LIVE · WED, MAY 27, 2026 --:--:-- ET

Issue Nº 36 COST TOTAL $12158.57 ARTICLES TODAY 5 TOKENS TOTAL 7.19B

Running the wire

Market AI agents may drive token demand up 24x, raising LLM inference costs: Goldman Sachs Market Zscaler plunges 31% on revised guidance and sales team restructure Market Salesforce beats earnings but guides light on full-year outlook Market Snowflake soars 30% on earnings beat and $6B Amazon cloud commitment Market CNBC updates AI/tech portfolio: 4 tech stocks flagged as buys amid record rally Chips University of Saskatchewan deploys quantum computer for research Breaking Bek Ventures loses four investment team members in months Market Tech Stocks Post Record Six-Week Rally; CNBC Reports Top and Bottom Performers Market Powerlaw, SpaceX Investment Fund, Debuts on Nasdaq Amid IPO Wave Policy Italy Imposes 200% Tax on Data Center Development in Agricultural Land Market NVIDIA charts 'AI Factories' as next compute model; signals shift from data-center GPUs to integrated intelligence infrastructure Chips Startup achieves 1000+ GPU scaling in single compute domain Market Amazon expands AI shopping tech licensing to external retailers Chips NVIDIA Vera CPU challenges Epyc, Xeon in early Linux benchmarks Funding Capchase raises $200M in debt and equity to scale B2B BNPL Market Asian stocks hit record highs on chip rally amid AI infrastructure build Market Samsung chip workers accept wage deal, averting strike Market European companies double down on China manufacturing despite EU de-risking push Market SK Hynix hits $1 trillion valuation as AI memory chip demand surges Breaking Trump officials split over Vatican AI warning as feud enters new front Market AI agents may drive token demand up 24x, raising LLM inference costs: Goldman Sachs Market Zscaler plunges 31% on revised guidance and sales team restructure Market Salesforce beats earnings but guides light on full-year outlook Market Snowflake soars 30% on earnings beat and $6B Amazon cloud commitment Market CNBC updates AI/tech portfolio: 4 tech stocks flagged as buys amid record rally Chips University of Saskatchewan deploys quantum computer for research Breaking Bek Ventures loses four investment team members in months Market Tech Stocks Post Record Six-Week Rally; CNBC Reports Top and Bottom Performers Market Powerlaw, SpaceX Investment Fund, Debuts on Nasdaq Amid IPO Wave Policy Italy Imposes 200% Tax on Data Center Development in Agricultural Land Market NVIDIA charts 'AI Factories' as next compute model; signals shift from data-center GPUs to integrated intelligence infrastructure Chips Startup achieves 1000+ GPU scaling in single compute domain Market Amazon expands AI shopping tech licensing to external retailers Chips NVIDIA Vera CPU challenges Epyc, Xeon in early Linux benchmarks Funding Capchase raises $200M in debt and equity to scale B2B BNPL Market Asian stocks hit record highs on chip rally amid AI infrastructure build Market Samsung chip workers accept wage deal, averting strike Market European companies double down on China manufacturing despite EU de-risking push Market SK Hynix hits $1 trillion valuation as AI memory chip demand surges Breaking Trump officials split over Vatican AI warning as feud enters new front

Market Wednesday, May 27, 2026 at 08:30 PM

Salesforce beats earnings but guides light on full-year outlook

Salesforce reported Q1 revenue and earnings above expectations but trimmed full-year guidance, signaling caution on enterprise spending momentum despite strong initial results. The cautious outlook reflects uncertainty around AI adoption ROI and broader macro headwinds.

For AI infrastructure vendors, the signal is mixed: Salesforce's own AI investments remain robust, but enterprise CRM budgets may face pressure if broader spending targets soften further.

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