iShares Expanded Tech-Software Sector ETF (BATS: IGV)

Dernières nouvelles pour iShares Expanded Tech-Software Sector ETF (BATS:IGV)

iShares Expanded Tech-Software Sector ETF

iShares North American Tech-Software ETF

Technology

Communication Services

Industrials

The Fund seeks to track the investment results of the S&P North American Expanded Technology Software Index (the Underlying Index), which measures the performance of U.S. - traded stocks from the software industry and select companies from the interactive home entertainment and interactive media and services sub - industries in the U.S. and Canada, as determined by S&P Dow Jones Indices LLC (the Index Provider or SPDJI). The Underlying Index includes companies that are producers of client/ server applications, enterprise software, application software, home entertainment software, and media and services software. The Underlying Index may include large - , mid - or small - capitalization companies. As of March 31, 2024, a significant portion of the Underlying Index is represented by securities of companies in the technology industry or sector. The components of the Underlying Index are likely to change over time.

Adobe Inc

Salesforce.Com Inc

Oracle Corp.

Microsoft Corp

Intuit, Inc.

Servicenow Inc

Palo Alto Networks Inc.

Synopsys Inc.

Cadence Design Systems Inc.

Roper Technologies Inc.

Palantir Technologies Inc.

Crowdstrike Holdings Inc.class A

Microstrategy Inc

Capgemini SE (OTC:<a class="ticker" href="https://www.benzinga.com/stock/CGEMY#OTC">CGEMY</a>) announced Monday that it will acquire WNS Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WNS#NYSE">WNS</a>) in a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/g46267656/capgemini-to-acquire-wns-to-create-a-global-leader-in-agentic-ai-powered-intelligent-operations" rel="noreferrer noopener">$3.3 billion all-cash deal</a> to create a global leader in Agentic AI-powered Intelligent Operations.
The transaction, which offers $76.50 per WNS share, reflects a 17% premium over WNS&#8217; most recent closing price and has received unanimous approval from both companies&#8217; boards. Capgemini expects the deal to close by year-end, pending shareholder and court approvals.
The acquisition gives Capgemini access to WNS&#8217;s high-margin digital business process services and strengthens its position in the U.S. market. The combination is designed to capitalize on a growing enterprise shift toward AI-driven operational models.
Also Read: <a href="https://www.benzinga.com/markets/tech/25/07/46192736/ibm-just-tackled-one-of-techs-most-annoying-bottlenecks" target="_blank" rel="noreferrer noopener">IBM Just Tackled One Of Tech&#8217;s Most Annoying Bottlenecks</a>
Aiman Ezzat, CEO of Capgemini, said the combination is designed to capture the surge in enterprise demand for Agentic AI, which is transforming how companies manage operations from end to end. He described the merger as a step toward building a new benchmark for Intelligent Operations that leverages automation, data, and domain expertise to deliver superior results at scale.
Keshav R. Murugesh, CEO of WNS, echoed the enthusiasm, calling the deal a strategic leap toward embedding AI at the core of business models. He noted that the combined portfolio would expand Capgemini&#8217;s footprint across industries and enhance its ability to support organizations as they shift from automation to autonomy in operational strategy.
WNS <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44973624/wns-announces-fiscal-2025-fourth-quarter-and-full-year-earnings-provides-guidance-for-fiscal-2026" rel="noreferrer noopener">reported</a> $1.27 billion in revenue for fiscal 2025 and holds long-term contracts with companies like United Airlines and Aviva.
Capgemini expects the deal to increase normalized EPS by 4% in 2026 and 7% by 2027, post-synergies. Estimated annual revenue synergies range between 100 million euros (~$108 million) and 140 million euros (~$151.2 million), with cost savings projected up to 70 million euros (~$75.6 million).
Capgemini is funding the transaction with a 4 billion euros bridge loan, partially backed by internal cash and future debt issuance. The company plans to integrate WNS into its Global Business Services unit, citing a strong cultural fit and complementary capabilities across AI, platforms, and consulting.
Related ETFs: Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>), iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: WNS shares were trading higher by 12.44% to $73.51 premarket at last check Monday.
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</ul>
Photo via Shutterstock

News

Movers

CGEMY

Capgemini Doubles Down On Agentic AI With $3.3 Billion WNS Acquisition

Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) shares climbed in premarket trading Tuesday after the company revealed a <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/n46071594/pepsico-leverages-salesforces-agentforce-to-advance-ai-agenda" rel="noreferrer noopener">significant collaboration</a> with PepsiCo Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>), a move that appears to be boosting investor confidence.
The food and beverage giant plans to roll out Salesforce&#8217;s Agentforce platform, a tool designed to embed AI-driven digital agents directly into operational workflows to streamline customer and sales processes.
PepsiCo is among the first in its industry to integrate Agentforce at scale.
Also Read:<a target="_blank" href="https://www.benzinga.com/markets/tech/25/06/45989577/salesforce-raises-enterprise-software-prices-6-as-company-pushes-ai-powered-agentforce-platform" rel="noreferrer noopener"> Salesforce Raises Enterprise Software Prices 6% As Company Pushes AI-Powered Agentforce Platform</a>
The move is aimed at modernizing how sales and support teams operate, making them more agile and efficient in a data-driven environment.
According to Ramon Laguarta, Chairman and CEO of PepsiCo, the partnership underscores the company&#8217;s broader ambition to become more responsive and innovative by weaving AI into its everyday operations. With Agentforce, PepsiCo expects to elevate customer engagement and unlock insights that drive growth.
Through tools like Data Cloud, Consumer Goods Cloud, Service Cloud, and Marketing Cloud, Salesforce will help unify PepsiCo&#8217;s data streams and automate marketing and retail execution.
These platforms will enhance inventory visibility, facilitate real-time collaboration, and optimize promotions with AI-generated insights.
Beyond the consumer goods sector, Salesforce is also actively expanding its Agentforce platform into the healthcare industry, demonstrating the versatility and broad applicability of its AI-powered solutions.
In a separate press release, UChicago Medicine announced its adoption of Agentforce for Health, a tailored version of the platform, to support <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b46071498/salesforce-collaborates-with-uchicago-medicine-to-enhance-patient-support" rel="noreferrer noopener">non-clinical patient services</a>.
By automating routine inquiries through AI-powered chat and phone agents, the hospital system aims to reduce staff workload while improving 24/7 access to key information.
Patients will soon be able to use self-service tools to handle appointment scheduling, insurance verification, and navigation support.
Andrew Chang, Chief Marketing Officer of UChicago Medicine, emphasized the platform&#8217;s potential to help staff focus on complex needs by offloading repetitive tasks to intelligent digital agents.
Salesforce&#8217;s latest developments highlight a broader trend of merging human expertise with autonomous systems to meet evolving operational demands across industries.
According to&nbsp;<a target="_blank" href="https://pro.benzinga.com/?gspk=YWRhbWVja2VydDUzMzY&amp;gsxid=zBMR4PKmcgBw" rel="noreferrer noopener">Benzinga Pro</a>, CRM stock has gained over 9% in the past year. Investors can gain exposure to the stock via&nbsp;iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: CRM shares are trading higher by 1.11% to $266.34 premarket at last check Tuesday.
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</ul>
Photo by Erman Gunes via Shutterstock

