Salesforce, Inc.
CRM · Technology
$258.11
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Michael Burry Says Palantir's Books Look More Like a Consultant's Than a Software Company's
Michael Burry, the investor behind 'The Big Short,' argues that Palantir Technologies' financial profile resembles a consulting firm rather than a software company, citing faster-growing accounts receivable than revenue, concentrated customer payments, and deferred revenue ratios similar to Accenture. Burry holds put options betting against the stock and suggests it could fall from its current $420 billion valuation to below $100 billion, though the company reported strong 93% year-over-year revenue growth.
Why UiPath Stock Plunged Today
UiPath shares fell 16.63% despite strong quarterly results (13% revenue growth to $410M, 43% operating income surge) as investors worry about intensifying competition from AI-powered rivals. The company is positioning itself to help customers use AI strategically alongside deterministic automation, but analysts note the competitive landscape is evolving faster than reported numbers reflect.
AI/R Everymind reconocida en los Salesforce Partner of the Year Awards 2027
AI/R Everymind, a subsidiary of AI/R, has been awarded the Salesforce Partner of the Year Award in the inaugural Partner FDE Practice category for successfully deploying Agentforce from pilot to production at scale. The company, which has completed 2,000 Salesforce implementations with over 500 certified professionals, was recognized for its approach of embedding engineers within client environments to accelerate AI agent adoption.
AI/R Everymind é premiada no Salesforce Partner of the Year Awards 2027
AI/R Everymind, a subsidiary of AI/R specializing in Agentic AI, won the Salesforce Partner of the Year Award 2027 in the inaugural Partner FDE Practice category. The award recognizes the company's expertise in deploying Agentforce from pilot to production at scale, leveraging its team of 500+ certified professionals and 2,000 successful Salesforce implementations.
Marc Benioff's $25 Billion Bet Against the "SaaSpocalypse" Earlier This Year Is Now Paying Off for Salesforce Investors, and It's Not Too Late to Join
Salesforce's stock has surged 38% since March after CEO Marc Benioff's aggressive $25 billion accelerated share buyback during the AI-driven software sector sell-off. Q2 earnings revealed strong performance with AI-related revenue growing 210% year-over-year to nearly $4 billion, and a new partnership with Anthropic introducing Claudeforce. Despite the rally, the stock trades at just 16x earnings, suggesting potential for further upside as the company demonstrates it's an AI beneficiary rather than victim.