Agentforce Powers Salesforce Q1 Win — But AI Disruption Fears Trigger Soft Q2 Outlook
Salesforce beat Q1 estimates, raised outlook, but weak Q2 guide and AI fears pushed shares lower despite strong AI growth.
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BofA Bullish on ServiceNow, Bearish on Salesforce: AI Winners & Losers
BofA is bullish on ServiceNow as an AI winner, but cautious on Salesforce due to slower growth and AI monetization risks.
Salesforce to Borrow $25 Billion – Its Largest Debt Deal Ever – to Fund Massive Buyback
Salesforce eyes up to $25B in bonds—its largest ever—to fund share buybacks, amid AI worries and credit downgrades from Moody's and S&P.
Salesforce Q4 Earnings: Big AI Wins, But Lukewarm Growth Outlook Spooks Investors
Salesforce smashed Q4 records with Agentforce AI exploding to $800M, yet its FY27 sales forecast of ~$46B disappointed Wall Street. Shares dropped 5% as fears grow that AI startups will steal business.
The 2028 Intelligence Crisis: Why AI Success Could Be the Market’s Nightmare
A viral research report paints a scary AI future with high unemployment and crashing markets despite productivity gains. Software and payments stocks tank as investors react to the "what if AI success is bad?" scenario.
Software Stocks Slump Again: AI Fears and Weak Outlooks Hit Hard
Software stocks are falling sharply after disappointing earnings and guidance from companies like Dassault Systèmes and Unity Software, raising worries about AI disrupting traditional business models.