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Beyond Benioff: Is Salesforce Ready for Life Without Its Founder?
24/7 Wall St.102d agoneutral
Beyond Benioff: Is Salesforce Ready for Life Without Its Founder?

Marc Benioff has run Salesforce (NYSE: CRM) since 1999, and he has given no signal he intends to leave. Yet 26 years into his tenure as co-founder, board chair, and chief executive, the question of what happens without him is worth asking. Why Benioff Matters More Than a Typical Software CEO Benioff is a category-defining ... Beyond Benioff: Is Salesforce Ready for Life Without Its Founder?

Salesforce AI Win With Merck Highlights Real World Platform Adoption
Simply Wall St.102d agoneutral
Salesforce AI Win With Merck Highlights Real World Platform Adoption

Merck Animal Health selects Salesforce's Agentforce Life Sciences to support unified omnichannel engagement for veterinarians and animal health providers. New integrations from eGain and Mili extend Salesforce's AI capabilities into Service Cloud and private client workflows. These customer wins and ecosystem additions highlight further adoption of Salesforce's AI platform beyond prior product announcements. For investors watching Salesforce (NYSE:CRM), the focus has shifted from product...

Is the Market Missing the Point on Salesforce Inc (CRM)’s AI Positioning?
Insider Monkey103d agobearish
Is the Market Missing the Point on Salesforce Inc (CRM)’s AI Positioning?

Salesforce Inc (NYSE:CRM) is one of the best stocks to buy in 2026 according to billionaire George Soros. On May 1, Barclays named Salesforce Inc (NYSE:CRM) as one of its top stock picks in the infrastructure software space amid the AI shift. According to the investment bank, AI is reshaping the enterprise software landscape, and […]

Anthropic CEO warns software companies can 'go bust' without AI
Yahoo Finance Video103d agoneutralVIDEO
Anthropic CEO warns software companies can 'go bust' without AI

Anthropic (ANTH.PVT) co-founder and CEO Dario Amodei warned that some software companies could "completely go bust" without AI integration while speaking at his company's The Briefing: Financial Services event. Yahoo Finance Tech Editor Dan Howley breaks down Amodei's comments and what it could be signaling for software developers.

Anthropic CEO warns software companies can 'go bust' without AI
Yahoo Finance Video103d agoneutralVIDEO
Anthropic CEO warns software companies can 'go bust' without AI

Anthropic (ANTH.PVT) co-founder and CEO Dario Amodei warned that some software companies could "completely go bust" while speaking at the AI developer's The Briefing: Financial Services event.. Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland highlight Amodei's comments and the factors that could raise alarm bells for tech companies this late in the AI Boom.

Freshworks to cut 11% jobs as AI reshapes software sector
Reuters104d agoneutral
Freshworks to cut 11% jobs as AI reshapes software sector

Freshworks said on Tuesday it would cut 11% of its workforce, or about 500 jobs, as the business-software company grapples ‌with an industry being reshaped by artificial intelligence. Shares of the company were ‌down around 5% in extended trading. Peer Atlassian, last month, said it would slash roughly 10% of jobs.

Salesforce (CRM) Valuation Check As AI Agent Push And Google Cloud Integration Gain Traction
Simply Wall St.104d agoneutral
Salesforce (CRM) Valuation Check As AI Agent Push And Google Cloud Integration Gain Traction

Salesforce (CRM) is reshaping its story around AI agents, highlighted by the launch of Agentforce Operations, new AI-focused revenue segments, and deeper Google Cloud integration that lets automated agents work across multiple enterprise systems. See our latest analysis for Salesforce. Recent AI announcements, including Agentforce Operations and the expanded Google Cloud partnership, come after a weak year to date, with a share price return decline of 26.87% but a smaller 7 day share price...

Salesforce (CRM) Launches Agentforce Operations to Automate Complex Cross-System Back-Office Tasks
Insider Monkey104d agoneutral
Salesforce (CRM) Launches Agentforce Operations to Automate Complex Cross-System Back-Office Tasks

Salesforce Inc. (NYSE:CRM) is one of the best enterprise software stocks to buy right now. On April 29, Salesforce launched Agentforce Operations, a new suite of specialized AI agents designed to eliminate back-office bottlenecks by automating complex, cross-system tasks. Unlike traditional workflow tools that merely route handoffs between people, these agents autonomously execute work across […]

Salesforce Reorients Around AI Agents As Valuation Signals Upside Potential
Simply Wall St.104d agoneutral
Salesforce Reorients Around AI Agents As Valuation Signals Upside Potential

Salesforce (NYSE:CRM) is reshaping its corporate strategy around an AI-centric Agentic Enterprise model. The company is reorganizing key offerings around AI agent platforms and rolling out new integrations with partners such as Google Cloud. Salesforce has also updated its long term financial framework, including a higher revenue target tied to its AI focus. For investors following enterprise software, Salesforce sits at the center of customer relationship management, data and cloud based...

Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push
24/7 Wall St.105d agoneutral
Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push

Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce is layering AI agents onto the workflow software enterprises already run. Both are betting big. Only one is doing it with debt. IaaS Carries Oracle. Agentforce Carries ... Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push

While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
24/7 Wall St.105d agoneutral
While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding

NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding