Salesforce, software ETF and Elastic stock
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Shares of Elastic jump after the software developer beats analysts’ earnings target and hikes its guidance.
She’s well-versed in the intricacies of LLC formation, business ta… The best invoicing software makes it easy for you to track projects, estimates and invoices, and get paid on time. They include features that convert quotes into invoices automatically and track billable hours.
Salesforce is surging again — but the best software setups may be elsewhere: One Big Investment Idea
But better news came with much higher prices. Salesforce has now recovered roughly half of its prior decline. CrowdStrike is already back near its 52-week high. That's why simply buying whichever software stock has the best earnings reaction can be a dangerous game.
The result is what is known as “headless” software — products stripped of the user interfaces that until now have governed how they are used, allowing AI agents to access the data they contain directly. Salesforce declared it would go headless in April, while companies like Workday and SAP have followed with partial moves of their own.
Software and semiconductor stocks are high-flying in morning trading on the backs of stellar Salesforce, Crowdstrike and Nvidia earnings Wednesday. Salesforce is up more than 20%. The software giant said it was deepening its partnership with Anthropic,
AI is re-rating software and cybersecurity; Salesforce & CrowdStrike raise FY27 guidance. Click here to read my latest analysis.
With AI, failure is quiet, meaning the system keeps running. Output keeps flowing so everything looks normal. The error is in the content of what the system produced, not in whether it produced something. And because AI output looks confident and well-formatted whether it’s right or wrong, there’s no natural signal telling anyone to look twice.
BASS Software has announced the release of the new version of BASSnet Neo, extending its maritime ERP solution into a fully integrated cloud-native SaaS suite. BASSnet Neo is available globally. With this release,
Several Apple, Google and Samsung smartwatches face software-support cutoffs in 2026. Here’s what ends, what may continue and when to upgrade.
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Enterprise software stocks rally as Salesforce CEO says time to stop SaaSpocalypse 'nonsense'
A wide range of enterprise software and cybersecurity names enjoyed a Thursday rally as the AI narrative and how it relates to software-as-a-service stocks has apparently shifted. After more than a year of hand-wringing by investors over worries of frontier AI models disrupting software stalwarts,