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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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E-Commerce Update - Austria's Social Commerce Market Set For Rapid Growth
Simply Wall St.49d agoneutral
E-Commerce Update - Austria's Social Commerce Market Set For Rapid Growth

Austria's social commerce market is poised for significant expansion, with projections indicating a growth rate of 12.4% annually, reaching a market value of USD 15.60 billion by 2026. This sector encompasses various retail categories and segments, such as B2B, B2C, and C2C, driven by mobile and cross-border transactions. Key developments include the emphasis on video and social network-led commerce, as well as diverse payment methods, highlighting opportunities across different city tiers...

Jefferies Maintains a Buy on Salesforce (CRM) Despite a 40% YTD Decline
Insider Monkey49d agobullish
Jefferies Maintains a Buy on Salesforce (CRM) Despite a 40% YTD Decline

​The general weakness in the software sector has resulted in Salesforce, Inc. (NYSE:CRM) declining more than 40% on a year-to-date basis. However, the Street still expects more than 58% upside from the current level. Salesforce, Inc. (NYSE:CRM) also ranks among our list of Stocks Expected to Bounce Back According to Analysts. ​Recently, on June 15, […]

Salesforce (CRM) Gets Buy Upgrade as AI Concerns Create Compelling Entry Point
Insider Monkey50d agobullish
Salesforce (CRM) Gets Buy Upgrade as AI Concerns Create Compelling Entry Point

Salesforce, Inc. (NYSE:CRM) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. One AI stock Wall Street is bullish on based on its depressed valuation, attractive margin profile, and robust cash flow is Salesforce, Inc. (NYSE:CRM). On June 18, Monness, Crespi, Hardt analyst Brian White upgraded the stock to “Buy” […]

How Does Microsoft Turn Cloud Dominance Into $223B For Shareholders?
Trefis50d agoneutral
How Does Microsoft Turn Cloud Dominance Into $223B For Shareholders?

In the last five years, Microsoft (MSFT) stock has returned a massive $223 Bil back to its shareholders through cold, hard cash via dividends and buybacks. This impressive capacity to return capital is rooted in Microsoft’s evolution into a high-margin powerhouse, driven primarily by its dominance in cloud computing and enterprise software. The company’s ability to generate such significant "payout power" is fueled by the robust, recurring revenue streams from its Intelligent Cloud segment, spec

Monness Crespi Upgrades Salesforce (CRM) to Buy, Here’s Why
Insider Monkey50d agobullish
Monness Crespi Upgrades Salesforce (CRM) to Buy, Here’s Why

Salesforce, Inc. (NYSE:CRM) is one of the best big tech stocks to buy according to Wall Street analysts. Salesforce, Inc. (NYSE:CRM) was upgraded by Monness Crespi to Buy from Neutral on June 18, with the firm setting a price target of $200. It stated that with a 41% decline, the company has “earned the unflattering title […]

AI Fears Overshadow Sales Force’s (CRM) Strong Fundamentals
Insider Monkey50d agoneutral
AI Fears Overshadow Sales Force’s (CRM) Strong Fundamentals

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]

Anthropic launches Claude Tag in Slack with plans for wider rollout
Reuters51d agoneutral
Anthropic launches Claude Tag in Slack with plans for wider rollout

Anthropic on Tuesday launched an artificial intelligence agent inside Salesforce's Slack app that can work alongside employees ‌in group chats, deepening its push into the enterprise market that ‌has emerged as a key battleground for AI startups. Called Claude Tag, the tool lets users summon ​the company's AI agent into a Slack thread by typing "@Claude," where it can read conversations, break down tasks and proactively flag relevant updates across an organization without being asked. The agent, which will retain context over time, is available in beta ‌for Claude Enterprise and Claude ⁠Team customers, with plans to expand to other platforms, Anthropic said.

Vinson & Elkins Appoints Jason Marty as New COO
CorpGov.com51d agoneutral
Vinson & Elkins Appoints Jason Marty as New COO

By Karen Roman Vinson & Elkins said it appointed Jason Marty as new Chief Operating Officer starting June 29, 2026, succeeding Adam Kassoff who plans to retire and who will remain in the firm for a transition period. Mr. Marty has over 20 years of leadership experience at diverse international law firms including Baker McKenzie […] The post Vinson & Elkins Appoints Jason Marty as New COO appeared first on CorpGov.

Jim Cramer on Paychex: “I’m Not Going to Fight the Tide”
Insider Monkey51d agoneutral
Jim Cramer on Paychex: “I’m Not Going to Fight the Tide”

Paychex, Inc. (NASDAQ:PAYX) was among the stocks Jim Cramer discussed as he said that the Iran peace negotiations could trigger an oil glut, cool inflation, and pull interest rates down. Cramer highlighted the AI worries around the stock, as he said: Paychex reports in the morning and their quarters have been poorly received of late, […]