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Salesforce Inc. (NYSE: CRM) stock climbs as CEO Marc Benioff touts Agentforce AI success and "Agenticware" results. Read the latest CRM analysis.
Snowflake (SNOW) stock defies a broader market dip on Monday. Analysts point to a "generational buy" opportunity as the SaaS sector attempts a major recovery.
Salesforce CEO Marc Benioff rejects "software bears" warning of a downturn, arguing the industry's future remains strong.
AI momentum continues as AMD, TSMC, and Broadcom announce major expansion and semiconductor partnerships.
AI coding startup Cursor is reportedly close to raising $2 billion at a $50 billion valuation, backed by major venture and tech firms.
Software stocks are closing out a standout week, with the IGV surging more than 14% over the past five sessions.
BTIG analyst Allan Verkhovski reiterates Salesforce (NYSE:CRM) with a Buy and maintains $255 price target.
Salesforce unveiled Headless 360, an API-first platform shift enabling AI agents to execute workflows across enterprise systems.
BTIG's Jonathan Krinsky highlights an unprecedented valuation gap favoring software over semiconductors. Discover why a "false breakdown" in software ETFs could signal a massive 2026 rally.
Tech investor Eric Jackson explains his bear case for Salesforce, Asana & DocuSign, using AI models to spot SaaS CEO overcompensation.
https://agentexchange.salesforce.com/new
Steve Eisman compares the software selloff to the 2008 financial crisis as Salesforce, ServiceNow, and Adobe trade at historic low valuations.
Top Wall Street analysts have changed their outlook on top names. For full analyst rating changes, including upgrades/downgrades, see analyst ratings page.
Stocks rally despite global conflict. Cramer says low rates are why bulls keep winning, with the S&P 500 nearing its all-time January peak.
Piper Sandler analyst Billy Fitzsimmons maintains Salesforce (NYSE:CRM) with a Overweight and lowers the price target from $250 to $215.
The IGV ETF surged 4.9% Monday — its best session since April 2025. Oracle drove 90 basis points of that move single-handedly, accounting for a fifth of the entire sector's gain.
SaaS stocks are trying to stage a modest rebound after a rough stretch. Jim Cramer said the "software empire" attempts to strike back.
Eisman says every PE software deal is underwater 'and probably by a lot' as AI guts the SaaS model and prediction markets price zero rate relief.
Muddy Waters' Carson Block says AI disruption will dwarf the 2008 financial crisis, as hedge funds rake in $24 billion shorting software stocks.
Investors pivot to "physical AI" like robotics and semiconductors as AI pressures software firms, but analysts remain divided on impact.
Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.
AI-driven hardware stocks are surging while software names lag, dragging IGV lower as investors interest rotate into semiconductor ETFs.
Salesforce Inc (NYSE:CRM) shares are tumbling on Friday as investors reassess its valuation amid a shift to mature-vendor growth.
"Buy Hardware, Sell Software!" Jim Cramer reveals why Marvell and Intel are crushing the market while Salesforce and Adobe crash.
IGV ETF slides further as Palantir tumbles and Anthropic captures rising enterprise AI spend, signaling a shift in sector dynamics and investor sentiment.
SaaS stocks fall again after fresh model releases from Anthropic and Meta that reignited AI replacement fears.
Salesforce Inc (NYSE:CRM) shares are tumbling Thursday as the software sector continues to slide. Wedbush's Dan Ives is pushing back on the sell-off.
Dan Ives says Microsoft, Salesforce and ServiceNow stocks are mispriced as AI adoption accelerates and risk-on sentiment returns to tech.
Agentic AI is officially the next frontier, moving from "talking" to "doing." Discover how Qualcomm and Google are building autonomous agents that plan your life and kill the need for traditional apps.
Executives blame AI for job cuts, but unemployment data suggests a different story. Is "AI washing" masking overhiring, margin-driven layoffs?
Big Tech H-1B filings fall sharply as Amazon, Google, Meta, and Microsoft cut jobs amid stricter U.S. visa rules and rising hiring costs.
OpenAI COO Brad Lightcap says legacy software companies could benefit from AI, calling it a "contrarian opinion."
nCino Inc (NASDAQ:NCNO) reports strong Q4 results and issues upbeat guidance. Company also appoints new CRO. Analysts revise price targets.
nCino shares jumped 19% after hours after a strong Q4 earnings beat, with EPS topping estimates by 147% and revenue growth continuing into fiscal 2026.
Hedge fund manager Eric Jackson, best known for his ultra-bullish call on Opendoor, is taking a bearish stance on SaaS stocks.
Mark Gibbens says the market pullback is a great time to buy discounted tech stocks like Nvidia, Palantir, and Alphabet. Find out why.
Cybersecurity stocks including CRWD, PANW fall Friday after reports reveal Anthropic exposed internal data on its unreleased "Claude Mythos".