August 28, 2026 At 86 times revenue, the Hugging Face deal is not a financial transaction. Start with the price…
Strip Out the Investment Gain. Does Claudeforce Still Hold?
Salesforce's 23% surge deserves scrutiny on cRPO and Agentforce ARR, not the $5.90 EPS that investment gains inflated.
2:59 PM Friday. Make This Trade.
August 27, 2026 Bonus Content: Which Multinationals Actually Earn China Sponsored Everybody wants to know. How does Tim Sykes profit…
CRM’s 23% Jump Hides a Harder Question
cRPO acceleration is real, but the market is pricing Claudeforce as if the value-capture question is settled.