Pomegra
Technology
MAJOR
1d ago5 min read
MSFT Falls 3% as Anthropic Launches Claude Sheets
Microsoft shares fell about 3% after Anthropic unveiled Claude Sheets, Whiteboards and Data, AI workplace tools aimed at Office and Excel ahead of its IPO.
Company hub
CRM stock news & analysis
Everything Pomegra has published on CRM: 30 news articles and 2 market briefs, newest first.
Market briefs on CRM
- Salesforce Stock Rises 4% as Semiconductors Slide
Salesforce (CRM) and Campbell's gained as the chip fund SMH headed for an eighth straight losing day
Oct 16
- Salesforce Stock Jumps 4% After Bank of America Upgrade
Salesforce (CRM) trades near $237 as BofA lifts its price target to $285 from $160 on AI optimism.
Oct 12
CRM news
Technology
MAJOR
6d ago6 min read
Palantir, CrowdStrike, Okta Slide as AI Stocks Unwind
Palantir lost about $40 billion in value as CrowdStrike and Okta fell roughly 10% on Nov. 5, when investors sold software's biggest AI winners.
Business & Earnings
MAJOR
Oct 295 min read
Fortinet FTNT Falls 25% After Hours Despite Q3 Beat
Fortinet shares dropped about 25% after hours on Oct. 28 as product revenue growth slowed to 37% from 52%, and the selloff pulled down Salesforce, Palo Alto, Intuit and Adobe.
Markets
NOTABLE
Oct 127 min read
Salesforce, Adobe Split as Analyst Calls Diverge
Salesforce (CRM) rose about 4% on a Bank of America double upgrade while Adobe (ADBE) fell 4% on a Wells Fargo double downgrade, splitting software stocks.
Technology
NOTABLE
Oct 84 min read
Palantir (PLTR) Rises 3% as Goldman Upgrades to Buy
Palantir shares rose about 3% after Goldman Sachs upgraded the AI software stock to Buy with a $230 target, citing sovereign AI demand and vertical sales.
Technology
MAJOR
Sep 306 min read
Meta (META) Targets Enterprise AI After 25% September Rally
Meta launches Muse for Small Business and a new Enterprise Platform division as its stock posts about a 25% September gain, its best month in over a decade.
Markets
SEISMIC
Sep 285 min read
NVDA Surges 2% on Record $150B Buyback and AI Safety Launch
Nvidia's board authorized a record $150 billion addition to its share repurchase program and unveiled an open AI agent containment platform on Monday, sending NVDA shares up roughly 2% to around $229.
Technology
MAJOR
Sep 176 min read
Salesforce, Nvidia Unveil Koa at Dreamforce '26
Salesforce and Nvidia debuted Koa, a CRM-specific reasoning model built on Nemotron, at Dreamforce '26, lifting analyst price targets to $300 even as CRM shares retreated on SaaS pricing-power…
Technology
MAJOR
Sep 175 min read
SNAP Jumps 4% on Spectacles Enterprise Push
Snap's $1,195 Spectacles AR glasses enter enterprise via Salesforce Agentforce integration, Nvidia XR AI stack, and AWS Amazon Q workplace assistant, lifting SNAP shares more than 4%.
Technology
SEISMIC
Sep 146 min read
Goldman: AI Safety Pivot Risks 20% Stock Correction
Goldman Sachs warns an AI safety-driven pullback in Big Tech data center spending could erase 20% of S&P 500 valuations and collapse 2026's earnings thesis.
Markets
MAJOR
Sep 96 min read
CRM Stock Drops 3% as Rate Fears Eclipse Agentforce Milestone
Salesforce shares slid 3% as a third straight session of rising 10-year Treasury yields hammered enterprise software valuations, overshadowing Agentforce ARR reaching $1.5 billion at 240%…
Healthcare
MAJOR
Sep 17 min read
VEEV Holds 15% Surge as Vault CRM Displaces Salesforce
Veeva Systems sustains a post-earnings rally exceeding 15% into September after a beat-and-raise quarter confirms Vault CRM's structural displacement of Salesforce Health Cloud in life sciences.
Markets
SEISMIC
Sep 17 min read
Silver Lake's WDAY Buyout Eyes Sovereign Co-Investors
Silver Lake's fourth week of Workday take-private talks draws sovereign wealth fund co-investors to what would be the largest software leveraged buyout on record, keeping WDAY shares bid.
Business & Earnings
MAJOR
Sep 15 min read
Salesforce CRM: Agentforce Tops $1.5B, JPMorgan Turns Bullish
Salesforce stock extends a three-week post-earnings rally into September, powered by record Agentforce adoption, a landmark Anthropic partnership, and sharply upgraded full-year profit guidance.
