Stock Movers Salesforce Sales Concerns; HPE Tariffs; American Eagle Soars
Sep 4, 2025
Salesforce faces declining sales and worries about its AI products falling short, creating a stir among investors. Meanwhile, Hewlett Packard navigates tariffs by shifting production outside China and meets earnings expectations, resulting in a stock price boost. American Eagle sees its shares soar thanks to a successful ad campaign featuring Sydney Sweeney, driving unexpected revenue growth. The contrast in the tech and retail sectors highlights the current market volatility and changing investor sentiment.
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Episode notes
Political Events Fuel Tech Optimism
- Tech CEOs including Zuckerberg, Cook and Nadella planned meetings with the president at an AI event.
- Market optimism may be tied to political engagement on AI and its perceived policy support.
Salesforce AI Growth Lagging
- Salesforce's sales growth fell short and its AI investments aren't delivering fast enough.
- Investors worry incumbents like Salesforce may be outshined by new AI-focused vendors.
HPE Margin Recovery Expected
- HPE signaled margins should normalize to about a 10% run rate next quarter after pressure.
- Analysts expect free cash flow to rebound after HPE closed the Jupiter Networks acquisition.