Financial News

AusNet, Australia's largest diversified energy network business, has collaborated with IBM Consulting (NYSE: IBM) and Salesforce to transform how customers and electricians request and manage electricity connections. The new single, unified platform gives AusNet the ability to deliver faster, more transparent services for customers and electricians while scaling to meet rising demand — a timely, future-ready transformation as Australia prepares for increasing grid pressure driven by electrificat

They're not talking about the future anymore. NextEra Energy bid $67 billion for a utility company on Monday because America needs electricity and it needs it right now.

Under Arundhati Bhattacharya, Salesforce’s South Asia headcount grew from 2,500 to over 18,000; India is now one of Salesforce’s fastest growing markets.

Cursor, a vibe coding startup that Elon Musk may soon acquire, ranks No. 37 on CNBC’s 2026 Disruptor 50 list.

Glean, an enterprise search and AI agent workflow startup, ranks No. 41 on CNBC’s 2026 Disruptor 50 list.

Salesforce (NYSE: CRM) just picked up one of the more unusual analyst calls of 2026, and it landed at a price the market wasn't ready for. Bank of America analyst Tal Liani reinstated coverage of Salesforce on May 18 with an Underperform rating and a $160 price target, Yahoo Finance reports. The ...

In mid-May 2026, Bank of America reinstated coverage of Salesforce with an Underperform rating, arguing that the company faces a structural reset as AI reshapes its core CRM and agentic offerings. The bank’s critique that Salesforce may be shifting from a high-growth story to a mature cash generator highlights a tension between its aggressive AI investments and questions over how effectively those tools will be monetized. We’ll now examine how Bank of America’s skepticism about Salesforce’s...

Diamond Hill's Q1 report discusses market volatility and performance impacts from AI on software holdings. Read the full analysis for more details.

Check out the companies making headlines yesterday:

'Mad Money' host Jim Cramer talks how to navigate a market rotation.

Ultimately, Wall Street's blanket punishment of the software sector has created a classic "baby out with the bathwater" scenario.

It isn’t time to bail on the Magnificent Seven yet. But there are momentum winners in staples and healthcare, too.

Bank of America analysts reinstated coverage of two software plays on Monday, but took widely different views about how they will be affected by artificial intelligence. A team led by Tal Liani reinstated coverage of ServiceNow with a Buy rating and a $130 price target, which currently represents 28% upside. Meanwhile, the firm reinstated coverage of Salesforce with an Underperform rating and a $160 price target.

Bank of America's Tal Liani jins 'Closing Bell Overtime' talks the winners and losers in AI.

Bank of America (NYSE:BAC) just made one of the more contrarian calls on Wall Street regarding the enterprise software giant. Analyst Tal Liani reinstated coverage of Salesforce (NYSE:CRM) with an Underperform rating and a $160 price target, a notable bear take on a stock that still carries a consensus average price target of $268.05. For ... BofA Slaps Salesforce With Underperform Rating, $160 Price Target: Is the AI Story Falling Flat?

Bank of America (NYSE:BAC) reinstated its coverage of ServiceNow (NYSE:NOW) with a Buy rating and a $130 price target on May 18. The call frames the workflow software leader as a clear AI beneficiary, even as Bank of America reinstated Salesforce (NYSE:CRM) at Underperform on the same day. For prudent investors, the split call matters: ... BofA Reinstates ServiceNow at Buy: The Workflow Giant Built for the Agentic AI Era

A steady growth profile and a cheaper valuation make CRM a better investment bet than ORCL right now.

Benioff said AI coding agents have unlocked efficiency gains that were previously out of reach, and hinted at new coding tools inside Slack

Steve Weiss, founder and managing partner of Short Hills Capital Partners, joins CNBC’s “Halftime Report” team to discuss why he's trimming Micron.

AI-powered Internet software laggards like PLTR, CRM, TEAM, NET and HUBS offer strong short-term upside as SaaS demand and AI adoption accelerate.

Salesforce, facing AI-driven structural reset, receives Underperform rating from BofA analyst due to muted growth and competitive risks.

US stocks battled higher on Monday morning, reversing some of the declines from the end of last week, even though investors continued to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. The Dow Jones opened 0.2% higher at 49,608, while...

Investing.com -- Bank of America on Monday reinstated coverage of Salesforce with an Underperform rating and a $160 price objective, arguing the enterprise software giant faces a structural reset driven by the rise of artificial intelligence rather than a temporary cyclical setback.

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,

These are the stocks posting the largest moves in midday trading.

Go behind the scenes with Jim Cramer and Jeff Marks of the CNBC Investing Club as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust—and see up close how they decide when, and if, to take action on stocks.

Shares in Delta and Macy’s rise after Berkshire Hathaway initiates positions. Dominion rallies on reports of a takeover by NextEra Energy.

Watch the opening bell for the New York Stock Exchange, the Nasdaq and Cboe from May 18, 2026.

CNBC’s Jim Cramer delivers his daily Mad Dash.