CRM Salesforce, Inc.

Microsoft's management stressed Copilot and AI agents on its fiscal Q4 2026 call. The stock has returned 34% in three months, against 2.5% for the S&P 500. Microsoft (MSFT) needs fast Azure growth and revenue from Copilot's paid seats to justify that gain. A year ago management led with a different topic, tied to a large part of Microsoft. What was it exactly.

Microsoft (MSFT) stock has gained about 34% in three months, and you may wonder whether it can hold that gain. Management expects about $175 billion of capital spending in calendar 2026 and has said the spending may lower operating margins. A few dated events will show whether that spending is paying off. Below are the earnings reports and other dates most likely to move Microsoft stock over the next six months.

IBM stock surged far ahead of the broader software sector after quietly extending its Bob coding agent into a corner of the market most AI platforms cannot reach. Whether the move signals a lasting repricing or a one-day pop depends on details IBM has not yet disclosed.

Veeva Systems is making that transformation happen. The Pleasanton, Calif.–based company develops software for biotechnology and pharmaceutical customers to manage everything from research and development and regulatory submissions to day-to-day commercial operations. Its software was originally built atop Salesforce but has since expanded to stand-alone applications.

Microsoft (MSFT) shares returned 37% over the past three months, against 2.6% for the S&P 500. Even so, Microsoft's P/E, the price divided by a year of profit, is 28.3. That is below 31.8, the stock's average at the last twelve quarter-ends, leaving out readings above 100. A run that big makes buyers wary, but the shares cost less per dollar of profit than usual. So how much upside is left in Microsoft stock at today's price.

Shares of Salesforce Inc (NYSE:CRM, XETRA:FOO) were up 3.2% on Wednesday after the company signed a definitive agreement to acquire Listen Labs, an AI-powered customer research and human simulation platform. Listen Labs' AI agents design studies, conduct in-depth research and synthesize...

UiPath just handed auditors an AI agent and plugged Snowflake directly into its automation platform, and investors are betting those moves signal something bigger than a routine partnership announcement.

Adobe (ADBE) stock now trades about 58% below its two-year high, set in December 2024. Free cash flow is the cash left after running costs and spending on equipment. At that price, Adobe's yearly free cash flow equals 11.5% of its market value. The median S&P 500 company's free cash flow equals 4.5% of its market value. A double-digit yield typically signals either a bargain or a business facing structural headwinds. For Adobe, the discount reflects a specific market worry: that prioritizing fre

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here. The Strategy delivered 5.08% (net of fees) in the quarter, while the Russell 3000 Index returned 15.44%, supported by AI-driven investment, strong corporate earnings, and easing geopolitical concerns. […]

Salesforce (NYSE:CRM) expanded its AI ecosystem as Stensul Inc. launched a beta for governed content creation in Marketing Cloud Next. The Stensul Marketing Cloud Next integration introduces structured controls around AI content personalization to support large enterprise compliance needs. June AI joined Salesforce's AgentExchange partner community, aiming to help organizations deploy AI powered workflows informed by former Salesforce leadership experience. These Stensul and June AI updates...

Key TakeawaysSalesforce stock is down 8% over the past year, closing at $225 on September 29. The stock slid to a June trough near $150, then jumped after Q2 results on August 26: revenue of $11.

Oracle regained momentum after last week's force majeure, with 25 new agentic AI applications, today, Sept. 29, 2026.

Just see what has actually been driving Microsoft stock. Over three years, revenue growth and wider margins did the heavy lifting while the P/E multiple shrank, yet the rally of the past three months leaned more on a richer multiple than on the business itself. Now, after that run, Microsoft (MSFT)’s stock has paused. Its shares still show significant trend strength, ranking in the top 28% of US stocks valued above $1 billion, yet trade about 5% below their 52-week high.

Adobe’s revenue grew 12% over the last year, slower than most of its big software peers. The share price appears to assume that its growth is fading. Over the last year, the stock fell 35%, while the S&P 500 returned 17.7%. Adobe (ADBE) trades at 12.5 times its earnings, against 22.1 for the index. Management pointed to a small, fast-growing line on its fiscal Q3 2026 call. Is that going to be enough? Where could Adobe’s next real growth come from.

Muse for Small Business pushes Meta's AI beyond chat and into everyday business operations, putting it closer to established software providers.

Salesforce (CRM) stock has gained about 44% over the past three months, while the S&P 500 rose 3.5%. Investors entering at current levels are buying after a substantial run-up. Consequently, the valuation places greater pressure on upcoming earnings to justify recent gains. Have you already missed the move in Salesforce stock.

Meta is working to expand its popular Muse AI agent’s reach with new features aimed at helping small business owners.

Key Stats for CRM StockPast week performance: -4. 3%52-week range: $146 to $269Valuation model target price: $324Implied upside: 42.

Anthropic's (ANTH.PVT) IPO filing prospectus was leaked to Reuters on Monday, detailing the private AI developer's annual losses and infrastructure commitments. Yahoo Finance Executive Editor Brian Sozzi shares his hot takes on the leaked S-1 filing and the risk factors the company cites inside it.

Yahoo Finance Executive Editor Brian Sozzi takes on the biggest stories as the trading day kicks off, weighing in on Anthropic's (ANTH.PVT) leaked IPO prospectus and Advanced Micro Devices' (AMD) deal to acquire World Labs. Yorkville Ives partner and senior managing director Dan Ives sits down with Sozzi for a conversation about the latest developments and safety concerns emerging from the AI space.

Salesforce, the US software group behind a broad suite of CRM and AI tools, has seen a mixed share price ride in recent years, which raises a simple question for you as an investor: Is the current US$234.02 price adequately backed by the earnings power the company is generating today? Over the past 3 years, Salesforce shares have delivered a 17.1% gain, so anyone buying in now needs to judge whether the underlying earnings profile still matches that kind of performance. Fresh AI launches...

