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This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to use if they wanted to get value from AI."

Wall Street is set for a tentative recovery on Friday after the previous session's technology selloff wiped roughly $800 billion from the market value of the so-called Magnificent Seven tech giants, with the world also waking to a new US tariff regime. Dow Jones futures were up 199 points or...

Stocktwits retail traders said the contract could be the first of many government AI wins, with some also turning bullish on Palantir and enterprise software peers.

In the closing of the recent trading day, Salesforce (CRM) stood at $156.93, denoting a -3.72% move from the preceding trading day.

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to […]

Salesforce, Atlassian and Workday have rebounded as AI-driven growth metrics and recent business performance shift attention from earlier concerns.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.80%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.66%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.20%. September E-mini S&P futures (ESU26 ) are down -0.77%, and September E-mini Nasdaq futures...

The global e-commerce fulfillment services market is projected to grow from USD 154.11 billion in 2026 to USD 304.04 billion by 2032, reflecting a compound annual growth rate (CAGR) of 11.73%. Key drivers of this growth include advancements in artificial intelligence, warehouse automation, and distributed omnichannel networks, which enhance delivery speed, cost management, and customer service. The market is evolving with a focus on balancing factors such as delivery resilience, regulatory...

Getting kicked off the Dow Jones Industrial Average sounds like a death sentence for a stock, but a handful of booted dividend giants went on to reward patient shareholders with stunning gains and steady income streams that index investors missed out on entirely.

Microsoft’s Teams and Salesforce’s Slack dominate the workplace messaging market, and investors are watching whether Block can gain traction with Buzz among enterprise customers.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.14%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.54%. September E-mini S&P futures (ESU26 ) fell -0.07%, and September E-mini Nasdaq futures...

The software giant showered owners with cash while the stock price sank. Here's the real accounting of what investors got, and what they're betting on now.

The company is intentionally slowing a key growth metric, and it might just be the smartest thing it has done in years.

ADBE's 40% slide from its 52-week high reflects AI monetization doubts, slower near-term ARR growth and leadership changes despite strong adoption.

The tech giant is showing strength in a weak market, but a closer look reveals it may be adding more of the same risk you already own.

ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.

Many software stocks have faced a harsh 2026 overall, but action over the last month for these three has provided nice relief while also easing some fears. Did sentiment get too negative?

A top Morgan Stanley analyst just abandoned his bullish Salesforce stance, and the reason has less to do with Agentforce failing than with a timing problem that could keep the stock under pressure longer than investors expect.

Earlier this week, Morgan Stanley started coverage of ServiceNow with an ‘Overweight’ rating.

Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.

The software giant looks expensive on the surface, but a patient investor is effectively buying its future growth at a significant discount.

OpenAI is adding David Vélez, founder and global chief executive of Nubank, a Latin American digital services firm, and Robin Vince, the chief executive of Bank of New York Mellon to its board of directors, the company said. Vince will chair the audit committee, OpenAI said. The company has worked to improve its corporate governance after a previous set of directors abruptly fired Chief Executive Sam Altman three years ago for what they described as a lack of candor in his communications, throwing the company into disarray.

Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...

One Wall Street analyst says the company's AI transition isn't happening fast enough.

Salesforce has cratered while posting five straight earnings beats and triple-digit AI growth, and the gap between Wall Street's most bullish analyst and the bears has never been wider. Something has to give.

The bank named eight highest-conviction Overweights while starting Adobe and Workday at Underweight

CRM vs. ADYEY: Which Stock Is the Better Value Option?

Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

Salesforce (CRM) has been disrupting its business to be in a better position for the agentic era, bu