Salesforce에 대한 매도 수량은 투자자에게 Salesforce의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Salesforce (NYSE:CRM) 주식, 공매도 수량 보고

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Salesforce provides enterprise cloud computing solutions. The company offers customer relationship management technology that brings companies and customers together. Its Customer 360 platform helps the group to deliver a single source of truth, connecting customer data across systems, apps, and devices to help companies sell, service, market, and conduct commerce. It also offers Service Cloud for customer support, Marketing Cloud for digital marketing campaigns, Commerce Cloud as an e-commerce engine, the Salesforce Platform, which allows enterprises to build applications, and other solutions, such as MuleSoft for data integration.

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6월 3일부터 5일까지 샌프란시스코에서 열린 뱅크오브아메리카 글로벌 기술 컨퍼런스에서 뱅크오브아메리카 증권 소프트웨어 연구팀은 18개의 공공 기업과 10개의 민간 기업을 초청했다.뱅크오브아메리카 증권이 강세 전망하는 소프트웨어 주식은?

뱅크오브아메리카 증권이 꼽은 강세 전망 소프트웨어 주식은?

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세일즈포스, 80억 달러 규모의 인포매티카에 이어 AI 채용 스타트업 문허브도 인수

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Y 컴비네이터(Y Combinator)의 CEO 게리 탄(Garry Tan)은 스타트업 창립자들이 팔란티어 테크놀로지스(NYSE:PLTR)의 전방 배치 엔지니어(FDE)로부터 기업 소프트웨어 거대 기업들에 대항할 수 있는 중요한 교훈을 배울 수 있다고 믿는다.

창업자들이 세일즈포스, 오라클과 같은 거대 기업과 경쟁하기 위해 고객과 함께 성장해야: 게리 탄

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Oppenheimer analyst Brian Schwartz reiterates Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Outperform and maintains $370 price target.

Oppenheimer Reiterates Outperform on Salesforce, Maintains $370 Price Target

President Donald Trump's sweeping tax-and-spending bill would seed a $1,000 "Trump Account" for every U.S. baby born from Jan. 1, 2025, through Jan. 1, 2029, giving parents a new, stock-indexed nest egg they could add to, but not touch, until the child turns 18.
What Happened: If parents do nothing, the Treasury would open the account at birth with a $1,000 federal deposit, reveals a White House press release. Families could contribute up to $5,000 a year and foundations could give more because gifts from tax-exempt entities do not count against the cap.
Sen. Ted Cruz (R-TX), who <a href="https://www.benzinga.com/general/education/25/05/45404380/sen-ted-cruz-wants-to-give-americans-1000-at-birth-to-invest-bill-ackman-says-hes-been-a-fan-of-this-idea-for-years">drafted the idea</a> before it got a Trump rebrand, calls the starter stake "transformative" because it puts even non-investors "in the game." Supporters argue the plan mirrors state-level "baby bond" initiatives such as Connecticut's 2023 trust, and borrows from Sen. Cory Booker's (D-NJ) Democratic plan to narrow the wealth gap with federally seeded children's accounts.
Earnings would be taxed as long-term capital gains if spent on college, training, or a first home and would be penalized if used for other purposes, according to the Cruz proposal. A Milken Institute paper by former SEC commissioner Michael Piwowar and economist Robert Shapiro estimates the $1,000 seed could average $8,000 in 20 years, $69,000 in 40 and $574,000 in 60, assuming historical stock returns.
See also: <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45852628/peter-schiff-left-unfazed-as-bitcoin-spikes-above-110000-doesnt-agree-his-legacy-is-destroyed-ill-eventually-be-proven-right">Peter Schiff Left Unfazed As Bitcoin Spikes Above $110,000, Doesn&#8217;t Agree His Legacy Is Destroyed: &#8216;I&#8217;ll Eventually Be Proven Right&#8217;</a>
Why It Matters: The House folded the provision into a 1,100-page package Trump touts as his "<a href="https://www.benzinga.com/25/05/45558613/house-advances-trumps-sweeping-one-big-beautiful-bill-after-key-medicaid-tax-and-border-security-changes">big, beautiful bill</a>." It now heads to the Senate, where Republicans must trim spending or rely on budget-reconciliation rules to secure 51 votes. Business lobbyists, including Dell Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DELL#NYSE">DELL</a>), Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), Uber Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) and Goldman Sachs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GS#NYSE">GS</a>) have pledged to match worker contributions, but fiscal hawks warn the program's $3-billion-a-year cost could rise if participation is high.
Some advisers applaud the concept yet question the design. Russell Investments CEO Zach Buchwald <a href="https://www.planadviser.com/know-gops-proposed-trump-accounts/">told</a> PlanAdvisor the measure "misses a critical piece" by skipping dedicated retirement features. Zach Teutsch, managing partner at Values Added Financial, told Yahoo Finance the account <a href="https://finance.yahoo.com/news/trumps-new-maga-accounts-are-getting-a-thumbs-down-from-financial-experts-220242429.html">looks</a> "ill-considered" beside 529 college plans or Roth IRAs, which offer tax-free withdrawals.
Handing every newborn $1,000 to invest in stocks both violates the Constitution, <a href="https://x.com/PeterSchiff/status/1932150389199311193">argues</a> economist Peter Schiff. He says Washington should cut today's deficit instead of adding debt that children will have to repay tomorrow.
Photo Courtesy: Phil Mistry on Shutterstock.com
Donald Trump &#x7C; Photo courtesy: Joey Sussman / Shutterstock.com
Read next: <a href="https://www.benzinga.com/markets/tech/25/06/45852700/openai-surges-past-10-billion-in-annualized-revenue-amid-record-chatgpt-use-leaves-rivals-like-amazon-backed-anthropic-behind">OpenAI Surges Past $10 Billion In Annualized Revenue Amid Record ChatGPT Use, Leaves Rivals Like Amazon-Backed Anthropic Behind</a>

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Trump Account Promises $1000 For Every Kid — But Not Everyone Thinks Its The Smartest Idea Out There

The BofA Securities <a target="_blank" href="https://www.benzinga.com/topic/software" rel="noreferrer noopener">software research team</a> hosted 18 public and 10 private companies at the BofA Global Technology Conference in San Francisco on June 3-5.&nbsp;
With an ever-changing macro policy backdrop, the spending environment was the focus of this discussion.&nbsp; AI product cycles were another key topic discussed, with companies citing healthy pilot activity for agentic applications.&nbsp;
Based on discussions, participating software companies endorsed a generally stable environment, although companies remained cognizant of underlying risks.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/large-cap/25/06/45755544/rising-ai-analytics-budgets-could-lift-microsoft-snowflake-datadog" rel="noreferrer noopener">Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog</a>
Furthermore, the analyst report noted that while product cycles for agentic AI are still in their early stages, they are reportedly gaining traction through initial pilot deals.
Analyst Brad Sills included key takeaways from meetings with participating companies in this report. 
Sills said Microsoft Corp.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) (Buy, price forecast $515) Commercial CFO Mat McBride suggested sustained momentum in the Azure business, led by healthy cloud migration. According to the analyst, Microsoft is rapidly innovating across the enterprise stack.
ServiceNow&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>) (Buy, price forecast $1,085) Chief Customer Officer Chris Bedi highlighted solid execution through a tough macro environment in the tariff-impacted manufacturing vertical and DOGE-impacted Federal vertical. ServiceNow noted sustained momentum across the broad IT, customer, and employee application suites. It is expanding rapidly to multiple departments in the enterprise.
In front office applications, Salesforce&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) (Buy, price forecast $350) COO and CFO, Robin Washington, reiterated pockets of weakness in tariff-impacted verticals like manufacturing and retail, though noting strength elsewhere, Sills said. According to the analyst, Salesforce is driving growth in both core and Agentforce.
The analyst noted that Datadog&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>) (Buy, price forecast $138) CFO, David Obstler, highlighted the company&#8217;s expanding product offering and its long-term growth potential for monitoring cloud workloads, which are increasing in volume and complexity due to AI. The analyst noted that Datadog&#8217;s AI-native cohort is growing quickly, though volatility is inherent in the consumption model.
Sills said Asana (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASAN#NYSE">ASAN</a>) (Buy, price forecast $21) noted slight incremental macro headwinds in April for its enterprise segment. According to the analyst, AI Studio could represent a powerful second-half 2026 catalyst for Asana.
The analyst noted that software firms cited solid leading indicators for agentic application adoption, though these cycles remain nascent.
He said data management vendors such as Microsoft noted added database activity as enterprises prepare for running agentic AI applications.
DevSecOps software vendor JFrog (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FROG#NASDAQ">FROG</a>) (Buy, price forecast $48) discussed how AI-focused code is beginning to show up more this year, Sills said. The analyst pronounced JFrog&#8217;s setup good heading into the second half of 2025.
Application vendors Salesforce and ServiceNow cited healthy pilot activity for agentic applications, Agentforce, and Now Assist, the analyst noted. However, he said revenue targets are limited at this cycle stage.&nbsp;
Microsoft cited hundreds of thousands of customers running Microsoft 365 Copilot, expanding deployments, Sills noted.&nbsp;
He said that OneStream (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OS#NASDAQ">OS</a>) (Buy, price forecast $33) highlighted its attractive AI value proposition and adoption trends in the back office with its SensibleAI Forecast offering. OneStream is an AI-powered back-office disruptor.
The analyst said Asana and Freshworks (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FRSH#NASDAQ">FRSH</a>) (Neutral, price forecast $18) noted healthy demand for AI Studio and Freddy AI. Freshworks&#8217; AI offerings are driving up the list across all growth levers.
Read Next:
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<li><a href="https://www.benzinga.com/m-a/25/06/45839465/zuckerbergs-ai-push-expands-meta-weighs-10b-stake-in-scale-ai" target="_blank" rel="noreferrer noopener">Zuckerberg&#8217;s AI Push Expands: Meta Weighs $10B Stake In Scale AI</a></li>
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Photo by Bumble Dee via Shutterstock