At 8:36 AM ET this morning, Meta (NASDAQ:META) published “Meta launches enterprise platform, MongoDB CEO exits” to its newsroom, confirming it hired MongoDB (NASDAQ:MDB) CEO CJ Desai as chief enterprise platform officer. Enterprise software repriced within minutes. Salesforce (NYSE:CRM) fell 4.23% to $224.13, ServiceNow (NYSE:NOW) fell 4.99% to $128.85 and Snowflake (NYSE:SNOW) fell 4.06% to […]

A single newsroom post from Meta Platforms sent shockwaves through enterprise software in minutes, pulling down companies that had nothing to do with the announcement and one that lost something far more concrete than market confidence.

Sir Martin Sorrell — the founder and executive chairman of S4Capital — sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss how Meta's (META) new Muse chatbot and other AI products will impact the advertising space.

Software companies just got new competition: Mark Zuckerberg's company is launching a business focused on selling its AI tools to enterprise customers. That's putting shares in the sector under pressure: The S&P 500 Software industry index is down nearly 2%.

AI is disrupting the tech world, but these companies are quickly adapting.

Salesforce commands a 6x revenue advantage, but Palantir's growth rate is nearly triple — a divergence that will determine which thesis wins.

Key Stats for Salesforce StockCurrent Price: $234. 02Target Price (Mid): ~$450Street Target: ~$281Potential Total Return: ~93%Annualized IRR: ~16% / yearWhat Happened?Salesforce (CRM) closed at $234.

Salesforce, Inc. (NYSE:CRM) closed at $238.22 on September 24. The company is worth about $195.53 billion and trades near twenty-one times earnings. Salesforce has one of the best understood moats in software. Once a company runs its sales team on Salesforce, moving becomes close to unthinkable. The question is whether artificial intelligence widens that position […]

Meta Platforms (META) has seemingly brought new value to the AI trade with the release of its Muse AI chatbot this week. Can Palantir Technologies' (PLTR) own AI compete with growing competition in the space? Today's Market Hang panel consists of Host Turney Duff, Yahoo Finance Executive Editor Brian Sozzi, Ritholtz Wealth Management research associate Matt Cerminaro, Fundstrat economic strategist Hardika Singh, and Kevin Paffrath.

Salesforce shares are down nearly 10% this year, and one investor keeps scheduling purchase after purchase anyway. The reasoning comes down to a single strategic asset that every AI model will eventually need to borrow.

Salesforce (CRM) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

SAP's cloud revenue surged 24% in Q2 as AI capabilities, ERP migrations and new agents strengthen its growth strategy.

Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.

CrowdStrike Holdings (NasdaqGS:CRWD) has joined peers as a founding member of the new Blueprint Alliance to secure AI agents. The Blueprint Alliance brings together AWS, Google Cloud, Okta, Salesforce, ServiceNow, Zscaler and others in a shared security effort. Members plan to create common principles and a reference architecture that enterprises can use to manage and protect AI agents. The Blueprint Alliance launch only captures one angle of CrowdStrike's AI agent push, which extends beyond...

Today, Sept. 24, 2026, the enterprise cloud giant filed to shield itself from cost and payment risk as the New Mexico facility faces public opposition and permitting delays.

Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.

Salesforce (CRM) stock has gained 56% in three months, against 5.0% for the S&P 500. Buyers are betting that AI will lift Salesforce rather than undercut its seat-based model. For that gain to hold, two things must both be true. Salesforce's own AI must earn real money, and its new AI pitch must speed up growth. The first depends on an idea management no longer leads with. The second rests on what replaced it. So what idea did Salesforce management once stress on its calls.

ADBE shares jump 24.4% in three months as AI monetization, user growth and a raised fiscal 2026 outlook boost operating momentum.

ServiceNow is gaining traction, replacing legacy CRM and workflow tools as AI automation boosts expansion across enterprise workflows and drives customer growth.

Palantir trades at a much richer valuation than Salesforce, but only one pays you to hold it. Here's how growth, margins, and payouts stack up.

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

At Dreamforce 2026, Salesforce unveiled AIforce, an open, provider-agnostic AI layer, and highlighted rapid adoption of its AI products, including Agentforce and Data Cloud 360, supported by integrations with AWS and Google Cloud. This push to embed governed, agentic AI across partner ecosystems and customer workflows suggests Salesforce is increasingly positioning its platform as the operational backbone for enterprise AI. We’ll now examine how AIforce’s open, governed AI layer may...

One platform is generating record cash flow and closing thousands of AI deals across the enterprise. The other just reached consistent profitability after years of losses and is still earning back investor confidence.

Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business. Recent customer survey data points to strong interest in the company’s platform for building and deploying AI agents, Agentforce, as the company expands the platform through new editions and capabilities. We recently examined whether […]

President Donald Trump has called artificial-intelligence safety fears a “hoax.” The president’s latest financial disclosure for July shows his portfolio bought stocks of cybersecurity companies, which address the growing need for protection as AI keeps developing. Both the White House and the Trump Organization said Trump’s stock and bond portfolio is independently managed by third-party financial institutions.

Enterprise software names are climbing while the broader tech complex falls and long-dated Treasury yields hit their highest point in nearly two decades, a combination that rewrites what the textbook says should be happening to these stocks right now.

Adobe (ADBE) trades at about $238 a share. Options that expire in about a year, 361 days out, imply an expected trading range running from $152 to $373 under standard lognormal market-pricing assumptions. The floor sits about 36% below today's price and the ceiling about 56% above. If you own the stock, that spread is what you are carrying.

Adobe's Jet2 partnership expands its AI-powered customer-experience push as CX momentum strengthens amid rising competition.