Lisa Mateo

We're up 2.5%, but both of these stocks have been battered over the course of the last few months, Ed.

Okay, let's get more on Salesforce's earnings and speak with Bloomberg's Brody Ford.

And 24 hours ago when you were on the show, we were saying this is going to be about them evidencing organic growth versus inorganic growth.

And actually, that did come up.

They talked about, you know, whatever's happening in AI, the thing that they're offering will help them grow as opposed to just buying up other companies that are growing fast.

It's an ugly picture, in fact, if you're looking over the course of the last 12 months, Brody.

And in terms of agent force adoption, in terms of that average revenue run rate, are we seeing them being able to prove out that they're so intertwined, no one's going to be forcing out the platform, and it's more just a question of how much they can charge for it going forward?

Let's talk about how the markets are digesting all of these earnings.

We're going to go back, of course, to NVIDIA's results as well with none other than Nancy Tengler, CEO, CIO of Alpha Tengler Investments, who joins us on our birthday and also our Super Bowl day that is NVIDIA.

But let's just start with software for a minute, Nancy.

What do you make of the software numbers that we saw from CRM that we see from Snowflake as well?

Did they manage to push back on this disastrous fear engulfing the market that generative AI is going to eat their lunch?

Yeah, thanks, Caroline, for mentioning my birthday.

Goodness sakes.

pretending like I don't have them anymore.

I do think that some of these companies are facing some really strong headwinds.

We got out of Salesforce a while ago, not because we knew this narrative would prevail, but we just didn't see an exciting growth trajectory for the company.

We also became a client.

It was not a great experience.

And so we canceled our contract.