Salesforce’s acquisition of Informatica shifts the data foundation from being strategic to more structural, as the customer ...

CRM's Informatica integration boosts AI and data ARR, expanding Data 360 and Agentforce capabilities, and opening new ...

Salesforce wants to own the data, content, integration and agent layers AI needs to operate across the enterprise. Here's ...

Salesforce is transitioning from a growth compounder to a cash flow harvesting story. Click here to read my analysis of CRM ...

CRM's Agentforce ARR surged 205% to $1.2 billion, but NOW's 22.5% cRPO growth and security acquisitions make it the stronger 18-month bet. Salesforce funded a $25 billion share repurchase by pushing ...

CapCut today highlighted the evolving positioning of its Design Studio and Video Studio as part of the broader shift ...

ChatGPT Work turns ChatGPT into an AI agent that can complete multi-step projects across connected apps and desktop tools ...

See how to combine Semrush, Google Search Console, Google Analytics, and Claude to prioritize the content opportunities that ...

A wave of recent product updates suggests the competition among AI coding tools is moving beyond autocomplete and chat toward long-running agents that can understand projects, invoke tools, and carry ...

Sure, artificial intelligence can write a 2,000-word blog post in minutes. Amazing, right? But then you hesitate to hit “publish” because you’ve heard about the brands that did exactly that and then ...

New research from HKU's LITE Lab finds AI adoption in legal practice is outpacing firm governance, with contributors citing ...

Salesforce (CRM) looks undervalued at ~11x trailing FCF after a $24.8B buyback; see scenario-based return outlook, downside ...