Bika.ai Blog

In-depth analysis of Salesforce's (CRM) Q3 FY26 earnings. Explore the EPS beat, raised FY26 guidance, strong AI product traction with Agentforce, and Wall Street's reaction, including an Oppenheimer price target trim and partner ecosystem concerns.

CrowdStrike topped Q3 estimates with $0.96 EPS on $1.23B revenue, but late trading was subdued as analysts balanced best-in-class execution with a full valuation. Sector demand remains robust, and Morningstar’s fair value move to $410 underscores fundamentals. Here’s the full event-by-event analysis and the day’s aggregate sentiment.

Today’s AI news (Dec 3, 2025): OpenAI enters "Code Red" as DeepSeek V3.2 and Mistral 3 challenge ChatGPT’s dominance. Read the full update on Sam Altman’s strategy, new open-source benchmarks, and the intensifying rivalry with Google Gemini 3.

Microsoft (MSFT) declares a dividend, outlines AI energy and market vision, unveils Ignite 2025 products, and gains French regulatory clarity—shaping near-term investor sentiment.

AI News Today (Dec 2, 2025): Amazon strikes back with the massive "Olympus" model at AWS re:Invent, developers crown Claude Opus 4.5 the coding king over Gemini 3, and rumors of OpenAI’s "Sora Turbo" heat up.

Boeing (NYSE: BA) landed a $4.7B Apache deal while institutions showed split positioning. We analyze today’s drivers, sentiment, confidence, and near‑term stock implications.