Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...

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IaaS Carries Oracle. Agentforce Carries Salesforce. Oracle’s Q3 FY2026 print, released in March, was the loudest cloud quarter in the company’s history. Cloud Infrastructure revenue hit $4.88 billion, ...

ServiceNow is growing swiftly and is deeply ingrained in its customers' workflows. Salesforce is a longtime leader in business software and is well positioned in agentic AI. Workday's stock has been ...

Marvell Technology (MRVL) provided a strong outlook for Q1 revenue and earnings after two acquisitions. That may have led to its reporting a one-time decline in Q4 cash flow. Bullish sentiment has led ...

The data industry is on the verge of a drastic transformation. The market is consolidating. And if the deal flow in the past two months is any indicator — with Databricks buying Neon for $1 billion ...

One of the primary sales pitches that CCaaS vendors give to prospective customers with customer-facing demands is that AI can be used to provide a fulfilling experience to the people who need a ...

Intelligent Data Management Cloud (IDMC) is getting a host of new AI features, although some of them are still only in preview. Enterprise data management vendor Informatica is adding new capabilities ...