How much did Twilio, Palantir, Zoom, PagerDuty, and nCino shares rise?

Twilio jumped 5.1%, Palantir Technologies rose 4.8%, Zoom gained 6.3%, PagerDuty climbed 4.4%, and nCino increased 6.4%.

What did Salesforce report about its AI products?

Salesforce's AI-powered Agentforce reached $1.5 billion in annual recurring revenue, and its Slackbot AI assistant surpassed 1 million active users within five months of launch.

How is AI affecting cybersecurity companies according to the article?

CrowdStrike's CEO said AI is rapidly expanding the attack surface, driving demand for advanced security. Okta's AI identity offerings drove roughly 30% of new bookings and increased contract values by about 40%.

AI Stocks & MarketsAI Business & IndustryYahoo Finance AIAug 28, 2026Aug 28, 2026, 16:01 JST

Enterprise software stocks soar on AI earnings

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3 Key Points

What happened
Twilio, Palantir Technologies, Zoom, PagerDuty, and nCino shares jumped between 4.4% and 6.4% after quarterly earnings showed AI is driving growth in enterprise software.
Why it matters
Strong results from Salesforce, CrowdStrike, and Okta eased fears that AI would disrupt legacy software. Salesforce's AI-powered Agentforce reached $1.5 billion in annual recurring revenue, while Okta's AI identity offerings drove about 30% of new bookings.
What to watch
Salesforce shares surged 20%, signaling confidence that established vendors can capture value from AI. CrowdStrike's CEO linked momentum to AI expanding the attack surface, increasing demand for security solutions.

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Context & Analysis

The rally marks a shift in investor sentiment. Earlier fears that generative AI would replace traditional software are giving way to evidence that AI is expanding product capabilities and monetization. Salesforce's Agentforce and Slackbot adoption are concrete proof points, while CrowdStrike and Okta show AI is creating new security needs and revenue streams.

These results suggest enterprise software vendors can benefit from AI deployment rather than be disrupted by it. The 20% surge in Salesforce underscores growing confidence that these companies can capture economic value from AI. However, whether this momentum sustains depends on continued execution across the sector.

FAQ

How much did Twilio, Palantir, Zoom, PagerDuty, and nCino shares rise?: Twilio jumped 5.1%, Palantir Technologies rose 4.8%, Zoom gained 6.3%, PagerDuty climbed 4.4%, and nCino increased 6.4%.
What did Salesforce report about its AI products?: Salesforce's AI-powered Agentforce reached $1.5 billion in annual recurring revenue, and its Slackbot AI assistant surpassed 1 million active users within five months of launch.
How is AI affecting cybersecurity companies according to the article?: CrowdStrike's CEO said AI is rapidly expanding the attack surface, driving demand for advanced security. Okta's AI identity offerings drove roughly 30% of new bookings and increased contract values by about 40%.

Yahoo Finance AIRead Original Article

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