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26.02.26 - 19:12
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Salesforce Eases AI Fears With Strong Outlook and Big Buybacks (Bloomberg)
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Salesforce Inc. gave a strong outlook for long-term sales and announced a large share buyback, helping assuage some of Wall Street's fears about AI disruption of the software industry.
“We're well on our way” to $63 billion in annual revenue in fiscal year 2030, Chief Executive Officer Marc Benioff said Wednesday in a statement. Wall Street was expecting $60.3 billion. The company also announced a new $50 billion stock buyback program and increased its quarterly dividend to 44 cents per share. Bloomberg's Anurag Rana joins to discuss. (Source: Bloomberg)...
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26.02.26 - 15:30
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Futures Flat Despite Blowout Nvidia Earnings (ZeroHedge)
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Futures Flat Despite Blowout Nvidia Earnings
US equity futures managed to erase overnight losses and were trading flat after Nvidia and Salesforce failed to assuage fears about an overheated AI economy while traders awaited color from today's round of US / Iran talks. As of 8:00am S&P futures were unchanged and nasdaq futures were down 0.1%, with NVDA up 1% premarket but well off overnight highs after its earnings report and guidance smashed expectations while CEO Jensen Huang talked about “exponentially” growing computing demand and “skyrocketing” adoption of AI agents. It wasn't enough, especially as software companies Salesforce and Snowflake both provided lukewarm sales guidance to an already-nervous market. “Aside from fireworks, champagne and dancing robots, we are not quite sure what more Nvidia could have done on the 4Q call to get the market re-excited,” said Jim Fontanelli, co-founder of Arete Research. Discretionary, Financials, and Industrials are outperformin...
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25.02.26 - 23:24
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Salesforce kann Sorgen um KI-Bedrohung nicht zerstreuen - Aktie fällt (DPA-AFX)
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Salesforce hat mit seinem Umsatzausblick auf das angelaufene Geschäftsjahr die Sorgen um eine Bedrohung des Geschäftsmodells durch Künstliche Intelligenz nicht zerstreuen können. Der Erlös dürfte im Geschäftsjahr 2026/27 bei etwa 46 Milliarden Dollar liegen, teilte der im Dow Jones notierte Unternehmenssoftware-Spezialist am Mittwoch nach US-Börsenschluss mit. Das lag lediglich im Rahmen der Erwartungen. Anleger zeigten sich in einer ersten Reaktion enttäuscht. Die in den zuletzt wie so viele Titel aus der Branche wegen der KI-Sorgen unter Druck stehende Aktie verlor in einer ersten Reaktion im nachbörslichen Handel rund fünf Prozent..
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