Layer3.news — Adam Nowakowski

DAN NILES ON SALESFORCE (CRM) AGENTIC AI: ‘THIS STUFF IS NOT GETTING DEPLOYED AT THE RATE CEO THOUGHT’

https://media.zenfs.com/en/insidermonkey.com/fa0b8bb863ca7cb691d99a09ad4c4ed6

✍️ The article discusses the potential of Salesforce Inc (NYSE:CRM) as an investment, with some analysts expressing concerns about the lack of strong ROI on AI investments.

👉 Dan Niles expresses concerns about the lack of strong ROI on AI investments 👉 Salesforce Inc (NYSE:CRM) is used as an example of a company that has yet to see significant results from its AI investments 👉 The Oakmark Fund has a positive view on Salesforce, stating it is a wonderful business going through a transformation

-- #DanNiles #AdamNowakowski #technology

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Dan Niles Adam Nowakowski technology mainstream:perspective

10/1/2025

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ANALYST EXPLAINS CATALYSTS FOR APTIV (APTV) STOCK

https://media.zenfs.com/en/insidermonkey.com/fa0b8bb863ca7cb691d99a09ad4c4ed6

✍️ Aptiv PLC (NYSE:APTV) is a stock that analysts are talking about, with one analyst liking the stock due to its expansion mode and spin-off of its software business.

👉 Aptiv PLC is an auto parts company that is spinning off its software business 👉 The company's margins are in expansion mode 👉 The software business has a total addressable market of $90 billion 👉 The company is growing mid-single digits 👉 The spin-off is expected to accelerate revenue growth