Salesforce announced $1.2 billion in Agentforce Annual Recurring Revenue (ARR), a 205% increase year-over-year, highlighting the positive impact of AI on its revenue growth. The company's current Remaining Performance Obligations (cRPO) also grew 14% year-over-year, aligning with its guidance and supporting expectations of organic growth acceleration in the second half of the fiscal year. Despite this strong performance, Salesforce's stock fell 3-4% in after-hours trading, indicating some market skepticism but no panic. The report suggests that the market may be undervaluing Salesforce's growth potential driven by AI integration.
Software stocks have surged into a strong bull market, with the iShares Expanded Tech-Software ETF (IGV) rising 35% since its April low. This rally was boosted by gains in ServiceNow and Workday, prompting options traders to heavily favor bullish cal...
EC-Council introduced the Adopt. Defend. Govern. (ADG) framework and a free AI maturity self-assessment tool to help organizations securely adopt and govern AI. Developed with input from major firms like Citi and Microsoft, ADG offers a unified opera...
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 fr...
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....
