Cory Johnson on CRM's Path to Monetizing Agentic A.I. & ORCL's "Staggering" Growth
Schwab Network · Schwab Network
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Show Notes
As Salesforce (CRM) wraps up its Dreamforce event, Cory Johnson talks about the software giant's path forward. He notes the importance of free cash flow and the role agentic A.I. will play in boosting its balance sheet. Cory says Salesforce "doesn't get enough credit" for its merger and acquisition strategy. He is a bull when it comes to Oracle (ORCL) and what he calls "jaw-dropping" growth expectations.
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