AI Market Movers · Cloud platforms

Salesforce

CRM

Salesforce is stuffing agents into the CRM install base. Agentforce is the pitch. The existing seats are the moat.

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November 9, 2026 · Morning Brief
The chip war just got personal
CNBC reports that Jensen Huang emailed Nvidia employees Sunday admitting he was unfaithful to his wife and that the board has opened an independent investigation into allegations that the woman, Alice Huang, is a Chinese spy.
November 6, 2026 · Closing Time
Closing Time: The multiple just blinked
OpenAI will keep pouring capital into data centers despite midterm voters’ backlash against the buildout, CFO Sarah Friar told CNBC at Citi’s TMT summit.
November 5, 2026 · Closing Time
Will the blue wave slow data center development?
The Nasdaq Composite fell nearly 4% and slipped more than 10% below its October record, confirming a correction, as investors fretted that a Democratic sweep will slow data-center buildouts, Investing.com reports, citing Reuters.
November 2, 2026 · Closing Time
Closing Time: The AI megadeal Wall Street hated
CNBC reports that Marvell agreed to buy optical networking maker Lumentum in an all-stock deal that values Lumentum at $115 billion including debt, and shares of both companies fell sharply.
October 28, 2026 · Morning Brief
Google’s chips are leaving the building
The Information reports that OpenAI plans to buy Google’s AI chips, known as tensor processing units, instead of only renting them as it has since last year.