Wedbush upgraded Salesforce to outperform, deeming its recent share pullback a ''buying opportunity'' ahead of Wednesday’s unveiling of an expanded AI roadmap. The firm highlighted planned generative AI integrations across Sales Cloud, Service Cloud and Slack as key catalysts for renewed growth.

Following the upgrade, Salesforce shares climbed 2.1% in early trading after a 5% decline over the prior week, helping lift the broader cloud software segment by 1.8%. The rebound underscored investor appetite for AI-driven enterprise solutions despite recent volatility.

Anthropic introduced new Claude enterprise AI tools featuring enhanced security controls, custom integration APIs and compliance certifications. The announcement sparked a 2% rally in software stocks, accentuating intensifying competition among generative AI providers targeting corporate clients.