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AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Analyst commentary casts Nvidia as the AI benchmark, with Salesforce facing renewed skepticism.

Monday.com Cuts Outlook as Shares Tumble and Wall Street Resets Targets

Datadog Jumps on Q4 Beat as FY2026 Outlook Stays Cautious

ServiceNow Beats Q4 Targets, Unveils $5 Billion Buyback as Software Selloff Deepens

Snowflake to Acquire Observe to Bring AI-Powered Observability to Its Data Cloud

Analysts Back Salesforce’s AI Push as Agentforce Adoption Accelerates

Datadog Extends Slide as Valuation Jitters Persist Despite Bullish Street Calls

Rubrik Shares Jump Up to 25% on Surprise Profit and Raised Outlook

Monday.com Beats Q3 Estimates as Soft Outlook Triggers Sharp Sell-Off

The Trade Desk Tops Q3, Raises Q4 Outlook as Shares Whipsaw and Board OKs $500 Million Buyback

Toast Shares Rise After Q3 Results as ARR Tops $2 Billion and Profitability Improves

Salesforce’s AI Pivot Gains Traction With Cantor Reaffirmation, Cramer Optimism

SAP Trims Cloud Outlook After Q3 Revenue Miss, Lifts Profit and Cash-Flow Targets

Elliott Backs Workday’s Pivot as Company Launches $5 Billion Buyback and Buys AI Firm Sana

Oracle Readies Q4 FY2025 Results as Analysts Lift Price Targets