用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 以下文章来源于极客公园 ，作者芯芯 极客公园 . 来源 | 极客公园 OpenAI 的 Vibe Coding 梦破灭了。 当地时间 7 月 11 日，谷歌 DeepMind 被爆成功「收编」AI 初创公司 Windsurf 的核心团队，就 在前不久，OpenAI 还在和 Windsurf 谈判 30 亿美元收购，没想到双方的合作并未达成，反而让 谷歌补充了 AI 血液。 根据报道，谷歌将付出 24 亿美元（约人民币 170 亿元）的许可费和补偿金，换来 Windsurf 团 队联创 Douglas Chen 和部分高级研究院加入谷歌，帮助后者在 AI 编程上的项目。同时， Windsurf 将保持独立运营，并仍可将技术授权给其他公司 。 熟悉的配方，熟悉的味道。 就在一个月之前，Meta 做了类似的事—— Meta 斥巨资收购了 Scale AI 近一半股份，并顺势把 其年轻的 CEO 拉来做自己的首席 AI 官 。 无论是 Meta、谷歌、苹果，还是马斯克的 xAI，如今都在抢人，要么整体收编明星初创团队， 要么直接从 OpenAI、Ant ...

As the tech industry increasingly pivots towards artificial intelligence, Salesforce CRM is positioning itself at the forefront of this shift with its AI-powered Service Cloud. This strategic move not only highlights the growing importance of AI in driving business growth but also reshapes investor perceptions of Salesforce’s long-term potential.Bank of America Securities analyst Brad Sills maintained a Buy rating on Salesforce with a price target of $350 on Monday.Salesforce is betting big on its largest b ...

Coveo expands partnership with Salesforce, exploring MCP Server on AgentExchange to empower scalable digital labor work forces.MONTREAL, LONDON and NEW YORK, July 14, 2025 /PRNewswire/ - Coveo (TSX: CVO), the leader in AI-Relevance, delivering best-in-class AI-search and generative experiences that maximize business outcomes at every point-of-experience, today announced the expansion of its partnership with Salesforce and its collaboration with Salesforce for MCP Server on AgentExchange, further enhancing t ...

金十图示：2025年07月14日（周一）全球主要科技与互联网公司市值变化 | 台棋电 | 11949 | 1 0.28% | 230.4 | | --- | --- | --- | --- | | 特斯拉 | 10098 | ↑ 1.17% | 313.51 | | 甲骨文 | 6476 | + -1.89% | 230.56 | | 腾讯 | 5725 | -0.14% | 63.04 | | 奈飞 | 5298 | + -0.44% | 1245.11 | | SAP SAP | 3531 | + -1.75% | 300.85 | | O Palantir | 3353 | + -0.28% | 142.1 | | ASML 阿斯麦 | 3182 | -0.02% | 801.93 | | 一星 | 2979 | -0.64% | 45.14 | | 思科 | 2690 | -1.18% | 67.95 | | IEM IBM | 2635 | -1.34% | 283.59 | | 阿里巴巴 | 2552 | 1 0.08% | 106.72 | | 赛富时 | 2467 | + -2.24% | 2 ...

Market Overview - The first half of 2025 was marked by volatility in U.S. securities, influenced by the transition to the second Trump administration and concerns about a potential recession [1] - The S&P 500 index saw a recovery in the second quarter, achieving gains of over 6% for the first half of the year and starting the third quarter at record highs [2] UnitedHealth Group - UnitedHealth Group experienced a significant decline in share price, dropping over 40% in 2025 due to earnings misses and ongoing challenges [3][4] - Analysts forecast a year-over-year dip of more than 20% in EPS for the second quarter, although revenue may see an increase [4] - Despite challenges, there is potential for a turnaround, with a 12-month stock price forecast of $415.00, indicating a 36.60% upside [3][6] - The company has recently increased its dividend and sold a portion of its Latin American unit, which may enhance shareholder value [5] Edison International - Edison International faced notable volatility, with shares down more than 22% in the first half of the year due to wildfires and regulatory challenges [8][10] - The company is under pressure from potential regulatory changes that could limit price increases and impose additional costs [9] - Despite these challenges, analysts are optimistic about a nearly 17% earnings boost in the next year, with a 12-month stock price forecast of $76.82, representing a 50.42% upside [8][10] Salesforce - Salesforce saw a 14% decline in share price during the first half of 2025, but is transitioning towards a profitability-focused model with improving margins [11][12] - The company is attracting new business through AI offerings, and its quarterly data cloud and AI revenue has more than doubled year-over-year [12] - Analysts project a 12-month stock price forecast of $348.16, indicating a 34.82% upside, supported by improved guidance and share repurchases [11][13]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company reported Q1 FY26 earnings with revenue of $9.83 billion, a year-over-year increase of 7.6%, and subscription revenue of $9.30 billion, up 8.3% year-over-year [3][4] - The acquisition of Informatica for $8 billion is aimed at strengthening the company's data capabilities, with AgentForce completing 8,000 transactions in Q1, nearly half of which were paid collaborations [4][5] - The company's Remaining Performance Obligations (RPO) reached a record high of $60.9 billion, reflecting a year-over-year growth of 13% [5] - The company has raised its full-year revenue guidance for FY26 to $41-41.3 billion, driven by growth in data cloud and AgentForce [6][7] Financial Performance - For FY26, the company expects non-GAAP net profits of $10.96 billion, with year-over-year growth rates of 10.4%, 14.8%, and 15.6% for FY26, FY27, and FY28 respectively [7][9] - The company’s gross margin is projected to improve from 77.2% in FY25 to 79.5% in FY28 [9] - The company’s operating margin is expected to remain stable, with GAAP operating margin at 21.6% and non-GAAP operating margin at 34% for FY26 [6][9]

