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7min chapter
Salesforce, Kohl's Shares Plunge, Musk Empire
Bloomberg Intelligence
Navigating Salesforce's Stock Performance and the Impact of AI on Tech Spending
The chapter delves into Salesforce's disappointing stock performance due to macro spending challenges affecting contractual deals and a slowdown in tech spending. It focuses on the impact on Salesforce's AI product, DataCloud, and the shift in narrative towards margin expansion. The discussion also analyzes the broader implications of AI adoption on tech companies like Dell, highlighting the reallocation of resources and the positive outlook for tech spending in the coming years.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode