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04.02.26 - 17:01
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Software-Aktien im Ausverkauf - doch das kann eine Chance für Anleger sein (Focus)
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Software-Unternehmen gehen an der Börse gerade durch eine harte Zeit. Die Kurse von Branchenriesen wie SAP oder Salesforce haben sich in den vergangenen zwölf Monaten fast halbiert. Grund dafür ist die Sorge, dass Künstliche Intelligenz eine existenzielle Bedrohung für klassische Unternehmenssoftware darstellt....
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04.02.26 - 08:06
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Salesforce Buy (DPA-AFX)
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NEW YORK (dpa-AFX Analyser) - Das Analysehaus Jefferies hat Salesforce auf "Buy" mit einem Kursziel von 375 US-Dollar belassen. Mit dem angekündigten Weggang von Konzernchef Ryan Aytay verlasse binnen zwei Monaten der zweite hochrangige Manager den Softwarekonzern, ......
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03.02.26 - 21:12
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Live: Lumentum Announces Q4 Earnings Tonight After 416% Rally (24/7 Wall St.)
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Live Updates Lumentum Up While a Sell-Off Rocks the Broader Market 4 minutes ago Lumentum is one of the few 'safe harbors' in an otherwise brutal market sell off today. Shares of the company are up 2.75% in late trading while most technology stocks are getting rocked. Software stocks are facing the most pressure with Salesforce down ... Live: Lumentum Announces Q4 Earnings Tonight After 416% Rally
The post Live: Lumentum Announces Q4 Earnings Tonight After 416% Rally appeared first on 24/7 Wall St.....
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03.02.26 - 08:06
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Salesforce highlights three AI trends shaping agentic enterprises (Digitimes)
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Salesforce has released its outlook on artificial intelligence (AI) trends for 2026, describing the year as a turning point for the emergence of what it calls the "agentic enterprise." Citing its latest research, the company said that AI adoption by chief information officers has increased by 282%. However, concerns around data reliability and governance remain the primary constraint on scaling enterprise automation....
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28.01.26 - 14:18
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Salesforce Deepens Defense and Wildfire AI Roles With Long-Horizon Deals (24/7 Wall St.)
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Salesforce (NYSE:CRM) just secured two long-horizon deals signaling a strategic pivot beyond core CRM. The company announced a 10-year, $5.6 billion defense contract with the U.S. Army and joined a $100 million wildfire prevention venture called EMBERPOINT LLC. Both position Salesforce as infrastructure for mission-critical operations. The Defense Play: $560 Million Annual Revenue The Army ... Salesforce Deepens Defense and Wildfire AI Roles With Long-Horizon Deals
The post Salesforce Deepens Defense and Wildfire AI Roles With Long-Horizon Deals appeared first on 24/7 Wall St.....
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