Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in…
Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually…
Six Wall Street firms just raised their Salesforce price targets in a cluster, and the reasoning behind the coordinated move points to a fundamental shift in how analysts now value enterprise AI…
Vandita Jadeja Palantir is posting growth numbers that make every enterprise software peer look slow, yet the stock has gone nowhere for a year. Understanding why reveals something uncomfortable about what fair value actually…
Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical question separates a clever demo from a real business.
David Moadel Jim Cramer used his Mad Dash segment on Wednesday to make a bullish call on Salesforce (NYSE:CRM | CRM Price Prediction), arguing that the software giant’s aggressive buyback is aging well and…
AJ Tiarsmith Palantir's fundamentals are running hotter than any large-cap software peer this year, yet the stock keeps sliding while insiders cash out. One senior Wall Street analyst thinks the market has this badly…
Tech stocks now dominate major indexes more than ever before, and the accounting tricks hiding AI's true costs could punish buy-and-hold investors for years. One overlooked ETF sidesteps that risk entirely by…
AI capital spending has become the single most important tell for where cloud demand is heading. When a hyperscaler doubles capex, it is contracting land, power, GPUs, and years of customer commitments…
ServiceNow (NYSE:NOW | NOW Price Prediction) stock is up 5% to $139.62 in early Monday trading, Adobe (NASDAQ:ADBE) stock is climbing 4% to $261.90, and Salesforce (NYSE:CRM) stock is rising 3% to…
Adobe keeps beating earnings and raising guidance, yet its stock has collapsed nearly 29% this year while one analyst holds a price target that implies a 55% surge. Something in the market's…
Salesforce just posted a blowout quarter and rocketed while the rest of enterprise software slid, but a closer look at what actually drove the earnings beat raises questions every CRM shareholder needs…
Salesforce spent most of 2026 getting crushed by fears that AI would kill its business model, and then one earnings report flipped the entire narrative. Here is what the numbers actually reveal…
Salesforce bulls are pointing to an AI monetization curve that is bending sharply upward, but the bears have real ammunition too, and with Dreamforce and Investor Day arriving next week, the stock…
Palantir keeps beating Wall Street's expectations while trading at a valuation that makes most analysts flinch, and the tension between those two realities is exactly what makes its next move so hard…
