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Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

What’s Going On With ServiceNow (NOW)?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. ServiceNow (NOW) is back in focus after a beat and raise second quarter, where revenue and profitability came in ahead of company guidance and annual …

NOW19 main company
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Salesforce Poised to Temper Revenue Growth Acceleration Outlook for Second Half, UBS Says

Salesforce (CRM) could temper expectations for an acceleration in second-half revenue amid mixed cus PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Western Digital & 2 Momentum Stocks That Could Soar in 2026

Investors should focus on stocks with strong momentum to maximize returns this year. One way to uncover stocks with strong upside potential is to adopt Richard Driehaus's "buy high and sell higher" strategy. His momentum-driven philosophy was designed to identify market-beating opportunities and ultimately …

DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines

Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) …

DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more

Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Baron Opportunity Fund Trimmed Datadog (DDOG) After Rally

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

DDOG19 main company
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

S&P 500 Earnings Are So Good Investors Are Starting to Worry

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Weighs Call for Capital Gains …

DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the …

NOW19 mentioned CRM01 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

TEAM Trades at Premium Valuation: Time to Hold or Fold the Stock?

Atlassian Corporation TEAM is currently trading at a high price-to-sales (P/S) multiple, far above the Zacks Internet - Software industry. Atlassian's forward 12-month P/S ratio sits at 5.20X, higher than the industry's forward 12-month P/S ratio of 4.09X. The Zacks Value Score of F …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Brokers Suggest Investing in Datadog (DDOG): Read This Before Placing a Bet

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before …

DDOG19 main company
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Is ServiceNow (NOW) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's …

NOW19 main company
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

AI code review platform CodeRabbit valued at $1.5 billion in latest funding round

Aug 12 (Reuters) - AI code review startup CodeRabbit said on Wednesday it had raised $143 million in a funding round that ‌valued it at $1.5 billion. The round was co-led by Atomico and ‌Smash Capital, with participation from new investors including BMW i …

DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Project Worldwide Consolidates AI & Digital Transformation Practice Under Wondersauce

Project Worldwide Expanded Global Practice Integrates Engineering Scale, Enterprise AI, and Experiential Design to Bridge Physical and Digital Brand Ecosystems Project Worldwide Consolidates AI & Digital Transformation Practice Under WondersauceLeft to right: Chris Meyer and John Sampogna NEW YORK, Aug. 12, 2026 (GLOBE NEWSWIRE) …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Nvidia-Backed Startup CodeRabbit Valued at $1.5 Billion in Round

(Bloomberg) -- CodeRabbit Inc., an artificial intelligence-powered code review service, has raised $143 million in a new funding round, tapping into demand for tools to spot flaws in AI-generated software programming. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for …

DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

CodeRabbit Raises $143 Million at $1.5 Billion Valuation and Introduces Agentic Change Management

Commits more than $10 million to keep AI code review and agent capabilities free for open source SAN FRANCISCO, August 12, 2026--(BUSINESS WIRE)--CodeRabbit, the pioneer of AI code review, today announced a $143 million Series C funding round at a $1.5 billion valuation and …

DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Brightfin Helps Federal Agencies Plan IT Finances Faster and Cut Telecom Costs Through Knox’s FedRAMP Platform

Partnership gives government organizations a compliant path to faster financial planning, more strategic decision-making, operational efficiency, and lower IT and telecom costs ENGLEWOOD, Colo., August 12, 2026--(BUSINESS WIRE)--Brightfin today announced that its technology spend management solutions are now available to U.S. federal agencies through …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Strativera Now Credentialed Across Both Major CRM Ecosystems as Salesforce Listing Goes Live

The Cherry Hill agency pairs a new Salesforce AppExchange consulting listing with HubSpot Solutions Partner status and Google Partner standing, each independently verifiable. CHERRY HILL, N.J., Aug. 12, 2026 /PRNewswire/ -- Strativera, a digital marketing and revenue operations agency serving mid-market and private-equity-backed companies, …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Palantir and These Software Stocks Slide in Seesaw With Chip Giants

Palantir slid 1.3% and Microsoft dipped 0.7% in the premarket. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that …

NOW19 mentioned CRM01 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Stocks making the biggest moves premarket: CoreWeave, Super Micro Computer, Nebius, Cava & more

Check out the companies making the biggest moves premarket: Super Micro Computer — The data center infrastructure stock rallied more than 7.5% after Super Micro Computer issued rosy guidance for first quarter earnings and revenue, in addition to exceeding fourth quarter estimates. The company …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Marc Benioff says experts are wrong about tech job deaths to AI, but backs startup replacing workers with AI

