Broadcom’s $16.7 Billion AI Quarter Wasn’t Enough. Ask Why.
When gross margin slides from 78% to 73% as revenue triples, professional investors stop asking how fast AI is growing and start asking how profitable it can be.
September 3, 2026
CRM Trades at 20x Earnings While Agentforce Accelerates
Salesforce’s Q2 FY2027 results show $1.5 billion Agentforce ARR, 14% cRPO growth, and a guidance raise. Dreamforce on September 15 to 17 is where the bull case gets stress-tested.