A big TGI if from Yahoo Finance's New York City headquarters studios. I'm Yao Finance executive editor Brian Sazi. You're watching the Breast Cancer Research Foundation ringing the open bell at the New York Stock Exchange Terra Innovatum.I think I got that right. Getting trading underway at the NASDAQ. Hey, if uh you thought the stock market only goes up and to the right, you are being reminded that is not the case today.After a year where markets have been mostly on autopilot higher, first concerns on the ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Salesforce.com (CRM) shares rallied 4% in the last trading session to close at $246. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.3% loss over the past four weeks.The optimism surrounding the stock can be attributed to surging adoption of AI-driven tools like Agentforce and Data Cloud. Strong enterprise demand, expanding government contracts, and rapid customer transition from pilot to production are boo ...

来源 | 富途资讯 曾经遭到增长放缓和AI竞赛落后质疑的赛富时，在最近的Dreamforce大会上狠狠反击了华尔 街——到2030财年 ，营收将突破600亿美元 （不含Informatica业务）。这不仅是一份业绩 指引，更是一份信心宣言：赛富时坚信，AI不仅能落地，更能转化为真金白银的利润。 更关键的是，赛富时宣布与OpenAI达成合作，允许ChatGPT直接访问Salesforce应用数据。 消息公布后，赛富时股价应声上涨超3%，周四开盘一度大涨8%，投资者开始为这家企业软件 巨头描绘一幅由AI驱动、持续增长的未来图景。 软件巨头纷纷亮 出"十年蓝图"：谁在 押注长期主义？ 越来越多的软件龙头企业开始发布多年期业绩指引，这不仅彰显了管理层对产品周期和市场地 位的高度自信，也为投资者勾勒出清晰的增长路径。 | | Ticker | Long-Term Target | | CAGR | | --- | --- | --- | --- | --- | | | ORCL | FY30 OCl Revenue | $144B | 68% | | salesforce | CRM | FY30 Revenue | ...

Salesforce has extended its partnership with Google to include deeper integration of Gemini AI models with its Agentforce 360 platform. The extended collaboration will see the introduction of Gemini’s multimodal intelligence to the Salesforce ecosystem, supporting tasks such as hybrid reasoning and multistep process automation across enterprise sales and IT services. The expanded integration allows the Atlas Reasoning Engine, which is central to Agentforce 360, to leverage Gemini models, thereby offering ...

Market Analysis by covering: Salesforce Inc. Read 's Market Analysis on Investing.com ...

公司财务表现与展望 - 公司股价为24509美元，单日上涨360% [3] - 公司上调长期财务目标，预计到2030年实现年收入超过600亿美元 [5] - 公司预计未来五年自由现金流将增长200% [8] - 管理层计划在未来六个月内进行70亿美元的股票回购，约占其市值的3%以上 [9] 人工智能战略与生态系统 - 公司增长动力源于其在智能体人工智能领域的投资，并通过Dreamforce活动提升了长期预期 [4] - 公司正扩大与Alphabet、Anthropic和OpenAI的合作伙伴关系，将Gemini、Claude和ChatGPT等模型直接集成到其Agentforce 360平台中 [4] - 智能体人工智能行业预计将以35%至45%的复合年增长率增长，并在未来中期实现极高的四位数增长 [5][6] - 公司已服务于约90%的财富500强企业，为其人工智能服务的普及奠定了坚实基础 [6] 市场情绪与分析师观点 - 分析师给出的12个月平均目标价为32572美元，较当前价格有3290%的上涨空间，最高目标价达43000美元 [9][10][11] - 有分析师重申"跑赢大盘"评级，目标价为35375美元，高于普遍预期，预示着可能开启上调目标价的周期 [10][11] - 机构投资者持有公司超过80%的股份，且买入活动是卖出活动的15倍，为股价提供了支撑 [12] 股价技术分析 - 公司股价在消息发布后出现7%的上涨，技术指标如MACD和随机指标显示市场已形成坚实底部并准备上行 [13] - 若能突破移动平均线阻力位，股价可能迅速上涨至288美元，长期有望重新测试2025年高点并创下新高 [14]

Ron Conway, founder of SV Angel, speaks during the TechCrunch Disrupt NYC 2015 conference in New York on May 4, 2015.Days after suggesting that President Donald Trump should send federal troops to San Francisco, Salesforce CEO Marc Benioff is facing some consequences.Prominent startup investor Ron Conway, who backed companies including Google, Airbnb and Stripe, resigned from the board of the Salesforce Foundation on Thursday, CNBC has confirmed. Conway is a longtime Democratic donor who was a member of VCs ...