Which Software Stocks Is BofA Securities Bullish On?

Moonhub<a href="https://www.moonhub.ai/moonhub-team-joins-salesforce"> announced</a> Monday that it has bewen acquired by <a href="https://www.benzinga.com/news/topics/25/06/45737436/why-salesforce-is-paying-8-billion-for-the-plumbing-of-ai">Salesforce</a> (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), marking a new chapter for the AI-powered recruiting startup founded by former Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) engineer Nancy Xu.
The move comes on the heels of Salesforce's recent $8 billion acquisition of Informatica and signals a clear acceleration of its AI-first product strategy,<a href="https://economictimes.indiatimes.com/tech/artificial-intelligence/salesforce-acquires-ai-recruiting-startup-moonhub-weeks-after-informatica-deal/articleshow/121590582.cms"> The Economic Times</a> reports.
<h2 class="wp-block-heading">Moonhub Built a Holistic, Bias-Conscious Approach to AI Hiring</h2>
Founded in 2022 and backed by Khosla Ventures, TIME Ventures, Day One Ventures, AIX Ventures, GV, and Salesforce, Moonhub is known for launching the world's first AI Recruiter, and developed tools to automate hiring processes while minimizing bias. According to The Economic Times, rather than relying on outdated keyword-based filters, the company's AI platform scanned public data sources such as <a href="https://www.benzinga.com/news/24/07/40061358/satya-nadella-says-microsofts-copilot-drives-40-of-githubs-revenue-growth-we-are-also-enabling-anyon">GitHub</a>, LinkedIn, and personal websites to build rich, multi-dimensional candidate profiles.
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<li><a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a></li>
</ul>
The system was designed to detect meaningful patterns, like promotion frequency, project types, and skill progression, which are often overlooked by traditional recruiting tools. One of Moonhub's core principles was avoiding filters based on race, gender, or disability. Instead, it worked closely with clients to reshape how job descriptions were written and how talent was sourced, The Economic Times reports.
Nancy Xu frequently emphasized the importance of a &#8220;human-in-the-loop&#8221; approach, where final hiring decisions stayed in human hands, The Economic Times says. According to Xu, AI should not replace people in recruitment but support them in making more informed, fair decisions.
<h2 class="wp-block-heading">Moonhub Joins Salesforce Amid AI Investment Surge</h2>
Moonhub's integration into Salesforce follows a string of AI-focused acquisitions. In addition to the Informatica purchase, Salesforce recently<a href="https://www.salesforceben.com/salesforce-acquires-ai-company-convergence-ai-to-advance-agentforce/"> announced</a> it would acquire Converge.ai, an automation startup, as part of its broader AI strategy. These moves are meant to fuel the Salesforce's Agentforce platform, an initiative focused on developing autonomous AI agents to streamline enterprise operations in areas like sales, customer service, and now hiring.
Trending: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
Moonhub said that joining Salesforce will allow its team to scale its original mission within a much larger ecosystem. Xu in a statement described Salesforce as a values-aligned company with deep investment in trust and impactful AI advancement, both key to the responsible deployment of AI.
While Moonhub is officially winding down as a standalone entity, its core team will now contribute directly to Salesforce's product development in AI-driven recruitment and talent acquisition. According to Salesforce&#8217;s <a href="https://www.salesforceben.com/salesforce-picks-up-talent-from-closing-ai-startup-moonhub/">announcement</a> on Tuesday, their work is expected to be integrated into new iterations of Agentforce tools and services.
See Also: How do billionaires pay less in income tax than you?<a href="https://www.benzinga.com/money/tax-deferring-adv"> Tax deferring is their number one strategy</a>.
<h2 class="wp-block-heading">Strategic Talent, Legacy Investors, And A Strong Signal</h2>
Moonhub raised $14.4 million in venture funding and attracted top-tier investors across Silicon Valley, The Economic Times reports. According to Salesforce, the company is competing head-to-head with tech giants like Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Alphabet's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>, GOOGL)) Google, and OpenAI in the race to dominate enterprise AI.
The integration of Moonhub's team reflects a growing trend among major players: securing specialized talent through strategic acquisitions. As the demand for enterprise-ready AI accelerates, the battle to attract top minds is becoming just as critical as the technology itself.
Read Next: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
Image: Shutterstock

Salesforce Acquires Moonhub — The AI Recruiting Startup Joins $8B Informatica Deal In AI Hiring Revolution

Apple (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) co-founder Steve Jobs made it a rule to rethink decisions instantly when new facts surfaced, a habit he drilled into future CEO Tim Cook before naming him his successor.
What Happened: Cook later, in an <a href="https://www.wsj.com/video/series/the-job-interview/apples-tim-cook-on-lessons-from-steve-jobs-his-morning-routine-and-more/E14DB120-4540-4386-B9A6-3D4378ADE313">interview</a> with the Wall Street Journal back in October 2024, called the skill "brilliant" and said "very few people have it," crediting Jobs for teaching him never to stay "married to my past views" once better evidence appeared.
"[I learned] not to be so proud you can't change your mind when you're presented with new evidence," explained Cook. Cook says Jobs could pivot instantly, changing his mind in a snap — a skill that first startled him. Over time, Cook grew to love this trait.
Jobs's readiness to pivot rested on sharp emotional intelligence — the ability to read, interpret and manage feelings to reach a goal. Biographer Walter Isaacson <a href="https://www.bookreporter.com/reviews/steve-jobs/excerpt">wrote</a> that Jobs could "size people up, understand their inner thoughts, and hurt them at will," proving that the same EQ that fuels inspiration can also manipulate.
See also: <a href="https://www.benzinga.com/etfs/sector-etfs/25/06/45796685/nvidia-beats-microsoft-to-be-the-biggest-of-the-big-here-are-6-etfs-riding-its-trillion-dollar-rebound">Nvidia Beats Microsoft To Be The Biggest Of The Big: Here Are 6 ETFs Riding Its Trillion-Dollar Rebound</a>
Many who&#8217;ve worked with Jobs say that duality <a href="https://www.benzinga.com/news/25/05/45634441/steve-jobs-wasnt-happy-unless-things-were-insanely-great-and-thats-why-this-tech-ceo-is-passionate-a">made him someone</a> whose intensity frightened colleagues yet fueled Apple's comeback from near-bankruptcy. The practice also mirrors Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) founder Jeff Bezos's advice that &#8220;<a href="https://www.benzinga.com/startups/23/10/35441274/jeff-bezos-explains-people-who-are-right-a-lot-tend-to-change-their-minds-often-and-says-consistency">people who are right a lot</a> change their mind a lot,&#8221; a principle behavioral scientists link to better strategic judgment.
Why It Matters: On the topic of Jobs&#8217; leadership cues that few tend to emulate, former iPhone designer Jony Ive once mentioned how he <a href="https://www.benzinga.com/cannabis/25/06/45718360/jony-ive-once-said-steve-jobs-demanded-everyone-at-apple-often-answer-this-question-it-still-shocks-me-how-few-people-actually-practice-this">learnt relentless focus</a> from the Apple co-founder. Ive, who called Jobs "the most remarkably focused person" he had ever met, said this simple trait isn't something people can sprinkle at will but an "every-minute" discipline. Jobs&#8217; energy and focus also inspired Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) CEO Marc Benioff, who credits a key <a href="https://www.benzinga.com/25/05/45559653/steve-jobs-once-invited-marc-benioff-to-his-office-with-two-ipads-in-2010-the-lesson-that-shaped-a-270-billion-salesforce-empire">2010 conversation with Jobs</a> for shaping the focused product strategy that helped build his company's $250 billion market capitalization.
Photo Courtesy: rnkadsgn on Shutterstock.com
Read next: <a href="https://www.benzinga.com/personal-finance/entrepreneurship/25/06/45796534/warren-buffetts-daughter-says-he-wasnt-the-dad-tossing-footballs-but-he-was-always-at-the-dinner-table-and-singing-her-over-the-rainbow">Warren Buffett&#8217;s Daughter Says He Wasn&#8217;t the Dad Tossing Footballs — But He Was Always at the Dinner Table And Singing Her &#8216;Over the Rainbow&#8217;</a>

