Stock Movers Salesforce Sales Concerns; American Eagle Soars; Goldman Sachs Investment
Sep 4, 2025
Salesforce is grappling with disappointing sales growth, raising questions about the future of its AI products. Meanwhile, American Eagle is enjoying a surprising stock boost after a successful ad campaign featuring Sydney Sweeney. In the investment realm, Goldman Sachs is making waves with a $1 billion investment in T. Rowe Price, aiming to offer new private-market products to retail investors. The podcast dives into these trends, highlighting challenges and strategies in the ever-evolving market landscape.
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Episode notes
AI Hype vs. Salesforce Sales Reality
- Salesforce's AI product hasn't driven the expected sales lift and projected quarterly sales were lackluster.
- John Tucker highlights investor anxiety that AI vendors could outsprint incumbent software makers.
AI Threat To SaaS Economics
- Analysts questioned the sustainability of Salesforce's SaaS model amid AI-driven disruption.
- The discussion frames AI as a potential force to automate customer tasks and reshape labor demand.
Goldman-T. Rowe Partnership Details
- Goldman Sachs will invest up to $1 billion in T. Rowe Price and buy up to 3.5% of its stock.
- John Tucker frames the deal as Goldman teaming with T. Rowe to sell private-market products to retail and wealthy investors.