There's a growing gap between what technology leaders say about AI crushing human jobs and where their money is doing the talking. Exhibit A is a new tech firm, June AI, co-founded in 2025 by Efrat Rapoport, a former Salesforce executive, as well as …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

3 Cash-Producing Stocks to Keep an Eye On

3 Cash-Producing Stocks to Keep an Eye On Businesses with strong free cash flow tend to be more adaptable and resilient. Some of these companies shine bright by using their cash wisely to strengthen their market positions. Identifying the most effective companies isn't easy, …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

2 Profitable Stocks with Competitive Advantages and 1 We Brush Off

2 Profitable Stocks with Competitive Advantages and 1 We Brush Off While profitability is essential, it doesn't guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, "Your margin is my opportunity". Not …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Stocks Supported by Renewed Middle East Optimism

The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) …

NOW19 mentioned DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

[Latest] Global AI SDR Market Size/Share Worth USD 47.12 Billion by 2034 at a 30.23% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth, Growth Rate, Value)

Custom Market Insights [220+ Pages Latest Report] According to a market research study published by Custom Market Insights, the demand analysis of Global AI SDR Market size & share revenue was valued at approximately USD 3.37 Billion in 2024 and is expected to reach …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

American Public Education, Inc. Unveils AI-Powered Student Lifecycle Platform being Built with Salesforce

The AI-powered platform will unify American Public University System's student journey with personalized support, proactive advising, and connected services. CHARLES TOWN, W.Va., Aug. 11, 2026 /PRNewswire/ -- American Public Education, Inc. (Nasdaq: APEI) yesterday announced it is building an AI-powered Student Lifecycle Platform (SLP) …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Salesforce (CRM): Do Leadership Shifts Cloud Its Positioning in Sensitive Government AI Workloads?

In early August 2026, Salesforce announced that President and Chief Engineering and Customer Success Officer Srini Tallapragada had stepped down, moving into a one-year Special Advisor role to support product, technology, business development, and customer transitions while his existing equity awards continue to vest. …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Bandwidth Q2 Results Raise the Stakes for Its AI Growth Strategy

Bandwidth Inc. BAND reported second-quarter results that exceeded expectations and raised its full-year 2026 outlook, giving investors a clearer test of whether AI-driven communications can become a larger contributor to enterprise growth and profitability. Revenue reached $220 million, up 22% year over year, while …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Salesforce (CRM) Lost A Major Healthcare Customer To An In House AI CRM

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Curative ends a major Salesforce (NYSE:CRM) contract and rolls out its own in-house, AI-powered CRM platform for healthcare operations. The company cites cost and speed …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) …

DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks +81.8% · Next-week setup positive 58.8% DDOG19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow

During Mad Money's episode aired on August 3, host Jim Cramer spotlighted Workday, Inc. (NASDAQ:WDAY) after the enterprise software firm surged 31% in July, placing it among the top four gainers in the S&P 500 for the month. Cramer highlighted how Workday began reclaiming …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Momentum Events Cleaned Up a Duplicate-Filled CRM with ZoomInfo

The events and conference organizer moved past Salesforce's record-by-record cleanup to same-day bulk deduplication and enrichment across an inherited database, according to the company. VANCOUVER, Wash., August 11, 2026--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Momentum Events, an organization …

CRM01 mentioned
Sharemaestro market context Price above Trend Line 30 weeks -15.0% · Next-week setup negative 44.4% CRM01 stored weekly price path from 16 Jan 2026 to 7 Aug 2026

Workshop Named the No. 1 Fastest-Growing Company in Nebraska

The Omaha-based internal communications platform also ranks No. 25 in software nationally and No. 272 overall on the 2026 Inc. 5000, Inc.'s annual ranking of America's fastest-growing private companies. OMAHA, Neb., Aug. 11, 2026 /PRNewswire/ -- Workshop, the internal communications platform used by companies …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Brightfin Achieves FedRAMP Moderate Authorization Through Partnership with Knox Systems

Authorization Delivers Unified IT Spend Visibility and Cost Accountability to Federal Agencies Facing Growing Telecom, Cloud, and AI Costs ENGLEWOOD, Colo. and WASHINGTON, Aug. 11, 2026 /PRNewswire/ -- Brightfin, the only IT Financial Management (ITFM) and Technology Expense Management (TEM) solution built natively on …

NOW19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

Cloud AI Today - Novo Nordisk Partners With AWS For AI-Driven Drug Discovery

Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development …

NOW19 mentioned DDOG19 mentioned
Sharemaestro market context Stored weekly price path 29 weeks -1.0% · Next-week setup negative 43.3% NOW19 stored weekly price path from 23 Jan 2026 to 7 Aug 2026

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