Salesforce reported a strong Q1 with revenue up 13% year-over-year to $11.1 billion, driven by growth in subscription services and the addition of Informatica. Earnings per share surged 50% on a non-GAAP basis, surpassing analyst expectations, while remaining performance obligations also increased. The company highlighted growth in AI and data platforms, with annual recurring revenue from these reaching nearly $3.4 billion. Salesforce raised its full-year profit guidance and plans significant shareholder returns, though Q2 revenue guidance slightly missed analyst estimates, causing shares to dip 3%.
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....
