Cream (CRM) news

Market Chatter: Salesforce Invests in HiBob to Expand HR Software Platform

Cango Reports Q2 Bitcoin Production of 656 BTC, Mining Revenue Hits $47.4M

SALESFORCE, INC. <CRM.N>: TD COWEN RAISES TARGET PRICE TO $300 FROM $280

Salesforce executives to join Dreamforce investor and analyst session

Argus Adjusts Price Target on Salesforce to $300 From $290, Maintains Buy Rating

SALESFORCE, INC. <CRM.N>: ARGUS RESEARCH RAISES TARGET PRICE TO $300 FROM $290

Taking Salesforce as an Example, AI is Changing Software “Pricing Models”

Salesforce allows customers to pay based on business outcomes—not just measured tasks, but for example, "if we help you earn $20, we only charge $2." OpenAI, Sierra, and others are also following this "pay after task completion" model. However, outcome-based pricing carries attribution risks: should results be credited to AI or to marketing? This pricing experiment will determine whether established software giants can reinvent themselves amidst the AI wave.

Using Salesforce as an Example, AI is Changing Software “Pricing Models”

After the Hawkish Tone of Waller, Non-farm Payrolls and Broadcom (AVGO.US) Earnings Arrive: U.S. Stocks Face Dual Tests of Rate Hikes and AI Profitability in September's Opening Week

As Wall Street enters September, investors will closely monitor the US August nonfarm payroll report in the coming week for signals on the Federal Reserve’s next monetary policy move. In addition, events such as Broadcom’s latest earnings, the G20 finance ministers and central bank governors meeting, as well as Apple’s official leadership transition, may also influence market trends.

August Turmoil: Besant Intervenes, Policymaking Strategies Quietly Revealed

The US Treasury Secretary intervened in the bond and forex markets, making it clear that they would rather see the currency depreciate than allow the bond market to collapse, thus revealing their bottom line for supporting the market. Gold, Bitcoin, and other assets have returned to the spotlight. Meanwhile, the narrative around AI is shifting rapidly from the "construction phase" to the "application phase." The current market is exhibiting rare divergence, with an AI frenzy occurring alongside declines in non-AI assets, as capital fiercely competes to identify the true beneficiaries.

August Upheaval: Besant Steps In, Policy Bottom Line Quietly Revealed

Tom Lee Says Nvidia Just Broke Wall Street's Most Unusual Pattern

S&P 500 Posts Slight Weekly Gain as Tech Earnings Top Expectations

US Equity Indexes Rise This Week as Tech Gains Outweigh Hot Inflation Print, Iran's Economic D-Day

ServiceNow Inc. Stock Rallies 4.5%, Outperforms Peers

US Stocks Fluctuate | Some AI Application Software Stocks Continue to Rise, Elastic (ESTC.US) Surges Over 24% After Earnings

Some US AI application software stocks rose at market open.

Social Buzz: Wallstreetbets Stocks Lower Pre-Bell Friday; Nvidia, Marvell Technology to Decline

Salesforce Shatters the "SaaS Doomsday" Theory? Bank of America Throws Cold Water: Traditional "Per-Seat Pricing" Model Still Undermined by AI, New Businesses Can't Justify High Valuation Yet

Bank of America believes that although Agentforce ARR has surged by 240%, the absolute scale is only $1.5 billion, which is negligible compared to the $46 billion revenue base. The substantial contribution of AI to revenue remains at an early stage, and the core "per-seat licensing" business model continues to face structural erosion from agent-based AI. The organic growth rate is only 6.4%, still considered moderate. The current valuation is already at the high end among peers, and the risk-return is asymmetric. The bank maintains an "underperform" rating for Salesforce.

Hugging Face Reportedly Sold to NVIDIA for $12.9 Billion, Previously Rejected $500 Million Investment Last Year

SALESFORCE INC <CRM.N> : HSBC CUTS TARGET PRICE TO $325 FROM $356

Discussion on "China's Explosive B-End AI Revenue, NVIDIA Still 'Monopolizes', Hormuz and Jackson Hole," Goldman Sachs Trader: Everything Seems Fine

Goldman Sachs trader Privorotsky believes that Nvidia’s optimistic outlook for future growth, the explosive B-end revenue growth of Chinese AI companies, and the decline in inference costs have actually unlocked greater demand for computing power. Salesforce has demonstrated that software can monetize AI instead of being disrupted by it. Meanwhile, marginal improvements in Hormuz diplomacy and moderate expectations for Jackson Hole have combined to form multiple favorable factors, leading the market’s preference to continue trending upward.

HuggingFace Reportedly Acquired by Nvidia for $12.9 Billion: World's Largest Open-Source AI Platform Now Under Huang's Name

Salesforce surges 23%, triggering a SaaS rebound; Wall Street bets again on traditional software

Salesforce's quarterly results exceeded expectations, leading to a 23% surge in its stock price in a single day and sparking a collective rebound in the SaaS sector. Software and cybersecurity stocks such as ServiceNow, CrowdStrike, and Okta also saw significant gains. Analysts believe that previous market concerns about AI disrupting traditional software were overstated, and the industry has demonstrated more resilience than anticipated.

US tech software stocks' reversal just getting started? CRM, SNOW, CRWD, OKTA surge together

Surging over 8%, market cap soars by $440 billion! Nvidia breaks the "earnings curse" and saves tech stocks

A stellar financial report from Nvidia led to a one-day market value surge of $442 billion, marking the second-largest single-day increase in history and completely shattering the "earnings day drop" curse. Strong performance dispelled the gloom over AI-related trades, caught short sellers off guard, and propelled the entire technology sector higher. According to JP Morgan, although Nvidia's guidance has already far exceeded expectations, it may still be conservative. The company clearly defines the current stage as "supply constrained," and if there were no supply restrictions, actual demand would be significantly higher.

TD Cowen raises Salesforce's target price to $280

Overnight U.S. Stocks | Tech Earnings from Nvidia (NVDA.US) and Others Boost Market Sentiment; All Three Major Indexes Close Higher; Salesforce (CRM.US) Surges Over 22%

At market close, the Dow Jones rose by 105.56 points, or 0.20%, to 53,569.44 points; the S&P 500 gained 55.29 points, or 0.72%, to 7,730.99 points; and the Nasdaq climbed 411.15 points, or 1.57%, to 26,541.35 points.

Exchange Traded Funds Top 10 Percentage Gainers

Stocks to Watch Thursday Recap: Nvidia, CrowdStrike, Salesforce -- WSJ