Salesforce

Salesforce vs. CrowdStrike: Which Tech Stock Is a Better Buy in 2026?

This article compares Salesforce and CrowdStrike as potential tech stock investments in 2026, analyzing their financial health, growth trajectories, and risks. Salesforce offers established stability in CRM with consistent profits, while CrowdStrike presents high-growth potential in cloud-native cybersecurity, despite recent setbacks and a high valuation. The author ultimately favors CrowdStrike for its rapid growth and expanding addressable market driven by AI adoption.

Salesforce up 3.2% after announcing Listen Labs acquisition

UiPath and Snowflake Jump 5% on UiPath's BDO and Snowflake Updates; Salesforce Moves Up 3%

UiPath and Snowflake stocks both rose 5% following UiPath's announcements of new agentic AI audit tools developed with BDO USA and an enhanced, zero-copy data integration with Snowflake. These developments, which include the ability to trigger automations directly from Snowflake without data transfer, are seen by investors as significant advancements. Salesforce also saw a 3% increase, indicating broader strength in the software sector.

Salesforce in focus as Oppenheimer reiterates Outperform rating after customer survey (CRM:NYSE)

Oppenheimer reiterated its Outperform rating and $275 price target for Salesforce (CRM) after a customer survey indicated strong trends for the cloud software provider. The survey results support a positive near-term growth outlook for Salesforce.

BofA Sees the End of ‘Easy Money’ Made From the AI-Spending Trade

Bank of America strategists believe that making "easy money" from the AI-spending trade will become increasingly difficult. They suggest a pivot away from AI-linked capital expenditures and towards consumer-driven spending, as the market has already priced in the shift to AI capex and white-collar job losses are impacting discretionary consumption. Fund managers' current positioning shows a near-record low in "AI disruptees" sectors and high positioning in industrial stocks, indicating a perceived saturation in AI investment returns.

Adobe (ADBE) Tests Its AI Story Following NHL Deal And Undervalued Narrative

Adobe recently announced AI and marketing partnerships with the NHL and Jet2, yet its stock price has seen significant declines over the past month and year-to-date. Despite the negative price performance, a common narrative suggests Adobe is 24.6% undervalued, with fair value estimated near $320 based on Free Cash Flow projections. This undervaluation narrative relies on Adobe's strong cash generation, return on invested capital, and margins, although potential risks include increased AI competition and sustained margin pressure.

Regeneron (REGN) Stock May Be Underpriced Despite Its $1b Alliance Expansion

Regeneron Pharmaceuticals (REGN) stock appears potentially undervalued, trading at a P/E ratio close to its sector average but below its peer group, according to Simply Wall St. This assessment comes despite a recent expansion of its alliance with Sanofi, which brings a US$1 billion upfront payment and potential milestone payments. The analysis suggests that Regeneron's current earnings multiple is at a discount to what a Fair Ratio benchmark indicates, factoring in the company's margins, growth profile, size, and risk.

Sherwin-Williams opens expanded North Carolina plant, its largest in N. America

Sherwin-Williams has opened its expanded architectural paint and coatings manufacturing facility in Statesville, North Carolina, making it the company's largest plant in North America. The expansion adds nearly 50,000 square feet, including enhanced production space, automation, and new rail infrastructure. This project, a public-private partnership, aims to improve manufacturing flexibility and efficiency and supports a nearby distribution service center.

ServiceNow (NOW) Ties AI Agent Security More Closely to Its Platform

ServiceNow (NYSE:NOW) and Reco have partnered to integrate AI agent security directly into the ServiceNow AI Platform, aiming to provide unified visibility and continuous security coverage for AI agent activity. This collaboration reinforces ServiceNow's strategy to become a central orchestration layer for enterprise AI workflows, rather than just a software vendor. While important, investors should consider this development alongside other company strategies and its valuation based on future cash generation.