Salesforce Inc (NYSE:CRM, XETRA:FOO) received a reinstated ‘Underperform' rating and $160 price target from Bank of America, with the firm arguing the software company is facing an “AI-driven stru
On May 20, 2026, Nvidia's pre-earnings rally helped power a broader rebound as easing yields and oil prices calmed recent market jitters.
Salesforce (CRM) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Enterprise software is undergoing a major transformation driven by AI, unleashing unprecedented market expansion for platforms that are adopting autonomous architecture. A shift is underway, splitting
Salesforce (CRM) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
CRM's Agentforce hits nearly $800M ARR and more than 29,000 deals as an agentic AI push aims to reignite subscription growth.
CSCO, CRM, PLTR, NET and DDOG are riding AI and big data demand as Wall Street's rally boosts interest in analytics and cloud platforms.
Inside: five software stocks that map which businesses survive the AI Boom and which ones do not
Salesforce will be releasing its Q1 print on Wednesday, May 27. Ahead of that release, shares have seen exits from Bridgewater and Starboard, and they have also been tagged with an ‘underperform' ra
Software stocks rallied sharply on Tuesday, extending a rebound in a sector that had come under intense pressure this year amid concerns that artificial-intelligence agents could threaten traditional
Dow regains momentum as Cisco, Salesforce, Apple, Visa and Chevron stand out with AI, payments and energy growth drivers for 2026.
Diamond Hill's long positions in software businesses, including Microsoft , Salesforce and Adobe, were among the most notable detractors in the quarter. Exploration and production companies Chevron an

Software's "Baby with the Bathwater" Moment

04:31pm, Monday, 18'th May 2026
Ultimately, Wall Street's blanket punishment of the software sector has created a classic "baby out with the bathwater" scenario.
Bank of America (NYSE:BAC | BAC Price Prediction) just made one of the more contrarian calls on Wall Street regarding the enterprise software giant.
A steady growth profile and a cheaper valuation make CRM a better investment bet than ORCL right now.
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