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▶ 21:15 · $CRM · $NOW · Ryan Vlastelica sees Salesforce poised for recovery as software oversold
episode briefing
Bloomberg Tech

Anthropic’s Claude Takes Bigger Role in Building AI

2026-09-18 · 3 company · 0 thematic
sentiment
3 bull0 bear0 neu
speakers
ryan vlastelica

Ryan Vlastelica covers technology and markets for Bloomberg News, focusing on semiconductor stocks and market analysis.

quote
“WE HAD A STRONG EARNINGS SEASON FOR THE SOFTWARE GROUP, INCLUDING A NUMBER OF COMPANIES SEEN AT BEING AT RISK OF DISRUPTION. COMPANIES LIKE SALESFORCE,”
—ryan vlastelica
now playing · $CRM · $NOW
$CRM···bullish· mediumryan vlastelica
Ryan Vlastelica sees Salesforce poised for recovery as software oversold
The software sector's sell‑off driven by AI fears was excessive; strong earnings and narrowing performance gaps indicate the downturn was overdone, creating a buying opportunity.
$NOW···bullish· mediumryan vlastelica
Ryan Vlastelica sees ServiceNow benefiting from software sector rebound
The software sector's sell‑off driven by AI fears was excessive; strong earnings and narrowing performance gaps indicate the downturn was overdone, creating a buying opportunity.
$ORCL···bullish· mediumryan vlastelica
Ryan Vlastelica notes Oracle shows mixed but positive results amid software rebound
The software sector's sell‑off driven by AI fears was excessive; strong earnings and narrowing performance gaps indicate the downturn was overdone, creating a buying opportunity.