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A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks. DigitalOcean's blowout preliminary results also supported the improved appetite as it showed proof that AI demand is converting into real, contracted revenue.
Shares of enterprise workflow automation company ServiceNow (NYSE:NOW) jumped 3.4% in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.
A number of stocks jumped in the afternoon session after investors continued to rotate out of high-flying semiconductors into beaten-down software stocks.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the memory chip trade — particularly the intraday performances of Micron Technology (MU), SK Hynix (000660.KS), and Samsung (005930.KS) — as these three big names have seemingly dragged the sector into a bear market.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the memory chip trade — particularly the intraday performances of Micron Technology (MU), SK Hynix (000660.KS), and Samsung (005930.KS) — as these three big names have seemingly dragged the sector into a bear market.
Agentforce expansion targets Europe's major innovation hub
Salesforce (CRM) is back in the spotlight after recent news around its push into enterprise AI and data management, highlighted by the integration of Informatica and an upward revision to AI related revenue guidance. See our latest analysis for Salesforce. Salesforce's AI and data story is unfolding against a weak share price backdrop, with the stock down 34.69% year to date on a share price basis and the 1 year total shareholder return declining 38.08%, while a 4.89% 7 day share price gain...
One truck driver says the hardest part of today’s economy isn’t the long hours or demanding work. It’s knowing his father did the same job a generation ago and was able to comfortably support a family and build wealth. In...
Venture capitalist and podcaster Harry Stebbings secured Salesforce Inc. CEO Marc Benioff as a 20VC podcast guest by sending him 53 weekly cold emails, turning relentless outreach into a case study in how persistence can open doors to the world’s...
NICE strengthens its enterprise AI push as Sopra Steria adopts CXone and Copilot for Agents across global service centers.
CRM's Informatica integration boosts AI and data ARR, expanding Data 360 and Agentforce capabilities, and opening new cross-selling opportunities.
CRM's 5.8% pullback reflects broad software concerns, but Agentforce's growth, revenue acceleration and a discounted valuation support holding the stock.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
The average brokerage recommendation (ABR) for Salesforce (CRM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
7.47am: Shell gives pre-results update Shell says stronger trading in its integrated gas business and improved refining margins should support second-quarter performance, although production has been hit by disruption to output from Qatar following the Iran war. Ahead of second-quarter...
The iShares Expanded Tech-Software Sector ETF (BATS:IGV) is down 10.5% year to date while the S&P 500 is up 10.8% and the Technology Select Sector SPDR is up 26%. That gap reflects the market pricing software as if the AI thesis has turned against it. Own IGV and you are betting the “SaaSpocalypse” narrative, that ... AI Crushed Software Stocks. IGV Is Betting the ‘SaaSpocalypse’ Is Overblown
The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...
Zacks.com users have recently been watching Salesforce (CRM) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.
ServiceNow, Inc. (NYSE:NOW) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer noted the AI worries around the stock, as he commented: Next up, after cratering all year, the software-as-a-service stocks like Salesforce, like ServiceNow, oh, they were flying today. Now, these […]
Salesforce (NYSE:CRM) and the Visa Cash App Racing Bulls Formula 1 Team announced a new global partnership centered on Salesforce's Agentforce 360 platform. The collaboration focuses on AI driven fan engagement, real time data visualization, and community features around Formula 1 operations. The agreement highlights Salesforce technology being used in a high stakes, real time sports setting beyond its traditional CRM use cases. For investors following Salesforce, this partnership adds...
Richard Windsor, founder of Radio Free Mobile, pushed back against the panic gripping AI stocks in a recent episode of Bloomberg Horizons Middle East & Africa. His argument is that the semiconductor tumble reflects rate sensitivity in richly valued names, and the market has overshot on software incumbents by assuming AI will hollow out application ... Veteran Tech Analyst: The Market Has Wrongly Left Software for Dead in the AI Rotation
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Guidewire's cloud transition, ARR growth and margin gains support the stock case, but deal timing, costs and AI scaling remain key tests.
Microsoft (MSFT) stock has had a tough run, down 20% over the last year and trailing the market significantly. The conversation is dominated by one large number: a plan to invest roughly $190 billion in capital expenditures in calendar year 2026. The question for skeptics is whether the demand for artificial intelligence is real enough to pay for it all.
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