Key Points Salesforce's AI business is scaling rapidly, with Agentforce reaching annual recurring revenue of $800 million. The number of large deals is also increasing, highlighting rising enterprise demand for Salesforce’s solutions. Despite multiple tailwinds, the stock is trading at a relatively modest valuation. 10 stocks we like better than Salesforce › Enterprise software stocks have come un...
Key Points Salesforce's AI business is scaling rapidly, with Agentforce reaching annual recurring revenue of $800 million. The number of large deals is also increasing, highlighting rising enterprise demand for Salesforce’s solutions. Despite multiple tailwinds, the stock is trading at a relatively modest valuation. 10 stocks we like better than Salesforce › Enterprise software stocks have come under pressure in 2026 as investors question whether artificial intelligence (AI) could disrupt traditional software-as-a-service (SaaS) models. One of the stocks most adversely affected is Salesforce (NYSE: CRM), with its share price down over 26.6% so far this year (as of March 18). Salesforce's fiscal 2026 (ending Jan. 31, 2026) revenue was up 10% year over year to $41.5 billion. The company also exited the year with $72.4 billion in remaining performance obligations (RPO, contracted revenue yet to be recognized). Of that, the current RPO (expected to be recognized in the next 12 months) was $35.1 billion, up 16% year over year. Hence, it is obvious that the company continues to secure long-term customers and projects, even as the market debates whether AI could weaken traditional software vendors. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Growth tailwinds While Wall Street remains concerned about Salesforce's maturing growth, recent data suggests that the company may be entering a new phase of AI-powered expansion. For the fourth quarter, the company reported a 26% increase in deals worth over $1 million and 33% increase in deals exceeding $10 million on a year-over-year basis. Salesforce's Agentforce platform, which enables businesses to build, manage, and deploy AI agents to perform various tasks, is also scaling rapidly. Combined with its Data 360 offering, a cloud-native data platform that uni...
When Zack Rogow’s relationship ended, he joined an online dating site. Aged 66, Rogow prepared for his first date with a mixture of grief at the loss of a love he’d thought would last a lifetime, and euphoria. “I was gaga – ‘Oh, I’m single again. I can meet people!’” In the event, one match led to another and he notched up 75 first dates over 18 months. Some dates were outdoorsy walks. Others took...
When Zack Rogow’s relationship ended, he joined an online dating site. Aged 66, Rogow prepared for his first date with a mixture of grief at the loss of a love he’d thought would last a lifetime, and euphoria. “I was gaga – ‘Oh, I’m single again. I can meet people!’” In the event, one match led to another and he notched up 75 first dates over 18 months. Some dates were outdoorsy walks. Others took place in wine bars, in cafes or at the movies. He kept notes, jotting down each woman’s career and family situation so he wouldn’t put his foot in it on a second date. It must have started to feel like a job. “You could say that,” he says. “I knew I didn’t want to live alone. I knew I wanted a long-term relationship.” Why didn’t he want to live alone? “I’m a person who has a melancholy streak. And it’s accentuated when I’m by myself,” he says. “I enjoy the repartee and the warmth of a daily relationship.” Rogow, now 73, grew up in New York City. His father died in a plane crash when he was three, and he and his older sister were raised by their mother. “Nowadays, she would probably be described as bipolar,” he says. She killed herself when Rogow was 19. In the family home, creativity was valued “above all”. Like his father, Rogow is a writer – he works part-time writing and editing for a law firm, and is also a poet, memoirist and translator. His new poetry collection, The Kama Sutra for Senior Citizens, tracks some of his findings from his dating marathon. “I was unfamiliar with how the etiquette of dating had changed – what do you talk about, what do you not talk about?” He and his ex-partner, with whom he shares a son, had met in a carpool, so Rogow hadn’t dated in decades. His first foray went well – there was “a good volley of conversation” – but when they said goodnight, Rogow’s companion gave him “a kind of scorecard and said, ‘Here’s what you did right, here’s what you did wrong … You really criticised your ex and I don’t think you should do that because all it doe...
Countdown Begins: Former Central Bank Advisor Warns Food-Price Shock Could Hit "Within 6 To 9 Months" Alexandra Prokopenko, a fellow at the Carnegie Russia Eurasia Center and a former advisor at the Bank of Russia, warned on X that the near-shutdown of the Strait of Hormuz has triggered an energy shock that risks morphing into a "slower, more consequential story": fertilizers. "A near-shutdown of ...
