Salesforce beats Wall Street's expectations and eases pressure from activist investors after reporting decent earnings. However, the company must step up as business growth slows, with the Data Cloud being its fastest-growing cloud. Salesforce's focus may shift towards data generation value over product value.
C3.ai's stock price surge of over 20% ahead of their earnings report is attributed to their integration with Amazon and Alphabet's cloud divisions. As a pure play on the AI space, investors seek returns with tomorrow's earnings report being the market-matching driver or disappointment and volatility.
Explore the evolution of tech policy from Obama's optimism to Harris's vision at the Democratic National Convention. What's next for Democrats in tech?