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Source document· March 23, 2026

Once-in-a-Decade Opportunity: 1 AI Software Stock to Buy While It's Still Down

View original at nasdaq.com
Once-in-a-Decade Opportunity: 1 AI Software Stock to Buy While It's Still Down Key Points Salesforce's AI business is scaling rapidly, with Agentforce reaching annual recurring revenue of $800 million…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • More than 60% of Agentforce and Data 360 bookings were from existing customers

    60% confidence

  • The 10 best stocks for investors to buy now do not include Salesforce

    60% confidence

  • All the top 10 deals secured by Salesforce in the fourth quarter included Agentforce

    60% confidence

  • Salesforce stock seems like a smart buy now considering its relatively modest valuation alongside improving AI-powered growth indicators

    60% confidence

  • Stock Advisor's total average return is 898%, compared to 183% for the S&P 500

    60% confidence

  • Salesforce expects organic subscription and support revenue growth to reaccelerate in the second half of fiscal 2027

    60% confidence

Data points we hold from this source

Salesforce · remaining performance obligations72.4 USD
Salesforce · current rpo growth16 percent
Salesforce · current rpo35.1 USD
Salesforce · agentforce data360 arr growth200 percent
Salesforce · agentforce data360 combined arr2.9 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Berkshire Hathaway
Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.
We flag conflicts openly ›
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Once-in-a-Decade Opportunity: 1 AI Software Stock to Buy While It's Still Down — Source | Via News | Via News