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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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Bloomberg30d agobearish
Software Stocks Sink as IBM Miss Delivers ‘Devastating Blow’

(Bloomberg) -- Shares of software and IT services companies plunged Tuesday after International Business Machines Corp. reported preliminary results that missed analyst expectations, reigniting questions over the sector’s prospects.Most Read from BloombergUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Trump Embraces Australian Retirement System Backed by Larry FinkDisney Exiting Streaming Could Spur 40% Rally: Wells FargoO

Investing.com30d agobearish
Software stocks tumble: High memory prices cannibalize enterprise tech capex

Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower. Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space: Accenture (NYSE:ACN): Fell 8% ServiceNow (NYSE:NOW): Dropped 6% Workday (NASDAQ:WDAY): Declined 5% Salesforce (NYSE:CRM): Slipped 5% The decline is rooted in a fundamental shift in enterprise capital expenditure (cap

How a Major U.S. Air Force Fleet Deal At Salesforce (CRM) Has Changed Its Investment Story
Simply Wall St.30d agoneutral
How a Major U.S. Air Force Fleet Deal At Salesforce (CRM) Has Changed Its Investment Story

Earlier this month, Salesforce announced that the U.S. Air Force’s 441st Vehicle Support Chain Operations Squadron is using its Missionforce National Security platform on Government Cloud Plus Defense to manage a US$13.50 billion fleet of more than 84,000 vehicles across nearly 389 locations. This deployment not only replaces a legacy system with an IL5-authorized, always-on logistics backbone, it also positions the Air Force for future AI applications such as predictive maintenance,...

The AI Trade Has Flip Flopped (At Least for Today)
Barrons.com30d agoneutral
The AI Trade Has Flip Flopped (At Least for Today)

Well, today software stocks are back from the dead. The index was down 0.7% with some of the year-to-date top performers among the top laggards. The iShares Expanded Tech-Software Sector ETF was up 0.8%, compared to the PHLX Semiconductor Index which was down 4.6%.

Workers just sent AI companies an ultimatum
TheStreet30d agoneutral
Workers just sent AI companies an ultimatum

Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history. Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted ...

Salesforce (CRM) Is Putting $1 Billion Into AI In Switzerland
Simply Wall St.31d agoneutral
Salesforce (CRM) Is Putting $1 Billion Into AI In Switzerland

Salesforce (NYSE:CRM) has announced a $1b multi-year investment in Switzerland focused on agentic artificial intelligence. The company plans to expand its local presence, develop AI talent, and deepen partnerships with Swiss customers. This move reflects a broader international push for Salesforce's AI capabilities beyond its existing core markets. Salesforce, trading at $163.32 per share, is putting a clear spotlight on international AI expansion with this new Swiss commitment. For...

Salesforce receives double blow over an AI product
TheStreet32d agoneutral
Salesforce receives double blow over an AI product

Salesforce (CRM) rarely draws a downgrade from two research firms at once. This week it did. On Thursday, July 9, KeyBanc Capital Markets and Bernstein downgraded Salesforce to a Hold. The stock fell roughly 3% to 4% at its low before steadying the next day. However, what matters beyond the price ...

Here is Why Salesforce (CRM) is One of the Best Large Cap Stocks to Buy According to Analysts
Insider Monkey33d agobullish
Here is Why Salesforce (CRM) is One of the Best Large Cap Stocks to Buy According to Analysts

Salesforce Inc. (NYSE:CRM) is one of the best large cap stocks to buy according to analysts. On July 8, Salesforce announced that the US Air Force 441st Vehicle Support Chain Operations Squadron is utilizing Missionforce National Security to manage its $13.5 billion fleet. This platform replaces legacy ERP silos, providing a unified, interoperable digital backbone […]