Dan Ives is calling the turn. With geopolitical tensions easing after Iran ceasefire developments , the Wedbush analyst sees a risk-on shift underway—and argues that tech stocks, especially Microsoft Corporation (NASDAQ:MSFT ), Salesforce, Inc. (NYSE:CRM ) and ServiceNow, Inc (NYSE:NOW ), are mispriced right as AI demand accelerates. https://www.benzinga.com/markets/tech/26/04/51713873/microsoft-salesforce-servicenow-sell-off-is-overdone-dan-ives

In a move that fundamentally reshapes the landscape of enterprise software, Salesforce ( NYSE: CRM ) has confirmed its acquisition of cloud security pioneer Wiz for $18 billion. This landmark deal marks the company’s largest move into the cybersecurity sector, signaling a definitive shift from traditional customer relationship management toward a holistic, security-first enterprise AI platform. By integrating Wiz’s cutting-edge security posture management into its core infras

Salesforce has launched an unprecedented $50 billion capital return initiative, underscoring management’s deep conviction in the company’s future. Half of this amount was swiftly put to work through a $25 billion accelerated share repurchase (ASR)—the largest of its kind ever executed. This action follows a $25 billion senior notes offering, marking the biggest corporate debt issuance in the tech sector for 2026. Together, these moves highlight Salesforce’s commitment to rewa

On the eve of Salesforce 's latest earnings report, CEO Marc Benioff invited Workday CEO Aneel Bhusri over for drinks. Both men run companies squarely in the blast radius of a debate that has taken hold across Silicon Valley and Wall Street: Will artificial intelligence be the death knell for some of the most influential companies in Big Tech? https://www.businessinsider.com/salesforce-microsoft-stocks-down-ai-replacement-future-of-software-2026-4

From reducing doctor burnout with automated medical coding to guiding patients through complex insurance plans, AWS and UnitedHealthcare are showcasing the transformative power of agentic AI. Discover how their newly launched tools are tackling both the back-office administrative burdens and the front-end consumer experience in the healthcare industry.

AWS and Accenture are accelerating their 16-year IT partnership to focus on AI co-innovation and sovereign cloud models. Targeting defense, healthcare, and public sector organizations, the two tech titans are building advanced AI agents and zero-trust cloud architectures to modernize legacy systems, automate workflows, and drive transformational impact.