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 19, 2026
The Signal Nvidia’s Q1 FY27 earnings print, due after the close on Wednesday May 20, is the single largest AI infrastructure data point this cycle. Street consensus sits at $78 billion in revenue and $1.77 non-GAAP EPS, implying 77 to 78 percent year-on-year...
by Touch Stone Publishers | May 12, 2026
Microsoft’s $25B Memory Cost Disclosure Signals Structural HBM Repricing Across the Hyperscaler Stack Excerpt: Microsoft’s Q3 FY2026 10-Q attributes $25 billion of its $190 billion 2026 capex plan to DRAM and HBM price inflation, the first hyperscaler to...