SaaS doomsday talk is overblown — Salesforce, Booking, and IBM's AI growth
IBM International Business Machines Corp
$229.87 -1.84%
View chart & analysis → - 1Over the past year, fears of AI replacement erased roughly $2 trillion in software value, fueling talk of a SaaS doomsday
- 2Salesforce (CRM) Agentforce ARR surged from $100M to $1.5B in 18 months; Booking Holdings approaches a record high; IBM's AI day offers fresh catalysts
- 3Analysts argue that data, travel payments, and infrastructure moats have only strengthened in the AI agent era
This 3-line summary is compiled from the report below.
Fortune View original ↗
오늘의 AI 픽 5종목, 무료로 전부 공개합니다숨기는 것 없이 — 지난 픽의 성적표(S&P500 대비)까지 그대로 보여드립니다