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Apple and Salesforce beat earnings but doubts remain if AI boosts profits sustainably

Company Fundamentals
14 Oct 2026
24/7 Wall Street
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Neutral
Apple and Salesforce beat earnings but doubts remain if AI boosts profits sustainably

Apple and Salesforce both exceeded earnings expectations, driven by strong iPhone 17 sales and rapid growth in Salesforce's Agentforce AI platform. However, investors remain skeptical about whether agentic AI will significantly impact long-term profits. Apple’s AI monetization strategy is still unclear, relying on potential iCloud Plus upgrades, while Salesforce’s premium AI offerings have low adoption despite high costs. The upcoming holiday season and Salesforce’s subscription growth will be key to proving AI’s durable earnings impact.

Apple trades at USD 344.94 on Pluang, up 1.08% as of Oct 14, 2026 22:02 WIB, with a market cap of $4.98T. Salesforce shares are priced at USD 234.29, down 1.56%, with a market cap near $196B. Pluang data shows more sellers than buyers for Apple, but a strong buyer interest for Salesforce, reflecting mixed investor sentiment on their AI prospects.

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