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DARK SECRETS: 7 | Vintage Vibes

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.

Barchart

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.

Fortune

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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.

Barchart

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 Conversation

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

The Guardian - US

Dan Ives Can’t Get Enough of These 2 Software Stocks Despite ‘Armageddon’ Worries

Dan Ives is doubling down on ServiceNow and Salesforce as “software Armageddon” winners.

Barchart

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AI Disruption Overblown! 4 Software Stocks to Buy on the Dip

SaaS stocks are overextended in February and trading at rock-bottom prices, ready to rebound vigorously given a catalyst.

MarketBeat

No, AI Isn’t Killing Software: OKTA & More Top Stocks to Pull from the Ashes of ‘SaaS-pocalypse’

Our top chart strategist explains what sets apart the best software stocks, and how investors can buy shares at a discount while volatility is still high.

Barchart

AI agents aren't eating SaaS—they're using it

Everyone wants to own the AI agent platform for enterprises. Not everyone can.

Fortune

Salesforce halts development of new features for Heroku cloud AI platform

Heroku has gone into a 'sustaining engineering' phase, which means Salesforce won't be updating it with new features anymore.

TechRadar

AMD has a new marketing chief, Salesforce's former president and marketing boss, and he's all in on data centers and AI

I suspect the new hire won't be tasked with solving Radeon's dire marketing, though.

PC Gamer

MrBeast confirms nobody has won his $1m puzzle featured in Super Bowl ad

Contest runs until April 2

The Independent UK

Stop Worrying About the Software Armageddon and Buy These 5 Stocks Now

Wedbush analysts think the selloff for software stocks is overdone.

Barchart

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The Times of India

$8 million for a cameo? MrBeast’s reported Super Bowl deal with Salesforce sparks backlash and big questions

Salesforce reportedly paid around $8 million to give MrBeast full creative control over its Super Bowl commercial. The partnership began after the YouTuber publicly shared his long-held idea for a Super Bowl ad. While the move aims to tap into authenticity and massive online reach, critics question the spending amid…

Fortune

OpenAI launches Frontier—and potentially redraws the enterprise software map

OpenAI’s new enterprise platform lets companies build and manage agents that sit on top of existing software, blurring the line between partner and competitor.

Barchart

Are Wall Street Analysts Bullish on Salesforce Stock?

Despite recent underperformance, Salesforce’s strengthening fundamentals and accelerating AI momentum have analysts turning more optimistic.

TechRadar

'The breadth of targeted cloud platforms continues to expand': Google's security team takes a look at how ShinyHunters have rolled out so many SSO scams recently

Mandiant analyzed ShinyHunters' MO, detailing how it steals login and MFA codes.

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PC Gamer

Darren Aronofsky wages war on art with his new AI-generated American Revolution drama series, presented by Salesforce

Look at what we've done with the world.

Fortune

Will ServiceNow’s earnings beat be enough to persuade Wall Street to value it differently from other SaaS players?

The workflow automation giant posted strong earnings and announced an Anthropic partnership, as it tries to convince Wall Street it deserves an AI premium.

International Business Times UK

10 CEOs Who Admitted They're Replacing Workers with AI in 2026 — And One Cut 80% of His Staff

Corporate leaders from Amazon to Salesforce have publicly confirmed that AI is eliminating jobs, with survey data showing 37% of companies expect to replace roles by the end of 2026.

Fortune

At Davos, CEOs said AI isn't coming for jobs as fast as Anthropic CEO Dario Amodei thinks

The Anthropic CEO warns 50% of entry-level white collar jobs will be gone in five years. Other tech CEOs see that as unlikely.

TechRadar

US Army signs multi-billion dollar Salesforce deal - giving military recruiters access to Slack

Salesforce will provide productivity and collaboration software to the US Army for five to ten years in a multibillion-dollar deal.

International Business Times UK

Claude's MCP Apps Update Reveals Live Slack, Figma and Canva — Workflows Simplified

Anthropic's AI assistant receives a major update - MCP app allows integration of productivity tools such as Slack and Asana into Claude

Barchart

The Saturday Spread: Using Inductive Reasoning to Identify Options Trading Opportunities

While no one can predict the future, we can leverage the concept of empirical regularity to make more informed trading decisions.

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Sebastian Siemiatkowski

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