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Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...
Federal AI contracts are pouring into enterprise software order books, and two of the sector's most beaten-down stocks are suddenly surging. Whether today's rally marks a genuine turning point or a fleeting squeeze depends on details buried inside fresh earnings reports and a blockbuster government deal.
UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.
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.
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...
Investing.com -- Guggenheim Securities upgraded shares of Salesforce, Check Point Software Technologies and ServiceNow to Buy, arguing that investor concerns over artificial intelligence have driven software valuations to overly pessimistic levels despite limited evidence of severe business disruption.
Palantir stock is rising following the announcement of a partnership with Nvidia to build custom artificial intelligence models for the U.S. government.
Salesforce's new acquisition has figured out how to win in the age of agentic AI.
Investing.com -- Monness, Crespi, Hardt upgraded Salesforce to Buy from Neutral in a note on Thursday, arguing that fears over artificial intelligence displacing the company are overblown and that the stock's decline has created a compelling entry point.
Salesforce Inc. has agreed to buy Fin, a firm that develops artificial intelligence-powered customer agents, for about $3.6 billion as the software company works to win new business for enterprise AI. Fin's flagship product, AI Agent, handles customer queries via chat, email, WhatsApp, text message, phone and Slack. Bloomberg Intelligence Technology Analyst Anurag Rana joined Paul Sweeney and Scarlet Fu on "Bloomberg Intelligence."
Salesforce said on Monday it had signed an agreement to buy autonomous AI agent platform Fin for about $3.6 billion. The deal strengthens Salesforce's Agentforce platform, as technology firms compete to roll out usage-based autonomous digital workers across enterprises. Following completion, Salesforce and Fin will expand options for deploying AI agents in customer service, allowing customers to incorporate them with existing systems, the companies said.
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
The largest exchange-traded fund (ETF) tracking U.S. software stocks clocked the biggest single-day buy-in by retail investors on record on Monday, data from Vanda Research showed. Software stocks have largely recovered their losses from earlier this year when fears of industry-wide disruptions due to the rise of AI gripped the sector, though volatility still persists. Mom-and-pop traders bought stock worth a net $46 million in the iShares Expanded Tech-Software Sector ETF on Monday, surpassing the previous single-day record by roughly 40%, as per Vanda.
Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.
The deal is expected to close in the third quarter of FY27.
Salesforce, Inc. (NYSE:CRM) is one of the 8 Most Undervalued AI Stocks to Buy According to Hedge Funds. On May 27, 2026, CNBC reported that Salesforce, Inc. (NYSE:CRM)’s Q1 fiscal 2027 results beat estimates while guiding slightly below expectations. The company had adjusted EPS of $3.88 while revenue was $11.13 billion, growing by 13% year […]
Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
The cloud software company reported $11.1 billion in first-quarter revenue, but its full-year outlook landed just below Wall Street expectations
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