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A company famous for its growth is now offering investors a surprising amount of cash, but the market isn't buying the story.

The e-commerce landscape is rapidly evolving with the integration of artificial intelligence, as highlighted by recent strategic developments and technological advancements. Adobe's acquisition of Rephrase.AI exemplifies the industry's drive to enhance AI-driven generative video capabilities, reinforcing the commitment to sophisticated e-commerce marketing strategies. The market for generative AI in e-commerce is projected to grow significantly, buoyed by AI-powered personalized...

The company has booked an unprecedented pipeline of future cloud revenue, but it comes with a large price tag and a bet on a flawless, capital-intensive build-out.

If you hold the shares, you are already exposed to the full, sizable gap between two very different potential outcomes.

Salesforce stock sits at about US$167 after falling 34.7% over the past year, yet the valuation checks and current market multiples still lean toward the shares looking cheap rather than expensive. Salesforce has declined 34.7% over the past 12 months, which puts the focus squarely on whether the current price already reflects weaker sentiment around enterprise software and AI spending. On the one hand, wins such as the U.S. Air Force adopting Salesforce's Missionforce platform may support...

IBM (NYSE:IBM) currently trades at $214.46 after a brutal reset, while Wall Street’s consensus price target sits at $294.94. That gap implies roughly 37% upside to the average target, one of the widest dislocations in large-cap tech. IBM is the century-old hybrid cloud, mainframe, consulting, and enterprise software franchise that spent the last two years ... IBM Just Crashed. If Wall Street Pros Are Right The Stock Could Soar From Here

MSFT reshapes Teams pricing by moving key features into Enterprise while adding new licenses, making renewal cycles key to its monetization strategy.

Quant ratings reveal relative strength across major competitors

Investing.com -- Bernstein's mid-year CIO survey reaffirmed expectations for strong IT budget growth in 2026, with growth similar to 2025 and rivaling the strength seen during the COVID-era rebound in 2021, according to a note from analyst Peter Weed on Wednesday.

ServiceNow has dropped more than 40% over the past year while its business quietly accelerates, and options traders are making an unusually lopsided bet before the July 22 earnings report. Here is what the signal says about where shares go next.

After a punishing markdown, the creative software giant looks cheap, but the market is pricing in a story of strategic turmoil and fundamental risk.

IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the company went public nearly 60 years ago.

A gloomy update from a famous peer negatively affected investor sentiment on CRM company.

Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) fell 3.6% in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Salesforce Inc. (NYSE:CRM) is one of the stocks discussed by Jim Cramer. Customer relationship management software provider Salesforce Inc. (NYSE:CRM)’s shares are down by 37% over the past year and by 35.6% year-to-date. Guggenheim discussed the firm on July 1st. […]

The company's weaker revenue outlook raised fresh concerns about enterprise technology spending.

IBM Miss Rattles Wall Street, Sending Tech Stocks Sharply Lower

Collect a healthy income stream on Microsoft now that you keep no matter what, while lining up a chance to buy this tech giant at a steep discount if it ever gets there.

The market has left this software giant for dead on the price chart, but its financial statements keep telling a story of a business that is very much alive.

SOUN's steep YTD drop reflects concerns over losses and cash burn, even as revenue grows and OASYS, LivePerson expand its AI platform.

IBM issued profit warning after weak second quarter, triggering selloff in software sector including Microsoft

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

IBM shares tumbled Tuesday after the software giant posted preliminary results for the second quarter that disappointed.

Software stocks were hammered after IBM preannounced weaker-than-expected Q2 financial results. Shares in IT services firms also fell.

Its history in market shocks reveals a pattern of deep falls and long recoveries that every shareholder should understand.

IBM just logged its worst single-session collapse in nearly four decades, and the shockwaves are already hitting Microsoft, ServiceNow, and the broader software sector in ways that raise an uncomfortable question about where enterprise spending is actually going.