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As of Aug 6, 9:31 PM ET ·
CRM News30 articles
Dow's Price-Weighted Drop: Six Stocks Drive 454-Point Slide
The Dow dropped 454 points, with six stocks accounting for 81% of the decline due to price-based weighting. Other indices fell modestly.
Markets
Dow Drops 370 Points as Five Stocks Drive Most of the Decline
The Dow Jones Industrial Average fell 370 points, with five stocks accounting for 59% of the decline. Broader markets showed resilience, suggesting sector rotation.
Markets
UiPath Stock Jumps 8% as Shares Break Past Wall Street's Average Price Target
UiPath shares surged 8% to $14.10, closing above the average analyst target. The move was driven by sector momentum, but Q2 guidance points to a slowdown in ARR growth.
Analysis
Salesforce Buyback Outshines Institutional Moves, Shares Rise
Salesforce shares gain 2.1% as its $25B buyback program dwarfs recent institutional purchases revealed in 13F filings, highlighting the company's capital return focus.
Markets
Salesforce Stock Jumps 12% but Organic Growth Concerns Loom
Salesforce shares rose 12.4% last week, but Q2 organic growth is expected to slow to 6-7%. Investors weigh AI gains against core business challenges.
Earnings
Palantir's Q2 Earnings: A High-Stakes Test for Its $316B Valuation
Palantir (PLTR) faces a pivotal earnings report Monday, with options pricing a potential 10% swing. U.S. commercial revenue growth will be a key focus.
Earnings
UiPath Stock Surges 14% Despite Tepid ARR Growth Forecast
UiPath (NYSE:PATH) shares are up 14% despite Q2 guidance pointing to a 38% drop in net-new ARR. The company faces a challenging demand environment amid intense AI competition.
Earnings
UiPath Stock Slides on Weak ARR Growth Forecast for Q2
UiPath stock dropped 3.3% after the company projected Q2 net new ARR between $28M and $33M, a 38% decline from Q1, signaling decelerating growth.
Earnings
Dow Gains 300 Points, But Microsoft Alone Drives the Rally
The Dow Jones rose 304 points on July 30, 2026, but Microsoft alone accounted for 356 points of the gain, masking weakness in other sectors.
Markets
Salesforce Stock Gains on Buyback Boost, Agentforce ARR Jumps 205%
Salesforce shares climbed 1.9% to $184.98, supported by $27.1B in buybacks and Agentforce's $1.2B ARR, which surged 205% year-over-year.
Markets
Palantir's Q2 Beat Faces $118M Challenge in H2
Palantir shares fell 5.4% despite a Q2 beat, as analysts highlight a $118 million revenue challenge for the second half of 2026.
Earnings
Salesforce Surges $21 Billion in Value After Landing Major VA Contract
Salesforce shares surged 5.4% to $182.92, boosting market value by $21.4 billion after winning a $1.6 billion VA contract. The deal highlights growing government adoption of its AI and data platforms.
Technology
ServiceNow Stock Jumps 6.9% on Q2 Beat, but Tepid Q3 Outlook Caps Rally
ServiceNow shares surged 6.9% on a $57M Q2 subscription revenue beat, but Q3 guidance fell short, limiting the rally. AI revenue surpassed $1B ACV.
Earnings
Dow Closes Up 262 Points as Broad Rally Offsets Chip Sector Drag
The Dow rose 262 points, or 0.51%, to 52,209.69, as broad-based strength in blue chips countered weakness in semiconductor stocks. The S&P 500 edged up 0.02% while the Nasdaq slipped 0.18%.
Markets
UiPath Shares Recover as Buyback Price Becomes Key Focus
UiPath shares recover 1.7% in premarket after a 10.8% weekly drop, with the stock now trading below the company's recent buyback price.
Technology
Palantir Shares Drop 7% as Valuation Concerns Mount Ahead of Earnings
Palantir Technologies (NASDAQ:PLTR) closed the week at $122.92, down 7.1%, as valuation concerns and regulatory scrutiny in the UK overshadowed strong Q1 growth.
Technology
Wall Street Slips Again as AI Earnings Fail to Impress; Fed Decision Looms
U.S. stocks declined for a second consecutive week as investors sold off AI-related shares despite strong earnings, with the Magnificent Seven losing $787 billion in a single session.
Markets
Adobe Gains 6% But AI Base Remains Small, Valuation Gap Persists
Adobe shares jumped 6.1% to $225.11, yet ended the week down 5.1%. AI-first ARR surpassed $500 million, but remains a small fraction of total ARR, leaving a significant valuation discount.
Technology
Dow Rises 235 Points on Oil Pullback, Fed and Tech Earnings in Focus
The Dow Jones Industrial Average rose 235 points on Friday, closing at 51,946.51, as oil prices dropped and markets awaited the Fed's policy decision and big tech earnings.
Markets
Dow Surges 340 Points as Oil Slump Boosts Blue Chips; Nasdaq Lags
The Dow rose 340 points on Friday, buoyed by a sharp decline in oil prices, while the Nasdaq remained under pressure from AI-related selloffs.
Markets
Dow Plunges 507 Points; Tech Giants Alphabet, Amazon, Salesforce Fuel Nearly Half the Drop
The Dow Jones fell 507 points as Alphabet, Amazon, and Salesforce accounted for nearly half the drop. Oil above $100 and rising rate hike odds added pressure, while Honeywell gained.
Markets
Dow Flat as Software Slide Offsets Goldman's Gains
The Dow ended nearly flat on Wednesday as a decline in software stocks, led by Microsoft and Salesforce, countered a boost from Goldman Sachs.
Markets
Pegasystems Shares Plunge 16% on AI-Led Slowdown and ACV Growth Concerns
Pegasystems (NASDAQ:PEGA) shares dropped 16% after ACV growth slowed sharply, making the February 2026 target seem out of reach due to AI uncertainty and buyer hesitation.
Earnings
ServiceNow Stock Slips on Q2 Backlog Concerns Despite Revenue Growth
ServiceNow shares declined 4.9% after Q2 backlog data disappointed, despite a revenue uptick. Investors await earnings, with focus on organic growth and AI impact.
Earnings
Dow Rises 142 Points; Two Stocks Drive Nearly 70% of Gain
The Dow Jones Industrial Average climbed 142 points by midday Wednesday, with Caterpillar and Goldman Sachs accounting for nearly 70% of the gain.
Markets
ServiceNow Faces cRPO Growth Hurdle Ahead of Q2 Earnings Release
ServiceNow needs to exceed 20.5% cRPO growth to satisfy investor expectations ahead of its Q2 earnings report, with the stock closing at $102.06.
Earnings
Semiconductor surge lifts US stocks, but market breadth remains mixed
US stocks rose Tuesday as the chip index jumped 4.9%, but market breadth remained uneven. The Nasdaq gained 1.29% and the S&P 500 added 0.81%.
Markets
IBM Warning on AI Spending Hits ServiceNow Stock, Testing Premium Valuation
ServiceNow shares fell sharply after IBM flagged that AI server and storage investments are diverting funds from software, raising scrutiny ahead of its Q2 results.
Markets
Salesforce Gains 4.8% as Debt Concerns Cloud AI-Driven Growth Story
Salesforce shares climbed 4.8% Monday as investors debated the impact of acquisitions on its AI strategy. However, debt-adjusted valuation metrics reveal a higher price tag than headline multiples suggest.
Analysis
Dow Falls 141 Points, but Two Stocks Drive Most of the Loss
The Dow fell 141 points, but Caterpillar and Goldman Sachs together cut 175 points, masking broader market flatness.
Markets