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Steve Jobs Taught Tim Cook A 'Brilliant' Skill That Only 'Few People Have' But The Apple Chief Took A While To Fall In Love With It

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Shares of companies within the broader technology sector are trading higher, supported by broad market strength, after better-than-expected nonfarm payrolls data eased concerns about an imminent economic slowdown.

<h3 class="wp-block-heading">New On The Block</h3>
Byron Allen's Allen Media Group has hired Moelis &amp; Company to explore a sale of its TV stations across 21 markets. The company spent over $1 billion acquiring Big Four network affiliates (ABC, NBC, CBS, FOX) over the past six years. 
It is now looking to cash out and reduce debt. Deadline <a href="https://deadline.com/2025/06/allen-media-group-hires-investment-bank-to-sell-tv-stations-1236420381/">reported</a> that the TV stations have received multiple offers. 
Also for sale: 
<ul class="wp-block-list">
<li>Jefferies is shopping around PatientPoint, a health marketing and ad agency, according <a href="https://www.axios.com/pro/health-tech-deals/2025/06/04/patientpoint-jefferies-sale">to</a> Axios. L Catterton, Littlejohn &amp; Co. and Transformation Capital are on the sell side. </li>
<li>Just three years ago, private equity firm One Equity Partners <a href="https://www.oneequity.com/news/one-equity-partners-completes-investment-in-infucare-rx-a-leading-home-infusion-therapy-provider/">completed</a> a strategic investment in infusion provider InfuCare. Today? It&#8217;s looking to get rid of it. According to Axios, JPMorgan is <a href="https://www.axios.com/pro/health-tech-deals/2025/06/03/infucare-one-equity-jpmorgan-sale">looking</a> for a buyer. </li>
<li>Swiss biotech MoonLake Immunotherapeutics (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MLTX#NASDAQ">MLTX</a>) received a <a href="https://www.benzinga.com/news/health-care/25/06/45743008/mercks-dealmaking-intensifies-with-moonlake-bid-as-keytruda-patent-cliff-nears-report">bid exceeding $3 billion</a> from Merck &amp; Co Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>). MoonLake turned down the initial offer, but talks are reportedly revived. The potential purchase signals renewed dealmaking activity as investor pressure has mounted on Merck to secure new assets, especially as its blockbuster <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">cancer drug Keytruda</a> faces patent expiration as early as 2028.</li>
</ul>
<h3 class="wp-block-heading">Updates From The Block</h3>
<ul class="wp-block-list">
<li>Post Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/POST#NYSE">POST</a>) is forking over $880 million—including assumed debt—to buy 8th Avenue Food &amp; Provisions. That means brands like Ronzoni pasta will go back into Post&#8217;s pantry. <a href="https://www.wsj.com/articles/post-holdings-to-buy-ronzoni-pasta-owner-8th-avenue-food-cf8f454c?mod=deals_news_article_pos2">Per</a> The Wall Street Journal, the private-label brands originally got spun off into 8th Avenue in 2018 with help from private equity firm THL. Post plans to wipe out 8th Avenue's net debt and pick up the tab for all equity interests, including $111 million in finance leases. All in, the transaction is expected to cook up $15 million in annual synergies by the end of fiscal 2026. If Post closes by July 1, it expects 2026 to be more profitable (on an adjusted basis) than initially expected.</li>
</ul>
<ul class="wp-block-list">
<li>Rosebank Industries (LON: ROSE) is once again in talks to buy Electrical Components International (ECI), a wire harnesses manufacturer, for about $1.9 billion, Reuters reported. Rosebank was in talks to buy ECI in February but dropped the plans in March.</li>
</ul>
<ul class="wp-block-list">
<li>Sanofi SA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SNY#NASDAQ">SNY</a>) agreed to acquire Blueprint Medicines Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BPMC#NASDAQ">BPMC</a>). The acquisition includes a rare immunology disease medicine, Ayvakit/Ayvakyt (avapritinib), approved in the U.S. and the EU. The acquisition will also include elenestinib, a next-generation medicine for SM, and BLU-808, a highly selective and potent oral wild-type KIT inhibitor with the potential for immunology diseases. Sanofi will pay&nbsp;$129&nbsp;per share in cash, representing an equity value <a href="https://www.benzinga.com/news/health-care/25/06/45719179/sanofi-expands-rare-immunology-portfolio-with-blueprint-buyout">of roughly&nbsp;$9.1 billion</a>.</li>
</ul>
<ul class="wp-block-list">
<li>Suzano S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SUZ#NYSE">SUZ</a>) is acquiring a 51% stake in a new $3.4 billion tissue products joint venture with Kimberly-Clark (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KMB#NASDAQ">KMB</a>), <a href="https://www.benzinga.com/m-a/25/06/45797473/tissue-titans-unite-suzano-kimberly-clark-form-3-4-billion-global-jv">paying $1.734 billion in cash</a>. Kimberly-Clark will retain a 49% stake. The Netherlands-based venture will produce and distribute toilet paper and facial tissues in 70 countries, with 22 factories across 14 countries, employing about 9,000 people. The facilities have an annual capacity of 1 million tonnes and generated $3.3 billion in net sales in 2024.</li>
</ul>
<h3 class="wp-block-heading">Off The Block</h3>
<ul class="wp-block-list">
<li>Robinhood (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) <a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45740112/robinhood-completes-200-million-bitstamp-deal-gains-access-to-500k-crypto-users-and-95-million-revenue-stream">completed its $200 million acquisition</a> of Bitstamp, a crypto exchange that had raised around $40 million from firms like Pantera Capital and Ripple.</li>
</ul>
<ul class="wp-block-list">
<li>Cactus Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WHD#NYSE">WHD</a>) <a href="https://www.benzinga.com/m-a/25/06/45724879/cactus-takes-majority-stake-in-baker-hughes-spc-for-global-reach">formed a joint venture</a> with Baker Hughes Co. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BKR#NASDAQ">BKR</a>), taking a 65% stake and operational control of Baker Hughes&#8217; Surface Pressure Control (SPC) business. Baker Hughes will retain a 35% stake. The new venture, separate from Cactus' current pressure control unit, will focus on international wellhead and production tree systems.</li>
</ul>
<ul class="wp-block-list">
<li>Guardian Pharmacy Services, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRDN#NYSE">GRDN</a>) is <a href="https://www.benzinga.com/pressreleases/25/06/b45719054/guardian-pharmacy-services-expands-pacific-northwest-footprint-with-acquisition-of-washington-base" target="_blank" rel="noreferrer noopener">entering the Pacific Northwest market</a> via acquisition. Mercury Pharmacy Services, a provider of long-term care pharmacy solutions, agreed to a price, but <a href="https://www.benzinga.com/m-a/25/06/45723960/guardian-pharmacy-strengthens-us-footprint-with-new-seattle-area-acquisition">the amount remains undisclosed</a>.</li>
</ul>
<h3 class="wp-block-heading">Bankruptcy Block</h3>
<ul class="wp-block-list">
<li>AI startup Builder.ai has filed for Chapter 7 bankruptcy in Delaware after creditors seized most of its cash, citing overstated 2024 sales projections—by a staggering 300%. Once valued at $1.5 billion, Builder.ai is now the biggest AI collapse since the ChatGPT-driven investment boom began. According <a href="https://www.bloomberg.com/news/articles/2025-06-05/builder-ai-files-for-bankruptcy-after-creditors-seize-accounts?sref=TBDibEcD">to</a> Bloomberg, the fallout was fueled by revelations that Builder.ai allegedly faked business with Indian social media firm VerSe Innovation to inflate revenues. VerSe co-founder Umang Bedi denies any wrongdoing, calling the claims "baseless and false."</li>
</ul>
<ul class="wp-block-list">
<li>Hooters closed some 30 corporate-owned restaurants and explained that it has <a href="https://www.businesswire.com/news/home/20250331979797/en/Hooters-of-America-Takes-Strategic-Action-to-Continue-its-Iconic-Legacy-Under-Pure-Franchise-Business-Model" target="_blank" rel="noreferrer noopener">no plans </a>to shut down any other locations. The Atlanta, Georgia-based restaurant chain went <a href="https://www.benzinga.com/personal-finance/25/04/44647084/hooters-files-for-bankruptcy-says-brand-isnt-going-anywhere">bankrupt earlier this year</a>.</li>
</ul>
<ul class="wp-block-list">
<li>Alex Jones may see his personal assets — including guns, cars, and homes — sold by the end of the year, according to the Houston Chronicle, <a href="https://www.houstonchronicle.com/news/houston-texas/texas/article/alex-jones-personal-assets-sales-bankruptcy-20361565.php">citing</a> a bankruptcy trustee. The potential sale would mark the nearing end of his two-and-a-half-year bankruptcy process. Jones, who created the far-right conspiracy theory website Infowars, filed for bankruptcy in 2022 after being ordered to pay nearly $1.5 billion to families of Sandy Hook shooting victims for defamation.</li>
</ul>
<h3 class="wp-block-heading">Notes From The Block</h3>
A studio's IP portfolio and game development pipeline are critical for video game investors. A major acquirer in the sector is GDEV Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GDEV#NASDAQ">GDEV</a>). The Cyprus-based company has made three M&amp;A deals and spent $100 million on studio acquisitions since 2022. 
This week, Andrey Fadeev drafted <a href="https://www.benzinga.com/m-a/25/06/45722621/gdevs-founder-ceo-evaluates-m-a-deals-using-these-5-metrics">a listicle of key metrics</a> GDEV uses for M&amp;A evaluation.
<ol class="wp-block-list">
<li>LTV/CAC Ratio – Measures how efficiently a studio converts user acquisition spend into revenue. A ratio above 1.0 indicates profitable user growth.</li>
<li>Retention Rates (D1, D7, D30) – Track user engagement over time. High retention signals strong gameplay and monetization potential. Benchmarks vary by genre.</li>
<li>ARPU/ARPPU – Indicate monetization efficiency. ARPU includes all users; ARPPU focuses on paying users. Higher ARPU justifies higher CAC.</li>
<li>DAU/MAU Ratio – Shows user engagement depth. A ratio above 20% is considered strong.</li>
<li>EBITDA – Reflects core operational profitability and financial health. High EBITDA margins show sustainable growth and efficiency.</li>
</ol>
In 2024, video game M&amp;A activity reached $27.3 billion, underscoring the sector's immense growth and investment appeal. C-suite executives would be wise to consider these metrics when searching for their next target. 
<a href="https://www.benzinga.com/markets/asset-sales/25/05/45702349/deal-dispatch-beauty-brand-behavioral-health-firms-hit-auction-block">For last week&#8217;s edition of Deal Dispatch, click here</a>.
Now Read:
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<li><a href="https://www.benzinga.com/m-a/25/06/45816311/conagra-sells-seafood-brands-for-55m-as-it-sharpens-focus-on-core-business">Conagra Sells Seafood Brands For $55M As It Sharpens Focus On Core Business</a></li>
</ul>
Image created using a photo from Shutterstock.

