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Salesforce’s new deal could reshape veteran health care
TheStreet20d agoneutral
Salesforce’s new deal could reshape veteran health care

Five years ago, the Department of Veterans Affairs launched a new medical records system meant to fix a health network running on decades old technology. The rollout became one of the most cited failures in modern government technology, tied to patient deaths and years of paused deployments. The ...

Salesforce (CRM) Lands $1.6 Billion VA Deal To Power Veteran Care
Simply Wall St.22d agoneutral
Salesforce (CRM) Lands $1.6 Billion VA Deal To Power Veteran Care

Salesforce (NYSE:CRM) has secured a US$1.6 billion, three-year contract with the U.S. Department of Veterans Affairs. The Missionforce platform will be used to modernize care and service delivery for more than 17 million veterans. The contract focuses on AI-powered workflows, 24/7 care coordination, and secure cloud tools across the VA system. Salesforce is best known for its customer relationship management software, but the company has been steadily building a presence in large public...

How Snowflake Stock Is Keeping Cool While Other Software Stocks Melt
Investor's Business Daily22d agoneutral
How Snowflake Stock Is Keeping Cool While Other Software Stocks Melt

This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to use if they wanted to get value from AI."

Key Catalyst Behind Salesforce’s (CRM) Compelling Outlook
Insider Monkey23d agoneutral
Key Catalyst Behind Salesforce’s (CRM) Compelling Outlook

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to […]

E-Commerce Update - Accelerating Growth Transforming Global Fulfillment Services
Simply Wall St.23d agoneutral
E-Commerce Update - Accelerating Growth Transforming Global Fulfillment Services

The global e-commerce fulfillment services market is projected to grow from USD 154.11 billion in 2026 to USD 304.04 billion by 2032, reflecting a compound annual growth rate (CAGR) of 11.73%. Key drivers of this growth include advancements in artificial intelligence, warehouse automation, and distributed omnichannel networks, which enhance delivery speed, cost management, and customer service. The market is evolving with a focus on balancing factors such as delivery resilience, regulatory...