Shares of Oracle (NYSE:ORCL | ORCL Price Prediction) are down 10% to $182.25 in early trading Thursday, following the company’s Q4 FY2026 earnings report released after the bell Wednesday. The slide is…
Bridgewater Associates walking away from Salesforce (NYSE:CRM | CRM Price Prediction) is exactly the kind of institutional exit that often coincides with entry points for long-duration holders evaluating durable compounders, and CRM…
Alex Sirois Billionaire investor Bill Ackman of Pershing Square has laid out one of the more provocative big-cap calls of this AI cycle. On the All-In Podcast, he argued that today's mega-cap incumbents are…
Anthropic is joining in on the IPO fray to win tens of billions in capital and likely a valuation in the trillions. This IPO could significantly benefit Amazon (NASDAQ:AMZN | AMZN Price Prediction),…
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…
