Taiwan Semiconductor (TSM) just hit all-time highs at $342.92, up 72% over the past year and 19% in the past month. The company posted 30.3% revenue growth year-over-year with a 43.3% profit margin. NVIDIA (NVDA) is up 42% over the past year to $187.30, with Q3 2025 revenue of $57 billion, up 62.5% year-over-year. Yet the real bottleneck isn't chip manufacturing, it's power infrastructure. Vistra Energy (VST) surged 19.7% this week to $180.27, up 11.7% year-to-date. UBS raised its target to $233, recognizin ...

Core Insights - Salesforce's shares performed well last month, driven by a strong third-quarter earnings report that exceeded bottom-line expectations and an increase in guidance [1][7] Financial Performance - Revenue increased by 8.6% to $10.26 billion, aligning with estimates, while adjusted earnings per share rose from $2.41 to $3.25, surpassing estimates of $2.86 [4] - Adjusted operating income improved from $3.12 billion to $3.63 billion, indicating a better reflection of profitability [4] Strategic Developments - The company reported a significant growth in annual recurring revenue (ARR) for its Agentforce and Data 360 platforms, which rose by 114% to $1.4 billion [5] - Remaining performance obligations (RPO), a measure of backlog, increased by 12% to $59.5 billion [5] - Salesforce raised its revenue guidance for the year to between $41.45 billion and $41.55 billion, representing a 9%-10% increase [5] Market Reaction - Following the earnings report, Salesforce's stock jumped 3.7% on December 4 and gained an additional 5.3% the next day as analysts reacted positively [3] - The stock traded sideways for the remainder of the month, despite positive announcements, including a deal with Novartis [6] Future Outlook - The year 2026 is anticipated to be significant for AI software stocks, with expectations for continued growth in Salesforce's AI initiatives [9] - The overall growth rate for Salesforce is expected to remain modest, but strong performance in AI could attract more investors [10]

Core Viewpoint - Salesforce, Inc. is experiencing positive stock movement and is seen as a strong player in the AI-driven customer service market, particularly with its Agentforce AI platform [1][2] Group 1: Stock Performance - Salesforce's stock closed up $4.72, indicating a positive market response [1] - The stock is currently trading at 20 times next year's earnings estimates, suggesting it may be undervalued [1] Group 2: AI and Market Potential - The Agentforce AI platform is positioned to dominate the agentic AI space, which is anticipated to be one of the largest markets in history [2] - The potential for AI in customer service is highlighted as a "holy grail," emphasizing the importance of informed salespeople who can assist customers instantly and accurately [2] Group 3: Competitive Landscape - While Salesforce shows promise, there are opinions that other AI stocks may offer greater upside potential with less downside risk [2] - The report suggests looking into undervalued AI stocks that could benefit from current economic trends, such as tariffs and onshoring [2]