Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Today, Sept. 24, 2026, the enterprise cloud giant filed to shield itself from cost and payment risk as the New Mexico facility faces public opposition and permitting delays.
Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.
Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.
ServiceNow is gaining traction, replacing legacy CRM and workflow tools as AI automation boosts expansion across enterprise workflows and drives customer growth.
Palantir trades at a much richer valuation than Salesforce, but only one pays you to hold it. Here's how growth, margins, and payouts stack up.
Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.
At Dreamforce 2026, Salesforce unveiled AIforce, an open, provider-agnostic AI layer, and highlighted rapid adoption of its AI products, including Agentforce and Data Cloud 360, supported by integrations with AWS and Google Cloud. This push to embed governed, agentic AI across partner ecosystems and customer workflows suggests Salesforce is increasingly positioning its platform as the operational backbone for enterprise AI. We’ll now examine how AIforce’s open, governed AI layer may...
One platform is generating record cash flow and closing thousands of AI deals across the enterprise. The other just reached consistent profitability after years of losses and is still earning back investor confidence.
Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business. Recent customer survey data points to strong interest in the company’s platform for building and deploying AI agents, Agentforce, as the company expands the platform through new editions and capabilities. We recently examined whether […]
President Donald Trump has called artificial-intelligence safety fears a “hoax.” The president’s latest financial disclosure for July shows his portfolio bought stocks of cybersecurity companies, which address the growing need for protection as AI keeps developing. Both the White House and the Trump Organization said Trump’s stock and bond portfolio is independently managed by third-party financial institutions.
Enterprise software stocks are rising in Wednesday morning trading while the broader large-cap technology group falls. The iShares Expanded Tech-Software Sector ETF (NYSEARCA:IGV) is up 1%. The Invesco QQQ Trust (NASDAQ:QQQ) is down 0.88%, moving in the opposite direction from the software group and giving the session an unusual split within technology. Atlassian Corporation (NASDAQ:TEAM) […]
Adobe (ADBE) trades at about $238 a share. Options that expire in about a year, 361 days out, imply an expected trading range running from $152 to $373 under standard lognormal market-pricing assumptions. The floor sits about 36% below today's price and the ceiling about 56% above. If you own the stock, that spread is what you are carrying.
Adobe's Jet2 partnership expands its AI-powered customer-experience push as CX momentum strengthens amid rising competition.
Wall Street spent all year convinced AI would hollow out Salesforce's business model, and every time the stock dipped, one investor kept adding to the position anyway. Here is why the cash flow and buyback math convinced him the crowd had it exactly backwards.
Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.43%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...
Salesforce has bled out over 12 months while its enterprise software peers crater even harder, yet one Wall Street firm just planted a flag so far above current prices that it stands alone on the Street. The bull case hinges on a single AI product that either rewrites the CRM story entirely or confirms the market has been right to look away.
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.
The company's augmented reality glasses, called Specs, retail for more than $2,000.
Marc Benioff is never one to pass up a chance to take a jab at Microsoft Corporation (NASDAQ:MSFT), and Dreamforce 2026 was no different. The Salesforce CEO used the company’s flagship annual conference in San Francisco to announce AIforce, the biggest product launch Salesforce, Inc. (NYSE:CRM) has made in years, and to once again refer […]
Salesforce’s AI strategy ties together its Anthropic investment, Slack integration and Agentforce push.
Key TakeawaysSalesforce’s diluted share count fell from 962 million to 821 million in a year as its $25 billion accelerated buyback landed, a drop of about 15%. Total debt climbed from $11.
Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs from about $152 to about $368. The bottom of that band is a price the stock has already traded through within the past year, and the market is pricing the band a little calmer than the stock has actually moved.
Adobe has fallen harder than its software peers while the broader market climbed, and the selling has not slowed even after quarterly results landed. The case for a bounce and the case for dead money both start with the same price chart and reach opposite conclusions.
Salesforce offers a more attractive valuation and proven cash generation. ServiceNow offers faster growth and a more defensible market position.
Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027. Here is the math behind three bold calls that could reshape how you size your tech positions.
Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in that gap looks like an opportunity Wall Street has not yet caught up to.
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