Salesforce Must Prove Agentforce Adds Revenue at Dreamforce
Chips slid Monday as capital rotated into software. Now Benioff has to show the market that AI agents expand Salesforce’s wallet rather than shrink it.
Category: Business
Enflame Tripled on Debut. One Customer Is 84% of Its Revenue.
Tencent is both Enflame’s largest shareholder and nearly all its revenue, and that tension is what investors need to understand.
395 Breached Orgs Show AI Attacks Are Here. Can CRWD, PANW, and ZS Sell the Fix?
The GreyNoise PaperCut campaign ends the threat debate. Can budgets move?
Copper at $6.45 After the Record Drop. Here Is What Traders Watch Monday.
The White House still has no decision on refined copper tariffs, and that uncertainty is now the only price that matters.
At 6.76%, the Mortgage Market Is Frozen. Here’s Who Pays and Who Profits.
Rising rates have stopped the housing market from clearing. The more important question is which housing-linked holdings are already priced for that reality.
The Iran War Has Taken $770 From Every U.S. Household
With diesel near a record $5.90 a gallon and August CPI due Friday, the fuel bill is reshaping where Americans shop and what they buy.
Tradeweb Processed $61 Trillion in August. Bond Chaos Is Its Business.
When yields swing and portfolios reposition, Tradeweb collects a fee on every trade, and August’s data shows how durable that model is.
Soybeans Near a Three-Year High. The Money Is in Processors
China’s 25-million-ton pledge is lifting prices. How to position ahead of Friday’s WASDE.
Homebuilders Face a Rate Wall Before the Fed Decides
Construction spending at a three-year low, mortgage rates at a 2026 high, and BLDR getting kicked out of the S&P 500: the short case is building itself.
Who’s Actually Getting Hired? August’s Jobs Mix Is the Real Fed Problem.
Education, health care, and leisure are doing the heavy lifting. Manufacturing is shedding. That split matters more than the 53,000 headline.