Chip stocks fell for a fourth straight day, dragging the Nasdaq, as investors rotated into consumer staples and financials

SAP is linking cloud ERP, trusted data and embedded AI to autonomous workflows, but legacy declines and execution risks keep investors cautious.

SAP is scaling agentic AI and usage-based cloud growth, but profit dilution, rising costs and long sales cycles keep execution risk in focus.

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Stock Market Today: The Dow Jones index rises, but the Nasdaq drops as chip stocks Micron and Sandisk dive. Coca-Cola jumps on earnings.

Wall Street's sweeping semiconductor sell-off deepened as investors move into the Dow's blue-chip names

Both Salesforce and Disney have taken serious hits this year, but retirement investors face a genuine dilemma when the cheaper stock and the faster-growing stock point in opposite directions. Picking the wrong dip could cost you more than just patience.

Enterprise AI agents were meant to be the breakout software offering for 2026, yet instead they’ve become one of the major sources of buyer distrust. According to Anaconda and Forrester research, over 88% of AI agent pilots never reach production, as confirmed by independent polls from a16z and MIT Sloan’s CIO panel, while Gartner predicts […]

Earlier this month, the U.S. Department of Veterans Affairs awarded Salesforce, via its distribution network, a three-year Agentic Enterprise License Agreement with a total contract ceiling of US$1.60 billion to expand Missionforce, Agentforce, Slack, MuleSoft, Tableau, and Data 360 across its nationwide care network. The agreement spotlights how a large federal healthcare system is turning to Salesforce’s AI agents and unified data stack to support around 17 million Veterans with more...

US equity indexes were mixed Monday as crude oil declined on a lull in US strikes on Iran, while jit

Palantir is bouncing hard today while one of Wall Street's most famous short sellers still has a position against it. Elite fundamentals and a sky-high valuation are pulling this stock in opposite directions, and the next few weeks will reveal which side wins.

The Department of Veterans Affairs just handed the software giant a $1.6 billion vote of confidence in its AI agents.

The software giant sent a torrent of cash back to its owners, yet the stock fell far behind the market. Here’s what that trade-off really bought them.

All three major indexes were lower than they started today's trading session, and chip stocks were leading the march lower. The Nasdaq was down 0.2% while the S&P 500 searched for direction. The Dow was up, 0.

Enterprise software names are staging one of their sharpest single-day reversals of the year, and the catalyst has less to do with their own fundamentals than with what is happening in a completely different corner of the market.

Enterprise software providers, many left behind in the artificial-intelligence boom, were the apparent beneficiaries of a pullback in chip and hardware stocks. Workday the human-resources software provider, was the top performer in the large-cap index on Monday, jumping 9.3%. Altogether, the much-watched exchange-traded fund, or IGV, rose 4%, while the ETF, or SOXX, slumped 3.1%.

The Dow Jones index jumps on hopes of U.S.-Iran talks. Oil skids but software shines Monday. Nvidia falls on OpenAI move.

The partnership forms as agentic commerce continues to grow.

It's a massive week for markets, including a Federal Reserve meeting and earnings from several tech megacaps

Nvidia (NVDA) is leading an initiative among a number of companies advocating for open-source AI too

Nvidia assembled nearly 40 tech and cybersecurity giants for a new open-source AI defense coalition, but Meta was not among the listed founding members.

Salesforce will release its second-quarter earnings soon, and analysts anticipate a single-digit bottom-line growth.

The agreement will allow Callimacus, the platform supported by Cucinelli's Solomei AI research center, to expand its engineering and accelerate commercial growth across Europe and North America.

FTSE 100 up 78 points at 10,814 Oil prices drop as US and Iran pause strikes AstraZeneca and Vodafone report as results season ups a gear 4.07pm: London blue-chips at highest since war started London stocks are back at their highest level since the first weekend of the Iran war,...

Five years ago, the Department of Veterans Affairs launched a new medical records system meant to fix a health network running on decades old technology. The rollout became one of the most cited failures in modern government technology, tied to patient deaths and years of paused deployments. The ...

These companies are turning AI from a threat into an opportunity.

Salesforce stock has cratered over 38% this year while its AI business quietly explodes in the background, and the gap between those two realities is exactly where opportunity hides or evaporates.

Salesforce, Inc. shares are up during Friday’s premarket session as the company has won a $1.6 billion contract from the U.S. Department of Veterans Affairs (VA) to enhance its services. This agreement is expected to leverage Salesforce’s technology to streamline...

Salesforce (NYSE:CRM) has secured a US$1.6 billion, three-year contract with the U.S. Department of Veterans Affairs. The Missionforce platform will be used to modernize care and service delivery for more than 17 million veterans. The contract focuses on AI-powered workflows, 24/7 care coordination, and secure cloud tools across the VA system. Salesforce is best known for its customer relationship management software, but the company has been steadily building a presence in large public...

The market has sent Oracle's stock to the bottom of its peer group, even as its business performance ranks near the top, creating a stark disconnect between price and reality.

US equity indexes were mixed Friday as crude oil declined amid China-backed Pakistani efforts to med

Tech stocks were lower late Friday afternoon, with the State Street Technology Select Sector SPDR ET

Salesforce stock soars on a $1.6 billion contract from the U.S. Department of Veterans Affairs (VA). Here’s what the deal really means for CRM shares.

The three-year deal covers AI agents for triage, scheduling and care coordination across the department

While the market treats Salesforce like a sinking ship, one investor keeps loading up on shares and points to a set of receipts that tells a completely different story.

Stock Market Today: The Dow Jones index rose Friday as oil prices pulled back after big gains in recent sessions. SpaceX stock dropped.

ServiceNow just posted a blowout quarter with AI deployments scaling at a pace no enterprise software company has matched, yet the stock sits 50% below where it traded a year ago. Something about that gap does not add up.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

Salesforce (NYSE:CRM) shares rose 1. 3% on Friday after the cloud software company announced it had been awarded a $1.

Jack Dorsey is best known for helping to create Twitter and Square. The entrepreneur and investor has his eyes on another venture with the recent launch of Buzz. Here’s why investors in Salesforce Inc and Microsoft Corporation should be paying...

This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to use if they wanted to get value from AI."

Investors dumped technology stocks after results from Tesla and Alphabet failed to ease concerns about surging AI spending

Stocktwits retail traders said the contract could be the first of many government AI wins, with some also turning bullish on Palantir and enterprise software peers.

In the closing of the recent trading day, Salesforce (CRM) stood at $156.93, denoting a -3.72% move from the preceding trading day.

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to […]

Salesforce, Atlassian and Workday have rebounded as AI-driven growth metrics and recent business performance shift attention from earlier concerns.

ServiceNow stock jumped on Thursday morning following quarterly results.

The global e-commerce fulfillment services market is projected to grow from USD 154.11 billion in 2026 to USD 304.04 billion by 2032, reflecting a compound annual growth rate (CAGR) of 11.73%. Key drivers of this growth include advancements in artificial intelligence, warehouse automation, and distributed omnichannel networks, which enhance delivery speed, cost management, and customer service. The market is evolving with a focus on balancing factors such as delivery resilience, regulatory...

Getting kicked off the Dow Jones Industrial Average sounds like a death sentence for a stock, but a handful of booted dividend giants went on to reward patient shareholders with stunning gains and steady income streams that index investors missed out on entirely.

Microsoft’s Teams and Salesforce’s Slack dominate the workplace messaging market, and investors are watching whether Block can gain traction with Buzz among enterprise customers.