Asset Sales

BPMC

GDEV

GRDN

HOOD

KEYS

MLTX

POST

ROSE

SNOW

Deal Dispatch: TV Stations For Sale, This Buyer Wants Seconds On Pasta

Live On CNBC, Kevin Simpson Announces Bought Merck & Company; Sold Salesforce

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) may be the <a href="https://www.benzinga.com/quote/NVDA/news">undeniable epicenter of the AI Revolution</a>, but the aftershocks of its chip-powered boom are being felt far beyond semiconductors. 
According to Wedbush analyst Dan Ives, &#8220;for every $1 spent on Nvidia, there is an $8-$10 multiplier across the rest of the tech ecosystem.&#8221; Looking at the value chain, this ripple effect is now seemingly reaching software giants like Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>), Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) and ServiceNow Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOW#NYSE">NOW</a>).
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45675006/nvidia-stock-has-significant-upside-as-ai-godfather-jensen-huang-delivers-another-robust-quarter">Nvidia Stock Has &#8216;Significant Upside&#8217; As AI &#8216;Godfather&#8217; Jensen Huang Delivers Another &#8216;Robust Quarter&#8217;</a>
<h2 class="wp-block-heading">From Silicon To Software: The AI Domino Effect</h2>
Nvidia has surged nearly 16% over the past year, though the stock has cooled with a 24.7% drop in the past month. Still, the foundational role its chips play in AI infrastructure—especially for hyperscalers like Amazon.com Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS and Alphabet Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) GCP—is creating second-order beneficiaries.
Companies like Adobe, Salesforce and ServiceNow sit squarely in the next wave of value creation, as enterprise clients now shift focus from AI infrastructure buildouts to actual deployment across vertical-specific use cases.
<ul class="wp-block-list">
<li>Adobe, with its suite of creative and document tools, has jumped 8.6% over the past month after lagging most of the year. </li>
<li>Salesforce remains down 20.4% YTD, but its AI-powered CRM offerings are increasingly viewed as critical in enterprise automation. </li>
<li>ServiceNow, meanwhile, is up over 3.5% this month and nearly 44% over the past year, as its AI-infused workflow solutions continue gaining traction.</li>
</ul>
<h2 class="wp-block-heading">Enterprise Adoption Accelerates In 2025</h2>
Wedbush believes 2025 marks the true inflection point in enterprise AI adoption. Ives notes that "high priority AI use cases have been identified and now being driven/accelerated across a myriad of verticals," positioning software vendors to capitalize as companies move from experimentation to scale.
While Nvidia may be the "Godfather of AI," the broader investment case now hinges on identifying which software players will ride this $2 trillion AI spending wave. For investors, that may mean looking beyond the chip king to the quiet beneficiaries—those turning silicon into scaled solutions.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/etfs/new-etfs/25/06/45774136/wedbush-launches-ai-revolution-etf-backed-by-dan-ives-proprietary-tech-picks">Wedbush Launches AI Revolution ETF Backed By Dan Ives&#8217; Proprietary Tech Picks</a></li>
</ul>
Photo: Hepha1st0s On Shutterstock.com