Equities

Markets

Tech

General

PepsiCo Taps Salesforce To Deploy Agentforce For AI-Driven Growth

Salesforce (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) is in the news with its <a href="https://www.benzinga.com/trading-ideas/movers/25/05/45617449/salesforce-strikes-8-billion-acquisition-to-boost-ai-and-data-cloud-power">$8 billion buyout </a>of data management company Informatica (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFA#NYSE">INFA</a>), an ambitious foray into the AI and data integration business. But the tech behemoth isn&#8217;t only in the spotlight for the deal –investors are also eagerly <a href="https://www.benzinga.com/trading-ideas/technicals/25/05/45646698/salesforce-inc-ai-ambitions-vs-stock-realities-ahead-of-q1-earnings-reveal">awaiting its fiscal Q1 2026 earnings release</a>, due after the market close Wednesday. Between a fresh M&amp;A appetite and expanding AI roots, CRM-focused funds could be on the cusp of a data-driven rally.
ETFs In The Spotlight
The Informatica acquisition and the expected earnings release have implications for a number of <a href="https://www.benzinga.com/etfs">ETFs that have big stakes in Salesforce</a>:
iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>): 7.4% weightage
First Trust Dow Jones Internet Index Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDN#NYSE">FDN</a>): 5.4% weightage
FT Vest Dow Jones Internet &amp; Target Income ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/FDND#BATS">FDND</a>): 5.4% weightage
These ETFs would stand to benefit if Salesforce&#8217;s quarterly earnings beat or meet forecasts and if the market perceives the Informatica acquisition as a strategic play in the growing AI space.
Can Salesforce Deliver?
Analysts are calling for Salesforce to post adjusted earnings per share (EPS) of $2.55 on revenue of $9.75 billion, improving year over year from $2.44 EPS and $9.13 billion in revenue. Such a performance would demonstrate the company&#8217;s ongoing growth trend, but at a more tempered rate than what it experienced during its previous years of explosive expansion.
The earnings announcement is especially important since it will give us clues on how Salesforce&#8217;s recent strategic actions, such as acquiring Informatica, will affect its financial well-being and competitive standing in the AI-powered enterprise software industry.
Bottom Line
The dual emphasis by Salesforce on strategic acquisitions as well as strong earnings performance make it an important contributor to the AI and enterprise software industries. Both investors and ETF observers will be listening to the Q1 earnings announcement for signals about the direction of the company and the wider ramifications for tech-themed investment vehicles.
Read Next: 
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</ul>
Photo: Shutterstock

Specialty ETFs

ETFs

First Trust Dow Jones Internet Index Fund

First Trust Exchange-Traded Fund IV FT Vest Dow Jones Internet & Target Income ETF

FDND

INFA

CRM-Powered ETFs In Focus As Salesforce Bets Big On AI With $8B Informatica Deal Ahead Of Q1 Results

Advanced Micro Devices Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) announced an <a href="https://www.benzinga.com/pressreleases/25/05/b45515224/red-hat-and-amd-strengthen-strategic-collaboration-expand-customer-choice-for-ai-and-virtualizatio" target="_blank" rel="noreferrer noopener">expanded partnership</a> with Red Hat Inc. Tuesday to boost artificial intelligence capabilities and modernize virtualization across hybrid cloud environments.
The collaboration integrates AMD&#8217;s high-performance computing hardware with Red Hat&#8217;s open-source platforms to support enterprise demand for scalable and cost-efficient AI solutions.
As part of the effort, AMD Instinct GPUs are now fully supported on Red Hat OpenShift AI, allowing developers to run both small and large language models on a single virtual machine. Recent tests using Microsoft Azure&#8217;s ND MI300X v5 instances showed improved efficiency and reduced infrastructure requirements.
Red Hat OpenShift Virtualization has also been validated for AMD EPYC CPUs to help organizations consolidate legacy virtual machines and container-based applications across on-premise, cloud, and hybrid environments. Supported systems include Dell PowerEdge, HPE ProLiant, and Lenovo ThinkSystem servers.
Also Read: <a href="https://www.benzinga.com/economics/macro-economic-events/25/05/45476624/us-china-trade-truce-trumps-middle-east-deals-spark-wall-street-rally-this-week-in-markets" target="_blank" rel="noreferrer noopener">US-China Trade Truce, Trump&#8217;s Middle East Deals Spark Wall Street Rally: This Week In Markets</a>
Both companies emphasized that modernizing the current infrastructure can unlock the capacity needed for AI innovation at scale.
Recently, Advanced Micro Devices announced a $3 billion deal to <a target="_blank" href="https://www.benzinga.com/news/guidance/25/05/45495637/amd-sells-off-a-5-billion-powerhouse-whats-the-catch-in-this-3-billion-deal" rel="noreferrer noopener">sell</a> its U.S.-based data center infrastructure manufacturing business to Sanmina Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SANM#NASDAQ">SANM</a>). The transaction includes $2.25 billion in cash and a $300 million premium, split equally between cash and equity. The deal also establishes a long-term strategic partnership, with AMD receiving Sanmina shares subject to a three-year lock-up.
AMD reached a 52-week high of $187.28 on July 9, 2024, and a 52-week low of $76.48 on April 8, 2025. The stock experienced a significant 39% decline from its peak in February to its trough in early April. Since then, it has rebounded over 30% from its April lows and is currently up approximately 5% year-to-date.
Also Read: <a target="_blank" href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45443777/best-amd-stock-rally-in-2-years-gets-a-buyback-boost" rel="noreferrer noopener">Best AMD Stock Rally In 2 Years Gets A Buyback Boost</a>
Related ETFs: Global X Artificial Intelligence &amp; Technology ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AIQ#NASDAQ">AIQ</a>), iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: AMD shares are trading lower by 1.29% at $113.26 on Tuesday&#8217;s last check.
Read Next: 
<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/05/45503727/nvidias-key-differentiators-include-its-ability-to-expand-its-addressable-market-analyst" target="_blank" rel="noreferrer noopener">Nvidia&#8217;s Key Differentiators Include Its Ability To Expand Its Addressable Market: Analyst</a>
Photo: Shutterstock

