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Salesforce s margin story impresses, but bulls say that s not the only thing working

Once focused on growth, Salesforce has been paying more attention to profits lately, and the company showed a mix of both with its latest earnings.

Bernstein mark moerdlerKirk materneNeedham scott bergWolfe research alex zukinSalesforce incScott bergAlex zukinStill hookedMark moerdlerArticle normalComputers consumer electronicsApplications softwareReal estate services transactionsReal estate constructionCustomer relationship management softwareEnterprise management software

Oracle stock powers higher after watershed earnings show company is a software standout

Oracle has analysts gushing in the wake of an earnings report that showed the company is capitalizing on the AI boom and gaining ground in the cloud.

Derrick woodMizuho siti panigrahiBernstein mark moerdlerOracle corpWolfe research alex zukinWall streetOracle cloud infrastructureAlex zukinMark moerdlerSiti panigrahi

The Ratings Game: Oracle s stock picks up an upgrade, and it s about more than just earnings

The Ratings Game: Oracle s stock picks up an upgrade, and it s about more than just earnings
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Why Snowflake Stock Was Melting Fast This Week

Dispiriting guidance and bearish analyst changes pushed the company's share price down over the past few trading days.

Rosenblatt blair abernethyWolfe research alex zukinAlex zukin

Microsoft s Earnings Show Its Bet on AI Is Already Paying Off

Microsoft is leading the fight for AI dominance, some Wall Street analysts say. Its investment in Open AI already is starting to pay off, they say.

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