Tag: Salesforce Inc
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Intel and Micron lead our portfolio higher, and J&J strengthens our case for owning it
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Our top 10 things to watch in the stock market Thursday
Stocks are set for a big bounce-back rally after yesterday’s Fed sell-off.
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Snap tries to bring AR glasses to enterprise market, partnering with Nvidia, AWS and Salesforce
Snap is partnering with Nvidia, Amazon Web Services and Salesforce as part of an enterprise sales push centered on its $2,000 Specs AR glasses.
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Cramer bets AI spending will ‘continue apace,’ says he’s not giving up on data center trade
CNBC’s Jim Cramer said he doesn’t see AI spending slowing, despite growing concerns about the pace of model development.
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Arm CEO says he’s more confident its new AI chip can meet a loftier $2B revenue goal
Arm Holdings CEO Rene Haas said Wednesday he is increasingly confident the chip designer can secure enough supply to meet $2 billion in customer demand.
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Salesforce issues revenue target of over $63 billion for fiscal 2030, beating estimates
Salesforce issued some updated longer-term financials at its annual Dreamforce conference.
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Meta CEO Mark Zuckerberg sides with Nvidia’s Huang on AI safety and slowdown debate
Meta CEO Mark Zuckerberg’s view of artificial intelligence safety is akin to the perspective of Nvidia’s Jensen Huang rather than Anthropic chief Dario Amodei.
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CNBC Daily Open: Is AI safe? Industry leaders and Trump disagree
OpenAI, Anthropic and Google unite for AI safety talks after warnings that the technology could pose an existential risk to humanity.
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Nvidia and Anthropic CEOs diverge on AI safety at Dreamforce: Huang says fast vs. pacing is ‘false choice’
Comments from the two tech leaders landed days after Anthropic’s Dario Amodei published an essay urging the AI industry to slow the pace of model development.
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Is a ‘SaaSpocalypse’-like sell-off coming for AI hardware stocks? Not so fast
Anthropic’s safety warning is crushing data center stocks, but demand for compute still outstrips supply.
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