I am curious about how much we've actually seen the use of AI, not so much with your customer base, but internally within Salesforce itself. Yeah. Well, Romain, thanks for having me.Look, the moment of the digital labor revolution is upon us when we think about this, as is 41% of all time for workers are spending on repetitive or low value tasks, and organizations need a new labor model that unlocks AI and humans working together. And so we are like every business going through this massive transformation t ...

Core Insights - Salesforce, Inc.'s Data Cloud is experiencing significant growth, with annual recurring revenues (ARR) increasing by 120% year over year, surpassing $1 billion in the first quarter of fiscal 2025 [1][9] - The integration of Data Cloud with artificial intelligence (AI) features is evident, as nearly 60% of Salesforce's top 100 deals in the first quarter included both [2][9] - Data Cloud is essential for Salesforce's digital labor and intelligent automation initiatives, particularly in conjunction with the new AI-based product, Agentforce [3] Company Performance - Salesforce has utilized Data Cloud to enhance internal efficiency, notably reducing lead routing time from 20 minutes to 19 seconds in Slack [4] - The company's stock has declined by 18.1% year to date, contrasting with a 16.5% increase in the Zacks Computer – Software industry [8] Competitive Landscape - Salesforce's Data Cloud faces competition from Microsoft and Snowflake, both of which are prominent in enterprise data management [5] - Microsoft leverages its Azure Data services, which integrate with its broader ecosystem, providing a strong alternative for businesses already using Azure [6] - Snowflake specializes in cloud-based data warehousing, focusing solely on data management, which allows for easy storage, processing, and sharing of large volumes of data [7] Valuation and Earnings Estimates - Salesforce trades at a forward price-to-earnings ratio of 23.07, significantly lower than the industry average of 34.23 [10] - The Zacks Consensus Estimate indicates a year-over-year earnings increase of approximately 10.8% for fiscal 2026 and 11.5% for fiscal 2027, with upward revisions in estimates over the past 30 days [11]

Market Capitalization Changes - The market capitalization of major global technology and internet companies has shown varied changes as of July 9, 2025, with notable increases in companies like Tesla, which rose by 1.32% to reach $959.2 billion, and Alibaba, which increased by 1.62% to $257.6 billion [3][4][5]. - Companies such as Netflix and Shopify experienced declines, with Netflix decreasing by 1.11% to $548.8 billion and Shopify dropping by 3.58% to $619.1 billion [3][4]. Notable Performers - AMD saw a significant increase of 2.24%, bringing its market cap to $223.4 billion, while Intel had a remarkable rise of 7.23%, reaching $102.8 billion [5][6]. - Other companies with positive performance include Adobe, which increased by 1.41% to $162.1 billion, and ASML, which rose by 1.15% to $312.2 billion [3][4]. Decliners - Companies like Robinhood and Sea Limited faced declines, with Robinhood decreasing by 2.34% to $824 million and Sea Limited dropping by 1.32% to $894 million [6][7]. - FICO experienced a significant drop of 8.91%, bringing its market cap down to $455 million [7]. Overall Trends - The overall trend indicates a mixed performance across the technology sector, with some companies gaining market value while others are experiencing losses [3][4][5][6].

Investment Rating - The industry investment rating is "Strongly Outperform the Market," indicating an expected industry index increase of over 5% in the next six months [32]. Core Insights - Oracle announced a $30 billion order and plans to expand data centers in the U.S., with multi-cloud database revenue growing at over 100% [4][7]. - CoreWeave received the first batch of NVIDIA GB300 servers, significantly enhancing AI processing capabilities and efficiency [8]. - Figma is preparing for a major IPO, projecting $749 million in revenue for 2024, with a focus on integrating AI into its design platform [9][13]. - The AI sector is experiencing a new technology cycle driven by increased computational power, model iteration, and accelerated commercialization [4]. - ByteDance's Doubao launched a new "In-Depth Research" feature, enhancing its AI capabilities for complex task processing [22][26]. Summary by Sections Oracle - Oracle's CEO stated a strong start to FY26, with multi-cloud database revenue growing over 100% and a significant contract with OpenAI expected to contribute over $30 billion annually starting FY28 [4][7]. CoreWeave - CoreWeave announced the receipt of NVIDIA's latest GB300 servers, which enhance AI model output efficiency by up to 50 times, marking a significant advancement in AI cloud services [8]. Figma - Figma aims for a $1.5 billion IPO, with 2024 revenue projected at $749 million, reflecting a 48% year-over-year growth. The platform is embedding AI to improve design efficiency [9][13]. AI Dynamics - The AI industry is witnessing a robust cycle characterized by high demand for computational power and rapid advancements in AI applications, with major companies like Oracle and CoreWeave leading the charge [4]. ByteDance - ByteDance's Doubao introduced the "In-Depth Research" feature, which allows users to process complex tasks and generate structured reports, indicating a shift towards deeper AI application capabilities [22][26].