Salesforce (CRM)

Wall Street's AI fever crowns Palantir as the new star with a $396B market cap and 93x ARR multiple. But is this a hype or history in the making?

A number of stocks fell in the afternoon session after markets pulled back, reversing early gains, as investor sentiment remained cautious despite a softer-than-expected inflation reading. 

Salesforce’s second-quarter results outpaced Wall Street expectations on both revenue and non-GAAP profitability, but the market reacted negatively amid concerns about future growth rates. Management pointed to robust deal activity in AI-powered offerings, including substantial expansion among existing customers, as a core driver of the quarter. CEO Marc Benioff highlighted a significant shift toward what he referred to as the "agentic enterprise," emphasizing rapid adoption of AI agents across sales, service, and data products. Despite strong operating margin expansion and notable large customer wins, investor reaction suggests skepticism about the sustainability of these trends.

Rule Breaker investing isn't just about keeping score; it's about learning how (and why) we win.

When assessing direct challengers like HubSpot or Monday.com, Salesforce emerges as the standout. Here's why.

The year 2025 is rapidly cementing its place in financial history as an unprecedented period for merger and acquisition (M&A) activity within the technology sector. A record-setting surge in deal values, largely propelled by the relentless pursuit of artificial intelligence (AI) capabilities, is redrawing the competitive lines of the

Gene Munster says Tesla should merge with xAI for $8.5T market cap as xAI's research can help Tesla's products.

Salesforce shares are getting very cheap.

The AI software company sank on the back of reduced guidance and the replacement of its CEO.

Investors are growing impatient with Salesforce and its AI products.

Although the CRM specialist isn't considered a dividend stock, investors sure appreciate when it announces a new distribution.

The technology sector is currently navigating a period of profound transformation, characterized by the continued ascendancy of artificial intelligence (AI) innovation even as broader market volatility creates headwinds for established players. While AI-driven companies like Broadcom (NASDAQ: AVGO) are reporting stellar earnings, fueled by insatiable demand for the infrastructure underpinning

U.S. corporations have delivered a remarkably strong performance across the first three quarters of 2025, consistently surpassing Wall Street's earnings estimates and injecting a much-needed jolt of optimism into the financial markets. This robust showing, particularly pronounced in the second quarter, has largely mitigated earlier concerns about decelerating growth

Salesforce's Q2 results and guidance highlight the business quality, cash flow, and reliability: attractive qualities for long-term investors interested in AI.

Software is eating the world, but AI could be eating software.

Salesforce isn't just an AI story. It's an underrated cash cow funding huge buybacks and a growing dividend.

These three growth stocks have solid upside in the years ahead.

Ross Gerber criticizes tech companies for focusing on humanoid robots instead of practical innovations like flying cars.

Salesforce CEO Marc Benioff said the company beat Palantir for a U.S. Army contract by offering lower-cost AI solutions.

Jim Cramer reaffirmed his bullish stance on Palantir Technologies Inc. on Thursday, maintaining his $200 price target.

U.S. stocks climbed to new heights Thursday as a weaker-than-expected job report boosted hopes for rate cuts. Amazon surged, while Salesforce took a hit after offering cautious guidance. Political maneuvering around the Federal Reserve added to the intrigue.