Wedbush Securities highlights a shift in the AI race from foundational models to the data infrastructure layer, where companies with proprietary data stand to gain the most. Software firms such as Salesforce, Palantir, and Snowflake are benefiting from this trend, while Dell Technologies leads in AI hardware with a 757% rise in AI server revenue and strong future revenue forecasts. The AI buildout now includes CPUs and traditional servers, with supply constraints expected through 2027, supporting pricing power. Cybersecurity is also critical as AI expands risks, with firms like Palo Alto Networks and CrowdStrike favored by Wedbush. Overall, the AI software and infrastructure sectors show strong growth potential ahead of upcoming earnings.
Jim Cramer warns investors that heavy reliance on index funds, skepticism of obvious AI investment themes, and lingering fears from the dot-com bust may cause them to miss out on major AI market winners. He highlights Snowflake's recent 36% stock sur...
Idea Grove, a Dallas-based B2B PR and AI visibility agency, published its 2026 Trust Signals® B2B Brand Rankings, highlighting top companies across 16 technology and industrial sectors such as cybersecurity, fintech, AI automation, and manufacturing....
US stock futures fell following US strikes on Iranian drone sites near the Strait of Hormuz, heightening Middle East tensions. Major indices showed slight declines, with the Russell 2000 small-cap index down. Earnings reports drew attention: Snowflak...
CVS Health and Salesforce have expanded their collaboration to improve call center interactions for CVS members and providers using Salesforce's AI-driven Agentforce Health platform. This platform integrates AI agents with human support to provide re...
Salesforce CEO Marc Benioff outlined the company's strategy to counter its stock decline by focusing on delivering strong products and accelerating share buybacks, having repurchased $27.1 billion in stock. Despite concerns about AI platforms like An...
