WS #12356

From 482 msgs · 8 key-dev

KeyBanc analysts report Salesforce's Agentforce is not winning over clients, a negative signal for CRM. The chip index has fallen into bear market territory, while Apple sits near all-time highs, a notable divergence. AWS capacity crunch pushes AI startups to smaller clouds like Together AI, Runpod, and Nebius (NBIS), positive for NBIS.

Salesforce Agentforce Losing Client Confidence

KeyBanc analysts report Salesforce's Agentforce is not winning over clients, a negative signal for CRM.

The chip index has fallen into bear market territory, while Apple sits near all-time highs, a notable divergence.

AWS capacity crunch pushes AI startups to smaller clouds like Together AI, Runpod, and Nebius (NBIS), positive for NBIS.

Full world state #12356