Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Yahoo Finance's Josh Lipton takes a look at the top stories for investors to watch on Wednesday, May 27, including quarterly earnings from Salesforce (CRM), Marvell (MRVL), Synopsys (SNPS), Snowflake (SNOW), and HP Inc (HPQ).
Find insight on Salesforce, Snowflake, Spotify and more in the latest Market Talks covering Technology, Media and Telecom.
Salesforce Inc (NYSE:CRM, XETRA:FOO) is due to report fiscal first-quarter results on Wednesday afternoon, with Jefferies forecasting an in-line quarter, backed by proprietary partner surveys showing 55% of respondents finished Q1 at plan and 30% came in above it. The brokerage sees total...
Few companies in enterprise software have staked their future as explicitly on a single product bet as Salesforce has on Agentforce. The agentic AI platform has been the centerpiece of every investor conversation, every earnings call, and every product announcement for the past two quarters. ...
PLAB heads into Q2 earnings backed by strong AI chip packaging demand and rising advanced photomask adoption.
NTAP heads into Q4 earnings with AI, cloud and all-flash storage demand boosting growth as margin pressure from rising memory costs lingers.
MDB heads into fiscal Q1 earnings with strong Atlas growth, AI platform expansion and enterprise demand driving revenue momentum.
ADSK heads into fiscal Q1 earnings with strong cloud and AI momentum, but sales optimization changes may weigh on subscription billings.
Everyone wants to talk about ServiceNow (NYSE:NOW) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what you should actually be watching. ServiceNow’s story is the same story every cycle. A premium software name catches the AI updraft, the multiple expands faster than the ... Forget ServiceNow: 2 High-Growth Software Bargains to Buy on the Dip With Safer AI Exposure
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]
The share-price chart and the operating reality have been telling very different stories.
This week, investors will get their latest sense of how the American consumer is grappling with the wartime inflation surge. Earnings are due from retailers like Costco and Dollar Tree, and the personal-consumption expenditures index for April is scheduled for release.
Intuit's 63% plunge highlights a brutal software selloff as investors debate whether AI fears create value or signal deeper disruption.
CRM software giant Salesforce (NYSE:CRM) will be reporting earnings this Wednesday after market hours. Here’s what to look for.
Asking for a Trend Host Brooke DiPalma previews several of the biggest stories to come throughout this week, including the latest filings regarding OpenAI's (OPAI.PVT) planned IPO, earnings out from companies like Salesforce (CRM), and the Personal Consumption Expenditures (PCE) report for April inflation data. Markets will be closed this Monday, May 25, for the Memorial Day Weekend holiday.
VEEV's growing Vault CRM adoption and AI momentum, backed by major pharma wins, reinforce confidence in its long-term growth outlook.
Appian's Q1 2026 shows cloud subscriptions up 25% and AI demand surging - yet management guides 18%-19% full-year growth.
S heads into Q1 earnings with strong AI security demand, rising ARR and expanding cloud partnerships in focus.
P heads into fiscal Q1 FY2027 earnings with revenue seen up about 28%, fueled by hyperscaler and AI-driven demand amid component cost pressures.