市场整体表现 - 美股市场在2025年10月16日经历震荡交易，主要指数早盘上涨后回落，最终收低，标普500指数下跌0.6%，道琼斯工业平均指数下跌0.7%，纳斯达克综合指数下跌0.5% [1] - 交易日内出现显著反转，标普500指数早盘一度上涨0.4%，纳斯达克指数早盘一度上涨0.7%，但未能维持涨势 [2][3] - 市场情绪受持续政府关门和喜忧参半的经济数据影响，避险情绪推动黄金价格创下历史新高，10年期国债收益率跌至3.97%，为4月以来最低水平 [4] 宏观经济与政策环境 - 自2025年10月1日开始的部分美国政府关门持续对市场构成压力，并导致关键经济数据发布延迟，包括初请失业金人数、8月贸易报告和9月非农就业报告，使美联储在权衡下一步利率行动时缺乏数据依据 [5] - 美联储官员对经济前景存在分歧，未来一周将发布的10月消费者价格指数和生产者价格指数数据备受关注，将为美联储货币政策路径提供线索 [6] - 经济数据表现不一，10月NAHB住房市场指数上升5点至37，创六个月新高；而10月费城联储商业展望调查则大幅下降36点至-12.8，创六个月新低 [7] 科技与人工智能行业 - 人工智能相关科技公司表现强劲，英伟达股价上涨近2%，博通股价上涨3%，受半导体和人工智能领域强劲需求推动 [8] - 台积电将2025年营收指引上调至中期30%的增长率，并报告第三季度利润增长39%，但其在美上市股票在回吐早盘涨幅后最终下跌1.6% [8] - 赛富时发布乐观长期展望，预计2030年营收将超过600亿美元，股价上涨4%，领涨道指；甲骨文股价上涨1.34%，市场可能低估其与OpenAI相关的收入潜力 [8] - 美光科技在高带宽内存领域获得关注，花旗将其目标价上调至240美元；卡特彼勒与xAI和Meta签署数据中心供电协议，凸显人工智能行业日益增长的电力需求 [13] 金融行业 - 主要金融机构财报强劲，摩根斯坦利和美国银行第三季度业绩超预期，股价均上涨超过4%，提振金融板块 [13] - 地区银行面临压力，Zions Bancorporation因宣布与两笔商业和工业贷款相关的6000万美元拨备和5000万美元冲销而暴跌超过9%，Western Alliance Bancorp因对一名借款人提起诉讼而重挫11% [13] - BMO宣布将138家美国分行出售给First Citizens Bank，同时计划开设150家新分行 [13] 其他行业及公司动态 - 沃尔玛与ChatGPT开发者OpenAI合作，旨在让购物者通过AI平台直接发现和购买商品并即时结账，但其股价在创下历史新高后今日下跌2.3% [8][9] - J B Hunt运输公司利润远超预期，股价飙升超过22%，提振运输类股；惠普企业发布远低于分析师预期的2026财年营收和利润指引，股价下跌10% [13] - Verisk Analytics被Rothschild & Co Redburn下调评级至卖出，股价下跌超过4%；Travelers Cos因第三季度净保费收入低于市场预期，股价下跌超过3% [13]

Salesforce, Inc. (NYSE:CRM) is one of the stocks to buy according to billionaire Ray Dalio’s Bridgewater Associates. On October 9, Salesforce, Inc. (NYSE:CRM) announced a $1 billion investment to scale its services in Mexico over the next five years. The company’s primary focus is on expanding AI capabilities, workforce development, and service delivery. Salesforce (CRM) Announces $1B Mexico Investment to Expand AI Operations Pixabay/Public Domain Specifically, the funds will go towards opening a new fi ...