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Salesforce (CRM.US) Earnings Reports serve as the first test of AI agent technology: can performance ignite a turning point in stock prices and validate the commercial potential of AI?
Salesforce (CRM.US) announced that its performance poses a critical test for the stock and what many consider the next major event in the AI field - AI agents.
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Morgan Stanley: Generative AI is expected to achieve positive returns this year, with revenue likely to exceed one trillion dollars by 2028.
Morgan Stanley indicates that 2025 may see the ROI critical point, with a gross margin of 34% marking the Industry's formal crossing of the break-even line; by 2028, the total revenue from generative AI is expected to approach 1.1 trillion dollars, with the ROI likely improving to around 67%, and several Technology giants like Amazon and Meta are expected to benefit from the AI wave.