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Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 5.2% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Amid ongoing macro uncertainty, Joyce Chang, Chair of Global Research at JPMorgan, says a more persistent force is shaping the market – AI. Rising investment and spending are driving earnings growth and supporting the broader market, particularly through continued buildout in data centers, cloud infrastructure, and related supply chains.Claim 55% Off TipRanksUnlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Discover top-performing stock ideas and upgrade to
Wondering whether Salesforce at around US$183.82 still makes sense for your portfolio, or if the recent slide has changed the story entirely? The stock is up 3.2% over the last week, while the 30 day return is a 1.8% decline and the year to date move sits at a 27.5% decline. That has contributed to a 32.7% decline over the last year and a 13.8% decline over five years. Recent headlines have focused on Salesforce's role in large scale enterprise software deployments and its position within...
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Shares of software supply chain platform JFrog (NASDAQ:FROG) jumped 6% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 2.5% in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
A number of stocks jumped in the morning session after strong earnings and upbeat forecasts from several peers boosted the broader software sector.
In recent weeks, Unisys announced an expanded collaboration with Salesforce to deploy Agentforce 360 across more than 120 countries, automating millions of annual service tickets and supporting a global network of technicians with AI-enhanced field service tools. At the same time, Salesforce and Google Cloud deepened their partnership to let AI agents operate seamlessly across both platforms without copying data, highlighting Salesforce’s push to make its Agentforce and Data 360 stack a...
REVIEW PREVIEW NEWSLETTER A Software Revival. For long stretches of the last decade, tech stocks drove much of the market’s gains. The AI boom supercharged that trend, until it didn’t. Early in 2026, in fact, tech was the market’s kryptonite, with once-hot software companies largely to blame for the trouble.
The Nasdaq Composite and the S&P 500 reached new peaks on Friday, scoring their fifth consecutive we
New structure highlights Agentic Enterprise strategy
US benchmark equity indexes were mostly higher intraday as a post-earnings rally in Apple (AAPL) sha
NOW slides 13% in a month as Middle East deal delays and fierce SaaS rivals bite, even as AI-native SKUs and the Armis deal lift guidance.
Salesforce (NYSE:CRM) is restructuring its organization, including workforce reductions and leadership changes, while launching a program to hire 1,000 new graduates into AI focused roles. The company is expanding its AI ecosystem bets, including an early investment in Anthropic ahead of a potential $1 trillion IPO. Salesforce is deepening its partnership with Google Cloud to power enterprise AI agents and strengthen its position as an AI centered workflow platform. For investors watching...
(Bloomberg) -- OpenAI Chief Financial Officer Sarah Friar pushed back on concerns about missing internal targets, saying the company is meeting objectives and sees “a vertical wall of demand” for its products.Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeUS Seeks to Deploy Hypersoni
Salesforce stock climbed after the software maker said it will disclose more granular data about revenue from AI products in quarterly earnings.
Both companies have posted steady revenue gains over eight quarters, but differences in profit margins and recent strategic moves set them apart.