Analyst Color

Long Ideas

ADBE

GOOGL

NVDA

How Nvidia's $10 Ripple Effect Could Lift Adobe, Salesforce, ServiceNow

The Trump administration is reportedly planning to relax regulations&nbsp;that require companies to disclose&nbsp;executive perks such as private jet use and bodyguard services.
What Happened: The Securities and Exchange Commission (SEC) is organizing a roundtable discussion later this month to consider changes to CEO perks disclosure rules. The participants for this roundtable have not been confirmed yet, as per a <a href="https://www.semafor.com/article/06/03/2025/trump-administration-lays-groundwork-to-make-ceo-perks-easier-to-hide">report</a> from Semafor.
These perks, which have been growing at a faster rate than total CEO pay, have seen a surge due to the pandemic.&nbsp;Companies have been covering costs for private jets and remote work setups — perks that, once granted, are hard to roll back. The recent rise in spending on personal security likely stems from the murder of an insurance executive last year.
The SEC&#8217;s current definition of these benefits includes anything not &#8220;integrally and directly related&#8221; to the job. Since 2015, the agency has filed a lawsuit against at least 20 companies for concealing the cost of these benefits from shareholders.
Boeing (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) have faced scrutiny over executive jet use—Boeing admitted it failed to disclose $500,000 in private jet travel by former CEO Dave Calhoun, while Salesforce began reporting CEO Marc Benioff&#8216;s corporate jet flights between San Francisco and his Hawaii home, classifying some as commuting.
SEC did not immediately respond to <a href="http://pro.benzinga.com">Benzinga&#8217;s</a> request for comment. 
SEE ALSO: <a href="https://benzinga.com/news/politics/25/06/45763037/marjorie-taylor-greene-says-shes-adamantly-opposed-to-trumps-big-beautiful-bill-over-this-ai-provision-i-would-have-voted-no-if-i-had-kn" target="_blank" rel="noreferrer noopener">Marjorie Taylor Greene Says She&#8217;s &#8216;Adamantly Opposed&#8217; To Trump&#8217;s &#8216;Big Beautiful&#8217; Bill Over This AI Provision: &#8216;I Would Have Voted NO If I Had Known This Was In There&#8217;</a>
Why It Matters: The move to make CEO perks easier to hide comes amid a broader criticism around the Trump administration favoring the rich at a time when the wealth gap in the U.S. is widening. For instance,&nbsp;Jeff Bezos<a href="https://www.benzinga.com/personal-finance/management/25/06/45757006/jeff-bezos-saved-6-2-billion-in-taxes-since-2017-experts-say-trumps-proposed-hike-wont-touch-capital-gains-loophole"> recently saved </a>$6.2 billion in taxes&nbsp;since 2017, a sum that may remain untouched by President Trump&#8217;s proposed tax hike. This has sparked debate about the fairness of the tax system and the need for reforms to address loopholes that benefit the ultra-wealthy.
Similarly,&nbsp;Senator Elizabeth Warren has <a href="https://www.benzinga.com/general/health-care/25/05/45582300/elizabeth-warren-says-jeff-bezos-and-elon-musk-are-popping-champagne-as-house-passes-trumps-big-beautiful-bill-she-calls-a-handout-to-billionaires">criticized </a>Trump&#8217;s tax package&nbsp;as a &#8220;big tax handout for billionaires,&#8221; paid for by cutting healthcare for millions. These discussions highlight the broader issue of wealth inequality and the role of government policy in addressing it.
<ul class="wp-block-list">
<li>READ MORE: <a href="https://benzinga.com/crypto/cryptocurrency/25/06/45763054/bitcoin-ethereum-dogecoin-slip-as-investors-anticipate-trump-jinping-call-too-early-for-an-eth-top-this-analyst-says-3000-is-on-target" target="_blank" rel="noreferrer noopener">Bitcoin, Ethereum, Dogecoin Slip As Investors Anticipate Trump-Jinping Call: Too Early For An ETH Top? This Analyst Says $3000 Is On Target</a></li>
</ul>
Image via Shutterstock
Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

SEC May Loosen Rules On Executive Perks — Private Jet Rides, Bodyguards Could Stay Hidden: Report

BofA Securities analyst Brad Sills disclosed its <a href="https://www.benzinga.com/topic/software" target="_blank" rel="noreferrer noopener">software spending survey</a> on Tuesday.
Since his last survey in December, Sills&#8217; IT professionals&#8217; survey suggested that software spending growth intentions have come down a bit for the second half of 2025 and 2026. Software spending is expected to grow +9.9% for 2025, down 100 basis points from his December survey, and +10.8% for 2026, down 40 basis points. He said this aligns with management and channel commentary that changing macro policies are muddling the demand environment.
However, Sills&#8217; survey still suggests an improving backdrop in 2026, which is backed by channel feedback that pipelines for new software projects remain healthy.
The analyst noted that Data Analytics regained the top spot as a spending priority, trading places with Cloud Communications and Videoconferencing, which slipped to second place. Security held the third position, he said. Sills said other categories with notably higher spending expectations include observability and financials/ERP.
Sills noted that the lower-scoring categories were front-office applications such as CRM Sales, Marketing, and Support. He suggested that this could be due to firms evaluating AI priorities for front-office application projects.
For Analytics, Security, and Public Cloud, Sills noted the positive data supports his thesis for Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), Snowflake Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>), and Datadog Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>), which are well positioned in these categories.
The analyst said Infrastructure and Back Office were the top software categories for AI investment (across Infrastructure, Back Office, Front Office, and Desktop Applications).
Back Office saw the largest increase since his year-end fiscal 2024 survey, he said. After LLMs, Workday Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WDAY#NASDAQ">WDAY</a>) was the most selected, Sills noted.
The analyst noted that after LLMs, Salesforce Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) registered the highest number of front-office vendors in which respondents plan to invest in AI offerings.
Front office apps scored lower for the second consecutive survey, Sills noted.
The lower result reflects that firms remain in the discovery phase, as pricing models for agentic offerings such as Salesforce&#8217;s Agentforce and HubSpot Inc&#8216;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBS#NYSE">HUBS</a>) Breeze AI agents are evolving, per the analyst.
Sills noted that Amazon.Com Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) AWS, Microsoft, and Alphabet Inc&#8216;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOG#NASDAQ">GOOG</a>) (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>) Google were the most frequently selected vendors for AI in infrastructure.
The analyst said Adobe Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>) remains the market leader in AI investments in desktop applications.
Hiring expectations are down for 2025, again, Sills noted, and recession expectations are fairly high. DOGE is impacting spending plans more so than tariffs, leading to a lower weighted average spending as per the survey.
Read Next:
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<li><a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45746797/is-a-bond-market-crash-coming-jamie-dimon-blackrock-ray-dalio-and-others-sound-the-alarm">Is A Bond-Market Crash Coming? Jamie Dimon, BlackRock, Ray Dalio And Others Sound The Alarm</a></li>
</ul>
Photo: Shutterstock

