Topics · 3 pieces

Cloud

Everything we've published tagged cloud.

Salesforce Just Told You Something About Every Software Stock You Own
CRMNOWTTEC

Salesforce Just Told You Something About Every Software Stock You Own

A blowout quarter, a $27 billion buyback binge, and the first real proof that companies are buying AI agents — not just talking about them.

May 30, 2026enterprise-software
Salesforce Just Had Its Worst Day in Years — and the Damage Isn't Contained
CRMNOWIGV

Salesforce Just Had Its Worst Day in Years — and the Damage Isn't Contained

A geopolitical war, a $25 billion buyback gone wrong, and a sector-wide repricing that smart generalists need to understand.

Apr 23, 2026enterprise-software
Alibaba Is Being Torn Apart. Here's Who Wins Each Piece.
BABA9988.HKKWEB

Alibaba Is Being Torn Apart. Here's Who Wins Each Piece.

Beijing is forcing China's biggest tech conglomerate to split into separate companies — and the downstream effects reach far beyond one stock.

Apr 13, 2026alibaba