Leeskies
02-26 05:08
I believe that the true application of AI where it deems useful in the business it's not yet realised. The efficiency improvements in a business bottom line and margin is 💯 there, however the integration issues and human interface uptake is still in its infancy.

The rise of AI seems to have been stopped in it's track but in believe as a human race, we have proved time after time again that we shall prevail. We cannot help but to be more productive, problem solving, adapting and pivoting all that we know in order to "make money". I think that's part of the problem. Our goal isn't merely for survival, per say. Its not intermingled with the need to consume everything and be "cash rich". So yes, AI and tech will rally again. I'll say from June to Oct 2026 we will see this sector track ATHs once again.

AI Software Reset? CRM, C3.ai Miss, Can CoreWeave Deliver?
Salesforce reported Q4 revenue of $11.2 billion, up 12% YoY, its fastest growth in two years, beating expectations. However, FY2027 revenue guidance of $45.8–46.2 billion was slightly below the $46.06 billion consensus. The stock fell over 4–5% after hours and is down more than 28% year to date. C3.ai announced it will lay off 26% of its global workforce as part of a restructuring plan under new CEO Stephen Echegoyen. Is softer long-term guidance overshadowing solid near-term execution? Can CoreWeave tell different story?
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