As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s big debates: whether AI is killing enterprise software. Salesforce, Snowflake and Asana are each reporting earnings for the first fiscal quarter in the next few days, providing us with an update on ...

As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s big debates: whether AI is killing enterprise software. Salesforce, Snowflake and…

Less than a year ago, our reporters kept hearing doubts about a group of startups called inference providers. Companies like Fireworks, Baseten and Together AI, which rent out…

Salesforce will report earnings after the bell, with investors watching to see whether the tech giant can shake off the AI-driven sell-off

Wall Street checks AI demand with CRM, SNOW, MRVL, HPQ earnings reports after Wednesday's closing bell.

Shares of traditional software providers have been battered this year over AI fears. Investors’ reaction to Snowflake’s and Salesforce’s quarterly results Wednesday suggests some…

Salesforce says Agentforce revenue has passed $1bn as investors question whether AI will replace traditional SaaS models

The Snowflake rally also lifted shares of ServiceNow, Oracle and Palantir, while Salesforce bucked the trend.