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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

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Salesforce (CRM) Gets Buy Upgrade as AI Concerns Create Compelling Entry Point
Insider Monkey52d 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?
Trefis52d 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 Monkey52d 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 Monkey52d 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
Reuters53d 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.com53d 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 Monkey53d 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, […]

AI Adoption & “Customer Zero” Strategy: Pax8 President & Chief Commerce Officer Nick Heddy, Live from Pax8 Beyond 2026
Exec Edge53d agoneutral
AI Adoption & “Customer Zero” Strategy: Pax8 President & Chief Commerce Officer Nick Heddy, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 7 at Pax8 Beyond 2026 in Salt Lake City with Nick Heddy, President and Chief Commerce Officer at Pax8. The in-person interview was joined by Editor-in-Chief John Jannarone and they discussed why AI is creating opportunities for managed service providers and […] The post AI Adoption & “Customer Zero” Strategy: Pax8 President & Chief Commerce Officer Nick Heddy, Live from Pax8 Beyond 2026 appeared first on ExecEd

Jim Cramer Discusses Big Salesforce (CRM) Deal
Insider Monkey54d agoneutral
Jim Cramer Discusses Big Salesforce (CRM) Deal

We recently published Jim Cramer Discussed Expensive Phones, A Cheap Stock Sector & These 18 Stocks. Salesforce, Inc. (NYSE:CRM) is one of the stocks discussed by Jim Cramer. Customer relationship management software products provider Salesforce, Inc. (NYSE:CRM)’s shares are down by 41% over the past year and by 40% year-to-date. Truist kept a Buy rating […]

Why Salesforce (CRM) Shares Are Sliding Today
StockStory54d agoneutral
Why Salesforce (CRM) Shares Are Sliding Today

Shares of CRM software giant Salesforce (NYSE:CRM) fell 1.8% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower. Alphabet fell roughly 6%.

Why Fastly (FSLY) Stock Is Nosediving
StockStory54d agoneutral
Why Fastly (FSLY) Stock Is Nosediving

Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 5.2% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.

Oracle (ORCL) Stock Trades Down, Here Is Why
StockStory54d agoneutral
Oracle (ORCL) Stock Trades Down, Here Is Why

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower. Alphabet fell roughly 6%. Microsoft slipped as well. When the two largest software-adjacent megacaps decline together, the sector indices follow mechanically given their index weight. But the deeper driver was the market's persistent fear that AI