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…
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…
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…
ServiceNow and Palantir both posted jaw-dropping AI numbers in Q2, but their business models represent radically different bets on how enterprise AI actually wins. One valuation makes the choice obvious.
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 beat estimates and raised its full-year outlook, yet the stock still stumbled out of the gate Friday morning. A soft Q4 guide and a simultaneous CEO and CFO transition are now…
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…
ServiceNow just crossed a billion dollars in AI revenue while its stock sits near multiyear lows, and the gap between those two realities points toward a very specific number for 2028.
Vandita Jadeja ServiceNow surged nearly 30% in a month without releasing a single earnings report, leaving investors caught between locking in gains and betting the sector re-rating still has room to run.
Palantir just posted the kind of revenue growth that makes software investors stop mid-scroll, yet the stock sits 8% below its all-time high with insiders selling and a valuation that has skeptics…
Michael Burry just renewed his short case against Palantir, and Palantir answered with a major alliance announcement that sent the stock surging. Whether that response actually addresses the receivables quality problem Burry…
Silver Lake wants Workday, but Workday just fired back with $4 billion and a packed calendar of public commitments. Jim Cramer says the company is fighting its own takeover, and Q2 results…
Jim Cramer dismissed Super Micro Computer on a Monday and then had to explain its massive August gain on a Monday just six trading days later. The bear case he keeps citing…
CrowdStrike just announced a landmark partnership milestone from its own conference stage, yet the stock is cratering anyway. The reason behind the selloff has nothing to do with the company's business, and…
ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives…
