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Antipodes Partners published its “Antipodes Global Strategy” first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile. Early optimism shifted to a historic energy shock caused by US-Israeli strikes on Iran. Global equities […]
The ice cream giant tapped Microsoft, SAP and others to lay the groundwork for its departure from Unilever’s IT systems.
HUBS is adding customers, winning larger enterprise deals and expanding AI adoption. Can those growth drivers keep its momentum going?
Investors' fears are dragging down the stock, but the company's finances are still strong.
Salesforce maintains a larger revenue base, while ServiceNow posts steadier gains each quarter. Explore how their financial paths have diverged.
Austria's social commerce market is poised for significant expansion, with projections indicating a growth rate of 12.4% annually, reaching a market value of USD 15.60 billion by 2026. This sector encompasses various retail categories and segments, such as B2B, B2C, and C2C, driven by mobile and cross-border transactions. Key developments include the emphasis on video and social network-led commerce, as well as diverse payment methods, highlighting opportunities across different city tiers...
The general weakness in the software sector has resulted in Salesforce, Inc. (NYSE:CRM) declining more than 40% on a year-to-date basis. However, the Street still expects more than 58% upside from the current level. Salesforce, Inc. (NYSE:CRM) also ranks among our list of Stocks Expected to Bounce Back According to Analysts. Recently, on June 15, […]
Cloudflare (NET) CEO Matthew Prince sits down with Yahoo Finance Executive Editor Brian Sozzi at the 2026 Cannes Lions International Festival of Creativity to share his perspective on consolidation in the AI landscape and what that could ultimately mean for small businesses.
A number of stocks jumped in the afternoon session after the 10-year Treasury yield dropped below 4.5%, providing valuation relief amid a broader tech pullback.
A number of stocks jumped in the afternoon session after the 10-year Treasury yield dropped below 4.5%, providing valuation relief amid a broader tech pullback.
A number of stocks jumped in the afternoon session after the 10-year Treasury yield dropped below 4.5%, providing valuation relief amid a broader tech pullback.
A number of stocks jumped in the afternoon session after the 10-year Treasury yield dropped below 4.5%, providing valuation relief amid a broader tech pullback.
A number of stocks jumped in the afternoon session after the 10-year Treasury yield dropped below 4.5%, providing valuation relief amid a broader tech pullback.
Salesforce app gains deeper autonomous workflow features.
Salesforce, Inc. (NYSE:CRM) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. One AI stock Wall Street is bullish on based on its depressed valuation, attractive margin profile, and robust cash flow is Salesforce, Inc. (NYSE:CRM). On June 18, Monness, Crespi, Hardt analyst Brian White upgraded the stock to “Buy” […]
TEAM's Service Collection tops $1B in ARR as AI adoption, enterprise demand and non-IT deployments support its role as a growth driver.
In the last five years, Microsoft (MSFT) stock has returned a massive $223 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This impressive capacity to return capital is rooted in Microsoft’s evolution into a high-margin powerhouse, driven primarily by its dominance in cloud computing and enterprise software. The company’s ability to generate such significant "payout power" is fueled by the robust, recurring revenue streams from its Intelligent Cloud segment, spec
Salesforce, Inc. (NYSE:CRM) is one of the best big tech stocks to buy according to Wall Street analysts. Salesforce, Inc. (NYSE:CRM) was upgraded by Monness Crespi to Buy from Neutral on June 18, with the firm setting a price target of $200. It stated that with a 41% decline, the company has “earned the unflattering title […]
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]
An analyst reiterated his very sunny outlook on the CRM king's future.
DOCU rides on strong eSignature demand, subscription growth and global expansion, but pricing pressure and weak liquidity cloud outlook.
Anthropic on Tuesday launched an artificial intelligence agent inside Salesforce's Slack app that can work alongside employees in group chats, deepening its push into the enterprise market that has emerged as a key battleground for AI startups. Called Claude Tag, the tool lets users summon the company's AI agent into a Slack thread by typing "@Claude," where it can read conversations, break down tasks and proactively flag relevant updates across an organization without being asked. The agent, which will retain context over time, is available in beta for Claude Enterprise and Claude Team customers, with plans to expand to other platforms, Anthropic said.
Until both stocks reclaim key levels, software's rebound is still awaiting a verdict.
Salesforce stock has crashed hard amid AI disruption concerns in 2026. Here’s what likely lies ahead for CRM shares as the year unfolds.
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