Actualités

JPMorgan argues that Agentforce can turn artificial intelligence into a growth engine, but investors remain divided over software disruption.

AI fears may be obscuring a stronger earnings setup

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the market that demand for AI remains robust.

Adobe has deliberately traded near-term recurring revenue for free users, and the option chain is charging for the uncertainty that leaves behind.

Stock Market Today: The Dow Jones index falls Monday as oil prices climb amid a lack of progress in U.S.-Iran talks. SpaceX stock rallies.

Is Salesforce still a blue chip software stock or the market's biggest bet on AI-powered digital labor?

Software stocks, including Salesforce and Snowflake, sold off amid disappointing Q2 earnings reports and guidance from Datadog and HubSpot.

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.

Meta Platforms stock (META) continues to drop since coming out with second quarter earnings on Wednesday. Yahoo Finance Tech Editor Dan Howley breaks down how investors are reacting to the Facebook parent company's vague guidance on full-year AI capex.

(Updates with market moves at the end of the day and the Fed decision.) US stocks slid Wednesday

Wall Street is heading for another mixed session on Tuesday, with blue-chip gains offset by concerns about AI spending and Chinese competition weighing on some technology stocks. Dow Jones futures were up 317 points, or 0.6%, but the Nasdaq has been called 1% lower, with S&P 500 futures...

In UK company news, results are due from Unilever, Barclays, Games Workshop, Unite, Croda, SSP, Man Group and many more.

Wall Street stocks are predicted to open sharply higher on Monday as a pause in US and Iranian attacks sent oil prices tumbling ahead of a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps. Dow Jones futures were up 568 points, or 1.1%,...

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Stock Market Today: The Dow Jones index rose Friday as oil prices pulled back after big gains in recent sessions. Intel stock jumped.

ADBE's 40% slide from its 52-week high reflects AI monetization doubts, slower near-term ARR growth and leadership changes despite strong adoption.

Earlier this week, Morgan Stanley started coverage of ServiceNow with an ‘Overweight’ rating.

Multiple downgrades have put Salesforce (CRM) under pressure, as Morgan Stanley and KeyBanc questioned whether its heavy AI and Agentforce investments are meaningfully lifting organic growth while legacy businesses continue to drag on performance. See our latest analysis for Salesforce. Those concerns are hitting a stock that has already been under pressure, with Salesforce’s share price down 31.48% year to date and its 1 year total shareholder return declining 33.18%, even after a recent...

One Wall Street analyst says the company's AI transition isn't happening fast enough.

Salesforce Hit by Morgan Stanley Downgrade Over Sluggish Growth Outlook

Morgan Stanley believes Salesforce is ‘actively disrupting itself to position for the agentic era.’

Investing.com -- Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.

Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.

Quant ratings reveal relative strength across major competitors

IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the company went public nearly 60 years ago.

A gloomy update from a famous peer negatively affected investor sentiment on CRM company.

Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.

IBM Miss Rattles Wall Street, Sending Tech Stocks Sharply Lower