Major technology firms that once dominated investor portfolios are watching their market value crumble as the rise of artificial intelligence tools threatens to reshape how businesses operate. Big ...

・Niche software and software-as-a-service firms declined last week, partly pressured by the launch of a new Claude AI tool from Anthropic. ・Intuit, Adobe, and Salesforce declined by over 10% last week ...

Morgan Stanley took a mixed stance on software stocks Tuesday, growing bearish on Adobe and Workday even as it maintained an ’Attractive’ view on the sector overall.

CRM's faster AI growth, stronger earnings revisions and lower valuation give it a slight edge over ADBE in enterprise ...

Concerns about the impact artificial intelligence will have on software companies have prompted more Wall Street analysts to ...

Salesforce has become a standout in the enterprise software space because it has a compelling AI opportunity that will immediately contribute to top- and bottom-line growth. The opportunity is what ...

If you’re a data-management platform (DMP) and your name isn’t Salesforce or Adobe, it’s starting to get pretty chilly out there. Oracle’s BlueKai DMP is a strong third, while Neustar and Lotame ...

We talked with industry leaders to better understand the impact that Adobe and Salesforce's foray into Customer Data Platforms will have on the industry. Adobe and Salesforce entered the customer data ...