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The AI giants are no longer pretending! The ROI of enterprise-side applications has emerged, and in the end, it still results in "layoffs."
Microsoft's executives stated that some AI tools are one of the reasons the company was able to maintain its sales growth rate after laying off 10,000 employees last year, and encouraged salespeople to use this example to attract customers. The Chief Marketing Officer said, "We are able to increase the processing capability of each customer service agent by 12% through Copilot. This means we do not need to hire so many people."
DBS Initiates Salesforce(CRM.US) With Buy Rating, Announces Target Price $366
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Stifel Boosts Salesforce, Inc. (CRM) Price Target to $425, Citing AI Potential With Agentforce Platform
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A Look At The Intrinsic Value Of Salesforce, Inc. (NYSE:CRM)
China Securities Co.,Ltd.: Overseas AI applications have significantly increased attention, bullish on long-term investment in C-end AI applications.
The core of C-end applications is to significantly enhance the experience of the demand side; this process is relatively slow and requires iteration, but once it explodes, the long-term potential and flexibility are greater.
Futu Morning Post | Senior officials at the Federal Reserve support cautious rate cuts! Hawks directors say inflation progress seems to have stalled; S&P, Nasdaq hit new highs again, AI application stocks collectively surged, and Tesla has risen more than
A conclusion! The final version of the NDAA from both chambers of Congress did not include the biosecurity bill; at the Tesla investor meeting: new models will be launched in the first half of 2025, with an annual sales growth target of 20-30%, computing power will significantly enhance FSD, and there are no competitors for autonomous driving in Europe and the US; included in the s&p 500 index! apollo global management and Workday surged collectively after hours.
Performance and stock price have soared together! The US stock AI application sector proves the ability to realize value, is \"software + assistant\" becoming the next focus?
① During this earnings report season, an increasing number of U.S. companies have proven their ability to monetize AI through performance. Following the release of impressive results from application concept stocks, their prices soared by over 75% the next day. ② Analysts pointed out that the market's focus has shifted to the second phase—software stocks and AI assistants, "It is expected that the monetization of AI will begin in 2025."
Weekend reading | The secrets behind the AI application boom in North America: skyrocketing performance and industry news driving stock prices up.
Currently, AI is primarily deployed in the ToB sector, where performance support and industry news are the driving forces behind stock prices.
Needham Raises Price Target on Salesforce, Inc. (CRM) to $375, Highlights Strong Q3 Results and Success of Agentforce AI Platform
9 Out of 12 Companies Deliver EPS Wins This Week-Earnings Scorecard