Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
A new business inside Microsoft (MSFT) has quietly reached a massive scale. The company's AI segment has surpassed a $37 billion annual run rate, growing at an astonishing 123%. This new engine is already a significant portion of the Microsoft Cloud, which itself exceeded $54 billion in quarterly revenue. This is not a future promise; it is a present-day reality.
It’s no secret that Salesforce (CRM) stock has been a tough holding. With shares down 41% over the last year, the market’s verdict seems clear: the era of hyper-growth is over, and with it, the premium valuation. The conversation is almost entirely about the top line.
JFrog and Qualys are outperforming the broader software sector as bullish technical patterns suggest both stocks could continue leading into the second half of 2026.
UnitedHealth, BlackRock and Salesforce headline Zacks research reports, highlighting growth drivers alongside key risks shaping their outlooks.
If the Dow’s ascent to 52,000 were a World Cup match, then Alphabet involvement was akin to a soccer player being substituted on in the final moments and scoring the fourth goal in a 4-0 win. After a stellar debut, Alphabet will be an important part of the squad moving forward. Its inclusion means the Dow now contains five of the so-called Magnificent Seven—alongside Microsoft Amazon Apple and Nvidia That inevitably raises questions about whether the index is becoming too tech-heavy.
HubSpot and Salesforce both got hit by the SaaSpocalypse sell-off, and neither stock has recovered yet despite their enhanced fundamentals.
In recent days, Salesforce has been removed from several Russell growth benchmarks even as it reported Q1 fiscal 2027 results that beat earnings and revenue expectations and raised its full-year revenue outlook. At the same time, the company has spotlighted strong traction for its Agentforce AI platform and related offerings, reinforcing its push toward AI-powered, usage-based software models despite index rebalancing headwinds. We’ll now examine how Salesforce’s stronger outlook and...
Climate risk is now no mere ESG reporting exercise. Levent Ergin tells RBI editor Douglas Blakey why the new regulations mark a shift from climate ‘awareness’ to embedded prudential oversight
Summer 2026 pullbacks have created potential entry points in AMPX, ORCL, SNOW, CRM, and ZS, with analyst consensus targets implying 55% to 80% upside across the group.
Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday. Futures are higher after reports that the U.S. and Iran have agreed to halt hostilities, which we ... Here Are Monday’s Best Wall Street Analyst Research Calls: Adobe, Applovin, Casey’s General Stores, CrowdStrike, Honeywell Aerospace, Salesforce, Synaptics,
Salesforce's new acquisition has figured out how to win in the age of agentic AI.
Salesforce (CRM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
The AI boom promised to create a new generation of market winners. Instead, it has also exposed just how quickly expectations can outrun reality. After years of paying premium valuations for anything tied to artificial intelligence, investors are now demanding stronger earnings, disciplined spending, and proof that massive AI investments will generate real returns. The ... The AI Selloff Is Getting Brutal: 10 Tech Giants Already Deep in Bear Market Territory
The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...
A data breach involving the Klue Battlecards integration exposed Salesforce customer data and led Salesforce to disable the integration across its platform. Salesforce reports that the root issue sat outside its core systems, but the incident affected multiple enterprise customers, including security-focused clients. The breach has intensified scrutiny on third-party integrations used within the Salesforce ecosystem and their role in protecting sensitive customer information. The incident...
Stock Market Today: The Dow Jones index fell, while Nasdaq futures dived amid a global tech sell-off. Micron, Nvidia and Sandisk tumbled.
Salesforce Inc. (NYSE:CRM) ranks among the best set-it-and-forget-it stocks to buy right now. On June 12, TD Cowen reaffirmed its $240 price objective and Buy rating on Salesforce Inc. (NYSE:CRM). The update came after the firm hosted an investor dinner with new IR Senior Director Lauren O’Brien and the Vice President of Investor Relations, Valmik […]
FTSE 100 falls 80 points to 10,450 Apple price hike weighs on tech stocks Softbank sinks 14% in Tokyo 2.47pm: Nasdaq falls for fifth day US stocks have opened lower, as expected, with the Nasdaq shedding almost 1% from a further selloff in semiconductor stocks. Chipmakers...
Salesforce (NYSE:CRM) and Palantir (NASDAQ:PLTR) both delivered blowout quarters this spring, yet the market punished each stock. Salesforce posted $11.13B in revenue, up 13.3% YoY, leaning on Agentforce momentum. Palantir countered with 85% revenue growth and a Rule of 40 score of 145. Despite the strong headline numbers, the valuation math diverges sharply between the ... Look Past the AI Hype: The Cold, Hard Financial Metric Telling You Exactly Which Enterprise Software Giant to Buy Right Now
Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 8 at Pax8 Beyond 2026 in Salt Lake City with Ryan Walsh, Co-Founder, Chief Strategy Officer and Channel Chief at Pax8, and Jen Bodell, Corporate Vice President of Marketing at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and […] The post Small Business Driving AI’s Next Boom: Pax8’s Ryan Walsh and Jen Bodell, Live from Pax8 Beyond 2026 appeared first on ExecEdge.
I keep hitting the buy button on Salesforce (NYSE:CRM), and I am not sorry about it. The stock sits at $152.76, down 42.03% year to date and 43.18% over the past year, while the company itself just delivered the strongest quarter in its history. That is the gap I am buying. Wall Street panic-dumped a ... Wall Street Just Panic-Dumped an Unstoppable $72 Billion Software Empire: Here Is the 1 AI-Driven Bargain I Am Loading Up On