MSFT

SANM

AMD Expands Red Hat Partnership To Power Scalable AI And Hybrid Cloud

Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>), along with seQure, a cybersecurity firm and its partner, disclosed the availability of seQure&#8217;s Ground-Truth service on <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/n45367248/oracle-and-entanglement-partner-to-deliver-advanced-security-to-governments-and-enterprises" rel="noreferrer noopener">Oracle Cloud Infrastructure (OCI)</a>.
The company said that Ground-Truth is a cybersecurity and data observability service that helps automate the detection of threats and vulnerabilities and can reduce event alerts by 90%.
Previously an on-premises solution, Ground-Truth can now be deployed across Oracle&#8217;s various cloud offerings, including public, government, sovereign, and dedicated cloud regions.
Also Read: <a target="_blank" href="https://www.benzinga.com//node/45357613" rel="noreferrer noopener">China Tariff De-Escalation Biggest Winners Include Tesla, Apple: &#8216;New Tech Highs Back On The Table Now For 2025&#8217;</a>
Integrating with Oracle&#8217;s security framework allows seQure to offer customers sophisticated, AI-powered threat detection while meeting data localization needs.
This enables operational flexibility in intricate environments, compliance with regulatory, security, and performance standards, and unlocks the complete advantages of cloud and sovereign AI capabilities.
Rand Waldron, vice president, Oracle said, &#8220;This partnership helps our combined customers identify unknown cyber threats and anomalies faster and more accurately. In addition, it enables customers to benefit from OCI&#8217;s built-in security, leading performance, and flexibility.&#8221;
Jason Turner, chairman and CEO Entanglement stated, &#8220;OCI&#8217;s&nbsp;high-performance infrastructure&nbsp;and scaling was essential for deploying this solution and enabling us to provide our customers with the benefits of automated scaling, robust security features, and predictable pricing.&#8221;
Last week, IBM disclosed a collaboration with&nbsp;Oracle to integrate IBM&#8217;s premier AI platform, Watsonx,&nbsp;with <a target="_blank" href="https://www.benzinga.com/25/05/45218573/ibms-ai-watsonx-integrates-with-oracle-cloud-to-boost-enterprise-productivity" rel="noreferrer noopener">Oracle Cloud Infrastructure (OCI)</a>.
Investors can gain exposure to the stock via Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>) and iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: ORCL shares are up 0.70% at $158.32 at the last check on Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/05/45244190/microsoft-faces-fresh-revenue-hit-as-openai-plans-to-reduce-payouts-by-2030-report" target="_blank" rel="noreferrer noopener">OpenAI To Slash Microsoft Revenue Share By 2030: Report</a></li>
</ul>
Image by Mdisk via Shutterstock

Large Cap

ORCL

TRFK

Oracle Partners With seQure To Bolster Cybersecurity For Governments, Enterprises

TaskUs Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TASK#NASDAQ">TASK</a>) surged on Friday after announcing strong first-quarter results and a $16.50-per-share all-cash buyout by Blackstone Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>) and its co-founders.
The company has entered into an agreement to be <a href="https://www.benzinga.com/pressreleases/25/05/b45316012/taskus-inc-to-be-taken-private-by-co-founders-and-blackstone" target="_blank" rel="noreferrer noopener">acquired and taken private</a> in an all-cash deal led by an affiliate of Blackstone, alongside TaskUs co-founders Bryce Maddock and Jaspar Weir.
The transaction values each share at $16.50, reflecting a 26% premium over TaskUs&#8217; 30-day volume-weighted average price. The buyout group plans to acquire all outstanding Class A shares it does not currently own, effectively taking TaskUs off public exchanges.
This strategic move, unanimously approved by the TaskUs board following recommendations from its special committee of independent directors, is designed to strengthen the company&#8217;s long-term strategy.
CEO Bryce Maddock emphasized that the acquisition will help TaskUs navigate rapid shifts driven by artificial intelligence and allow for long-term investments to support both the company and its clients. Jaspar Weir will continue serving as president after the deal closes, ensuring leadership continuity during the company&#8217;s next phase of growth.
Maddock noted, &#8220;This strategic transaction will deliver immediate value to stockholders, while enabling TaskUs to make long-term investments to better support both our own business and our clients as we scale and adapt in the AI age.&#8221;
Amit Dixit, head of Asia Private Equity at Blackstone, underscored the firm&#8217;s confidence in TaskUs&#8217; ability to thrive in the fast-changing AI landscape, saying the transaction will provide the company with greater flexibility and resources to strengthen its value proposition.
The deal is expected to close in the second half of 2025, pending regulatory and shareholder approvals.
In addition to the buyout news, TaskUs reported strong <a target="_blank" href="https://www.benzinga.com/pressreleases/25/05/b45316168/taskus-announces-fiscal-first-quarter-2025-results" rel="noreferrer noopener">first-quarter 2025</a> earnings. Revenue reached $277.8 million, up 22.1% year-over-year and surpassing the $271.06 million estimate by $6.7 million.
The company reported net income of $21.1 million (7.6% margin), adjusted net income of $35.9 million (12.9% margin), and diluted EPS of 23 cents. Notably, adjusted EPS came in at 38 cents, beating the 32 cents estimate.
Adjusted EBITDA reached $59.3 million, exceeding guidance by 130 basis points. TaskUs also generated $36.3 million in operating cash flow, $21.8 million in free cash flow, and achieved a 36.8% adjusted EBITDA-to-free cash flow conversion.
Price Action: TASK shares are trading higher by 14.53% at $16.47, and BX is up 0.97% at $141.07 on Friday&#8217;s last check.
Image: Shutterstock

