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Salesforce (CRM) is back in focus after a strong quarter tied to its AI-powered Agentforce platform, a multi-billion-dollar Anthropic investment, and new AI commitments in France that together sparked fresh interest in the stock. See our latest analysis for Salesforce. After a sharp rally on the recent AI news and Q1 beat, Salesforce’s share price has cooled with a 1-day share price return of down 5.09%. The year-to-date share price return of down 24.84% and 1-year total shareholder return of...

Salesforce may be cannibalizing its own business through Agentforce, but the potential of its dominance in AI agents is huge.

Oracle (ORCL) stock dropped 5.83% yesterday as investors grew anxious over soaring AI infrastructure costs and locked in gains, snapping a massive three-day rally that had driven shares to annual highs. With the stock now hovering around $230, is it still a smart buy.

The biggest insight hiding inside the recent Q1 FY27 earnings report from Veeva Systems (VEEV) is the stark divergence between management's artificial intelligence narrative and the structural realities of its legacy software business. While leadership dedicated significant time to detailing the launch of Veeva Falcon for agentic labor and the Ostro acquisition, the underlying financial tension centers entirely on the forced migration of its CRM customer base.

NOW's EmployeeWorks is gaining traction fast, with rapid growth, million-dollar deals and expanding AI adoption across enterprises.

Shopify Inc. has announced a significant increase in its share repurchase program, authorizing an additional $3 billion for the repurchase of Class A subordinate voting shares, raising the total to $5 billion. This move reflects the company's confidence in its business stability and future prospects, supported by strong operating cash flow and a robust balance sheet. The buyback program, which provides a flexible approach to capital allocation, may be executed through various methods,...

Madhav Thattai, Executive Vice President & General Manager, Agentforce at Salesforce speaks with Sameer Hassan, Chief Technology & Digital Officer at Williams-Sonoma about the latest in AI at Bloomberg Tech 2026 in San Francisco.

In late May 2026, Salesforce reported first-quarter fiscal 2027 results with revenue of US$11.13 billion and net income of US$2.11 billion, alongside updated full-year guidance and a US$0.44 quarterly dividend declaration. Around the same time, the company deepened its AI push with a roughly US$5 billion stake in Anthropic, the planned acquisition of Contentful, expanded Agentforce deployments with clients like CVS Health, and fresh equity capacity via a US$10.32 billion shelf registration...

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

US equities snapped their record-setting rally on Wednesday as renewed hostilities in the Middle Eas

Internal And External Names Are Being Reviewed Now

One dominates with scale and profits, the other races ahead in growth and engagement. How do their risk profiles and valuations stack up for investors?

US benchmark equity indexes were lower intraday, while oil prices rose amid renewed hostilities in t

TEAM's Rovo is driving faster ARR growth, higher AI usage and deeper platform adoption, positioning it as a potential long-term growth engine.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

CRM's Agentforce ARR jumps 205% year over year and reaches $1.2B in Q1'27, showing surging automation demand and growth momentum.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...

Wondering whether Salesforce at US$200.84 is priced for opportunity or disappointment? This article walks through what the current valuation actually reflects and how you might frame it as an investor. The stock has recently moved sharply, with returns of 12.2% over the last 7 days and 9.3% over the last 30 days, while year to date it is down 20.8% and over the last year it has declined 23.5%. Recent headlines around Salesforce have focused on its position as a large US software company and...

Salesforce’s first quarter was shaped by accelerating adoption of its AI-powered platform, particularly Agentforce, which management credits for major customer productivity gains and workflow automation. CEO Marc Benioff highlighted that customer deployments of agentic technology are transforming business operations, with PenFed and UCLA Health cited as examples. Management emphasized that the company’s suite of integrated applications—including Data 360 and Slack—are increasingly central to cus

Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.

FTSE 100 down 23 points to 10,351 UK services sector PMI improved last month OECD growth forecast cut to 2.8%, or 2.1% if Iran war lasts 3.20pm: UK consumer confidence improves UK consumer confidence last month saw the largest monthly gain in sentiment since in five years, according...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

Salesforce (CRM) gave investors plenty to cheer in its latest quarter, then handed the doubters something, too. The software giant cleared its earnings bar with room to spare, kept its artificial intelligence story moving, and watched its stock recover ground after a brutal year. One Wall Street ...

FedEx Freight was spun off from FedEx to operate independently.

Anthropic's $965 billion valuation puts Salesforce's early AI investment in sharper focus.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

Salesforce (NYSE:CRM) has announced a $5b investment in AI company Anthropic in order to deepen AI capabilities across its platform. The company also agreed to acquire Contentful, a widely used content platform, to strengthen the content layer of its Customer 360 offering. These moves come as Salesforce focuses on AI driven customer experiences and broader platform extensibility. For investors watching NYSE:CRM, these announcements arrive with the stock at $209.6 and a mixed return profile...

Investing.com -- The iShares Expanded Tech-Software Sector ETF saw retail investors pour in a record $46 million on Monday.

Salesforce, Inc. (NYSE:CRM) is one of the top 10 undervalued blue chip stocks analysts recommend for smart investing. DA Davidson cut the price target on Salesforce, Inc. (NYSE:CRM) to $175 from $200 on May 28, maintaining a Neutral rating on the shares. The firm told investors in a research note that the company’s fiscal Q1 earnings […]

The largest exchange-traded fund (ETF) tracking U.S. software stocks clocked the biggest single-day buy-in by retail investors ‌on record on Monday, data from Vanda Research showed. Software ‌stocks have largely recovered their losses from earlier this year when fears of ​industry-wide disruptions due to the rise of AI gripped the sector, though volatility still persists. Mom-and-pop traders bought stock worth a net $46 million in the iShares Expanded Tech-Software Sector ETF on Monday, surpassing ‌the previous single-day ⁠record by roughly 40%, as per Vanda.