Salesforce (CRM) has slipped into a potentially attractive setup, trading near levels where past pullbacks have often turned into strong rebounds. With the stock hovering around $230, this is a pivotal moment to gauge whether weakness is setting up another opportunity — or signaling more volatility ahead.
AI spending is moving into its next phase, and Wedbush analysts expect it will mark the start of a major monetization cycle beginning next year The analysts pointed to a pickup in deal activity across cloud providers, noting that around 20% of the AI-related projects it tracks at hyperscalers have sped up in recent weeks. “2026 will be another strong year for the tech trade with the AI Revoluti...
Shares of Teradyne advanced sharply as investors cheered the company's robust earnings and outlook for Teradyne's artificial intelligence compute testing business. We initiated a position in this customer relationship management software company because it enjoys a dominant market share and a wide competitive moat. We exited our position in nVent. It rallied on the prospect of increasing data c...
Salesforce stock price remained under intense pressure in November as concerns about the company's AI business continued. CRM was trading at $230 on Monday, down by 37% from the year-to-date high, making it one of the top laggards in the Dow Jones Index.
Salesforce (CRM) reports earnings Wednesday, with focus on growth, AI impact, and its competitive moat amid historically low valuation. AI is reshaping retail, with U.S. retail site traffic up 805% year-over-year and Black Friday online sales hitting a record $11.8B.
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