Hardware Stocks Fall as Software Rises, With Cybersecurity Getting the Extra Lift
CrowdStrike hits a record as investors rotate out of AI chips and into software. Cyber names lead on AI-safety fears.
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#CRM↓
Salesforce Beats Q2 Estimates, Raises Guidance as Agentforce ARR Surges
Salesforce beats Q2 expectations with $11.3B revenue, surging AI ARR from Agentforce, expanded Anthropic Claudeforce deal, and raised full-year guidance.
Morgan Stanley Downgrades Tech Stocks as AI Payoff Doubts Mount
Morgan Stanley downgraded Salesforce, Workday, Intuit, SPS Commerce, Rapid7, PagerDuty, Wix, Vertex, and Nice, citing slow AI revenue growth and legacy business weakness. Price targets cut sharply.
KeyBanc Downgrades Salesforce on Agentforce Delays as Stock Falls Further
KeyBanc downgraded Salesforce to Sector Weight citing slow Agentforce adoption and weak customer feedback.
Guggenheim Upgrades ServiceNow, Salesforce, and Check Point to Buy Amid 2026 Software Sell-Off
Strong upside potential in high-quality names.
Salesforce Acquires Fin for $3.6 Billion to Strengthen AI Customer Agents
The deal will expand its Agentforce platform with advanced AI-powered customer service agents.