Salesforce, Snowflake Could Dispel Software Bear Thesis -- Market Talk
Dow Jones
May 27
1333 ET - The coming earnings releases from Salesforce and Snowflake create an opportunity to dispel the "AI Ghost Narrative" hanging on the software sector, Wedbush analysts write in a note. Both companies have the chance to showcase their own artificial-intelligence products and prove that their relevance is increasing, rather than decreasing, as enterprises increasingly turn to AI. "The only way to prove the bearish narrative wrong is by execution step by step and showing AI monetization on the software front is around the corner with use cases ramping across the enterprise," the analysts write. (elias.schisgall@wsj.com)
(END) Dow Jones Newswires
May 26, 2026 13:33 ET (17:33 GMT)
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