"The way work gets done no longer matches the speed, complexity, or expectations of modern business as too much time is spent managing processes instead of driving outcomes," said Steve Miranda, executive vice president of Applications Development, Oracle. "With Fusion Agentic Applications, we are moving enterprise software beyond passive systems of record and providing our customers with applications that can reason, decide, and act in pursuit of defined business objectives. This is a huge step forward for ...

Group 1 - Software stocks, represented by the iShares Expanded Tech-Software Sector ETF (IGV), are down over 20% year-to-date, reflecting investor concerns about AI's ability to rapidly develop similar software products [1] - Nvidia CEO Jensen Huang argues that the market has misjudged the impact of AI on enterprise software, suggesting that AI will not replace existing products but will enhance their functionality [2][5] - New AI tools, such as those from Claude and Anthropic, are being developed to assist in various job functions, including wealth management and investment banking, indicating a shift in how software can be utilized in professional settings [4][6] Group 2 - The emergence of AI tools that can perform tasks traditionally done by humans has raised concerns among investors and consumers about the future of enterprise software [3][5] - Companies like ServiceNow are expected to develop specialized AI agents that will operate on their platforms, enhancing the efficiency of existing software solutions [6]

Group 1 - Salesforce, Inc. has experienced a significant decline in value, losing 33% since the beginning of the year, despite being recognized for its efforts in AI integration [1] - The company's current valuation is below 15 times this year's earnings estimates, which is considered low for a growth stock [1] - The upcoming earnings report is expected to reflect challenges in its core software as a service business, where clients are charged per user [1] Group 2 - Salesforce provides CRM-focused tools that assist businesses in managing customer interactions, utilizing AI agents, analyzing data, and running various operations [3]

We recently published 10 Stocks Jim Cramer Discussed & Continued To Talk About AI & Enterprise Software.  Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer discussed. Retail and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are down by 1.4% over the past year and by 7.4% year-to-date. Ratings firm Moody’s discussed the retailer on February 20th. It revised Amazon.com, Inc. (NASDAQ:AMZN)’s rating to stable from positive and reaffirmed its Senior A1 rating. As is the case with s ...

Core Insights - Jim Cramer discussed the challenges and opportunities in the private equity industry, particularly regarding enterprise software firms, emphasizing the need for fundamental business model changes due to the AI evolution [2] - Cramer highlighted the importance of acknowledging losses and being transparent about mistakes made by private equity firms and enterprise software companies [2] Group 1: NVIDIA Corporation (NASDAQ:NVDA) - NVIDIA's shares have increased by 47% over the past year and 2% year-to-date, although they have faced recent struggles [7] - The company announced a significant partnership with Meta to provide AI GPUs and CPUs, and Goldman Sachs maintained a Buy rating with a $250 price target [7] - Cramer noted that the total cost of ownership of NVIDIA's AI products is lower than that of AMD's GPUs, expressing continued enthusiasm for the company [7] Group 2: Walmart Inc. (NASDAQ:WMT) - Walmart reported fiscal fourth-quarter earnings of $190.66 billion in revenue and $0.74 in earnings per share, surpassing analyst estimates [8] - The company's full-year revenue reached $713 billion, slightly below Amazon's $716 billion, but it is expected to continue gaining market share [8] - Cramer praised Walmart's ability to compete with Amazon and control prices, calling it a significant inflation fighter in the U.S. retail market [9]

Live from New Delhi. This is inside with Haslinda Amin, where we will dig into India's fast rising artificial intelligence ambitions and the shockwaves hitting the country's storied I. T.giants. As India hosts one of the world's biggest AI summits. We speak live with Schneider Electric CEO Olivia Bloom, ServiceNow president and CEO Omid Zaveri and Fractal Analytics co-founder and CEO.Trick on the Alarm, uncanny about how this technology is reshaping the world. And we bring you more from our conversations wi ...

The VanEck BDC Income ETF (BIZD) is currently living out the tension of an anthem from the popular rock band Queen. And it is overdue, owing to what I call the process of “pulling returns forward.” That’s where a good concept in an exchange-traded fund (ETF) is the target of a rush of demand for the theme it invests in — to the point where it cannot possibly keep up with expectations. That leaves a lot of proverbial bag-holders. While the ETF provides a massive yield, it is operating in the shadow of the ...

Group 1: Market Overview - Software stocks have experienced significant declines, with Salesforce down 28%, ServiceNow down 30%, and Microsoft down 17% year-to-date [1] - Dan Ives describes the current selloff as the worst he has seen in 25 years, arguing that investors are mistakenly viewing enterprise software as obsolete in the AI era [1] Group 2: Company-Specific Insights - Salesforce is trading at 14.2x forward earnings, despite generating $900 million in AI Annual Recurring Revenue (ARR) that is growing at 120% year-over-year [1] - ServiceNow reported Q3 revenue of $3.41 billion, up 22% year-over-year, but still faced a stock decline due to market fears surrounding AI disruption [1] - Microsoft, despite being a leader in AI integration, has seen a 17% decline this year, attributed to lower-than-expected forward Azure growth projections [1] Group 3: Analyst Perspectives - Ives believes the selloff indicates a disconnect between market pricing and fundamental value, similar to past market crashes where quality companies traded at depressed valuations [1] - Morgan Stanley estimates that generative AI could add approximately $400 billion to the Enterprise Software Total Addressable Market by 2028, while software multiples have compressed by 33% since October 2025 [1] - Goldman Sachs CEO David Solomon suggests that the AI-driven software selloff is overdone, indicating that many companies will adapt successfully [1]

Core Viewpoint - The fear among software investors is driven by the potential commoditization of enterprise software due to advancements in AI, particularly with platforms like OpenAI's Frontier [1] Group 1: Company Performance - ServiceNow reported Q3 revenue of $3.41 billion, reflecting a 22% year-over-year increase, yet its stock price fell significantly [1] - Salesforce's stock has dropped 28% year-to-date to $189.72, while ServiceNow's stock has decreased by 30.1% to $107.08 [5] - Microsoft has also experienced a 17% decline this year, indicating that even leading AI companies are affected by market fears [8] Group 2: Market Sentiment and Valuation - The current market is pricing traditional SaaS models as obsolete, leading to a selloff that even positive earnings cannot counter [7] - Goldman Sachs CEO David Solomon believes the selloff is overdone, suggesting that many companies will adapt successfully to AI [3] - Salesforce is trading at a low valuation of 14.4x forward earnings, despite significant growth in its Data Cloud and AI ARR, which increased by 120% year-over-year [3] Group 3: Future Outlook and AI Integration - Analysts like Dan Ives argue that the selloff represents a disconnect between market pricing and fundamental value, similar to past market crashes [11] - The future success of enterprise software companies hinges on their ability to integrate AI into their platforms rather than being displaced by it [12] - Morgan Stanley estimates that generative AI could add approximately $400 billion to the enterprise software market by 2028, indicating potential growth despite current fears [4]

Core Insights - Bill Gunderson, CEO and Chief Market Strategist at Gunderson Capital, manages four investment portfolios: Emerging Growth, Ultra-Growth, Premier Growth, and Dividend & Growth [1] - The Ultra-Growth portfolio has achieved returns that are three times greater than the S&P 500 since its inception on January 1, 2019, while the Premier Growth portfolio has doubled the market's returns during the same period [1] Company Overview - Gunderson Capital has over 24 years of experience in investment management, with a focus on providing daily market commentary, forecasts, and live trading signals [1] - The company offers a range of services including a daily 45-minute show, a weekly in-depth market newsletter, and access to the Best Stocks Now App, which was developed by Bill Gunderson [1]