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Day: June 23, 2026

CRM Is Down 30% and Still Buying Companies. The September 2 Earnings Date Is the Only Thing That Matters Now.
Business

CRM Is Down 30% and Still Buying Companies. The September 2 Earnings Date Is the Only Thing That Matters Now.

Salesforce has a $3.6B AI acquisition, a $25B buyback, a 205% Agentforce ARR surge, and a stock price sitting near its 52-week low. Options traders are moderately bearish. They might be missing the real structure.

June 23, 2026
Dell Just Printed the Most Shocking AI Quarter in Hardware History
General

Dell Just Printed the Most Shocking AI Quarter in Hardware History

The PC maker nobody respects just posted $16.1B in AI server revenue. The backlog says the real story has not even started.

June 23, 2026

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