Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Technology stocks tumbled sharply Friday as the Nasdaq headed for its worst week in a year. Nasdaq Inc. shed nearly 2% in afternoon trades, as Nvidia, Micron and Sandisk fell. Tech behemoths like Amazon and Google edged lower.
Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today’s mega-cap incumbents are being treated the way the market treated Warren Buffett’s empire, Berkshire Hathaway, at the peak of the dot-com bubble: as yesterday’s story while ... Billionaire Investor Bill Ackman: Buying Microsoft, Meta, and Amazon Today Could Be Like Adding Buffett’s Berkshire Hathaway 25 Years Ago
Salesforce's (CRM) Agentforce remains in the early stages of adoption, while the company's core busi
Salesforce, Inc. (NYSE:CRM) was among Jim Cramer’s stock calls on Mad Money, as he highlighted several opportunities in out-of-favor sectors. Cramer discussed the stock’s price movement, as he stated: Marc has made great strides in creating an agentic AI product that might be the best in the category. He’s got the Slack system, very popular. […]
NOW falls nearly 30% in six months as acquisition integration costs, deal delays and competition pressure its near-term outlook.
Fresh off a $65 billion funding round, Anthropic filed its S-1 with the Securities and Exchange Commission.
Zoom Communications (ZM) is back in focus after launching ZoomMate, an AI work surface that ties meeting conversations directly into search, workflows, and content creation across tools like Salesforce, ServiceNow, and Workday. See our latest analysis for Zoom Communications. That launch comes after a sharp swing in sentiment, with the stock up 35.75% on a 90 day share price return and a 1 year total shareholder return of 29.36%, signalling building momentum despite a weaker 5 year total...
Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN), Salesforce (NYSE:CRM), and Alphabet (NASDAQ:GOOG). Before we look into how, let’s take a look at the IPO first. Anthropic’s decision for an IPO comes after SpaceX’s decision to ... 3 Stocks Poised to Make Billions from the Anthropic IPO
Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing
Salesforce (CRM) is back in focus after a strong quarter tied to its AI-powered Agentforce platform, a multi-billion-dollar Anthropic investment, and new AI commitments in France that together sparked fresh interest in the stock. See our latest analysis for Salesforce. After a sharp rally on the recent AI news and Q1 beat, Salesforce’s share price has cooled with a 1-day share price return of down 5.09%. The year-to-date share price return of down 24.84% and 1-year total shareholder return of...
Salesforce may be cannibalizing its own business through Agentforce, but the potential of its dominance in AI agents is huge.
Oracle (ORCL) stock dropped 5.83% yesterday as investors grew anxious over soaring AI infrastructure costs and locked in gains, snapping a massive three-day rally that had driven shares to annual highs. With the stock now hovering around $230, is it still a smart buy.
The biggest insight hiding inside the recent Q1 FY27 earnings report from Veeva Systems (VEEV) is the stark divergence between management's artificial intelligence narrative and the structural realities of its legacy software business. While leadership dedicated significant time to detailing the launch of Veeva Falcon for agentic labor and the Ostro acquisition, the underlying financial tension centers entirely on the forced migration of its CRM customer base.
NOW's EmployeeWorks is gaining traction fast, with rapid growth, million-dollar deals and expanding AI adoption across enterprises.
Shopify Inc. has announced a significant increase in its share repurchase program, authorizing an additional $3 billion for the repurchase of Class A subordinate voting shares, raising the total to $5 billion. This move reflects the company's confidence in its business stability and future prospects, supported by strong operating cash flow and a robust balance sheet. The buyback program, which provides a flexible approach to capital allocation, may be executed through various methods,...
Madhav Thattai, Executive Vice President & General Manager, Agentforce at Salesforce speaks with Sameer Hassan, Chief Technology & Digital Officer at Williams-Sonoma about the latest in AI at Bloomberg Tech 2026 in San Francisco.
In late May 2026, Salesforce reported first-quarter fiscal 2027 results with revenue of US$11.13 billion and net income of US$2.11 billion, alongside updated full-year guidance and a US$0.44 quarterly dividend declaration. Around the same time, the company deepened its AI push with a roughly US$5 billion stake in Anthropic, the planned acquisition of Contentful, expanded Agentforce deployments with clients like CVS Health, and fresh equity capacity via a US$10.32 billion shelf registration...
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...
Internal And External Names Are Being Reviewed Now
One dominates with scale and profits, the other races ahead in growth and engagement. How do their risk profiles and valuations stack up for investors?
TEAM's Rovo is driving faster ARR growth, higher AI usage and deeper platform adoption, positioning it as a potential long-term growth engine.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...
CRM's Agentforce ARR jumps 205% year over year and reaches $1.2B in Q1'27, showing surging automation demand and growth momentum.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...
Wondering whether Salesforce at US$200.84 is priced for opportunity or disappointment? This article walks through what the current valuation actually reflects and how you might frame it as an investor. The stock has recently moved sharply, with returns of 12.2% over the last 7 days and 9.3% over the last 30 days, while year to date it is down 20.8% and over the last year it has declined 23.5%. Recent headlines around Salesforce have focused on its position as a large US software company and...
Salesforce’s first quarter was shaped by accelerating adoption of its AI-powered platform, particularly Agentforce, which management credits for major customer productivity gains and workflow automation. CEO Marc Benioff highlighted that customer deployments of agentic technology are transforming business operations, with PenFed and UCLA Health cited as examples. Management emphasized that the company’s suite of integrated applications—including Data 360 and Slack—are increasingly central to cus
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.
