we are going up. Claude is mostly a partner for these companies, but those weak ones with weak moat are in danger of being replaced
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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