by Touch Stone Publishers | May 26, 2026
Agentforce ARR at $800M Contradicts BofA’s Seat-Compression Thesis Before Tomorrow’s Q1 Print Excerpt: Bank of America’s $160 Underperform target on Salesforce rests on one claim: that AI agents will erode per-seat revenue before Agentforce can...
by Touch Stone Publishers | May 25, 2026
The Signal The FFIEC proposed the first revision to the CAMELS supervisory rating system in 30 years, filed in the Federal Register on May 19, 2026 (91 Fed. Reg. 29128). The core change: removal of “special consideration” language that has given the...
by Touch Stone Publishers | May 22, 2026
The Signal Walmart’s 8-K filed May 21, 2026 and Target’s 8-K filed May 20, 2026 present the same two-part signal: both retailers reported traffic-led comparable-sales acceleration (WMT U.S. comp +4.1%, TGT comp +5.6%), and both stated that forward guidance...
by Touch Stone Publishers | May 21, 2026
Sector Intelligence | Energy | Touch Stone PublishersWTI Breaks $100 as Capital Repositions Ahead of Hormuz NormalizationWTI broke $100 May 21 as institutional capital repriced Hormuz normalization. XLE shed $548M in five days of 21.6% YTD gains. Defensive and...
by Touch Stone Publishers | May 21, 2026
Devon Energy’s $58B all-stock absorption of Coterra Energy is now complete, creating the Delaware Basin’s largest independent operator and setting a new breakeven and capital-efficiency benchmark that mid-tier E&P competitors cannot match at current...
