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Shy Balore explains the "Lifeboat Effect" in the software market, where investment is shifting from traditional SaaS companies to the agentic AI stack. He details how AI agents are repricing legacy software and driving growth in orchestration, security, connectivity, and data layers. The discussion includes specific companies like Palantir, Salesforce, CrowdStrike, Zscaler, Cloudflare, Snowflake, and MongoDB.
FTSE 100 down 23 points to 10,351 UK services sector PMI improved last month OECD growth forecast cut to 2.8%, or 2.1% if Iran war lasts 3.20pm: UK consumer confidence improves UK consumer confidence last month saw the largest monthly gain in sentiment since in five years, according...
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...
Salesforce (CRM) gave investors plenty to cheer in its latest quarter, then handed the doubters something, too. The software giant cleared its earnings bar with room to spare, kept its artificial intelligence story moving, and watched its stock recover ground after a brutal year. One Wall Street ...
FedEx Freight was spun off from FedEx to operate independently.
Anthropic's $965 billion valuation puts Salesforce's early AI investment in sharper focus.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...
Salesforce (NYSE:CRM) has announced a $5b investment in AI company Anthropic in order to deepen AI capabilities across its platform. The company also agreed to acquire Contentful, a widely used content platform, to strengthen the content layer of its Customer 360 offering. These moves come as Salesforce focuses on AI driven customer experiences and broader platform extensibility. For investors watching NYSE:CRM, these announcements arrive with the stock at $209.6 and a mixed return profile...
Salesforce, Inc. (NYSE:CRM) is one of the top 10 undervalued blue chip stocks analysts recommend for smart investing. DA Davidson cut the price target on Salesforce, Inc. (NYSE:CRM) to $175 from $200 on May 28, maintaining a Neutral rating on the shares. The firm told investors in a research note that the company’s fiscal Q1 earnings […]
The largest exchange-traded fund (ETF) tracking U.S. software stocks clocked the biggest single-day buy-in by retail investors on record on Monday, data from Vanda Research showed. Software stocks have largely recovered their losses from earlier this year when fears of industry-wide disruptions due to the rise of AI gripped the sector, though volatility still persists. Mom-and-pop traders bought stock worth a net $46 million in the iShares Expanded Tech-Software Sector ETF on Monday, surpassing the previous single-day record by roughly 40%, as per Vanda.
Salesforce may have stumbled upon a hidden gem as its roughly $5 billion Anthropic stake gains fresh Wall Street attention.
Salesforce, Inc. (NYSE:CRM) is one of the best inexpensive stocks to invest in right now. Salesforce, Inc. (NYSE:CRM) received a rating update from Citi on May 28, with the firm cutting the price target on the stock to $187 from $188 while maintaining a Neutral rating on the shares. Salesforce, Inc. (NYSE:CRM) also received a […]
The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.33%. June E-mini S&P futures (ESM26 ) are down -0.18%, and June E-mini Nasdaq futures...
Jackson Peak Capital, an investment management firm, released its first-quarter 2026 investor letter. Jackson Peak Capital employs a concentrated long/short equity approach to deliver strong absolute returns across various market conditions. A copy of the letter is available to download here. In Q1 2026, Jackson Peak returned -21.0%, net, in a challenging environment. The underperformance […]
The battle between Salesforce and ServiceNow is no longer about just software.
The software sector is currently caught in a tug-of-war between profound optimism and existential dread over the future of artificial intelligence. After a brief period of euphoria, reality—and algorithmic trading—bit back hard, sending major software stocks tumbling in a sudden reversal. The iShares Expanded Tech-Software Sector ETF fell 3%, wiping out half of the 6% gains it had recorded just a day prior. The bleeding was widespread across the industry’s biggest names: Atlassian plunged 8%, Hu
Zoom (ZM) is actively shedding its reputation as a single-use utility. Following a robust Q1 FY27 earnings beat and a speculative surge tied to Anthropic's IPO plans, shares have rallied to $112. As the stock trades at a notable premium, investors must determine if Zoom's AI-driven enterprise pivot truly justifies this momentum.
We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Salesforce Inc. (NYSE:CRM) is one of the stocks discussed by Jim Cramer. TD Cowen discussed enterprise software firm Salesforce Inc. (NYSE:CRM)’s shares on May 22nd. It reiterated a Buy rating and a $250 share price target. The financial firm remarked that […]
Asana Inc. (NASDAQ:ASAN) is one of the 10 Stocks Entering June on Fire. Asana bounced back by 17.21 percent on Monday to close at $185.67 apiece, as investor sentiment was bolstered by its expansion into artificial intelligence with its acquisition of Stack AI. In a statement late Friday, Asana Inc. (NASDAQ:ASAN) said that it has […]
Veeva is on the verge of a technical breakout. The beaten-down biopharma software firm's growth outlook is strong, and it's a cash cow with a stellar balance sheet.
We wanted to show you what happens after the confetti falls. We checked in with some of our recent alumni, many of whom have sat down with us on Build Mode: The Founder Survival Guide, TechCrunch's podcast for founders at every stage.
AI giant Anthropic said on Monday it has confidentially filed for a U.S. initial public offering, teeing up a watershed moment for Wall Street's AI frenzy. Tech stocks continue to lead the Nasdaq Composite and S&P 500 in a record-breaking market rally, while Elon Musk's SpaceX is set to price its IPO this month and Anthropic rival OpenAI, led by Sam Altman, is waiting on deck. U.S. stocks were mixed on Monday afternoon, with the Nasdaq up 0.3%, the S&P 500 up 0.1% and the Dow industrials off 0.3%.
‘This is actually an incredible time to be a software company,’ Nvidia CEO Jensen Huang said on Monday.
Big enterprise software companies saw a relief rally after Nvidia's Jensen Huang gave positive remarks on the future of software, and Salesforce made a splashy announcement in France.
The deal is expected to close in the third quarter of FY27.
MGM Resorts International (MGM) shares soared 16% amid heavy trading after the company confirmed on
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