$CoreWeave, Inc.(CRWV)$ Buckle up, folks! The AI landscape is shaking like a glitchy neural net. 😵💫 With Salesforce dropping a solid Q4 beat but whispering softer vibes for the future, C3.ai swinging the axe on jobs amid epic misses, and CoreWeave dodging infrastructure potholes— is this the great AI software reset we've been whispering about? Let's dive deep into the drama, crunch the numbers, and see if near-term wins are getting buried under long-term clouds. No fluff, just facts up to February 26, 2026. 📈
First off, Salesforce ( $Salesforce.com(CRM)$ ) just wrapped FY2026 with a bang: Q4 revenue hit $11.2 billion, up 12% year-over-year—their zippiest growth in two years! 🎉 They smashed expectations, with adjusted EPS at $3.81 versus the hoped-for $3.04. Full-year revenue? A cool $41.5 billion, up 10% YoY. Agentforce, their AI powerhouse, is killing it with $800 million ARR, skyrocketing 169% YoY. They've closed 29,000 deals and churned through 20 trillion tokens into 2.4 billion agentic work units. Talk about execution! 💪 But here's the plot twist: FY2027 guidance at $45.8–46.2 billion fell a hair short of the $46.06 billion consensus. Bam—stock tumbles 4-5% after hours, now down over 28% YTD. 😩 Is that softer long-term outlook stealing the spotlight from killer near-term hustle? Absolutely. Investors are fixating on the "what ifs" instead of the "what is."
Shifting gears to C3.ai— oof, this one's a gut punch. 🥊 Under new CEO Stephen Ehikian (yep, fresh leadership shakeup), they're announcing a brutal 26% global workforce cut as part of a massive restructuring. Why? Their Q3 FY2026 earnings were a disaster: revenue $53.3 million, down a whopping 46% YoY and missing the $75.91 million forecast by miles. EPS? -$0.40 versus expected -$0.29. Gross margins squeezed to 17% GAAP, 37% non-GAAP. Subscription revenue holds at 90%, but overall, it's red flags everywhere. Stock's down 61% over the past year, trading around $10.16 with a measly 0.4% after-hours bump. Restructuring aims to fix ops inefficiencies, but is it too late? This screams "reset mode" loud and clear. 📉
Now, can CoreWeave flip the script? This AI cloud beast, fresh off its March 2025 IPO, has been a rollercoaster. 🚀 Stock's up 123% since debut but down 51% from peaks, closing around $98. They're eyeing triple-digit revenue growth in Q4 (results dropping today!), backed by mega deals like $14.2 billion with Meta. But hold up—troubles abound: A class action lawsuit over Denton, Texas data center delays that shaved $14 billion off market cap in a 34% plunge. 😱 Financing woes too—a $4B data center deal flopped, shares dipped 10%, and now they're chasing an $8.5 billion loan tied to Meta to fuel expansion. Debt levels, Nvidia ties, and insider selling are under the microscope. Analysts upgrade to Buy, forecasting 82% upside, but execution risks loom large. Is CoreWeave delivering a different tale? Kinda—it's infra-focused growth amid software slumps, but those delays say the reset bug might be biting everyone. 🤖
To visualize the pain (and gains), check these stock charts:
And here's a quick table breaking down the key metrics:
Bottom line: Softer long-term guidance is totally eclipsing solid executions, turning wins into worries. CoreWeave might buck the trend with infra muscle, but delays could drag it into the reset vortex. What's your take—buy the dip or bail? Drop your thoughts below! 💭🚀
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