Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC,…
Shares of ServiceNow (NYSE:NOW | NOW Price Prediction) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into…
Dan Shipper, founder of the AI-forward media and software company Every, is pushing back on the conventional Wall Street narrative that companies can simply replace headcount with AI to raise margins. Dan…
Thomas Richmond Live Updates Salesforce Q1 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of Salesforce’s Q1 results. Thank you for stopping by! Salesforce's Q1 Earnings Earn an A- Grade4:34pm ETOverall Grade: A-…
Thomas Richmond Everyone wants to talk about ServiceNow (NYSE:NOW | NOW Price Prediction) right now, because the workflow giant has become the poster child for enterprise AI and trades like it. But here’s what…
Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform. The reinstatement lands just…
Bank of America (NYSE:BAC | BAC Price Prediction) just made one of the more contrarian calls on Wall Street regarding the enterprise software giant. Analyst Tal Liani reinstated coverage of Salesforce (NYSE:CRM)…
Bank of America (NYSE:BAC | BAC Price Prediction) reinstated its coverage of ServiceNow (NYSE:NOW) with a Buy rating and a $130 price target on May 18. The call frames the workflow software…
Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out…
Two unconventional ETFs promise to monetize information edges that traditional fund managers ignore. The Unusual Whales Subversive Democratic Trading ETF (NASDAQ:NANC) mirrors stocks disclosed by Democratic members of Congress under the STOCK…
Shares of C3.ai (NYSE:AI | AI Price Prediction) caught a modest vote of confidence from Canaccord Genuity on May 13, as the firm raised its price target to $8 from $7 while…
The 2026 tape has split in two. Semiconductor stocks have ripped higher on AI infrastructure demand, while software names that powered the last cycle have stalled or rolled over. NVIDIA (NASDAQ:NVDA |…
Marc Benioff has run Salesforce (NYSE: CRM | CRM Price Prediction) since 1999, and he has given no signal he intends to leave. Yet 26 years into his tenure as co-founder, board…
Trey Thoelcke Salesforce (NYSE:CRM | CRM Price Prediction) 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…
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) 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…