Large Cap

HUBS

WDAY

Rising AI, Analytics Budgets Could Lift Microsoft, Snowflake, Datadog

<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="683" src="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/26194638/IG-Summit-1024x683.jpg" alt="" class="wp-image-13444" style="width:549px;height:auto" srcset="https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/26194638/IG-Summit-1024x683.jpg 1024w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/26194638/IG-Summit-300x200.jpg 300w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/26194638/IG-Summit-768x512.jpg 768w,https://contributor-assets.benzinga.com/wp-content/uploads/2025/05/26194638/IG-Summit.jpg 1200w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Photo Courtesy of Mike Yan
Nearly a third of consumers prefer brands to send post-purchase follow-up messages via social media, <a href="https://www.emarketer.com/content/social-messaging-marketing-2025">according to eMarketer</a>. As US retail social commerce sales jumped 26% in 2024, one company has positioned itself at the center of the convergence between social messaging, AI automation, and commerce.
Having just closed its $140 million Series B funding round, Manychat is tuning into a market that&#8217;s reshaping how brands engage with customers. With 82% of organizations <a href="https://www.the-future-of-commerce.com/2025/01/09/b2b-sales-2025/">planning</a> to integrate AI agents within three years and 60% of Gen Z interested in AI-assisted shopping, the timing works well for a platform that processes billions of automated interactions across social media platforms.
The shift toward conversational commerce is becoming fundamental to how younger consumers expect to interact with brands. As Instagram&#8217;s CEO Adam Mosseri stated, &#8220;send rates&#8221; – how often content is shared via DMs – are now more important than likes, comments, or watch time for expanding organic reach. This algorithmic shift makes DM automation tools increasingly valuable, especially as 86% of US marketers are using influencer marketing in 2025. 
<h2 class="wp-block-heading">The Psychological Roots of an AI Visionary</h2>
Before starting a company that now processes billions of automated interactions, Manychat founder Mike Yan studied psychology. Yan was fascinated by human relationships and that background turned out to be prescient when using AI to have conversations in his business. In 2015 Yan automated Telegram chats, which led way to the idea that later became Manychat — a chatbot platform that enables creators and businesses to automate conversations over social and messaging apps.
The company took off when Facebook Messager opened its APIs in 2016, providing access to a billion users. At the time, Yan and his co-founder were focused on messenger marketing at an enormous scale, well-positioned as the wave of conversational commerce began reshaping nearly all of retail.
<h2 class="wp-block-heading">The Evolution Toward Agentic AI</h2>
The company serves clients ranging from Nike and the NBA to The New York Times, plus over a million smaller businesses across 170 countries. But Yan&#8217;s bold vision extends beyond current capabilities toward what he calls &#8220;agentic AI.&#8221;
&#8220;We believe there is a lot of opportunity for app layer players like Manychat, who may not work on their foundational models but have a deep understanding and insight into specific customer segments and use cases,&#8221; Yan says. &#8220;They can productize the existing foundational models and create an end-to-end user experience that elevates the value of these models.&#8221;
This approach reflects the AI landscape&#8217;s evolution from narrow applications through generative AI and reasoning models to autonomous, multi-step task completion. Manychat AI, launched last year, aims to enhance social platform interactions by providing more personalized, interactive chat experiences that drive both conversions and customer satisfaction.
&#8220;Our goal with Manychat is to build an agent for social interactions that assists creators and businesses in building great relationships at scale without losing authenticity,&#8221; Yan notes. &#8220;Balancing automation with manual contact and the human touch is a complex challenge, both technically and from an experience standpoint. While there is much work to be done, the opportunity is tremendous.&#8221;
<h2 class="wp-block-heading">Competitive Landscape And Market Position</h2>
There are a number of public companies operating in marketing automation spaces. Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) offers Service Cloud with AI-powered chatbots; HubSpot (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUBS#NYSE">HUBS</a>) has marketing automation that includes some social messaging features; Microsoft (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>) includes conversational AI as part of Azure and Dynamics 365; Adobe (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ADBE#NASDAQ">ADBE</a>) offers marketing automation capabilities as part of Experience Cloud.
But none focus on automating social media DMs specifically at the scale and specialization opportunities that Manychat has developed. This positioning will become more valuable as markets for automation continue to mature, especially as specialization increases competitive advantage.&nbsp;
Manychat&#8217;s community-building emphasizes this. The yearly Instagram Summit that sold more than 15,000 tickets with speakers such as Trevor Noah and executives at Meta illustrates the company&#8217;s role in shaping the industry&#8217;s dialogue around social commerce.
<h2 class="wp-block-heading">The Road Ahead</h2>
While Yan is not disclosing any specific IPO plans, the company&#8217;s conservative financial approach indicates that they are focused on sustainable, profitable growth over rapid expansion. The market conditions favor this approach: 74% of companies are already experiencing ROI in at least one generative AI use case, and about half of B2B marketers <a href="https://contentmarketinginstitute.com/b2b-research/b2b-content-marketing-trends-research">believe</a> the use of AI reduces routine tasks and increases overall workflow efficiency.
The challenge ahead is what Yan calls maintaining authenticity while being able to automate at scale — a significant technical and experiential problem that will require more nuanced solutions. As enterprise AI investments grow and social commerce continues to experience explosive growth, Manychat&#8217;s success at solving this challenge may define whether brand-consumer connections of the future will be set through intelligent automation, human authenticity, or a combination of the two.
For investors tracking the trifecta of AI, social media, and commerce, Manychat offers a compelling case study in how niche AI applications can create value in rapidly evolving markets, driven by Yan&#8217;s powerful vision. With data pointing to continued acceleration in social messaging, AI adoption, and conversational commerce, the $140 million funding round positions Manychat to harness several high-growth trends at once.

Opinion

Startups

How A $140M Funding Round Positions Manychat For The Future Of Conversational Commerce

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>RBC Capital analyst Brad Erickson initiated coverage on Reddit, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RDDT#NYSE">RDDT</a>) with a Sector Perform rating and announced a price target of $125. Reddit shares closed at $112.11 on Monday. <a href="https://www.benzinga.com/quote/rddt/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wells Fargo analyst Jason Haas initiated coverage on ASGN Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ASGN#NYSE">ASGN</a>) with an Equal-Weight rating and announced a price target of $56. ASGN shares closed at $51.72 on Monday. <a href="https://www.benzinga.com/quote/ASGN/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Cantor Fitzgerald analyst Matthew Vanvliet initiated coverage on Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with an Overweight rating and announced a price target of $325. Salesforce shares closed at $261.62 on Monday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Cantor Fitzgerald analyst Matthew Vanvliet initiated coverage on Agilysys, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGYS#NASDAQ">AGYS</a>) with an Overweight rating and announced a price target of $125. Agilysys shares closed at $108.20 on Monday. <a href="https://www.benzinga.com/quote/AFRM/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>BMO Capital analyst Alexander Pearce initiated coverage on Uranium Energy Corp.  (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/UEC#AMEX">UEC</a>) with an Outperform rating and announced a price target of $7.75. Uranium Energy shares closed at $5.69 on Monday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying RDDT stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="566" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03090021/image-30-1024x566.png" alt="" class="wp-image-936677" style="width:635px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03090021/image-30-1024x566.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03090021/image-30-300x166.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03090021/image-30-768x424.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/03090021/image-30.png 1140w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
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Photo via Shutterstock

Initiation

Pre-Market Outlook

AGYS

ASGN

PINS

RDDT

This Salesforce Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday

Cantor Fitzgerald analyst Matthew Vanvliet initiates coverage on Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) with a Overweight rating and announces Price Target of $325.

Cantor Fitzgerald Initiates Coverage On Salesforce with Overweight Rating, Announces Price Target of $325

Y Combinator CEO Garry Tan believes startup founders can learn critical lessons from Palantir Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) forward-deployed engineers (FDEs) to compete against enterprise software giants.
What Happened: Speaking on the Lightcone Podcast, Tan outlined how the FDE model developed at Palantir, where he served as an employee and co-created the company logo from 2005 to 2007. &#8220;You can&#8217;t farm this out,&#8221; Tan said, emphasizing that founders must directly engage with customers like FDEs do.
The FDE concept emerged from Palantir&#8217;s recognition that Fortune 500 companies and government agencies lacked technical expertise at decision-making levels. Co-founders Peter Thiel, Alex Karp, and Stefan Cohen identified multi-billion-dollar problems in organizations drowning in data without understanding how to extract value.
Tan explained how FDEs sit directly with clients, like FBI agents investigating domestic terrorism, observing their actual workflows. &#8220;What&#8217;s funny is like literally it&#8217;s like Word documents and Excel spreadsheets,&#8221; Tan said, describing how FDEs convert manual processes into clean software solutions.
Traditional enterprise software companies send salespeople who rely on relationships and lengthy sales cycles lasting months or years. Palantir&#8217;s approach places engineers directly with customers using Foundry, their core data visualization platform. &#8220;Instead of the next meeting being reviewing 50 pages of sales documentation, it&#8217;s literally like &#8216;Okay we built it,'&#8221; Tan said.
See Also: <a href="https://www.benzinga.com/markets/large-cap/25/06/45733245/looking-for-summer-seasonal-gains-here-are-10-sp-500-stocks-that-historically-rallied-in-june">Looking For Summer Seasonal Gains? Here Are 10 S&amp;P 500 Stocks That Historically Rallied In June</a>
Why It Matters: This methodology enables rapid feedback cycles within days rather than months, allowing smaller companies to compete against established players like Salesforce Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) and Oracle Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>). Y Combinator partner Jared Friedman noted that Palantir FDEs have become successful YC founders, crediting their training.
Palantir recently raised 2025 revenue guidance to $3.89-3.90 billion while projecting adjusted free cash flow between $1.6-1.8 billion. The company&#8217;s market cap currently stands at $310 billion, with analysts projecting potential <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45716400/pharma-bro-martin-shkreli-sees-10-trillion-potential-in-palantir-but-cautions-one-bad-quarter-and-its-down-50">trillion-dollar valuations within three years</a>.
Tan emphasized that beating enterprise giants requires engineers who combine technical skills with empathy and product design capabilities. &#8220;You show them something that they&#8217;ve never seen before and make them feel super heard,&#8221; he said.
<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"> 
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PLTR stock has surged over 500% in the past year. According to Benzinga Edge Stock Rankings, the stock demonstrates strong growth and momentum but carries a weak valuation rating. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">View the full stock breakdown here</a>.
<figure class="wp-block-image aligncenter size-full is-resized"><a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound"><img loading="lazy" decoding="async" width="884" height="640" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02234855/image-12.png" alt="" class="wp-image-935910" style="width:580px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02234855/image-12.png 884w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02234855/image-12-300x217.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/06/02234855/image-12-768x556.png 768w" sizes="(max-width: 884px) 100vw, 884px" /></a></figure>
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<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/06/45738505/peter-schiff-says-it-was-his-economic-teachings-that-made-people-want-to-buy-bitcoin-an-unintended-consequence">Peter Schiff Says It Was His Economic Teachings That Made People Want To Buy Bitcoin: &#8216;An Unintended Consequence&#8217;</a></li>
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Disclaimer:&nbsp;This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo courtesy: slyellow / Shutterstock.com

