CRM Oversold Short-Term, Margin & AI Concerns Long-Term
Schwab Network · Schwab Network
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Show Notes
Landon Swan talks about his firm's recent data on Salesforce (CRM) following the stunning sell-off in shares. He points to the general SaaS stock selling as overblown and expects Salesforce to bounce on its earnings. However, Landon still sees AI threats and margins as concerns for the company's long-term outlook.
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