Markets
SEISMIC
Aug 305 min read
Salesforce Surges 23% on Claudeforce AI Deal
Salesforce stock posts its second-best session on record after Q2 adjusted EPS of $5.90 crushed the $3.27 consensus and a landmark Anthropic partnership installs Claude as the default AI engine…
Technology
MAJOR
Aug 296 min read
Salesforce Rockets 22% on Claudeforce and Q2 Beat
Salesforce jumped 22% for its second-best day on record after Q2 EPS topped estimates and the Claudeforce-Anthropic launch fueled enterprise AI optimism.
Technology
MAJOR
Aug 285 min read
Salesforce CRM Surges 23% on Anthropic Gain, Claudeforce
Salesforce CRM rallied 23% to its second-best session ever as a $2.6 billion Anthropic stake gain and the Claudeforce AI plugin launch powered an 80% earnings-per-share beat over consensus.
Healthcare
MAJOR
Aug 276 min read
VEEV Surges 18% as Q2 FY2027 Earnings Crush Forecasts
Veeva Systems jumped as much as 19% after reporting Q2 FY2027 revenue and profit that surpassed Wall Street expectations, driven by Vault CRM wins at Biogen and Regeneron as the company displaced…
Business & Earnings
SEISMIC
Aug 275 min read
Salesforce Q2 FY2027: CRM Smashes the Street by 80%
Salesforce CRM Q2 FY2027 non-GAAP EPS of $2.90 crushed the $1.27 Wall Street consensus by 80%, revenue up 10.8% to $9.35 billion; full-year guidance raised.
Technology
MAJOR
Aug 255 min read
Salesforce Q2: Is Agentforce Monetizing at Scale?
Salesforce Q2 FY2027 earnings land August 26, with $1.2B Agentforce ARR becoming the market's definitive test for whether enterprise AI is monetizing or just being piloted.
Business & Earnings
MAJOR
Aug 236 min read
Salesforce CRM: 22% Drop Makes August 26 Earnings Critical
Salesforce reports August 26 with CRM stock down 22% year-to-date, Agentforce AI ARR at $1.2 billion, and Polymarket pricing a 91% chance of an earnings beat.
Markets
MAJOR
Aug 157 min read
Salesforce Drops 2.25%, Disney Gains 2.05% in Dow Split
Salesforce fell 2.25% to lead Dow laggards as Agentforce monetization doubts weigh, while Disney rose 2.05% on record parks and streaming earnings beats.
Markets
MAJOR
Aug 87 min read
Software Stocks Rebound as Earnings Beat AI Fears
Software's long-anticipated reckoning with artificial intelligence never arrived — instead, Q1 2026 earnings confirmed that AI is accelerating enterprise software adoption, not replacing it.
Markets
Jul 297 min read
Truist: AI Chip Selloff Is a Buying Opportunity
Truist Securities analyst William Stein says AI infrastructure demand "remains effervescent," calling the semiconductor sector's sharp 25% decline from its June peak a buying opportunity for…
Markets
Jul 228 min read
Microsoft Cloud Deals With AI Startups Draw Regulatory Fire
Microsoft's expanding Azure cloud partnerships with AI startups have triggered a broadening FTC antitrust probe into bundling practices, raising new questions about competitive access in the…
Markets
Jul 198 min read
Salesforce vs CrowdStrike: Top Tech Picks, 2H 2026
As Salesforce navigates a 35% year-to-date selloff and CrowdStrike completes a 4-for-1 stock split, both tech growth stocks present distinct cases for the second half of 2026.
Markets
Jul 138 min read
Economists Warn AI Threatens Mass Job Displacement
Major institutions warn AI job displacement could reshape global labor markets, with 101,743 U.S. job cuts citing AI in 2026 and 40% of worldwide employment now exposed.
Markets
Jun 268 min read
Overemployed and Outlasting: How Dual-Job Remote Workers Survive Layoffs, RTO, and the Surveillance Boom
Workers secretly holding two or more full-time remote jobs are building financial resilience against tech layoffs, return-to-office mandates, and corporate monitoring software — a shadow workforce…
Markets
Jun 268 min read
Microsoft, Google, Salesforce, Dell Q2 2026 Layoffs
Microsoft, Alphabet, Salesforce, and Dell eliminated over 20,000 jobs in Q2 2026, redirecting payroll savings toward AI infrastructure and automation.
Markets
Jun 267 min read
Tech Layoffs 2026: 155,000 Jobs Cut, AI the Top Reason
Tech layoffs in 2026 have topped 155,000 jobs, with AI now cited as the primary driver of cuts — 56% of layoff events explicitly reference automation, already surpassing the full-year 2025 total.