Garry Tan Says Founders Must Build With Customers To Compete With Giants Like Salesforce, Oracle: 'You Can't Farm This Out'

Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) <a href="https://www.salesforce.com/news/press-releases/2025/05/27/salesforce-signs-definitive-agreement-to-acquire-informatica/">announced</a> Tuesday that it will acquire Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) in a cash deal valued at approximately $8 billion. The acquisition underscores Salesforce's intent to bolster its artificial intelligence capabilities by integrating a core player in enterprise data management.
Under the terms of the deal, holders of Informatica's Class A and Class B-1 common stock will receive $25 per share — an 11% premium over the company's closing price of $22.55 on Friday, <a href="https://techcrunch.com/2025/05/27/salesforce-acquires-informatica-for-8-billion/">TechCrunch</a> reported.
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</ul>
<h2 class="wp-block-heading">Informatica: &#8216;The Plumbing For AI&#8217;</h2>
Informatica CEO Amit Walia framed the acquisition as a shared effort to bring data and AI to life, describing Informatica in a statement as the plumbing for AI and data. Informatica's Intelligent Data Management Cloud platform helps enterprises connect, manage, and unify complex data systems across multi-cloud and hybrid environments.
"Joining forces with Salesforce represents a significant leap forward in our journey," Walia said in a statement on Tuesday. "We have a shared vision for how we can help organizations harness the full value of their data in the AI era."
Steve Fisher, Salesforce's chief technology officer, said that the truly autonomous, trustworthy AI agents need the most comprehensive understanding of their data, adding that Informatica's metadata and catalog tools will complement Salesforce's agentic AI platform, Agentforce.
Trending: <a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a>
<h2 class="wp-block-heading">Strategic Rationale: Building A Foundation For Agentic AI</h2>
The acquisition builds on Salesforce's previous investments in data and AI. It follows the company's multibillion-dollar acquisitions of Slack at $27.7 billion in 2021, Tableau at $15.7 billion in 2019, and MuleSoft at $6.5 billion in 2018.&nbsp;
According to Salesforce CEO Marc Benioff, Informatica will be integrated alongside Data Cloud, Tableau, and MuleSoft to enable autonomous agents to deliver smarter, safer, and more scalable outcomes for every company.
Salesforce&#8217;s operating and financial chief Robin Washington said the company will move quickly to leverage Informatica's capabilities across public sector, life sciences, healthcare, and financial services verticals, where governed, trustworthy data is critical.
The deal is expected to close in early fiscal 2027, pending regulatory approvals and other customary closing conditions.
See Also: <a href="https://www.benzinga.com/money/are-you-rich">Are you rich?</a> Here&#8217;s what Americans think you need to be considered wealthy.
<h2 class="wp-block-heading">From Buyout To Buy-In</h2>
Informatica was taken private in 2015 through a $5.3 billion deal led by private-equity firm Permira and the Canada Pension Plan Investment Board. Informatica says it serves more than 5,000 customers across nearly 100 countries, including over 80 of the Fortune 100, according to its acquisition announcement.
The transaction will be financed through a combination of Salesforce's cash and new debt, the company said in the announcement.&nbsp;
Read Next: How do billionaires pay less in income tax than you?<a href="https://www.benzinga.com/money/tax-deferring-adv"> Tax deferring is their number one strategy</a>.
Image: Shutterstock

INFA

Why Salesforce Is Paying $8 Billion for 'the Plumbing of AI'

Apple&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) former designer and a key mind behind the first iPhone, Jony Ive says the hardest part of creativity isn't dreaming up lofty ideas, it&#8217;s having the nerve to drop most of them — a lesson he learnt from Steve Jobs.
What Happened: In a 2014 on-stage conversation with Vanity Fair editor Graydon Carter, Apple's then–design chief recalled the single lesson Steve Jobs drilled into him: relentless focus. "This sounds really simplistic, but it still shocks me how few people actually practice this," Ive told the New Establishment Summit crowd.
Jobs, whom Jony Ive called "the most remarkably focused person I've ever met," kept score with a blunt question: "How many things have you said no to?" Ive confessed he sometimes produced "sacrificial" examples — projects he never liked anyway, only to be caught. True focus, he explained, means saying no &#8220;to something that, with every bone in your body, you think is a phenomenal idea,&#8221; because it distracts from the mission at hand.
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The clip has resurfaced online as a pocket-sized master class in priority-setting, racking up millions of impressions on X and LinkedIn posts that repeat Ive's warning that focus is an "every-minute" discipline, not a Monday-morning resolution.
See also: <a href="https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/06/45716400/pharma-bro-martin-shkreli-sees-10-trillion-potential-in-palantir-but-cautions-one-bad-quarter-and-its-down-50">&#8216;Pharma Bro&#8217; Martin Shkreli Sees $10 Trillion Potential In Palantir, But Cautions: &#8216;One Bad Quarter And It&#8217;s Down 50%&#8217;</a>
The mantra helps explain why Apple routinely axed promising prototypes, an approach former Wall Street Journal editor Walter Isaacson says let Jobs spend &#8220;<a href="https://www.benzinga.com/general/24/04/38403093/steve-jobs-spent-hour-after-hour-on-product-design-he-cared-about-god-being-in-the-details-says-walt">hour after hour</a>&#8221; on seemingly the smallest bits of product design that made products iconic.
Why It Matters: Other CEOs have since borrowed the mantra. Salesforce's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) Marc Benioff credits a <a href="https://www.benzinga.com/25/05/45559653/steve-jobs-once-invited-marc-benioff-to-his-office-with-two-ipads-in-2010-the-lesson-that-shaped-a-270-billion-salesforce-empire">2010 chat with Jobs</a> for sharpening his own product discipline. Disney's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) Bob Iger received a different kind of counsel as Jobs urged him to <a href="https://www.benzinga.com/news/24/09/40787212/steve-jobs-urged-bob-iger-to-retire-and-enjoy-life-before-its-too-late-heres-how-that-advice-shaped">retire and enjoy life</a> before it's too late, advice the executive says still frames how he paces his tenure at the entertainment giant.
Apple&#8217;s chief Tim Cook recalls that <a href="https://www.benzinga.com/24/11/42090539/tim-cook-goes-from-small-town-to-ceo-of-worlds-largest-company-why-he-believes-in-asking-lots-of-questions">Jobs&#8217; parting words</a>, shared the night before his death, were simply to do what he thought was right when it came to leading Apple.
Snowflake&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNOW#NYSE">SNOW</a>) Frank Slootman had his own key takeaway from Jobs&#8217; management philosophies. Slootman believes the late Jobs always either found a product &#8220;insanely great&#8221; or &#8220;sh&#x2A;t&#8221; and that approach ensured there was never any <a href="https://www.benzinga.com/news/management/25/05/45604617/steve-jobs-wasnt-happy-unless-things-were-insanely-great-and-thats-why-this-tech-ceo-is-passionate-about-moving-mental-boundaries-that-withhold-pe">room for mediocrity</a> within the company&#8217;s walls.
Image via Shutterstock
Read next: <a href="https://www.benzinga.com/news/politics/25/06/45716936/speaker-mike-johnson-says-4-8-million-wont-lose-medicaid-unless-they-choose-to-do-so-calls-gop-cuts-an-important-and-frankly-heroic-thing">Speaker Mike Johnson Says 4.8 Million Won&#8217;t Lose Medicaid &#8216;Unless They Choose To Do So,&#8217; Calls GOP Cuts &#8216;An Important And Frankly Heroic Thing&#8217;</a>

General

Jony Ive Once Said Steve Jobs Demanded Everyone At Apple Often Answer This Question: 'It Still Shocks Me How Few People Actually Practice This'

