News
Salesforce (CRM) inked a $1.6 billion, three-year contract with the VA to deploy its AI-powered Missionforce platform for over 17 million veterans. The news sent shares up 4.29% on the day, but the stock is still down 38.1% year-to-date.
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Oracle is forcing its way into the AI cloud elite on the back of OCI compute leasing — OCI revenue +93%, RPO surging to $638B — while burning $23.7B in free cash flow for the year in a high-stakes capacity buildout bet.
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The enterprise AI software story with the most proven AIP traction — commercial momentum is building, and the market is watching whether execution can keep pace with the valuation.