CRM Jan 2026 430.000 call
- Yahoo Finance Video
Stocks open in the green following PCE inflation print
All three of the major market averages (^DJI, ^IXIC, ^GSPC) are opening higher on Friday coming off of this morning's in-line inflation print from the PCE index (Personal Consumption Expenditures). Yahoo Finance's Seana Smith and Brad Smith monitor market movements while Salesforce shares (CRM) seek to recover from a stock selloff fueled this week by the cloud computing company's weaker-than-expected second-quarter guidance. For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Luke Carberry Mogan.
- Yahoo Finance Video
Salesforce is still the 'gold standard': Analyst
Salesforce (CRM) shares dipped on Thursday after the company missed revenue estimates and reported a weak outlook. Wedbush Managing Director Dan Ives joins Market Domination to discuss his perspective on the company's future trajectory. Ives notes that the current pressure on Salesforce represents "a bump in the road," characterizing its guidance as conservative to "clear the deck" for the next quarter. He emphasizes that Salesforce remains "a gold-standard tech play" and now is an ideal opportunity for investors to acquire the stock. "This is a situation where they have it all in front of them, and I just view this as a speed bump, not the start of a structural decline," Ives tells Yahoo Finance, expressing confidence in the company's long-term prospects. For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Angel Smith
- Yahoo Finance Video
AI investments are overtaking cloud migration: Analyst
Salesforce (CRM) stock is experiencing a decline on Thursday after the company reported first-quarter earnings on Wednesday, the cloud computing company disappointing on its second-quarter guidance. Salesforce posted its first revenue miss in nearly two decades, compounded by its guidance. RBC Capital Markets Software Equity Analyst Rishi Jaluria joins Catalysts to discuss his outlook on the software sector. Jaluria notes that Salesforce's performance showed "this is a tough environment that we're in," referring to macro conditions for the software landscape. He highlights that with the revenue miss and disappointing guidance, Salesforce is "skating that line of no longer being a double-digit grower anymore," causing investor concern and the subsequent stock plunge. Jaluria observes that as companies focus on generative AI and implementing and investing in an AI strategy, it is taking precedence over its cloud platform. He states, "CIOs are taking a look at their IT budgets and saying, 'Where can we scrutinize spend, what is truly necessary, where can we reduce costs?'" He later adds, "I think that is leading to a deprioritization of migration from the cloud." For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Angel Smith
