$CRM Salesforce Tape Reports
Per Ticker.id: $CRM Salesforce Tape Reports — 127 podcast mentions across 18 podcasts (30 days), latest 2026-08-27 03:32 UTC.
That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates. The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued.
Doug Krisner — Bloomberg News Now · Fed's Cook Rejects Mortgage Fraud Claims, Nvidia's Bullish Forecast, More · 2026-08-27That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates. The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued.
Doug Krisner — Bloomberg News Now · Cook Hits Back at Trump's Renewed Threat, Nvidia's Outlook, More · 2026-08-27That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates. Estimates. The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued.
Doug Krisner — Bloomberg News Now · Cook Slams Trump's Renewed Threat, Nvidia's Bullish Forecast, More · 2026-08-27That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates. Estimates. The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued.
Doug Krisner — Bloomberg News Now · Fed's Cook Rejects Trump Mortgage Fraud Claims, Bullish Nvidia Outlook, More · 2026-08-27That is Bloomberg's Ed Ludlow. Shares of NVIDIA were up by more than 4% in late U.S. trading. We also heard from Salesforce. The company gave an outlook for strong revenue expansion. Salesforce is promoting Agentforce, its AI tool meant to handle tasks such as customer service without human oversight. And the guidance suggests Salesforce can compete successfully in the AI era. Shares in Salesforce are up 14% in late U.S. trading. CrowdStrike Holdings is forecasting revenue for the full year above estimates The guidance reflects greater demand for cybersecurity in this age of artificial intelligence. Shares in CrowdStrike are up 11% in late trading. Meta Platforms has agreed to pay up to $18 billion as part of a settlement to end a trial over teen social media addiction. This agreement also requires Meta to put new guardrails on its platforms that would include restricting how much time younger people can scroll. California was among many states that sued. Here is California State AG Rob This is a significant victory for families across the country, for parents, for children, uh, for those who are suffering in silence and those who are suffering in public. At the same time, Meta Chief Legal Officer CJ Mahoney is calling on other social media platforms to put similar measures in place. This framework will only work if all our peers join us. Because teens move fluidly across dozens of apps, We need an industry-wide solution. We therefore call on our industry peers, TikTok and YouTube, to implement this new framework right away. A judge still needs to sign off on this agreement. Shares in Meta today up 1%. Russia is preparing to escalate its attacks on Ukraine. This decision comes after Moscow determined negotiations for a peace deal have reached a dead end. We are told the escalation in strikes by Ukraine has led many Russian officials to suspect President Vladimir Putin could eventually to use tactical nuclear weapons as a last resort. Here is Bloomberg's Jennifer Welch.
Doug Krisner — Bloomberg News Now · Fed's Cook Denies Wrongdoing, Nvidia on AI Demand, More · 2026-08-27So most enterprise deals that we know from companies like Salesforce, for example, which is also a company that we covered here on the show, they're in the, you know, 5 to 6 figure range, maybe a 7 figure deal every now and then. But Palantir is only going for those big ones. They're not even trying to win those smaller ones, which is why the customer count generally is not accelerating as fast as the volume. So gaining 42 new customers might not seem that impressive, but closing $220 million deals, that's pretty impressive. And that's why net dollar retention is so high and why Palantir is growing like a weed.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Even if I don't exactly understand what Palantir does or what makes them so special compared to other consulting and data businesses, the financial fundamentals and the business itself are looking really, really good. But again, I'm still asking myself this question of why is there no one that seems to be able to copy what Palantir is doing? I What about OpenAI and Anthropic or the big software companies you mentioned earlier, Salesforce, ServiceNow, or even Microsoft? Couldn't they do what Palantir has done with their suite of products and especially the connections into the enterprise universe that they already have? You would think they might be able to build on that and create some kind of ontology similar to Palantir. And so we mentioned many times in recent episodes that distribution seems to be one of the most important advantages in the age of AI. And that means, you know, already having a widespread customer base. And as outsiders without any insights into Palantir, how are we supposed to have conviction in their technological advantages? How do we even begin to rate the strength of their moat?
Preston Pysh — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27And then a company might use Slack because they preferred it over Teams, just as we do at TIP. They might use Excel because they preferred it over Google Sheets, which is what we don't do at TIP. And then Zoom because they preferred it over Google Meet. And, you know, maybe Salesforce is the company that they have for their databases. Because they preferred over whatever competitors are out there. So that's how you can think about it in the past, and Palantir sort of changed that dynamic.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27