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Palantir just posted growth numbers that made Wall Street question its own spreadsheets, while Salesforce quietly handed billions back to shareholders. Picking between them means choosing which version of enterprise AI actually survives contact with reality.

Circle trades at a 45x forward P/E versus Salesforce's 13x, but profitability and cash generation tell starkly different stories.

SoundHound pairs 37.9% projected 2026 revenue growth with OASYS expansion, but premium valuation, losses and cash burn raise execution risk.

The risk to Microsoft stock is not demand but what serving that demand now costs, and the company's own outlook already points margins lower.

The build-out that dented gross margin has not stopped the operating line from widening, and that is the number the selling appears to discount.

The defense sector is done experimenting with agentic AI. On August 5, the Department of Defense granted Impact Level 5 authorization to Salesforce’s Agentforce 360 platform — a production-grade clearance that lets the system handle Controlled Unclassified Information and certain unclassified National Security Systems data. This is not a sandbox. It is the security clearance […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

The options market is pricing a vast range of outcomes for the creative software giant, and if you hold the shares, you are already exposed to the full ride.

Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.

A modest earnings premium sits on top of one exceptional margin, and the AI build-out is now pressing on that margin.

In medieval Europe, the grim reaper evolved as a personification of impending doom. For technology companies, the modern equivalent is Bending...

Is Salesforce still a blue chip software stock or the market's biggest bet on AI-powered digital labor?

Stock market leadership just flipped. The Nasdaq Composite rose 0.1% after opening lower. Driving the Nasdaq’s move was a sharp turnaround in chip stocks; the iShares Semiconductor ETF rallied 1.8% after opening sharply lower.

The software sector slumped on Thursday after quarterly results from Datadog, HubSpot, and Figma.

Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.

Antipodes Partners published its “Antipodes Global Strategy” second-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 second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

First Advantage (FA) delivered earnings and revenue surprises of +20.69% and +7.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Salesforce (NYSE:CRM) has deployed IL5-authorized Agentforce 360 AI agents to the U.S. Army Human Resources Command under Missionforce National Security. The rollout introduces autonomous, always-on AI support for millions of Soldiers, Veterans, and families across routine HR processes. The deployment is described as the first use of IL5-authorized AI agents within the Department of War for mission-critical human resources workloads. The system is intended to automate standard tasks and free...

Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as

Figma has been investing heavily in AI functionality across its products, which increased R&D and operating expenses two times in the last quarter.

Magnite (MGNI) delivered earnings and revenue surprises of +73.33% and +6.28%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Salesforce (CRM) closed at $192.98 in the latest trading session, marking a +1.04% move from the prior day.

At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

While investors focus on subscription seats, a different engine is firing up. Adobe is aggressively pivoting to a freemium model, nearly doubling its Creative Freemium monthly active users in a single year. This strategic shift is designed to capture a new generation of users through products like Firefly and Express. The company is trading near-term growth for a much larger top-of-funnel.

NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.

Microsoft, Salesforce, and ServiceNow continue to see strong demand, despite the sell-off in their share prices.

Salesforce has lagged behind the broader market over the past year, and analysts remain slightly bullish about the stock’s prospects.

Salesforce (CRM) has secured a three year Agentic Enterprise License Agreement with the U.S. Department of Veterans Affairs, a contract valued at up to US$1.6b that highlights growing demand for its AI driven government cloud services. See our latest analysis for Salesforce. The VA agreement lands after a month in which software stocks caught a tailwind and Salesforce secured higher profile around AI. However, the share price return is still down 26.68% year to date and the 5 year total...

A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.

The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.