Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Is CRM a good stock to buy? We came across a bullish thesis on Salesforce, Inc. on Notes on the Noise’s Substack. In this article, we will summarize the bulls’ thesis on CRM. Salesforce, Inc.’s share was trading at $182.55 as of June 8th. CRM’s trailing and forward P/E were 21.51 and 13.91 respectively according to Yahoo […]
Starboard Value, the activist hedge fund led by Jeff Smith, fully exited its positions in Salesforce (NYSE:CRM) and Autodesk (NASDAQ:ADSK) during the first quarter of 2026, disclosed in a 13F filed May 15, 2026. In their place, Smith opened brand-new long positions in Lamb Weston (NYSE:LW) and CarMax (NYSE:KMX), and added to existing stakes in ... The Billionaire Move Nobody Saw Coming: Why Starboard Value Abandoned CRM For These 2 Stocks
One of these beaten-down cloud stocks is burning cash to build the AI boom, while the other is priced as if AI will leave it behind.
Adobe (NASDAQ:ADBE) shares are getting hammered on Friday, down 9% to $198 after the design-software giant reported a beat-and-raise quarter that investors decided to sell anyway. The move follows Thursday’s 6% drop to $218.80, stretching a brutal week into something closer to a capitulation. The selloff is striking because the numbers were strong. Adobe posted ... Adobe Tumbles 9% on CFO Exit, Downgrades: Is the AI Threat Now Salesforce’s Problem Too?
NOW raises its 2026 AI revenue target to $1.5B as strong Now Assist adoption drives broader AI deployments and larger customer investments.
Recently, Zacks.com users have been paying close attention to Salesforce (CRM). This makes it worthwhile to examine what the stock has in store.
Salesforce (NYSE:CRM) has begun a new round of layoffs affecting at least 86 employees in California and abroad. Teams tied to AI and Marketing Cloud, including areas linked to the Agentforce platform, are among those impacted. The layoffs are part of a broader shift toward AI-focused business models and revised software monetization. For you as an investor, the key point is that Salesforce is reshaping its operations around AI, not simply trimming costs. The company is concentrating...
Market participants increasingly appear to favor businesses supplying chips, data centers and AI computing capacity over established subscription-software providers.
Investors seem convinced artificial intelligence will disrupt the software giant. Its most recent results tell a different story.
AvePoint (NASDAQ:AVPT) Chief Executive Tianyi Jiang outlined the company’s strategy around Microsoft 365, multi-cloud data protection and artificial intelligence governance during a D.A. Davidson discussion hosted by analyst Rudy Kessinger. Jiang said AvePoint, founded in 2001, began in the Microso
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.75%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.29%. June E-mini S&P futures (ESM26 ) rose +1.73%, and June E-mini Nasdaq futures...
Salesforce Inc. (NYSE:CRM) is one of the top large cap value stocks to buy now. On June 8, Salesforce signed a definitive agreement to acquire m3ter, a leading metering and rating platform specializing in consumption-based monetization. By integrating m3ter’s high-volume capabilities into its Agentforce Revenue Management system, Salesforce aims to provide enterprises with the tools […]
The S&P 500 Index ($SPX ) (SPY ) today is up +0.03%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.37%. June E-mini S&P futures (ESM26 ) are up +0.03%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...
Shares of Oracle (NYSE:ORCL) are down 10% to $182.25 in early trading Thursday, following the company’s Q4 FY2026 earnings report released after the bell Wednesday. The slide is dragging on cloud and enterprise software names, with Salesforce (NYSE:CRM) stock down 1.28% to $168.80 and trading near its 52-week lows. Oracle stock closed at $201.26 Wednesday, ... Oracle Plunges 10% After Earnings, Salesforce Slips Near 52-Week Lows as Cloud Stocks Slide
The company's backlog of future business is staggering, but the market is focused on the equally staggering cost of building it all.
The United Arab Emirates (UAE) social commerce market is set to experience significant growth, forecasted to expand by 11.1% annually and reach $15.41 billion by 2026. This growth is driven by a robust creator economy, evolving regulatory frameworks, and a shift towards creator-owned brands and regulated social selling. The UAE's investment in the creator economy and initiatives like the Advertiser Permit are fostering a more professional social commerce environment, encouraging creators to...
Wall Street looked set to rebound strongly on Thursday, before Donald Trump published a warning that the US will conduct strikes on Iran "very hard tonight". He added in a social media post that Washington "will be taking Kharg Island" and other oil infrastructure sites to "assume total...
Salesforce stock is down 34% since Barron’s recommended it in late December. The market seems convinced that the days of high growth are behind—not ahead—of Salesforce, as OpenAI and Anthropic pose a long-term threat to software application demand. Total revenue, excluding the $444 million from the recently-acquired Informatica, was about $10.7 billion, up 8.5% year over year.
Nvidia’s CEO is pushing back hard on the scariest AI jobs narrative, but his argument raises a different warning for workers: AI may reset what productivity is supposed to look like.
It’s easy to look at a stock chart after a big run and feel like you missed the party. ORCL surged more than thirty-eight percent in three months, a significant move for a company of its size. More interesting than the rally itself was the trail of breadcrumbs the company left beforehand.
MANH leans into cloud growth and AI, but restructuring, macro risks, and rising competition cloud near-term outlook, making it a cautious hold for investors.
Microsoft (MSFT) stock is at an interesting point right now. If you bet on it, you are betting on a company that's growing reasonably, is sustaining good cash flow and margin, has a low-debt to market cap structure, and is relatively cheaply valued. But is that enough.
A California WARN notice lists 86 eliminated positions, with additional cuts in Washington state and outside the U.S.
CRM trades near a 52-week low after a 33.8% YTD slide. Agentforce ARR soars, growth re-accelerates, and valuation looks cheap.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
