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Atlassian opened the year looking like a poster child for Wall Street's fears about AI eating up the software market. Atlassian — a maker of software tools focused on workplace projects and collaboration — has been on a bounce-back rally since tumbling almost 60% during the first three months of the year. With a slight gain in Thursday's trading, Atlassian is ahead almost 19% on the year.

Salesforce Inc. (NYSE:CRM) is expanding its AI monetization strategy while targeting stronger revenue growth, higher customer spending and continued shareholder returns. BNP Sees Revenue Reacceleration Ahead BNP Paribas analyst Stefan Slowinski came away from Salesforce’s Dreamforce Conference and Investor Day "incrementally positive," citing accelerating new business activity relative to existing contract values. He expects those trends to support a revenue reacceleration beginning in the third

Futures rebounded with the Nasdaq and S&P 500 eyeing key support. Generac, Nebius, Bloom Energy, SpaceX were early winners.

Salesforce boasts an 18% net margin and $14.4 billion in free cash flow, while Figma races towards profitability at 41% revenue growth, a classic clash of proven cash generation versus explosive expansion.

Jim Cramer is calling Salesforce's massive buyback a stroke of genius, but today's price action tells a more complicated story about whether the software giant's rough stretch is truly behind it.

Salesforce (CRM) stock has run hard since June 15, 2026, and the easy explanation is the August 26, 2026 earnings call plus Claudeforce, a product built jointly with Anthropic and announced minutes before that call. That explanation arrives late. Management had outlined the turnaround metrics and projected timeline well in advance of the market repricing.

CRM's Slackbot users increase more than 150% sequentially as AI adoption and stronger Slack bookings support customer spending growth.

AI safety debate splits software trade as cybersecurity demand stays in focus.

(Updates with market moves at the end of the day, and other changes, if any.) US stocks dropped f

Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2.

Tech stocks now dominate major indexes more than ever before, and the accounting tricks hiding AI's true costs could punish buy-and-hold investors for years. One overlooked ETF sidesteps that risk entirely by filtering for something far harder to fake than earnings.

Investors reassess AI disruption risks as software finds a fresh catalyst.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

Quarterly revenue outperformance of software companies that don't follow the standard reporting cale

Adobe (ADBE) says its freemium creative apps now draw more than 100 million monthly active users, a base up over 70% in a year. Management chose to chase that growth rather than take the "short term relief" that pricing actions might have delivered. Over the same stretch, the shares lost 28% in the year to September 11. At 14 times net income for the four quarters through May, the stock sells for less than half its three-year average multiple of 30.8.

CrowdStrike and Palo Alto Networks are leading a software rally as concerns about AI safety give cybersecurity stocks an added boost.

For much of the past year, the “AI trade” has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)’s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to […]

Salesforce's aggressive buyback strategy has been vindicated.

Anthropic is barreling toward what could be the largest IPO in history, with investors and bankers reportedly targeting a valuation near $2 trillion and a raise exceeding $86 billion when the offering launches as soon as mid-October — but retail...

Adobe Inc. (NASDAQ:ADBE) delivered another quarter showing that artificial intelligence can strengthen incumbent software companies. Investors still want more proof. Reuters reported September 10 that Adobe’s third-quarter revenue rose to $6.76 billion, beating the $6.70 billion consensus estimate. Adjusted earnings of $6.13 per share also topped expectations. Adobe also raised its full-year revenue and earnings […]

Slackforce Surfaces creates interactive reports and microsites without forcing workers to export conversations into another application.

Adobe is one of the most attractively valued software stocks in the market, but Salesforce is generating more cash than ever and signing bigger deals.

Stock Market Today: The Dow Jones index rises Friday ahead of imminent CPI inflation report. Oracle stock jumps on earnings.

Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs to answer before Dreamforce next week.

Microsoft's Dynamics 365 Activate targets Salesforce migrations as AI agents expand, but slowing growth and softer bookings cloud the stock's rally.

Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal about whether this recovery has legs or is running on borrowed time.

Clients bought SPCX, NVDA, MU, INTC, and GOOGL, while net selling PLTR, MSFT, NOW, CRM, and ORCL.

NOW's AI growth, strong subscription gains and broader demand are offset by stiff competition, margin pressure and a premium valuation.