Salesforce, Inc. (NYSE:CRM) is one of the stocks Jim Cramer Recently Discussed. Cramer highlighted the company’s earnings and management commentary, as he stated: Now, the Great Recession 2 will include the downfall of a ton of software companies that get their funding from private credit firms. The private equity and debt mongers love the steady flow of cash coming from those cloud software business models that are going to be obliterated. And of course, here you’re thinking about Salesforce, which repor ...

Stocks swung wildly last week as investors wrestled with the impact of artificial intelligence on various sectors and the overall economy. This coming week is a wildcard after the U.S. and Israel attacked Iran. President Donald Trump said Saturday that "major combat operations" in Iran started overnight, with American and Israeli strikes on military and nuclear targets there. Trump called on the Iranian people to "seize control of your destiny" and overthrow the Islamic leadership regime. Iran has reportedl ...

PresentationValmik Desai Good morning, and thank you all for joining us. I'm Valmik Desai. This session marks the fourth in our series of quarterly post-earnings webinars aimed at providing you all with a deep dive on our latest product innovations and strategy. Today, we will deep dive on our Agentic enterprise architecture evolution and innovation. As you heard earlier this week on our earnings call, our 4-system architecture of engagement, agency, work and context it's foundational to how we are helping ...

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BING-JHEN HONG/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20) Transcript Rena Sherbill: Our last Wall Street roundup of February. Welcome back, Brian Stewart, Seeking Alpha's Director of News. Brian Stewart: Great to be here. Rena Sherbill: Talk to us, what are you looking ...

The U.S. stock market is facing significant downward pressure during midday trading this Friday, February 27, 2026. Investors are navigating a "perfect storm" of negative catalysts, ranging from a surprisingly hot wholesale inflation report to escalating geopolitical tensions in the Middle East. The bearish momentum that began at the opening bell has intensified as the morning progressed, with all three major indexes trading deep in negative territory.Major Market Indexes and Midday MomentumAs of midday, th ...

Summary of the Conference Call Company and Industry Overview - The conference call focuses on a technology company that is enhancing its product offerings through an agentic enterprise architecture, which integrates AI-driven systems to improve customer engagement and operational efficiency [1][3][5]. Core Points and Arguments Agentic Enterprise Definition - The company defines an agentic enterprise as one where humans and AI agents collaborate to drive customer success, leading to improved productivity, higher revenue, and operational efficiency [3][4]. Challenges with AI Implementation - A significant challenge is that 95% of enterprise AI pilots fail due to the inability of large language models (LLMs) to operate autonomously and their lack of business context [4][5]. Four-System Architecture - The company emphasizes a four-system architecture: 1. **System of Context**: Provides business context by integrating structured and unstructured data [6][8]. 2. **System of Work**: Where business operations are executed, including marketing, sales, and service [5][6]. 3. **System of Agency**: Utilizes AI to orchestrate workflows based on the context [5][7]. 4. **System of Engagement**: Facilitates communication with customers through various channels [5][7]. Performance Metrics - The introduction of a new metric, **Agentic Work Unit (AWU)**, measures the actual work done by agents on the platform, moving beyond traditional metrics like token usage [14][16][75]. Growth and Adoption - The company reports an $800 million annual run rate for its Agentforce product, with customer growth from 3,000 to over 23,000 in 15 months [11][70]. - The company sees significant potential for upselling and cross-selling within its existing customer base, with expectations of 2-4x growth in overall spend [66][70]. Customer Use Cases - Various customers are utilizing Agentforce for diverse applications, including: - **Agibank**: Customer-facing agents for loan inquiries [17]. - **Bouygues**: Internal agents assisting employees with complex tasks [18]. - **ADP**: HR workflow automation using internal agents [18]. - **General Motors**: Task-based automation for employee productivity [19]. Future Outlook - The company anticipates the emergence of "super agents" that can coordinate tasks across different systems, enhancing the customer experience [50][51]. - The integration of Slack as a key engagement tool is highlighted, with Slackbot already proving essential for many customers [51]. Important but Overlooked Content - The company emphasizes the importance of data quality and context in ensuring the reliability of AI agents, as poor data can jeopardize business reputation [9][10]. - The call discusses the need for a unified approach to integrating various technologies and data sources, ensuring that customers can leverage their existing systems without extensive reconfiguration [44][45]. - The company is committed to continuous optimization and evaluation of its AI capabilities to ensure they meet customer needs and drive business outcomes [20][60]. Conclusion - The conference call illustrates the company's strategic focus on integrating AI into business processes through a comprehensive architecture, highlighting significant growth in customer adoption and the introduction of innovative metrics to measure success. The emphasis on collaboration between human and AI agents positions the company as a leader in the evolving landscape of enterprise technology.

Nvidia's blowout results and Salesforce's Agentforce progress signal the AI software selloff has gone too far, says Wedbush Proactive uses images sourced from Shutterstock Jensen Huang's $78 billion April guidance number and Marc Benioff's AI monetisation roadmap have given tech bulls their first clean arguments against the doomsday narrative that has hammered software stocks all year It has been a rough start to 2026 for tech investors. A creeping fear that AI models from Anthropic, OpenAI and others wou ...

Core Insights - The article does not provide specific insights or analysis regarding any companies or industries, focusing instead on disclaimers and disclosures [1][2] Group 1 - There is no stock, option, or similar derivative position in any of the companies mentioned [1] - The article expresses personal opinions and is not receiving compensation beyond Seeking Alpha [1] - The author has no business relationship with any company whose stock is mentioned [1] Group 2 - Past performance is not indicative of future results, and no investment recommendations are provided [2] - The views expressed may not reflect those of Seeking Alpha as a whole [2] - Analysts include both professional and individual investors who may not be licensed or certified [2]

Truist Securities将赛富时的目标价从380美元下调至280美元，仍维持"买入"评级。(格隆汇) ...