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AI server sales push Dell stock to new heights: Earnings takeaways
Yahoo Finance Video113d agoneutralVIDEO
AI server sales push Dell stock to new heights: Earnings takeaways

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video114d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video114d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

Snowflake vs. Salesforce earnings: Is AI still disrupting software?
Yahoo Finance Video114d agoneutralVIDEO
Snowflake vs. Salesforce earnings: Is AI still disrupting software?

Snowflake (SNOW) stock is soaring by over 30% on Thursday after the company reported AI demand to have driven better-than-expected first quarter results alongside revenue growth of 33%. PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporters Brooke DiPalma and Ines Ferré take a closer look at the post-earnings stock reactions from Snowflake and fellow software company Salesforce (CRM).

Salesforce Q1 Earnings Call Highlights
MarketBeat114d agoneutral
Salesforce Q1 Earnings Call Highlights

Salesforce (NYSE:CRM) reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products. Chair and CEO Marc Benioff said Salesfor

Salesforce stock in focus post-earnings: Analyst shares bull case
Yahoo Finance Video114d agoneutralVIDEO
Salesforce stock in focus post-earnings: Analyst shares bull case

Salesforce (CRM) reported first quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $3.88 (compared to analyst estimates of $3.13), and revenue came in at $11.13 billion (compared to analyst estimates of $11.05 billion). Wolfe Research managing director and head of software research, Alex Zukin, joins Yahoo Finance to discuss the results, highlighting why he's bullish on the name despite risks he sees.

Salesforce Q1 earnings beat estimates, but Q2 outlook falls flat
Yahoo Finance Video114d agobearishVIDEO
Salesforce Q1 earnings beat estimates, but Q2 outlook falls flat

Salesforce (CRM) reported first quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $3.88 (compared to analyst estimates of $3.13), and revenue came in at $11.13 billion (compared to analyst estimates of $11.05 billion). Market Domination Overtime host Josh Lipton dives into the cloud platform operator's earnings release in the video above.

Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift
Bloomberg115d agoneutral
Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

Salesforce faces a vital Agentforce test in upcoming earnings
TheStreet116d agoneutral
Salesforce faces a vital Agentforce test in upcoming earnings

Few companies in enterprise software have staked their future as explicitly on a single product bet as Salesforce has on Agentforce. The agentic AI platform has been the centerpiece of every investor conversation, every earnings call, and every product announcement for the past two quarters. ...