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MDB heads into fiscal Q1 earnings with strong Atlas growth, AI platform expansion and enterprise demand driving revenue momentum.

ADSK heads into fiscal Q1 earnings with strong cloud and AI momentum, but sales optimization changes may weigh on subscription billings.

Case-Shiller Home Prices Rise Moderately.

We see Q1 earnings season winding down, though this week still brings us several key retailers reporting.

The long-term money still hates software.

Everyone wants to talk about ServiceNow (NYSE:NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what you should actually be watching. ServiceNow’s story is the same story every cycle. A premium software name catches the AI updraft, the multiple expands faster than the ... Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure

AI stocks rally amid SpaceX, OpenAI IPO buzz as investors eye surging demand for compute capacity and monetization.

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]

The share-price chart and the operating reality have been telling very different stories.

The benchmark US stock measures were pointing higher before the opening bell Tuesday as traders asse

US equity investors will monitor closely ongoing talks in the Middle East to end the Iran war, as co

This week, investors will get their latest sense of how the American consumer is grappling with the wartime inflation surge. Earnings are due from retailers like Costco and Dollar Tree, and the personal-consumption expenditures index for April is scheduled for release.

The Dow is no longer dominated by industrial, energy, manufacturing, and consumer goods companies.

Intuit's 63% plunge highlights a brutal software selloff as investors debate whether AI fears create value or signal deeper disruption.

CRM software giant Salesforce (NYSE:CRM) will be reporting earnings this Wednesday after market hours. Here’s what to look for.

Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come throughout this week, including the latest filings regarding OpenAI's (OPAI.PVT) planned IPO, earnings out from companies like Salesforce (CRM), and the Personal Consumption Expenditures (PCE) report for April inflation data. Markets will be closed this Monday, May 25, for the Memorial Day Weekend holiday.

VEEV's growing Vault CRM adoption and AI momentum, backed by major pharma wins, reinforce confidence in its long-term growth outlook.

Appian's Q1 2026 shows cloud subscriptions up 25% and AI demand surging - yet management guides 18%-19% full-year growth.

S heads into Q1 earnings with strong AI security demand, rising ARR and expanding cloud partnerships in focus.

P heads into fiscal Q1 FY2027 earnings with revenue seen up about 28%, fueled by hyperscaler and AI-driven demand amid component cost pressures.

CRM heads into Q1 earnings results with Agentforce momentum fueling AI bookings, customer growth and stronger subscription revenue trends.

PDD faces margin pressure and Temu headwinds ahead of Q1 results, despite revenue growth and stronger domestic platform activity.

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Dell Technologies, Marvell Technology, Snowflake, Salesforce and Costco all reporting.

After the Memorial Day holiday, we will see economic data on consumer prices, GDP, and home sales and prices. Marvell, American Eagle, Gap, and Autozone will also report earnings.

Markets enter the final week of May with a holiday-shortened trading schedule following Memorial Day Monday closure, compressing important economic data and high-profile earnings into four sessions.

Salesforce (NYSE:CRM) has expanded its Agent Fabric AI and data platform with new tools for managing networks of autonomous agents. The update includes Agent Script for orchestrating AI reasoning with human checkpoints and Trusted Agent Identity for secure agent execution. Salesforce is also leaning on Informatica for headless data management to support large language model operations across the enterprise. For investors tracking how large software companies are approaching AI, this move...

A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.

Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 3.1% in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the sector recover from the previous day's Intuit-driven sell-off.

A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.

A number of stocks jumped in the afternoon session after Treasury yields cooled and risk-on rotation lifted AI-linked growth names, helping the SaaS sector recover from the previous day's Intuit-driven sell-off.