Software U.S. Community

Salesforce leans on a hard-to-replace customer base while pushing a big shift toward AI “agents” that do work on a company’s behalf. The key question is whether early excitement around Agentforce and cleaner data from the Informatica deal can turn pilots into everyday use—and lift growth again.Read more

This bitcoin miner runs on renewable power and builds sites next to hydro and solar plants, aiming to turn cheap “wasted” energy into steady profits. The bigger twist is its push into AI computing, which could help smooth out the boom-and-bust swings of bitcoin—but only if it can scale without heavy shareholder dilution.Read more

After Domo sells off its operating business, what’s left is a cash-heavy public shell with a large tax asset—and the stock trades below that cash pile. The big question is whether management can use that tax shield to buy a profitable business or whether the money gets burned before shareholders see any benefit.Read more

Salesforce is starting to look less like a slow-and-steady customer database and more like a place where AI “agents” do real work inside everyday business tools. If companies adopt these agents at scale, Salesforce could add a new stream of AI-driven spending on top of its core subscriptions—but competition and one-off boosts to recent results could muddy the picture.Read more

Intuit is quietly turning from a once-a-year tax app into a year-round platform that pairs human help with smarter software for people and small businesses. The catch is it may look slower in the short run as it chases more customers, so the real question is whether this shift wins before rivals do.Read more

A little-known SPAC suddenly grabs attention as it nears a deal to bring an AI-driven drug developer public, right as excitement returns to biotech. The target stands out for pairing hard-to-copy natural compound data with its own drug programs, but the story also hinges on whether early drug candidates can turn into real medicines.Read more

Nebius rides the surge in demand for the specialized cloud hardware needed to build and run powerful AI systems, offering customers a faster path than waiting for big cloud providers to expand. But with the stock already priced for a lot of future success and big players able to build similar capability, the next chapter may be about whether growth can outlast a painful reset.Read more

IBM is shifting from a legacy tech name into a business focused on helping big organisations roll out AI safely inside their existing systems. Partnerships and AI-driven consulting could support that shift, but it only matters if IBM can turn it into steady growth and better cash results.Read more

Palantir’s latest results look stunning, but a big chunk of the eye‑catching profit comes from an unusually low tax bill that may not stick around. The bigger question is whether customer growth can stay red‑hot long enough to match what today’s stock price already seems to assume.Read more