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sahmcapital.com > news > content > evercore-meta-could-surge-over-50-on-22b-ai-opportunity-2026-08-25

Evercore: META Could Surge Over 50% on $22B AI Opportunity

2+ week, 4+ day ago   (473+ words) Meta Platforms Inc. (NASDAQ:META) could generate as much as $22 billion in annual gross revenue starting in 2027 by renting out excess AI computing capacity, according to Evercore ISI analyst Mark Mahaney, who raised his price target to $860 from $820 this week....

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sahmcapital.com > news > content > salesforce-stock-is-down-24-from-its-high-can-q2-earnings-turn-the-tide-2026-08-26

Salesforce Stock Is Down 24% From Its High: Can Q2 Earnings Turn The Tide?

2+ week, 3+ day ago   (412+ words) Salesforce, Inc. (NYSE:CRM) heads into Wednesday’s earnings print with one of enterprise software’s roughest charts for 2026. Shares trade near $205.69, down 24.4% from a 52-week high of $269.11, giving the company a market cap near $168.5 billion and a price-to-earnings ratio of 23.83, according…...