Salesforce expands its enterprise footprint with a landmark $5.6 billion defense contract and a new role in an AI-driven wildfire response initiative, signaling a strategic push into mission-critical government and infrastructure sectors.
Citizens JMP reaffirms its bullish stance on Salesforce, citing the explosive growth of its AI platform Agentforce and strong enterprise adoption as key catalysts for sustained outperformance.
Salesforce secures a potential 10-year, $5.6 billion IDIQ contract with the U.S. Army, a strategic win for its national security unit. Yet, analysts caution the headline figure is a ceiling, not a guarantee, with real value hinging on future task orders and AI integration.
Salesforce expands beyond its CRM roots with a landmark $5.6 billion U.S. Army deal and a new joint venture, EMBERPOINT LLC, aiming to apply its AI and cloud platforms to national defense and wildfire response, signaling a major shift into mission-critical public sector infrastructure.
Marketing technology firm Zeta Global announces a strategic collaboration with OpenAI, aiming to deeply integrate advanced AI into its platform. The move, coupled with positive buzz from CES 2026, sharpens its competitive edge in a sector dominated by giants like Salesforce and Adobe.
A wave of selling has hit enterprise software giants, with sector leaders like SAP and Salesforce shedding billions in market value. The trigger? Microsoft's latest earnings revealed a slowdown in its cloud growth, but the deeper unease stems from AI's potential to disrupt the very foundations of the SaaS business model.
ServiceNow accelerates its push into real-world AI automation, expanding key partnerships and retooling its global partner ecosystem to embed AI agents directly into enterprise workflows, as the company seeks to translate AI investment into tangible business value under investor pressure.
As several prominent stocks test 52-week lows, investors face a critical choice: identify oversold opportunities or steer clear of troubled names. We analyze one company showing signs of a turnaround and two where caution may be warranted.
While investors chase pure-play AI stocks, cybersecurity leader CrowdStrike demonstrates how leveraging AI defensively within a robust platform model can drive sustained, profitable growth amid escalating digital threats.
The high-flying AI firm, now valued at $183 billion, has leased a 25-story tower in SoMa for a massive expansion, underscoring San Francisco's continued pull as a tech epicenter despite market shifts.
HubSpot (NYSE: HUBS) is drawing sustained bullish sentiment from Wall Street, with analysts highlighting its deepening penetration into the large enterprise segment as a key growth driver. Recent price target adjustments and partner commentary underscore confidence in the CRM platform's trajectory.
Anthropic's viral 'vibe coding' tool, Claude Code, is rapidly altering software development practices across North Carolina's tech sector, prompting strategic pivots, stock market jitters, and a fundamental rethink of the human role in the process.
Adobe's strategic acquisition of marketing intelligence platform Semrush Holdings marks a significant step in its mission to deeply integrate artificial intelligence across content creation and digital campaign management, aiming to bridge the gap between creative ideation and data-driven performance.
Despite posting strong quarterly earnings, ServiceNow (NOW) tumbled for a third consecutive session as investor focus shifts to the long-term disruptive potential of AI on the traditional SaaS subscription model.