These eleven mid-cap stocks were the best performers in the last week. Are they in your portfolio?
<ol class="wp-block-list">
<li>LZ Technology Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LZMH#NASDAQ">LZMH</a>) shares surged 78.57% last week.</li>
<li>Centrus Energy Corp. (AMEX:<a class="ticker" href="https://www.benzinga.com/stock/LEU#AMEX">LEU</a>) shares rose 36.22% as President Donald Trump signed a suite of executive orders aimed at <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">reviving the U.S. nuclear industry.</a></li>
<li>e.l.f Beauty, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ELF#NYSE">ELF</a>) stock escalated 35.89% after it reported better-than-expected quarterly results and announced it would acquire Hailey Bieber&#8217;s <a href="https://www.benzinga.com//node/45677382" target="_blank" rel="noreferrer noopener">Brand Rhode for $1 billion</a>. Analysts raised the <a href="https://www.benzinga.com/quote/elf/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Merus N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRUS#NASDAQ">MRUS</a>) stock increased 34.78%.</li>
<li>Oklo Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKLO#NYSE">OKLO</a>) stock was up 32.73% due to executive orders signed by Trump to <a href="https://www.benzinga.com//node/45654523" target="_blank" rel="noreferrer noopener">revive the U.S. nuclear industry.</a></li>
<li>NuScale Power Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SMR#NYSE">SMR</a>) shares upped 26.32%.</li>
<li>Informatica Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>) shares jumped 25.05% after the company announced that Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) would acquire them for approximately $8 billion, and analysts <a href="https://www.benzinga.com//node/45647236" target="_blank" rel="noreferrer noopener">revised the price forecast</a>.</li>
<li>BRP (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOOO#NASDAQ">DOOO</a>) stock escalated 22.29% after the company reported better-than-expected first-quarter results. Additionally, the company announced that its president, CEO, and chair of the board will retire <a href="https://www.benzinga.com//node/45664327" target="_blank" rel="noreferrer noopener">by the end of the fiscal year</a>. Analysts raised the <a href="https://www.benzinga.com/quote/dooo/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast/ rating on the stock</a>.</li>
<li>Box (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BOX#NYSE">BOX</a>) stock grew 20.99% after the company reported better-than-expected first-quarter financial results, and analysts revised the <a href="https://www.benzinga.com//node/45646700" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
<li>Joby Aviation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JOBY#NYSE">JOBY</a>) stock upped 17.77% after the company announced closing a <a href="https://www.benzinga.com//node/45643642" target="_blank" rel="noreferrer noopener">$250 million investment</a> from Toyota Motor Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TM#NYSE">TM</a>).</li>
<li>C3.ai, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AI#NYSE">AI</a>) shares rose 16.98% after the company reported better-than-expected fourth-quarter financial results and announced a renewal and expansion of its joint venture with Baker Hughes for accelerated AI-driven transformations <a href="https://www.benzinga.com//node/45657936" target="_blank" rel="noreferrer noopener">in the energy and industrial sectors</a>. Analysts revised the <a href="https://www.benzinga.com/quote/ai/analyst-ratings" target="_blank" rel="noreferrer noopener">price forecast on the stock</a>.</li>
</ol>
Photo by LisaChi via Shutterstock

Mid Cap

Movers

DOOO

JOBY

LZMH

MRUS

OKLO

e.l.f Beauty, Box And Joby Aviation Are Among Top 11 Mid-Cap Gainers Last Week (May 26-May 30): Are Others In Your Portfolio?

<a href="https://www.benzinga.com/news/large-cap/25/05/45612832/sap-capgemini-mistral-ai-unite-for-offering-solutions-for-regulated-industries">Mistral AI</a>, a Paris-based startup founded by former Meta (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/META#NASDAQ">META</a>) researchers Guillaume Lample and Timothée Lacroix, is rapidly emerging as a key player in the open-source AI space, and it's doing so with <a href="https://www.benzinga.com/25/05/45609982/elon-musk-rival-ray-kurzweils-beyond-imagination-lands-100m-deal-as-tesla-nvidia-meta-race-toward-ai-powered-humanoid-robots">Meta</a>&#8216;s top talent.
The tech giant is contending with a major loss of talent within its AI division as the architects behind its flagship Llama models exit the company. According to<a href="https://www.businessinsider.com/meta-llama-ai-talent-mistral-2025-5"> Business Insider</a>, only three of the 14 researchers credited on the 2023 Llama paper remain employed at Meta.
Five of the Llama paper's co-authors have joined Mistral in the past 18 months, intensifying scrutiny around Meta's ability to retain top-tier AI personnel, Business Insider reports.
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<h2 class="wp-block-heading">Mistral AI's Rise Comes With $2B Backing And Open-Source Momentum</h2>
Backed by $2 billion in funding, Mistral AI is rapidly gaining ground as one of the most aggressive challengers in the open-source AI space. As reported by <a href="https://techcrunch.com/2025/05/23/what-is-mistral-ai-everything-to-know-about-the-openai-competitor/">TechCrunch</a>, the company is supported by premier venture firms including Andreessen Horowitz, Lightspeed Venture Partners, and Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>), all known for placing high-stakes bets on transformative technologies. Other notable backers include Bpifrance, Xavier Niel, Eric Schmidt, General Catalyst, and BNP Paribas, reflecting deep institutional and individual confidence in Mistral's long-term vision.
Founded in 2023, Mistral is building advanced open-weight AI models that directly compete with Meta's Llama family. Its approach appeals to developers seeking transparency and customization in contrast to the closed nature of proprietary systems. With former Meta researchers such as Marie-Anne Lachaux, Thibaut Lavril, and Baptiste Rozière now working alongside Mistral's founders, the company may lead the next wave of open-source innovation, Business Insider reports.
Trending: <a href="https://www.benzinga.com/money/this-ai-imaging-technology-has-been-used-in-more-than-500-surgeries-now-you-can-be-part-of-the-ai-imaging-revolution">Be part of the next med-tech breakthrough for only $350 — 500+ surgeries already done with nView's AI system.</a>&nbsp;
Meta's previous dominance in this space was largely defined by its decision to release Llama models with open access to their architecture and training data. According to Business Insider, that move helped validate open-weight large language models as viable alternatives to proprietary giants like OpenAI and Google. But with the original architects of Llama now working elsewhere, Meta's early lead is under pressure.
<h2 class="wp-block-heading">Meta Reshuffles Leadership As Behemoth Model Faces Delays</h2>
Meta's internal AI leadership is undergoing a shift as well. In April, longtime executive Joelle Pineau stepped away from her role leading the Fundamental AI Research group after eight years. Taking over the position is Robert Fergus, a FAIR co-founder and former DeepMind scientist, marking a return to Meta following a five-year stint at Google's AI lab, Business Insider says.
Separately,<a href="https://www.wsj.com/tech/ai/meta-is-delaying-the-rollout-of-its-flagship-ai-model-f4b105f7"> The Wall Street Journal</a> reported that Meta's largest AI model to date, dubbed Behemoth, has been delayed due to internal concerns over performance and direction. Meanwhile, Business Insider notes that developers are increasingly turning to faster-evolving alternatives such as Qwen and DeepSeek following the Llama 4 release.
See Also: Invest where it hurts — and help millions heal:<a href="https://www.benzinga.com/money/a-cure-for-osteoarthritis-powered-by-everyday-investors-cytonics-is-looking-to-beat-big-pharma-and-disrupt-a-390-billion-market"> Invest in Cytonics and help disrupt a $390B Big Pharma stronghold</a>.
Despite investing billions into AI infrastructure, Meta still lacks a model explicitly focused on reasoning tasks, such as multi-step problem-solving or tool use. According to Business Insider, competitors like OpenAI and Anthropic are moving quickly to prioritize those capabilities, and without that strategic leap, Meta's influence over the open-source ecosystem may continue to decline.
Of the 11 researchers who left Meta since the Llama paper's publication, most had been with the company for more than five years, according to LinkedIn profiles reviewed by Business Insider. Some departed as recently as February. Their exits mark a significant shift in Meta&#8217;s AI capabilities and raise questions about the company&#8217;s ability to maintain its leadership in the field.
Read Next: Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Many are rushing to grab 4,000 of its pre-IPO shares for just $0.30/share!</a>
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Meta's Llama AI Team Suffers Talent Exodus As Top Researchers Join $2B Mistral AI, Backed By Andreessen Horowitz And Salesforce

Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) has outperformed the market over the past 15 years by 5.91% on an annualized basis producing an average annual return of 18.07%. Currently, Salesforce has a market capitalization of $253.42 billion. 
Buying $1000 In CRM: If an investor had bought $1000 of CRM stock 15 years ago, it would be worth $11,841.59 today based on a price of $265.08 for CRM at the time of writing.
<h3>Salesforce's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1748640629_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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