CRM News and Press, Salesforce.com Inc From 06/12/24

2024-06-12 09:25:00 ET Summary It is understandable that many default to the assumption that AI advancements are highly beneficial for Nvidia and consequently they opt to invest in NVDA stock. Nvidia has maintained extremely high gross margins and this raises the question of wheth...

2024-06-12 08:38:13 ET More on Salesforce, Fortinet, etc. Salesforce: Risks Losing Market Share As Gen AI Disrupts Salesforce: I Warned About The AI FOMO - But I'm Buying Now (Upgrade) Salesforce: Earnings Overreaction Creates A Buying Opportunity Fortinet sy...

2024-06-12 07:45:00 ET Summary This quarter, we sold the last of our shares in Nvidia, a company we held for more than five years. Our initial purchase came at a time when concerns over excess inventory in gaming chips had been weighing on Nvidia’s valuation, which presente...

2024-06-11 21:18:41 ET Summary Gen AI is a double-edged technology, as in addition to opportunities, it can also present challenges to enterprise software plays like Salesforce. Thus, despite embedding artificial intelligence into its platforms, revenue growth continues to deceler...

2024-06-11 11:32:27 ET Summary Dividend aristocrats and champions are companies that have raised their dividends for 25 consecutive years. Four mature companies that initiated quarterly dividends in 2024 could potentially become the next generation to achieve dividend aristocrat s...

2024-06-11 10:30:02 ET More on Microsoft Microsoft: Pace Of AI Monetization Is Faster Than Expected Microsoft Corporation (MSFT) BofA Securities 2024 Global Technology Conference (Transcript) Microsoft Is Going To Win The AI War Nvidia rated as strongest stoc...

2024-06-11 05:15:00 ET Salesforce (NYSE: CRM) and ServiceNow (NYSE: NOW) both help large companies streamline operations with their cloud-based services. Salesforce is the world's largest provider of cloud-based customer relationship management (CRM) services, while ServiceN...

2024-06-11 01:15:00 ET Summary The Morningstar Wide Moat Focus Index faced challenges in May due to its equal-weighting, value stock bias and lack of mega-cap tech exposure. History may provide context for what comes next. US equities re-initiated their upward trend in May, with m...

2024-06-10 11:00:57 ET More on Consumer Staples Select Sector SPDR ETF: XLP: Not In The Spotlight Amid Market Uncertainty XLP: Expensive With Underperformance Risk Sell ideas in Staples and Health Care - Oppenheimer The consumer 'remains more likely to cruise...

2024-06-10 08:30:00 ET Summary Twilio stock still suffers from a lack of buying conviction. TWLO's PEG ratio of just 0.6 suggests the market seems too pessimistic. Twilio is still overcoming churn and a relatively weak revenue growth profile. However, the market isn't dumb...