Notícias

CRM's faster AI growth, stronger earnings revisions and lower valuation give it a slight edge over ADBE in enterprise software.

Morgan Stanley believes Salesforce is ‘actively disrupting itself to position for the agentic era.’

Salesforce (CRM) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Stock Market Today: The Dow Jones index rose Tuesday as GM stock jumped on earnings. Marvell, Micron and Sandisk rallied.

Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks got slashed and which ones earned surprise upgrades.

Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.

Salesforce's Missionforce National Security platform has been broadly adopted by the U.S. Air Force for global fleet management. The 441st Vehicle Support Chain Operations Squadron is using Missionforce to manage vehicles and support mission readiness across worldwide operations. The rollout reflects increased use of secure cloud and AI-integrated tools in mission-critical U.S. defense logistics. Salesforce (NYSE:CRM) is drawing fresh attention after the U.S. Air Force moved to wide...

The “Mag Seven” has become the “Bag Seven.” Sharp tech investors are looking elsewhere.

A former highflier now trades like a value stock. The path back doesn't require heroic assumptions.

The market is offering a software giant’s immense cash flow at a steep discount, forcing investors to decide if the price reflects a temporary problem or a permanent one.

Netflix upgraded, Microsoft initiated: Wall Street's top analyst calls

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]

Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.

RBC Capital Markets managing director, Rishi Jaluria, shares a few of his thoughts on the software sector and the fear of AI disruption.

One trades at a 12x earnings multiple while the other generates triple the revenue.

One trades at a 12x forward multiple while the other commands 165x, a valuation gap that masks fundamentally different risk-reward profiles.

In the latest trading session, Salesforce (CRM) closed at $170.77, marking a -1.11% move from the previous day.

Management has gone quiet on the cloud migration engine that built Azure, but with AI now shouldering all the growth expectations, the health of that silent giant has never mattered more.

AI is eating away at software’s superpower: profit-rich recurring revenue. The good news? Companies—and investors—are starting to adapt.

NOW's Q2 results may reflect strong AI adoption and subscription growth, but rising costs, competition and valuation risks cloud the outlook.

Six months after Barron’s wrote about his overlapping business interests, the prominent tech analyst has a new job. And he finally got on the phone to talk to us.

Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.

Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last quarter suggest the selloff may have handed investors a rare window.

The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors.

It was a blue chip day for IBM.

With the stock beaten down by fears of AI disruption, one number reveals a surprising foundation of long-term customer commitment that the market seems to be overlooking.

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

Salesforce Inc (NYSE:CRM) is one of the best stocks to buy for the AI boom in the second half of 2026. Analysts project a 48% upside potential for Salesforce shares from the current price, and some 101 hedge funds have Salesforce stock in their portfolios. The US Air Force has picked Salesforce Inc (NYSE:CRM) to […]

A company famous for its growth is now offering investors a surprising amount of cash, but the market isn't buying the story.

The e-commerce landscape is rapidly evolving with the integration of artificial intelligence, as highlighted by recent strategic developments and technological advancements. Adobe's acquisition of Rephrase.AI exemplifies the industry's drive to enhance AI-driven generative video capabilities, reinforcing the commitment to sophisticated e-commerce marketing strategies. The market for generative AI in e-commerce is projected to grow significantly, buoyed by AI-powered personalized...