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Salesforce m3ter Deal Highlights Shift Toward Usage Based AI Revenue
Simply Wall St.67d agoneutral
Salesforce m3ter Deal Highlights Shift Toward Usage Based AI Revenue

Salesforce (NYSE:CRM) announced the acquisition of m3ter, a consumption-based metering and billing platform. The company plans to integrate m3ter into Agentforce Revenue Management to support usage-based pricing for AI-focused products and services. The deal highlights Salesforce's push to support customers that want to link software spend more directly to real-time usage. For Salesforce, best known for its subscription-based customer relationship management tools, this move reflects...

Broader Market Settles Lower as Chip Stocks Sink
Barchart67d agoneutral
Broader Market Settles Lower as Chip Stocks Sink

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.26%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.12%. June E-mini S&P futures (ESM26 ) fell -0.36%, and June E-mini Nasdaq futures...

Microsoft Stock And The Peril Of Peak Profitability
Trefis67d agoneutral
Microsoft Stock And The Peril Of Peak Profitability

In the race for AI dominance, it’s easy to get lost in the headline numbers: billions in new revenue, exponential growth in users, and a vision for the future that has captivated the market. For Microsoft (MSFT), the story seems compelling. But if you hold the stock, which has underperformed the market with a decline of 11.3% over the past year, your attention should be on a single, less-celebrated figure: the company’s profit margin.

How Much Upside Can ORCL Stock Deliver?
Trefis68d agoneutral
How Much Upside Can ORCL Stock Deliver?

At $211.82, Oracle (ORCL) looks set up for roughly 34% of upside over the next three years under a conservative scenario. Not a moonshot, but enough to matter if the math holds. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.

Will Oracle's AI Gamble Pay Off This Quarter?
Trefis68d agoneutral
Will Oracle's AI Gamble Pay Off This Quarter?

Oracle (NYSE: ORCL) is set to report its fiscal Q4 2026 earnings on Wednesday, June 10, after the market close. Heading into the results, the stock has experienced significant volatility, dropping 12.9% over the past week as investors weigh immense cloud growth against massive capital expenditures.

AI Competition Pressured Salesforce (CRM) in Q1
Insider Monkey68d agoneutral
AI Competition Pressured Salesforce (CRM) in Q1

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here. The Strategy declined 0.52% (net of fees), surpassing the Russell 3000 Index’s 3.96%. The performance was driven by stock selection and overweight exposure in industrials, along with an underweight in […]

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 ...

Software Shows the Stock Market’s Rise Is More Rational Than You Think
Barrons.com69d agoneutral
Software Shows the Stock Market’s Rise Is More Rational Than You Think

Investors pivoted away from skyrocketing tech stock as the Nasdaq fell more than 4% in a single session on Friday. Today I’m breaking down why I think the market’s meteoric rise is still rational, and how the software sector proves that investors are grounded in reality. The question came one day after Marvell Technology stock added 33% in its best single trading session ever, boosted by public comments from Nvidia CEO Jensen Huang that the company would someday be worth $1 trillion.

Is Veeva Systems Inc. (VEEV) A Good Stock To Buy Now?
Insider Monkey70d agobullish
Is Veeva Systems Inc. (VEEV) A Good Stock To Buy Now?

Is VEEV a good stock to buy? We came across a bullish thesis on Veeva Systems Inc. on X.com by @tomicki. In this article, we will summarize the bulls’ thesis on VEEV. Veeva Systems Inc.’s share was trading at $188.66 as of June 1st. VEEV’s trailing and forward P/E were 34.68 and 21.28 respectively according to Yahoo […]

Salesforce FIFA Deal Puts Agentforce AI Workflows To The Test
Simply Wall St.70d agoneutral
Salesforce FIFA Deal Puts Agentforce AI Workflows To The Test

Salesforce (NYSE:CRM) has been named an Official Tournament Supporter for the FIFA World Cup 2026 and 2027. The multi year partnership will put Agentforce 360, Salesforce AI tools, and Slack at the center of tournament operations and fan engagement. The deal focuses on AI driven enterprise workflows across organizing bodies, partners, and fans during two of the world’s largest sporting events. For Salesforce, this partnership sits squarely in its core customer relationship and enterprise...

Oracle Stock Has Returned $54 Billion To Shareholders. Can It Continue?
Trefis71d agoneutral
Oracle Stock Has Returned $54 Billion To Shareholders. Can It Continue?

In the last five years, Oracle (ORCL) stock has returned a notable $54 Bil back to its shareholders through cold, hard cash via dividends and buybacks. That is not a small feat for a company that has simultaneously been funding one of the more aggressive infrastructure build-outs in enterprise tech. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.

Salesforce (CRM) Signs Definitive Agreement to Acquire Contentful
Insider Monkey71d agoneutral
Salesforce (CRM) Signs Definitive Agreement to Acquire Contentful

Salesforce, Inc. (NYSE:CRM) is one of the best cheap stocks to buy for beginners. Salesforce, Inc. (NYSE:CRM) announced on June 3 the signing of a definitive agreement to acquire Contentful, which is a leading composable content platform that delivers personalized digital experiences at scale. Management stated that the acquisition would bolster the company’s Headless 360 with […]

Bridgewater Just Sold Salesforce. Here Is Why That May Be Exactly the Wrong Move for Patient Investors
24/7 Wall St.71d agoneutral
Bridgewater Just Sold Salesforce. Here Is Why That May Be Exactly the Wrong Move for Patient Investors

Bridgewater Associates walking away from Salesforce (NYSE:CRM) is exactly the kind of institutional exit that often coincides with entry points for long-duration holders evaluating durable compounders, and CRM offers characteristics long-term holders look for, with a recurring revenue base, expanding free cash flow, and a disciplined capital return program that together function as a quiet ... Bridgewater Just Sold Salesforce. Here Is Why That May Be Exactly the Wrong Move for Patient Investors