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Palantir Posts 85% Revenue Jump as AIP Drives Fast Commercial Gain

A raised full‑year revenue guide plus outsized margins have sharpened debate over appropriate valuation and potential shareholder dilution.

Guggenheim Upgrades ServiceNow to Buy as Shares Tick Higher Ahead of Q2 Report

ServiceNow Recasts Itself as Enterprise AI Control Tower

Salesforce to Buy Fin for $3.6 Billion to Boost Agentforce

Brown Advisory’s Global Leaders Fund Falls About 8.3% in Q1 After Avoiding Energy

ServiceNow Loses Half Its Value but Sees Mid‑May Bounce on Early AI Sales

Workday Rallies After Q1 Beat as AI Agent Adoptio n Boosts Contracts

ServiceNow Recasts Itself as Orchestrator for Autonomous AI Agents

Phunware Names Dmitry Kroshka CEO, Enlists BSPG to Speed Product 2.0 Rollout

Palantir’s Breakneck Growth Confronts Fresh Bearish Call and a Target Cut

ServiceNow Faces Earnings Test After Target Cuts Put AI Strategy Under the Microscope

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

SentinelOne Beats on Q4 Adjusted Metrics as Shares Slip on Cautious FY2027 Outlook

Salesforce Pitches H2 FY27 Reacceleration on Agentforce Gains

Salesforce Draws Fresh Price-Target Cuts as Goldman, Truist, Piper and RBC Recalibrate Post-Earnings

Salesforce Set to Report Wednesday as Options Price 9% Swing

Broadcom Settles Fidelity Software Dispute as Analysts Boost AI Outlook

ServiceNow Draws Fresh Buy Ratings on AI Momentum Ahead of Jan. 28 Earnings

Analysts Reaffirm Bullish Case for ServiceNow After 2025 Slide

Analysts Back Salesforce’s AI Push as Agentforce Adoption Accelerates