Group 1: Market Overview - Major U.S. equities indexes rose after key inflation data came in lower than expected, boosting hopes for a Federal Reserve interest rate cut next week [1] - The S&P 500 and Dow edged up about 0.1% to near their all-time highs, while the Nasdaq also ticked 0.1% higher [1] Group 2: Company Performances - Ulta Beauty (ULTA) was the best-performing stock in the S&P 500, with shares up about 14% after posting better-than-expected quarterly results and raising its outlook [1] - Victoria's Secret (VSCO) shares jumped 11% following strong earnings and an increase in guidance, attributed to lower promotional costs and higher prices [2] - Salesforce (CRM) climbed over 5% after reporting better-than-expected earnings, driven by growing sales of its Agentforce AI offerings and Data 360 products [2] - Paramount Skydance (PSKY) shares slumped nearly 8% after losing a bidding war for Warner Bros. Discovery's film and streaming properties to Netflix (NFLX) [3] - Shares of Netflix were down 3%, while Warner Bros. Discovery shares gained 2% [3] - W.R. Berkley (WRB) shares tumbled 7% after announcing that Japan's Mitsui Sumitomo Insurance took a 12.5% stake in the firm [3]

Core Insights - Salesforce, Inc. (CRM) generated free cash flow (FCF) that was 22% higher year-over-year in its fiscal Q3 ending October 31, indicating that CRM stock could be undervalued by 23% [1][4][6] Financial Performance - Q3 revenue rose 8.63% year-over-year to $10.259 billion, while 9-month revenue increased by 8.68% to $30.324 billion, with 94.8% of revenue coming from subscription and support services [3][4] - FCF for Q3 was $2.177 billion, up 22.4% year-over-year, and for the 9-month period, it increased by 5.35% to $9.079 billion [4][5] - The Q3 FCF margin was 21.2%, an increase from 18.4% a year ago, while the trailing 12 months (TTM) FCF margin rose to approximately 32% from 31.64% last quarter [4][5] Future Projections - Analysts project that next year's sales will rise by 10.5% from management's guidance of $41.55 billion to $45.80 billion [7] - Applying a 32% FCF margin to the projected sales results in an estimated FCF of $14.656 billion for the next 12 months, which is 21% higher than the market's expected run rate of $12.105 billion [7]

The Dow Jones Industrial Average (^DJI) was up 56.19 (0.1174%) points today, as Wall Street continued its quiet ascent, flirting with all-time highs. The market's main narrative was a blend of robust corporate earnings reports and encouraging economic data, alongside anticipation for key inflation figures. Investors closely monitored the Personal Consumption Expenditure (PCE) price index data, the Federal Reserve's preferred inflation gauge, and awaited signals ahead of next week's Fed meeting, where a 25 b ...

SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the world's #1 AI CRM, today unveiled its 2025 Cyber Week results (November 25–December 1), analyzing shopping data from over 1.5 billion shoppers. This was another record-breaking shopping week, with overall industry global sales increasing 7% year over year (YOY) to $336.6 billion, and U.S. sales accounting for $79.6 billion (up 5% YOY). These results signal a strong consumer appetite for buying this holiday season despite increasing glo. ...

Salesforce shares climbed Thursday in the wake of signs the software giant's AI offerings are taking off. They still have a while to go before recovering losses earlier this year. https://t.co/38s556Naf9 ...

Core Insights - Salesforce's stock has shown a positive momentum, climbing approximately 4% to close near $248, following a better-than-expected profit report driven by AI demand and an improved outlook [1][2][3] - Despite the recent gains, the stock is still down nearly 30% for the year, indicating a significant recovery is needed [2][3] Analyst Perspectives - Morgan Stanley analysts maintain an "overweight" rating with a target of $405, suggesting that investors are underestimating Salesforce's AI potential [4] - Bank of America highlights the faster-than-expected expansion of Salesforce's backlog as a strong indicator of future demand, supporting their bull case and a target of $305 [5] - Jefferies analysts believe the current-quarter forecast may be conservative, indicating potential for an upside surprise with a target of $375 [5] Market Sentiment - Wall Street analysts are generally bullish on Salesforce, with 14 out of 18 surveyed analysts issuing "buy" calls, suggesting a mean target of around $330, which indicates a near-full recovery to the stock's levels at the beginning of the year [6][9]

格隆汇12月5日｜巴克莱将赛富时的目标价从316美元上调至330美元，维持"增持"评级。(格隆汇) ...

Market Overview - The CNN Money Fear and Greed index showed some easing in the overall fear level, remaining in the "Fear" zone with a current reading of 38.9, up from 36.7 [1][6] - U.S. stocks settled mixed, with the Nasdaq Composite gaining around 50 points ahead of a widely expected Federal Reserve rate cut, which has a nearly 90% probability of being a 25-basis-point reduction [1] Company Performance - Dollar General Corp. led S&P 500 gainers, soaring 14% after posting stronger-than-expected earnings and upbeat guidance, reaching its highest level since August 2024 [2] - Salesforce Inc. added around 4% following positive results [2] - Kroger Co. stock fell around 5% after posting mixed quarterly results with softer-than-expected revenue [2] Economic Data - U.S. initial jobless claims declined by 27,000 to 191,000 during the last week of November [3] - U.S.-based employers announced job cuts of 71,321 in November, up from 57,727 in the year-ago period [3] - New orders for U.S.-manufactured goods increased by 0.2% month-over-month in September, compared to a revised 1.3% rise in August [3] Sector Performance - Most sectors on the S&P 500 closed negatively, with consumer staples, health care, and consumer discretionary stocks recording the biggest losses [4] - Industrials and information technology stocks bucked the overall market trend, closing higher [4] - The Dow Jones closed lower by around 32 points to 47,850.94, while the S&P 500 gained 0.11% to 6,857.12, and the Nasdaq Composite climbed 0.22% to 23,505.14 during Thursday's session [4] Upcoming Earnings - Investors are awaiting earnings results from Victoria's Secret & Co. and MoneyHero Ltd. today [5]

Core Points - Salesforce's board of directors declared a quarterly cash dividend of $0.416 per share [1] - The dividend is scheduled to be payable on January 8, 2026, to shareholders of record on December 18, 2025 [1] Company Overview - Salesforce is recognized as the world's 1 AI CRM, assisting organizations of all sizes in becoming agentic enterprises [2] - The company integrates humans, agents, apps, and data on a trusted, unified platform to drive growth and innovation [2]

Core Insights - The company is focusing on integrating humans, data, AI, and applications to create the "Agentic enterprise" which is expected to enhance customer momentum and success [1] Group 1: Customer Momentum - The session aims to provide an update on customer momentum and success, indicating a positive trend in customer engagement [1] - The company has been conducting a series of webinars to increase visibility and insight into business developments [1] Group 2: Leadership Introduction - Key leaders, including Miguel Milano (CRO), are participating in the session to discuss the company's strategies and updates [3]