Salesforce Soars on AI Push, Claudeforce Debut Lifts Revenue Outlook
TL;DR Summary
Salesforce jumps about 14% after a strong Q2 beat and a raised FY27 revenue guide, driven by AI-related ARR near $3.9B (Agentforce and Data Cloud) and the Claudeforce plugin with Anthropic. ServiceNow and Adobe climb 5% and 3% as investors rotate toward AI-enabled enterprise software, while GAAP income is aided by a $2.6B Anthropic investment gain rather than core operations.
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