook pushed Palantir far ahead of the broader technology sector.
Investors yanked $700 million from the top software ETF in a single session, and within hours a major earnings report threatened to make that timing look catastrophic. Whether the selloff was a blunder or a bullet dodged depends on a deeper AI disruption debate that has kept the fund negative all year.
Oracle stock is down 18.5% this year and ratings agency S&P Global downgraded the company’s credit rating to one notch above junk status.
Docusign said on September 4 that its Model Context Protocol server will become generally available worldwide on September 30. The system lets agents in ChatGPT, Claude, Gemini, Copilot, Slack, and other compatible clients call agreement intelligence and governed actions. That turns Docusign, Inc. (NASDAQ:DOCU) into a potential agreement layer inside other vendors’ agents, including products […]
CNBC reported that Salesforce, Inc. (NYSE:CRM) reported fiscal second-quarter revenue of $11.35 billion, up 11% year over year and above the $11.32 billion analysts expected. Net income rose to $3.53 billion from $1.89 billion a year earlier, boosted by a $2.6 billion gain on its Anthropic investment. Shares surged more than 12% on the results […]
Salesforce (NYSE:CRM) is seeing a wave of agentic AI integrations as partners including S-Docs, Smarsh, Genesys, and F5/MuleSoft expand deployments on Agentforce and Agent Fabric. S-Docs is rolling out governed document automation on Salesforce for regulated customers using Agentforce in live production environments. Smarsh, Genesys, and F5/MuleSoft are using Salesforce agentic AI to support compliance heavy customer service, cross platform AI orchestration, and security guardrails in real...
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same […]
Adobe (ADBE) has lost 18% over the past twelve months while the S&P 500 returned 21%. The underlying driver is strategic: Adobe is intentionally directing more top-of-funnel users toward freemium experiences rather than upfront paywalls, and it is managing that transition alongside leadership changes, with an interim CFO in place and Anil Chakravarthy set to succeed Shantanu Narayen as CEO on December 1, 2026.
Salesforce, Inc. (NYSE:CRM) reported fiscal 2027 second-quarter revenue of $11.345 billion, up 11% year over year. Agentforce and Data 360 annual recurring revenue, or ARR, reached nearly $3.9 billion, an increase of more than 210%, while Agentforce ARR exceeded $1.5 billion and grew more than 240%. Salesforce, Inc. (NYSE:CRM) defines Agentforce and Data 360 ARR […]
Adobe stock has been a laggard in the software in the sector, but new CEO Anil Chakravarthy hopes to turn things around.
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