Shares of Microsoft, Oracle and Salesforce are sliding as investors debate whether AI will disrupt or destroy software firms.

“I’ll just say what I’m doing: I’m buying SaaS stocks,” Galloway quips when asked by Inc. about what some on Wall Street have dubbed the “SaaSpocalypse.” “I think it’s a huge opportunity. … These ...

Contrary to recent market jitters, HSBC expects many software heavyweights will emerge as winners as AI becomes increasingly ...

Comparing the two stocks’ valuations, Oracle currently trades at a higher forward 12-month price-to-earnings (P/E) multiple of 20.24 compared to Salesforce’s 14.53. This suggests investors are paying ...

The impact is also visible in profit forecasts. Salesforce’s earnings per share (EPS) is now expected to witness a CAGR of 15 ...

The wave of tech layoffs that has battered the industry for more than two years shows little sign of slowing, with Oracle and Salesforce slashing hundreds of positions across California and Washington ...

Sep. 4—Oracle and Salesforce have each disclosed plans to slash hundreds of jobs in the Bay Area in a fresh round of staffing reductions that will affect more than 500 workers in the region, according ...

Salesforce CRM and Oracle ORCL are two of the biggest names in the cloud software market. Both companies offer powerful, enterprise-grade platforms spanning customer relationship management, ...