Countdown Begins: Former Central Bank Advisor Warns Food-Price Shock Could Hit "Within 6 To 9 Months" Alexandra Prokopenko, a fellow at the Carnegie Russia Eurasia Center and a former advisor at the Bank of Russia, warned on X that the near-shutdown of the Strait of Hormuz has triggered an energy shock that risks morphing into a "slower, more consequential story": fertilizers. "A near-shutdown of the Strait of Hormuz is triggering a supply shock that will show up in food prices 6–9 months from now ," Prokopenko wrote on X, adding, "Putin's gains here may be more long-term than simply lining his pockets with petrodollars." The Iran war coverage focuses on oil. The slower, more consequential story is fertilizers. A near-shutdown of the Strait of Hormuz is triggering a supply shock that will show up in food prices 6-9 months from now. Putin's gains here may be more long-term than simply lining his… — Alexandra Prokopenko (@amenka) March 19, 2026 For weeks, we have cited institutional desks warning about the emerging fertilizer shock, which is expected to ripple across the world's food supply chain. UBS analyst Claudio Martucci warned last week about the cascading effects of the energy shock rippling through fertilizer markets. This may only suggest that the next shoe to drop is the food supply chain later this year. Bloomberg macro strategist Simon White recently warned, "But food prices are likely to be as troublesome for second-round inflationary effects. Less well-known is that the shock to food prices was worse than the oil price shocks in the 1970s, after the Arab oil embargo and the Iranian revolution. Food inflation in the US was already rising before both shocks, and contributed more to headline CPI than energy through almost all of the 70s." Prokopenko pointed out, " Consequences already material. Urea up 25-30% since Feb. 28. Gulf producers have declared force majeure on contracts to South America and Asia. ~1 million metric tons of fertilizer physically stra...
India’s swap markets are signaling a more aggressive shift toward interest-rate increases as oil prices surge, pointing to prospects for further gains in bond yields. Traders are currently pricing in about 100 basis points of rate hikes over the next year, up from less than half a percentage point just before the Iran war broke out, according to Nomura Holdings Inc. The shift undercuts the Reserve...
India’s swap markets are signaling a more aggressive shift toward interest-rate increases as oil prices surge, pointing to prospects for further gains in bond yields. Traders are currently pricing in about 100 basis points of rate hikes over the next year, up from less than half a percentage point just before the Iran war broke out, according to Nomura Holdings Inc. The shift undercuts the Reserve Bank of India’s view published early March that rates would stay lower for longer. It also reflects a broader global trend , as energy supply shocks from the conflict push traders to price in the likelihood of higher borrowing costs, lifting bond yields around the world. “The war is very inflationary globally and for India, and can spread beyond energy into all aspects of the CPI basket,” said Nathan Sribalasundaram , a rates strategist at Nomura. “Currency risks are building and we can’t fade the swap pricing. We have a paid OIS view.” Overnight indexed swaps have surged, with the five-year up over 50 basis points this month to the highest since 2024, according to data compiled by Bloomberg. Bond yields have risen less as the central bank supported the market through secondary market buying. India’s 10-year yield rose as much as 10 basis points to 6.84% Monday, the highest since January last year. As recently as March 2, RBI Governor Sanjay Malhotra told The Economic Times in an interview conducted before the joint US-Israel strikes on Iran that India’s policy rates would likely remain around current levels for an extended period and could even trend lower. The RBI’s next rate decision is due on April 8. “The lower-for-longer narrative was contingent upon the absence of any major shocks,” said Suyash Choudhary , chief investment officer for fixed income at Bandhan AMC Ltd. The longer the commodity shock persists, the greater the pressure on inflation and the current account. “Given that context, the market seems right to price in rate hikes over the next one year.” India ...
现货金下跌6%至每盎司4，214.89美元，为12月11日来最低水平。 大华全球经济与市场研究部的Quek Ser Leang在一份报告中称，根据技术分析，黄金巨大的周跌幅及其跌破关键支撑位的走势预示着金价可能进一步走软。这位高级技术策略师指出，上周，该大宗商品创下1983年以来最大单周跌幅。今日金价还跌破了每盎司4，381美元至4，403美元的支撑区间。该策略师称，此外，周线MACD指标已深入负...
现货金下跌6%至每盎司4，214.89美元，为12月11日来最低水平。 大华全球经济与市场研究部的Quek Ser Leang在一份报告中称，根据技术分析，黄金巨大的周跌幅及其跌破关键支撑位的走势预示着金价可能进一步走软。这位高级技术策略师指出，上周，该大宗商品创下1983年以来最大单周跌幅。今日金价还跌破了每盎司4，381美元至4，403美元的支撑区间。该策略师称，此外，周线MACD指标已深入负值区域，下一个周线支撑位在每盎司4，004美元。 责任编辑：王永生