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FORGOTTEN HISTORY: 2 - Caught on Camera

After a Brutal Selloff, Are These 3 SaaS Giants About to Bounce?

After a brutal selloff, these SaaS giants are starting to form bottoms as AI fears peak and analyst upside targets remain strong.

MarketBeat

This Blue-Chip Stock Is Down 27% in 2026 on Agentic AI Fears. Should You Buy the Dip?

This blue-chip stock is down 27% YTD but is bouncing back following Anthropic's announcement regarding AI.

Barchart

Salesforce's AI Bet Is Paying Off—the Buyback Proves It

Salesforce's Q4 FY2026 results topped estimates with 12% revenue growth and a 37% EPS jump. A $50 billion buyback and raised 2030 targets fuel the bull case.

MarketBeat

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read the most diverse news in one place.

Stocks Finish Mostly Lower as Nvidia Weighs on Chipmakers

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.03%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.16%. March E-mini S&P futures (ESH26 ) fell -0.56%, and March E-mini Nasdaq futures...

Barchart

Why Salesforce’s $50 Billion Buyback Didn’t Save The Stock

Buybacks are neutral; expectations about growth and incremental returns are what actually drive stock prices.

Barchart

Big Nvidia Numbers Take Down the Nasdaq: Stock Market Today

Markets are struggling to make sense of what the AI revolution means across sectors and industries, and up and down the market-cap scale.

Kiplinger

Stocks Pressured as Chipmakers Tumble

The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.40%. March E-mini S&P futures (ESH26 ) are down -0.74%, and March E-mini Nasdaq futures...

Barchart

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'You’ve heard about the SaaSpocalypse? And it isn’t our first. We’ve had a few of them': Salesforce CEO Marc Benioff bullish over AI market potential

Marc Benioff says we're in another 'SaaSpocalypse', but companies that can change direction to accommodate agentic AI will be fine.

TechRadar

Top ad tech firm Optimizely hit by data breach - around 10,000 companies possibly affected

Attack points to another breach by ShinyHunters, but the group has not yet claimed responsibility.

TechRadar

OpenAI partners with McKinsey, BCG, Accenture, and Capgemini to push its Frontier AI agent platform

The new alliances heap further pressure on SaaS vendors such as Salesforce, Microsoft, Workday, and ServiceNow.

Fortune

NVDA Earnings, Tariffs and Other Key Things to Watch this Week

Markets enter a critical week dominated by Wednesday's Nvidia earnings and escalating geopolitical tensions as rising U.S.-Iran hostilities push oil prices higher.

Barchart

TOP AI Agent Development Companies in 2026

Several research firms in the artificial intelligence (AI) industry predict that the market will grow at a compound annual growth rate (CAGR) of more than 37% from 2026 to 2031, reaching a size of almost 1.68 trillion dollars by 2030. According to Mordor Intelligence's market research, the market for artificial…

inkl

Even Microsoft says that AI chatbots get dumber the longer you talk to them — a paired study with Salesforce shows reliability tanks by 112% over 200,000 chats

Microsoft and Salesforce analyzed 200,000+ AI chats, finding models lose reliability in multi‑turn dialogue despite strong single‑prompt performance.

Windows Central

Major CarGurus data breach reportedly sees 1.7 million corporate records stolen

CarGurus reportedly hit by ShinyHunters - with devastating effect.

TechRadar

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Kiplinger

AI Sparks Existential Crisis for Software Stocks

Fears that SaaS subscription software could be rendered obsolete by artificial intelligence make investors jittery.

Fortune

Top tech investor calls software selloff a ‘generational’ moment to buy

Investors are drawing their battle lines as AI sorts tech companies into winners and losers.

The Guardian - US

AI’s workplace revolution is here – and anxiety is rising with it

A new Guardian series explores how artificial intelligence is reshaping jobs, expectations and worker power across industries

MarketBeat

Why Analysts Still See Big Upside in Salesforce After the SaaS Scare

Salesforce is ready to rebound after overextending in early 2026. The SaaS apocalypse is overblown, setting up a buy-now! opportunity.

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MarketBeat

5 Software Stocks That Look Too Cheap to Ignore

The software sector has plunged into bear-market territory, resetting valuations across the board as fears surrounding AI grow large.

Barchart

Dear Salesforce Stock Fans, Mark Your Calendars for February 25

Salesforce is facing sector-wide turbulence, yet sound growth and execution are setting the stage for critical Q4 results.

Fortune

Marc Andreessen made a dire software prediction 15 years ago. Now it’s happening in a way nobody imagined

The billionaire venture capitalist explained why software would eat the world in 2011. He had no idea.

Fortune

A scary SaaS selloff changes the calculus for startups and private markets: “code alone was never a real moat”

On this Friday the 13th, I didn’t have to try hard to come up with a scary SaaS story for you.

Barchart

As Salesforce Acquires AI Startup Cimulate, Should You Buy, Sell, or Hold CRM Stock?

Salesforce signed a deal to acquire Cimulate, an AI-powered product discovery startup. The acquisition strengthens Agentforce Commerce with better search and personalized shopping.

The Conversation

AI threatens to eat business software – and it could change the way we work

In recent weeks, a range of large “software-as-a-service” companies, including Salesforce, ServiceNow and Oracle, have seen their share prices tumble.

The Guardian - US

Salesforce workers outraged after CEO makes joke about ICE watching them

Marc Benioff’s remarks criticized as employees were reportedly planning to urge him to cancel business with agency

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