Earnings

CTSH

TASK

TaskUs Stock Soars As Blackstone Unveils Buyout As Earnings Smash Estimates

FiscalNote Holdings Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOTE#NYSE">NOTE</a>) agreed<a href="https://www.benzinga.com/pressreleases/25/05/b45190351/fiscalnote-signs-definitive-agreement-to-divest-additional-non-core-asset-to-further-streamline-co" target="_blank" rel="noreferrer noopener"> to sell</a> its Australian subsidiary, TimeBase, to Thomson Reuters Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TRI#NASDAQ">TRI</a>) for $6.5 million.
FiscalNote acquired TimeBase in 2021, bringing Australian legislative data services to its portfolio for legal professionals. Operating largely apart from FiscalNote's core customer base, TimeBase contributed just $1.3 million to the company's $120.3 million in 2024 GAAP revenue.
The divestiture is part of FiscalNote's effort to streamline operations, reduce debt, and refocus on its core strengths—particularly the enhanced PolicyNote platform, which will continue serving clients in the Australian market. Proceeds from the sale will be used to pay down the company's senior-term loan.
Also Read: <a href="https://www.benzinga.com/news/earnings/25/05/45143938/thomson-reuters-maintains-strong-fy25-outlook-highlights-innovation-ai-as-key-growth-drivers" target="_blank" rel="noreferrer noopener">Thomson Reuters Maintains Strong FY25 Outlook, Highlights Innovation, AI As Key Growth Drivers</a>
Despite the financial impact of the divestiture, FiscalNote reaffirmed its full-year 2025 guidance, projecting revenue of $94 to $100 million (versus the consensus of $122.34 million) and adjusted EBITDA between $10 and $12 million. Management pointed to operational efficiencies and a more concentrated business model as drivers of sustained performance.
"This divestiture is another clear step in sharpening our strategic focus, improving our capital structure, and accelerating our path to positive free cash flow," said Josh Resnik, CEO and President of FiscalNote. 
Thomson Reuters held Cash and cash equivalents of <a href="https://www.benzinga.com/pressreleases/25/05/n45128950/thomson-reuters-reports-first-quarter-2025-results" target="_blank" rel="noreferrer noopener">$1.37 billion</a> as of March 31.
Price Action: NOTE shares are trading higher by 3.26% at 62 cents premarket at the last check Monday.
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</ul>

Asset Sales

NOTE

FiscalNote Sells TimeBase To Thomson Reuters For $6.5M, Reaffirms 2025 Outlook

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/04/16/final-trades-robinhood-datadog-the-igv-and-the-2-year-treasury.html">Halftime Report Final Trades</a>,&#8221; Kevin Simpson of Capital Wealth Planning said Robinhood Markets, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HOOD#NASDAQ">HOOD</a>) will have <a href="https://www.benzinga.com/markets/cryptocurrency/25/04/44810015/robinhood-coinbase-could-benefit-from-new-digital-asset-regulation-says-bernstein">great numbers.</a>
A new digital assets regulatory framework could significantly expand the offerings of Robinhood and Coinbase (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), enabling both platforms to list a broader range of crypto assets and tokenized equities, according to a new Bernstein report.
Stephen L. Weiss of Short Hills Capital Partners said he likes the safety of U.S. 2 Year Treasury.
Don't forget to check out our<a href="https://www.benzinga.com/premarket/"> premarket coverage here</a>
Anastasia Amoroso of iCapital named iShares Expanded Tech-Software Sector ETF (CBOE: IGV) as her final trade.
Joseph M. Terranova of Virtus Investment Partners picked Datadog, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DDOG#NASDAQ">DDOG</a>).
On Feb. 13, the software-as-a-service (SaaS) platform clocked fiscal fourth-quarter revenue growth of 25% year-on-year to $737.73 million, beating the analyst consensus estimate of $714.54 million. Adjusted EPS of 49 cents beat the analyst consensus estimate of 44 cents.
Price Action:
<ul>
<li>Robinhood shares dipped 7.8% to close at $40.66 on Wednesday.</li>
<li>iShares Expanded Tech-Software Sector ETF fell 2.4% during Wednesday's session.</li>
<li>Datadog shares fell 0.7% to close at $91.88 on Wednesday.</li>
</ul>
Check This Out: 
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<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/04/44836659/top-3-industrials-stocks-that-may-plunge-this-month">Top 3 Industrials Stocks That May Plunge This Month</a></li>
</ul>
Photo: Shutterstock

Long Ideas

Media

Trading Ideas

COIN

DDOG

HOOD

Datadog, Robinhood And More On CNBC's 'Final Trades'

CNBC Halftime Report Final Trades: Robinhood Markets, Datadog, iShares Expanded Tech-Software Sector

U.S. chip stocks, which enjoyed the spotlight during last year's AI investment boom, have taken a noticeable hit this year as investors shift focus to software companies—the emerging engine of AI value creation.&nbsp;
Tariff‐driven volatility and a dimming demand outlook, compounded by the emergence of lower‐cost AI models from China's DeepSeek, have put pressure on semiconductor shares.&nbsp;
For example, the Philadelphia Semiconductor Index has fallen about 6% year‐to‐date, and industry leader Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has dropped nearly 14% from its recent December high.
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<h2 class="wp-block-heading">Software Momentum Rising</h2>
Meanwhile, the software sector is showing robust gains. Companies such as Atlassian (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TEAM#NASDAQ">TEAM</a>), CrowdStrike Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRWD#NASDAQ">CRWD</a>), Palantir Technologies (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>), and Cognizant (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CTSH#NASDAQ">CTSH</a>) have surged between 7% and 19% this year, reflecting growing investor confidence in AI-driven applications.&nbsp;
Capital flows further illustrate this shift. The iShares Expanded Tech-Software Sector ETF (CBOE: IGV) has attracted over $1.87 billion in inflows through Feb. 28, while both the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>)&nbsp; and the VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>) have seen over $1 billion in outflows each.&nbsp;
In 2024, the iShares Expanded Tech-Software Sector ETF experienced significant inflows, including a $277 million addition on Oct. 14. The VanEck Semiconductor ETF also saw substantial growth, with a 40.4% year-to-date increase as of Dec. 23, driven by rising demand for AI applications and cloud computing.
Trending: 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 $0.26/share!</a>
According<a href="https://www.reuters.com/technology/artificial-intelligence/us-chip-darlings-struggle-some-bet-software-next-big-ai-play-2025-03-06/"> </a>to <a href="https://www.reuters.com/technology/artificial-intelligence/us-chip-darlings-struggle-some-bet-software-next-big-ai-play-2025-03-06/">Reuters</a>, this rotation appears to be a natural progression. Adam Turnquist, chief technical strategist at LPL Financial, explained that "the shift is a natural progression for AI investing—as the use cases for AI evolve, the true revenue drivers are emerging in software applications."&nbsp;
In addition, Morgan Stanley equity analyst Keith Weiss <a href="https://www.morganstanley.com/insights/podcasts/thoughts-on-the-market/genai-profit-2025-joe-moore-keith-weiss">said</a>, "We're now starting to see the ascendancy of the software part of the equation, as companies begin to monetize their AI solutions effectively."
Yet, caution remains regarding the indispensable role of semiconductor hardware. According to <a href="https://www.investors.com/news/technology/ai-stocks-nvidia-stock-software-companies/">Investors Business Daily</a>, while software revenues offer stability, the performance of Nvidia's GPUs is critical for powering AI, and no clever software can fully compensate for a basic lack of processing power.&nbsp;
See Also: Hasbro, MGM, and Skechers trust this AI marketing firm — <a href="https://www.benzinga.com/money/rad-intel">invest pre-IPO from $0.55 per share now</a>.
DeepSeek's launch of a lower-priced chatbot has intensified competitive pressures. Goldman Sachs analyst Ryan Hammond said, according to <a href="https://www.investors.com/news/technology/ai-stocks-nvidia-stock-software-companies">Investor's Business Daily</a>, that "the AI trade will broaden and that stocks with AI-enabled revenues offer better risk/reward for new capital than those involved in infrastructure"
Escalating Sino‑U.S. trade tensions and export restrictions add further uncertainty to the chip sector, prompting many to see software investments as a more stable, long-term opportunity.&nbsp;
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Nvidia Takes a Hit: Why AI Investors Are Moving Away from Chips to Software

On Thursday, Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) disclosed several contracts and product enhancements.
Oracle and Microsoft launched the Oracle Exadata Database Service on Exascale Infrastructure, cutting infrastructure costs by up to 95%.
Oracle Base Database Service will soon be available for easier management and pay-as-you-go pricing.
Oracle Database@Azure is now offered in 14 regions, with 18 more planned for next year.
Additionally, Exadata Database Service on Dedicated Infrastructure now supports the new Exadata X11M platform.
In a separate release, Oracle unveiled new employee <a href="https://www.benzinga.com/pressreleases/25/03/n44411608/oracle-helps-customers-boost-employee-engagement-with-strategic-communications-and-internal-events" target="_blank" rel="noreferrer noopener">communications and event management features</a>.
The updates to Oracle Fusion Cloud Communicate is expected to help HR teams drive engagement, enable managers to improve communication for greater productivity, and empower employees to promote inclusivity through grassroots events.
Also, Lloyds Banking Group looks to enhance customer experience by migrating its<a href="https://www.benzinga.com/pressreleases/25/03/n44411978/lloyds-banking-group-expands-collaboration-with-oracle-to-support-tech-transformation" target="_blank" rel="noreferrer noopener"> Oracle databases to Oracle Database@Azure</a>.
This move is expected to optimize business operations and banking services.
Additionally, AEGEAN, Greece's flagship carrier, has adopted Oracle Fusion Cloud Customer Experience (CX) to <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/n44411609/oracle-and-microsoft-add-powerful-flexible-new-services-to-oracle-database-azure-and-expand-region" rel="noreferrer noopener">enhance personalization for travelers</a>.
Yesterday, disclosed two major deals, one with&nbsp;NVIDIA Corporation&nbsp;and another with&nbsp;Singapore's&nbsp;<a href="https://www.benzinga.com/25/03/44394046/oracle-integrates-nvidia-ai-enterprise-and-secures-major-defense-cloud-deal-with-singapore">Defence&nbsp;Science and Technology Agency&nbsp;(DSTA)</a>.
Investors can gain exposure to the stock via two exchange-traded funds (ETFs): 
Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>) and iShares Expanded Tech-Software Sector ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: ORCL shares are down 0.43% at $151.80 premarket at the last check Thursday.
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Image: Shutterstock

Contracts

Oracle Expands Microsoft Partnership, Enhances Cloud Offerings

On Tuesday, Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) disclosed two major deals, one with NVIDIA Corporation and another with Singapore&#8217;s Defence <a href="https://www.benzinga.com/pressreleases/25/03/n44384489/oracle-expands-distributed-cloud-capabilities-with-nvidia-ai-enterprise" target="_blank" rel="noreferrer noopener">Science and Technology Agency</a><a href="https://www.benzinga.com/pressreleases/25/03/n44384489/oracle-expands-distributed-cloud-capabilities-with-nvidia-ai-enterprise" target="_blank" rel="noreferrer noopener"> (DSTA)</a>.
Oracle revealed that NVIDIA AI Enterprise, a full-stack, cloud-native software platform designed to enhance data science and streamline the creation and deployment of production-ready AI, will now be accessible on Oracle Cloud Infrastructure (OCI).
This integration will support sovereign AI and various other applications, enabling customers to easily access NVIDIA&#8217;s accelerated, secure, and scalable platform.
Additionally, customers will be able to acquire NVIDIA AI Enterprise through their existing Oracle Universal Credits and deploy it across OCI&#8217;s distributed cloud infrastructure.
Apart from this, Oracle inked a contract with Singapore&#8217;s Defence Science and Technology Agency (DSTA) to establish <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/n44386727/dsta-selects-oracle-cloud-infrastructure-for-ministry-of-defence-singapore" rel="noreferrer noopener">an Oracle Cloud Isolated Region</a>.
This new region will support the Ministry of Defence (MINDEF) and the Singapore Armed Forces (SAF).
The partnership between DSTA and Oracle will provide MINDEF and the SAF with secure, high-performance, air-gapped cloud services, including data management and AI capabilities.
The Oracle Cloud Isolated Region will modernize the SAF&#8217;s Command, Control, Communications, and Computers (C4) functions, enhancing scalability and performance.
This agreement enables the Digital and Intelligence Service to leverage Oracle&#8217;s air-gapped cloud for AI innovation and mission deployment.
Ng Chad-Son, Chief Executive of DSTA, said, &#8220;The demand for secure and scalable cloud solutions is growing. It is more than just data storage and computing – it will be the foundation for a lot of innovation. Through this pilot collaboration with Oracle, we will harness advanced cloud and AI technologies to digitalise and transform our operations.&#8221;
Investors can gain exposure to the stock via&nbsp;Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>) and&nbsp;iShares Expanded Tech-Software Sector ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: ORCL shares are up 0.505% at $150.20 premarket at the last check Wednesday.
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Oracle Integrates NVIDIA AI Enterprise and Secures Major Defense Cloud Deal with Singapore

Super Micro Computers (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>) — a top player in the AI infrastructure space — has seen its <a href="https://www.benzinga.com/topic/artificial-intelligence">shares draw investors&#8217; attention</a>. 
In tandem with the rise in the share price, some exchange-traded funds, or ETFs, may benefit from having <a href="https://www.benzinga.com/etfs">exposure to Super Micro</a>.
Investors looking to cash in on Supermicro's AI-driven growth can consider the following ETFs:
<ul>
<li>VanEck Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMH#NASDAQ">SMH</a>): This fund focuses on semiconductor giants like Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), which directly benefits from Super Micro's AI server demand. As SMCI integrates more Nvidia Blackwell GPUs into its systems, both companies stand to gain.</li>
</ul>
<ul>
<li>Global X Robotics &amp; Artificial Intelligence ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BOTZ#NASDAQ">BOTZ</a>): This fund focuses on AI, automation, and robotics stocks, such as those working in AI inferencing and edge computing. Super Micro&#8217;s strong, compact AI systems and enterprise AI clusters can power growth for this ETF.</li>
</ul>
<ul>
<li>iShares Expanded Tech-Software Sector ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IGV#NYSE">IGV</a>): This fund choosing software-based AI firms, such as cloud computing and HPC companies reliant on Super Micro&#8217;s AI platform. An increased AI-driven demand might pull IGV up indirectly.</li>
</ul>
Also Read: <a href="https://www.benzinga.com/insights/analyst-ratings/25/03/44232013/10-analysts-have-this-to-say-about-super-micro-computer">10 Analysts Have This To Say About Super Micro Computer</a>
Supermicro's AI Expansion: Super Micro has recently made an AI infrastructure <a href="https://www.globenewswire.com/news-release/2025/03/11/3040619/0/en/Eviden-and-Supermicro-join-forces-to-enhance-enterprise-AI-capabilities.html">move </a>with Eviden to distribute its AI SuperCluster with NVIDIA GB200 NVL72 throughout Europe, India, the Middle East, and South America. This high-end AI system comes with 36 NVIDIA Grace CPUs and 72 Blackwell GPUs. It&#8217;s designed for training and inferencing trillion-parameter AI models, which is one of the primary requirements for AI-centric businesses.
Aside from that, Supermicro is <a href="https://ir.supermicro.com/news/news-details/2025/Supermicro-Brings-Superior-Performance-and-Efficiency-to-AI-at-the-Edge/default.aspx">venturing </a>into real-time AI inferencing with its new edge computing solutions. Supermicro has <a href="https://www.benzinga.com/25/03/44274133/supermicro-taps-intel-chips-to-power-real-time-ai-at-the-edge-eyes-growth-in-iot-and-healthcare">launched new small form-factor AI systems</a> based on the new Intel Xeon 6 SoC (Granite Rapids-D) and 15th Gen Intel Core Ultra processors featuring integrated Neural Processing Units (NPUs) for AI acceleration.
Cautious Optimism: Despite its technological advancements, Wall Street remains cautious about Super Micro due to <a href="https://www.benzinga.com/25/02/43646949/supermicro-sees-conservative-40-billion-revenue-target-despite-auditor-exit-stocks-50-slide">regulatory compliance problems</a>, such as delayed filings. But Rosenblatt Securities has resumed coverage with a buy rating and a $60 price target, indicating renewed optimism, Market Watch said. 
Analyst Kevin Cassidy is looking for an increase in the company&#8217;s price-to-earnings multiple as Super Micro "hits its revenue targets and gross margins expand, as long as there are no more delayed filings."
As Super Micro keeps expanding into AI, its position in enterprise AI, edge computing, and AI server infrastructure places it at the forefront of the AI revolution. Investors who want to ride this AI growth can tap into ETFs such as SMH, BOTZ, and IGV, which offer diversified exposure to Super Micro&#8217;s rally and the overall AI hardware market.
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3 ETFs With Super Micro Computers Exposure, Enjoy AI Surge

On Wednesday, Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) stated that Oracle Financial Services is enhancing its Investigation Hub Cloud Service with AI agents and agentic workflows to <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/n44293394/oracle-brings-ai-agents-to-the-fight-against-financial-crime" rel="noreferrer noopener">automate financial crime investigations</a>.
Oracle Financial Services provides AI agents that uncover key insights, gather evidence, recommend actions, and generate detailed alert narratives, while reducing manual effort.
These capabilities help financial institutions of all sizes streamline crime and case management and are available globally.
Jason Somrak, head of financial crime product strategy, Oracle Financial Services said, &#8220;Our unique generative AI approach follows investigative plans, collects evidence, and recommends actions while providing investigators with robust narratives documenting the findings.&#8221;
&#8221;This enables firms to drive consistency in decision making and thoroughly investigate all risks automatically while realizing massive operational efficiencies.&#8221;
Today, Oracle announced that Oracle Red Bull Racing is expanding its use of Oracle Cloud and AI technologies on and off the track as the team <a target="_blank" href="https://www.benzinga.com//node/44300358" rel="noreferrer noopener">kicks off the 2025 Formula One season.</a>
The 2025 F1 season begins&nbsp;March 14-16&nbsp;with the Louis Vuitton Australian&nbsp;Grand Prix&nbsp;in&nbsp;Melbourne.
This week, the company reported third-quarter revenue of $14.13 billion, missing the&nbsp;consensus estimate of $14.39 billion and adjusted EPS of $1.47, missing analyst <a target="_blank" href="https://www.benzinga.com/news/earnings/25/03/44236027/oracle-q3-earnings-revenue-miss-eps-miss-backlog-booms-62-strong-ai-growth-expected-shares-climb" rel="noreferrer noopener">estimates of $1.49 per share</a>.
Investors can gain exposure to the stock via&nbsp;Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>) and&nbsp;iShares Expanded Tech-Software Sector ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: ORCL shares are down 2.18% at $147.60 at the last check Thursday.
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Oracle Leverages AI To Automate Financial Crime Probes, Boosting Efficiency

Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) disclosed a collaboration with Singapore Airlines (SIA) to enhance <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44266464/singapore-airlines-and-salesforce-collaborate-on-ai-powered-customer-servicing-applications-plan-t" rel="noreferrer noopener">the customer case management system</a>.
As per the deal, SIA will implement Agentforce, an AI-powered system that automates specific tasks to streamline customer service operations.
Additionally, both companies will work together at Salesforce&#8217;s AI Research hub in Singapore to develop AI-driven solutions for the aviation industry, bringing added value and benefits to airlines.
Powered by Salesforce&#8217;s Data Cloud, which consolidates relevant data, Agentforce enhances AI-driven support by providing tailored recommendations and solutions.
Additionally, SIA will leverage Einstein&#8217;s generative AI within Service Cloud to summarize past customer interactions and offer guidance on assistance.
This will help representatives anticipate needs, customize responses, and reduce response times, enabling more efficient and proactive customer service.
Marc Benioff, Chair and CEO, Salesforce stated, &#8220;We&#8217;re thrilled to partner with Singapore Airlines, a trailblazer in this AI revolution, to elevate their already outstanding customer service to unprecedented heights, augment their employees and collaborate on groundbreaking AI solutions for the airline industry.&#8221;
Goh Choon Phong, Chief Executive Officer, Singapore Airlines, said, &#8220;Integrating Agentforce, Einstein in Service Cloud, and Data Cloud into SIA&#8217;s customer case management system enhances our ability to efficiently assist our customers, and marks the first step in our collaboration. Together, we will co-create AI solutions that drive meaningful and impactful change and set new standards for service excellence in the airline industry.&#8221;
Last week, Salesforce&nbsp;introduced Agentforce 2dx, which is the latest version of its digital labor platform designed to integrate autonomous&nbsp;<a target="_blank" href="https://www.benzinga.com/25/03/44146057/salesforce-unveils-agentforce-2dx-ai-agents-that-work-beyond-chatbots" rel="noreferrer noopener">AI agents into business operations</a>.
Investors can gain exposure to the stock via&nbsp;iShares Expanded Tech-Software Sector ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>) and&nbsp;REX FANG &amp; Innovation Equity Premium Income ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FEPI#NASDAQ">FEPI</a>).
Price Action: CRM shares are up 0.96% at $279.70 premarket at the last check Wednesday.
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FEPI

AI Takes Flight: Singapore Airlines Taps Salesforce For Next-Gen Customer Service Tech

Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) introduced Agentforce 2dx, which is the latest version of its digital labor platform designed to integrate autonomous <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44139059/salesforce-launches-agentforce-2dx-with-new-capabilities-to-embed-proactive-agentic-ai-into-any-wo" rel="noreferrer noopener">AI agents into business operations</a>.
This update moves beyond traditional chat interfaces, enabling AI agents to work proactively in the background without continuous human supervision.
Agentforce 2dx introduces new low-code and pro-code tools, enabling Salesforce developers to efficiently configure, test, and deploy AI agents.
These tools come with advanced analytics for real-time monitoring, debugging, and optimization.
Salesforce has launched the free Agentforce Developer Edition, allowing developers to prototype AI agents and explore Data Cloud, its hyperscale data engine.
Adam Evans, EVP and GM of Salesforce&#8217;s AI Platform, said, &#8220;By extending digital labor beyond CRM, we&#8217;re making it easier than ever for businesses to embed agentic AI into any workflow or application to handle routine tasks, augment employees, and connect with customers.&#8221;
&#8221;With deep integrations across Salesforce&#8217;s digital labor platform, CIOs, IT leaders, and developers can seamlessly build agents and automate work wherever it happens, driving efficiency, fueling innovation, and unlocking new opportunities in the $6 trillion digital labor market.&#8221;
Yesterday, the company introduced AgentExchange, which is a marketplace and&nbsp;<a target="_blank" href="https://www.benzinga.com/news/large-cap/25/03/44113171/agentexchange-salesforces-new-ai-marketplace-targets-6-trillion-digital-labor-market" rel="noreferrer noopener">community integrated within Salesforce</a>.
AgentExchange streamlines AI agent deployment with a library of ready-to-use templates and actions while allowing partners to monetize their components.
Launching with over 200 partners and hundreds of pre-vetted actions, the platform ensures security and customer-reviewed solutions for seamless AI integration across industries.
Investors can gain exposure to the stock via&nbsp;iShares Expanded Tech-Software Sector ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>) and&nbsp;REX FANG &amp; Innovation Equity Premium Income ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FEPI#NASDAQ">FEPI</a>).
Price Action: CRM shares are down 0.47% at $285.98 at the last check Wednesday.
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Salesforce Unveils Agentforce 2dx: AI Agents That Work Beyond Chatbots

On Tuesday, Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) introduced AgentExchange, which is a marketplace and <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44106251/salesforce-launches-agentexchange-the-trusted-marketplace-for-agentforce" rel="noreferrer noopener">community integrated within Salesforce</a>.
At launch, AgentExchange features over 200 partners and hundreds of pre-built actions, topics, and templates, all rigorously reviewed for security and customer standards.
These solutions enable businesses to deploy AI agents efficiently, driving productivity, innovation, and operational effectiveness across industries.
Building on the success of Salesforce AppExchange, AgentExchange enhances Agentforce, Salesforce's digital labor platform, by expanding its capabilities and ecosystem.
This platform is expected to create new opportunities for partners, developers, and Agentblazers to engage in the rapidly growing $6 trillion digital labor market.
Alice Steinglass, EVP &amp; GM of Platform, Integration and Automation at Salesforce said, &#8220;Now our developer community can directly tap the expertise of our partner ecosystem to get the right industry-specific solutions so they can build and implement AI agents, and be the pioneers turning their businesses into Agentforce companies.&#8221;
Read: <a target="_blank" href="https://www.benzinga.com/25/02/43919364/ai-meets-data-salesforce-google-collaborate-to-revolutionize-autonomous-business-agents" rel="noreferrer noopener">Salesforce &amp; Google Supercharge AI: New Partnership Unlocks Next-Gen Business Automation</a>
In a separate release, Salesforce disclosed that 1-800Accountant is leveraging Agentforce <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44106209/1-800accountant-adopts-salesforces-agentforce-to-scale-expertise-during-tax-season-surge-now-resol" rel="noreferrer noopener">to enhance customer support</a>.
Agentforce, Salesforce's digital labor solution, now enables 1-800Accountant's service teams to deliver seamless, 24/7 assistance.
Ryan Teeples, Chief Technology Officer, 1-800Accountant, said, &#8220;With Agentforce now helping to resolve up to 50% of incoming requests, we can securely address responses to questions like tax return status, freeing our team to focus on more complex tasks while ensuring fast, secure, personalized support.&#8221;
Adam Evans, EVP and GM, Salesforce AI stated, &#8220;With Agentforce, they&#8217;re able to implement new&nbsp;agentic AI&nbsp;solutions to make meaningful improvements to customer satisfaction while also improving the work experience for their dedicated customer representatives.&#8221;
Investors can gain exposure to the stock via&nbsp;iShares Expanded Tech-Software Sector ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>) and&nbsp;REX FANG &amp; Innovation Equity Premium Income ETF&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FEPI#NASDAQ">FEPI</a>).
Price Action: CRM shares are down 2.56% at $285.56 at the last check Tuesday.
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AgentExchange: Salesforce's New AI Marketplace Targets $6 Trillion Digital Labor Market

At the Oracle Customer Edge Summit, Oracle Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORCL#NYSE">ORCL</a>) disclosed several <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/n44074520/new-ai-agent-capabilities-in-oracle-textura-help-accelerate-subcontractor-payments" rel="noreferrer noopener">new features and launches</a>.
The company unveiled new AI agent features integrated into the Oracle Textura Payment Management Cloud Service.
This AI-powered assistant, available to all Textura subcontractors in the U.S., offers real-time, tailored support, helping users quickly find answers to frequently asked pay application questions and complete other essential tasks.
Mike Antis, global vice president, Textura said, &#8220;With the ability to get in-app, real-time assistance 24/7, we are helping our general contractor customers improve the relationships with their subcontractors while reducing costly support calls.&#8221;
&#8221;This enhancement helps improve the experience for the 200,000 subcontractors who log in to Textura each month, assisting them to quickly find the answers they need to get paid and focus more of their time on the job at hand.&#8221;
Read: <a target="_blank" href="https://www.benzinga.com/25/02/43533189/oracle-enhances-cloud-hcm-with-ai-helping-businesses-improve-hr-efficiency" rel="noreferrer noopener">Oracle Enhances Cloud HCM With AI, Helping Businesses Improve HR Efficiency</a>
Also, Oracle introduced Oracle Energy and Water Data Exchange, which is a cloud-based solution designed to simplify data <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/n44075001/oracle-helps-utilities-transform-raw-data-into-intelligence" rel="noreferrer noopener">integration, sharing, and AI-driven insights</a>.
With this solution, cloud developers, data scientists, and analysts can accelerate key projects such as data mining, predictive analytics, and generative AI applications.
Hillary Martin, vice president of analytics and innovation, Oracle Infrastructure stated, &#8220;By cleansing, organizing, and adding the appropriate meaning&nbsp;to an organization&#8217;s data,&nbsp;Oracle Energy and Water Data Exchange makes data easier to find, understand, and leverage for AI and advanced analytics use cases that can transform raw data into actionable insights.&#8221;
Last month, Oracle launched the Oracle US Gov West (Phoenix) and Azure US Gov Arizona (Phoenix) regions for Oracle <a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/n44004160/oracle-interconnect-for-microsoft-azure-now-supports-oracle-us-government-cloud" rel="noreferrer noopener">Interconnect for </a><a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/n44004160/oracle-interconnect-for-microsoft-azure-now-supports-oracle-us-government-cloud" rel="noreferrer noopener">Microsoft Azure</a>.
This allows joint customers to seamlessly migrate workloads to Oracle Cloud Infrastructure and Azure FedRAMP High-authorized environments.
Investors can gain exposure to the stock via&nbsp;Pacer Funds Pacer Data and Digital Revolution ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TRFK#NYSE">TRFK</a>) and&nbsp;iShares Expanded Tech-Software Sector ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>).
Price Action: ORCL shares are down 0.74% at $164.83 at the last check Monday.
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Oracle Boosts AI In Construction And Cloud With New Innovations At Customer Edge Summit

Analyst Ratings

CSCO

IBKR

CNBC Halftime Report Final Trades: Fiserv, Cisco Systems, Interactive Brokers Group, iShares Expanded Tech-Software Sector ETF

Cloud software company Salesforce, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CRM#NYSE">CRM</a>) significantly expanded its strategic partnership with Google to offer businesses greater flexibility in selecting AI models and capabilities for building<a target="_blank" href="https://www.benzinga.com/pressreleases/25/02/b43911729/salesforce-and-google-bring-gemini-to-agentforce-enable-more-customer-choice-in-major-partnership-" rel="noreferrer noopener"> and deploying AI-driven agents</a>.
The enhanced partnership strengthens customers&#8217; ability to leverage data, AI, and trust to integrate autonomous agents into their businesses effectively.
Through this expanded partnership, Salesforce customers can now build Agentforce agents using Gemini and deploy Salesforce on Google Cloud.
This builds upon their existing collaboration, which enables seamless, bidirectional data integration between Data Cloud and Google BigQuery using zero-copy technology.
This partnership extends beyond core product integrations, creating a more connected and intelligent data foundation for businesses.
Salesforce and Google Cloud said they are committed to continuous innovation, with deeper collaboration planned throughout 2025.
Enhanced integrations across Data Cloud, BigQuery, and Cortex Framework will streamline secure AI agent deployment using enterprise data.
Additionally, new native integrations between Tableau, Looker, and BigQuery will enable businesses to manage and visualize data seamlessly within a unified interface, ensuring standardized business logic and data definitions.
Earlier this month, Salesforce declared its intention&nbsp;to invest in&nbsp;Saudi Arabia to bolster <a target="_blank" href="https://www.benzinga.com/markets/25/02/43616463/salesforce-and-aws-pledge-500m-to-boost-ai-development-in-saudi-arabia" rel="noreferrer noopener">artificial intelligence (AI) development</a>.
Investors can gain exposure to the stock via&nbsp;iShares Expanded Tech-Software Sector ETF&nbsp;(BATS:<a class="ticker" href="https://www.benzinga.com/stock/IGV#BATS">IGV</a>) and REX FANG &amp; Innovation Equity Premium Income ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FEPI#NASDAQ">FEPI</a>).
Price Action: CRM shares are up 0.14% at $310.22 at the last check Monday.
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