Core Insights - Salesforce is leveraging its ADAM framework, which consists of Agents, Data, Apps, and Metadata, as the foundation for its AI strategy, emphasizing that all four components are essential for effective AI agent deployment in enterprises [1][5]. Group 1: ADAM Framework and AI Strategy - The ADAM framework includes the Agentforce platform for AI agents, Data Cloud for unified data, MuleSoft for system integration, and various Salesforce applications like Sales Cloud and Slack, with Metadata serving as the linking platform [2][10]. - The pending $8 billion acquisition of Informatica is expected to enhance Salesforce's master data management and ETL capabilities, creating a unified architecture for agentic AI [2][10]. - Examples of products utilizing the ADAM framework include Tableau Next, which connects to Data Cloud, and Slack, which serves as a conversational interface for accessing Salesforce applications and agents [3][10]. Group 2: Customer Adoption and Market Position - Companies like Finnair, PepsiCo, and Falabella are implementing the ADAM framework for customer service automation and multi-cloud projects, showcasing its effectiveness in real-world applications [4][10]. - Management believes that the success of the ADAM framework will depend on customer adoption rates, with potential for significant growth if execution is successful [5]. Group 3: Competitive Landscape - Competitors such as Microsoft and ServiceNow are also advancing AI automation in the enterprise sector, with Microsoft integrating AI features into Dynamics 365 and ServiceNow utilizing AI for IT service management and customer support [6][7]. Group 4: Financial Performance and Valuation - Salesforce shares have decreased by 30.7% year-to-date, contrasting with the 19.8% growth of the Zacks Computer – Software industry [8]. - The company trades at a forward price-to-earnings ratio of 19.33, which is significantly lower than the industry average of 35.32 [12]. - The Zacks Consensus Estimate indicates year-over-year revenue growth of 8.6% for fiscal 2026 and 9.2% for fiscal 2027, with earnings expected to increase by approximately 10.8% and 11.5% respectively [5][15].

Core Viewpoint - The article highlights four artificial intelligence (AI) stocks that investors may consider buying, emphasizing their strong market opportunities and innovative approaches in the tech industry. Group 1: Palantir Technologies - Palantir Technologies focuses on the applications and workflow layers of AI, differentiating itself by structuring data into an "ontology" to link it to real-world objects and processes [2] - The company's solutions are utilized across various industries, including mission-critical tasks for the U.S. government, positioning it as a long-term winner that can replace outdated systems [3] - A recent deal with NATO further enhances Palantir's growth prospects, indicating a robust long-term opportunity [4] Group 2: Nvidia - Nvidia is set to ship billions of dollars worth of its new Blackwell GPUs to Saudi Arabia, alleviating concerns about slowing AI infrastructure expansion [6] - The company holds over 80% market share in the GPU market, driven by its CUDA software program, which simplifies chip programming and includes AI libraries [8] - Continued strong spending on AI infrastructure will benefit Nvidia significantly [9] Group 3: Salesforce - Salesforce aims to lead in agentic AI through its Agentforce platform, integrating AI agents that automate tasks with minimal human interaction [10] - The platform features pre-built AI agents for various business functions and a marketplace with over 200 partners, expanding its use cases [11] - The consumption-based product, priced at $2 per conversation, has gained traction with over 3,000 paid deals since its launch, indicating a large growth opportunity [12] Group 4: Pinterest - Pinterest is leveraging AI to enhance user engagement and monetization, successfully transforming its platform [13] - The company developed a multimodal AI model for better user intent interpretation and personalized recommendations, including visual search capabilities [14] - With the introduction of its Performance+ solution, Pinterest aims to improve advertiser campaign performance, indicating strong long-term investment potential [15]