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Stock Market Today: The Dow Jones index rises Friday ahead of a pivotal July jobs report. AI name Cloudflare stock soars on earnings.
In medieval Europe, the grim reaper evolved as a personification of impending doom. For technology companies, the modern equivalent is Bending...
Is Salesforce still a blue chip software stock or the market's biggest bet on AI-powered digital labor?
Stock market leadership just flipped. The Nasdaq Composite rose 0.1% after opening lower. Driving the Nasdaq’s move was a sharp turnaround in chip stocks; the iShares Semiconductor ETF rallied 1.8% after opening sharply lower.
Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]
First Advantage (FA) delivered earnings and revenue surprises of +20.69% and +7.60%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Salesforce (NYSE:CRM) has deployed IL5-authorized Agentforce 360 AI agents to the U.S. Army Human Resources Command under Missionforce National Security. The rollout introduces autonomous, always-on AI support for millions of Soldiers, Veterans, and families across routine HR processes. The deployment is described as the first use of IL5-authorized AI agents within the Department of War for mission-critical human resources workloads. The system is intended to automate standard tasks and free...
Aug 6 (Reuters) - S&P 500 and Dow futures were steady on Thursday after this week's record-breaking rally as investors awaited details on a Middle East peace deal, while Nasdaq futures slipped as
Magnite (MGNI) delivered earnings and revenue surprises of +73.33% and +6.28%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Salesforce (CRM) closed at $192.98 in the latest trading session, marking a +1.04% move from the prior day.
At $190.99, Salesforce (CRM) looks set up for roughly 24% of upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work; the multiple is asked to do nothing. Here is the operational reality the math is built on.
While investors focus on subscription seats, a different engine is firing up. Adobe is aggressively pivoting to a freemium model, nearly doubling its Creative Freemium monthly active users in a single year. This strategic shift is designed to capture a new generation of users through products like Firefly and Express. The company is trading near-term growth for a much larger top-of-funnel.
NOW's 23% YTD drop reflects AI competition and valuation concerns, even as subscription growth and AI monetization remain strong.
Microsoft, Salesforce, and ServiceNow continue to see strong demand, despite the sell-off in their share prices.
Salesforce has lagged behind the broader market over the past year, and analysts remain slightly bullish about the stock’s prospects.
Salesforce (CRM) has secured a three year Agentic Enterprise License Agreement with the U.S. Department of Veterans Affairs, a contract valued at up to US$1.6b that highlights growing demand for its AI driven government cloud services. See our latest analysis for Salesforce. The VA agreement lands after a month in which software stocks caught a tailwind and Salesforce secured higher profile around AI. However, the share price return is still down 26.68% year to date and the 5 year total...
A number of stocks jumped in the afternoon session after the software sector caught a massive tailwind, fueled by easing geopolitical tensions and a fresh wave of AI-driven M&A.
Palantir just delivered a software quarter that left analysts scrambling for new benchmarks, yet the stock sits far below its peak and the market seems unmoved. Here is what the numbers actually suggest about where shares go from here.
The company long defined by its professional-grade creative tools is now pursuing a radically different customer. It is retooling its entire user acquisition model to serve billions of consumers through a freemium funnel. This strategic pivot is already showing results, nearly doubling its Creative Freemium monthly active users in the last year alone. The goal is no longer just power and precision for experts but mass adoption.
CRM turns Slack into an AI-powered collaboration hub, driving bigger enterprise deals, deeper engagement and cross-selling potential.
Broadridge Financial (BR) delivered earnings and revenue surprises of +1.87% and +2.08%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
ServiceNow stock has been cut nearly in half while its rivals panic over AI disruption, and one investor just put $20,000 on the line betting the market has it completely wrong.
(Bloomberg) -- Early last year, venture capital firm Felix Capital set out to raise $600 million for its next fund, touting previous investments in fitness-machine maker Peloton Interactive Inc. and food-delivery service Deliveroo. But investors want to see returns from older funds before they commit new capital, and Felix is still $150 million short of its target, according to a person with knowledge of the matter.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBev
