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Google’s new feature comes with a catch
TheStreet68d agoneutral
Google’s new feature comes with a catch

For millions of people, posting online is no longer just a hobby. It's a business. More than 200 million people considered themselves creators as of 2025. In the U.S. alone, 27 million creators make income through content, according to Salesforce data. And the money behind this work is also growing ...

3 Stocks Poised to Make Billions from the Anthropic IPO
24/7 Wall St.72d agoneutral
3 Stocks Poised to Make Billions from the Anthropic IPO

Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN), Salesforce (NYSE:CRM), and Alphabet (NASDAQ:GOOG). Before we look into how, let’s take a look at the IPO first. Anthropic’s decision for an IPO comes after SpaceX’s decision to ... 3 Stocks Poised to Make Billions from the Anthropic IPO

$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
24/7 Wall St.72d agobullish
$960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

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

Salesforce Sponsor Spotlight
Bloomberg72d agoneutralVIDEO
Salesforce Sponsor Spotlight

Madhav Thattai, Executive Vice President & General Manager, Agentforce at Salesforce speaks with Sameer Hassan, Chief Technology & Digital Officer at Williams-Sonoma about the latest in AI at Bloomberg Tech 2026 in San Francisco.

Retail investors fuel record buying in US software ETF as AI trade broadens
Reuters74d agobullish
Retail investors fuel record buying in US software ETF as AI trade broadens

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.

Investing.com74d agoneutral
Software stocks whipsaw amid AI fears, as Anthropic IPO looms

The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu

Is Zoom Stock A Buy After The Anthropic IPO Hype?
Trefis74d agobullish
Is Zoom Stock A Buy After The Anthropic IPO Hype?

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.

Instant View: Anthropic IPO filing ratifies Wall Street's AI obsession
Reuters75d agoneutral
Instant View: Anthropic IPO filing ratifies Wall Street's AI obsession

AI giant Anthropic said on Monday it has confidentially filed for a U.S. initial public offering, teeing up a watershed moment for Wall Street's AI frenzy. Tech stocks continue to lead the Nasdaq Composite and S&P 500 in a record-breaking market rally, while Elon ‌Musk's SpaceX is set to price its IPO this month and Anthropic rival OpenAI, led by Sam Altman, is waiting on deck. U.S. stocks were ‌mixed on Monday afternoon, with the Nasdaq up 0.3%, the S&P 500 up 0.1% and the Dow industrials off 0.3%.

Salesforce, Inc. (CRM) Beats on Earnings and Revenue
Insider Monkey75d agobullish
Salesforce, Inc. (CRM) Beats on Earnings and Revenue

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 […]

ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
24/7 Wall St.78d agobullish
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

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

AI server sales push Dell stock to new heights: Earnings takeaways
Yahoo Finance Video78d agoneutralVIDEO
AI server sales push Dell stock to new heights: Earnings takeaways

Dell Technologies (DELL) stock is on the move in Friday's pre-market trading as its share price soars by as much as nearly 40% — bringing the share price into the $400 range — after reporting a booming $60 billion in AI server sales for the company's first quarter. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland dive into Dell's earnings results and how its AI demand-driven growth compares to that seen in the software sector.

Analyst warns Salesforce has an AI problem
TheStreet79d agoneutral
Analyst warns Salesforce has an AI problem

Salesforce has spent much of the past year trying to convince investors that the next version of enterprise software will be built around AI agents. A new bearish note says that story still has a harder test in front of it. Salesforce (CRM) reported a record fiscal first quarter, giving bulls ...

Salesforce CEO delivers blunt message on AI agents
TheStreet79d agoneutral
Salesforce CEO delivers blunt message on AI agents

Artificial intelligence agents are no longer a pilot project for Salesforce, but a key driver for the software behemoth. That was the core message Salesforce (CRM) Chair and CEO Marc Benioff delivered during the company's fiscal first-quarter 2027 earnings call on May 27. The numbers he ...

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video79d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.

What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings
Yahoo Finance Video79d agoneutralVIDEO
What SaaSpocalypse? Snowflake stock skyrockets on AI-driven earnings

Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.