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● TRACKER Updated 17d ago · 5 sources tracked

Cramer Says the Bears Spent Months Lying About Salesforce and Nvidia. One Earnings Report Just Ended It.

Salesforce achieved record results for its second quarter of fiscal 2027, sparking a 23% jump in its share price. The company reported strong bookings and a reacceleration for the second half of the year. These results led Jim Cramer to claim that the earnings report ended months of falsehoods from market bears regarding Salesforce and Nvidia. The company also announced a positive development involving Anthropic, shifting the focus of AI competition away from the models themselves.

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  • ✓ Salesforce delivered record results for the second quarter of fiscal 2027.
  • ✓ The company reported strong bookings and second-half reacceleration.
🛡️ Source Corroboration: 5 independent reporting domains (90% confidence) ⏱ Read time: ~2 min

What changed

Salesforce released its second quarter fiscal 2027 financial results.

Live updates

  1. Salesforce Reports Record Second Quarter Fiscal 2027 Results

    Salesforce achieved record results for its second quarter of fiscal 2027, sparking a 23% jump in its share price. The company reported strong bookings and a reacceleration for the second half of the year. These results led Jim Cramer to claim that the earnings report ended months of falsehoods from market bears regarding Salesforce and Nvidia. The company also announced a positive development involving Anthropic, shifting the focus of AI competition away from the models themselves.

    Why it matters

    The surge follows a period of market skepticism referred to as the SaaSpocalypse trade. Investors are monitoring whether AI integration can drive sustainable growth in software-as-a-service valuations.

    What is confirmed

    • Salesforce delivered record results for the second quarter of fiscal 2027.
    • The company reported strong bookings and second-half reacceleration.

    Still unconfirmed

    • Salesforce made a positive announcement regarding Anthropic.

    What to watch next

    • Verification of second-half reacceleration targets
    • Further details on the Anthropic partnership
    Sources used for this update (5)
    1. Salesforce — Salesforce Delivers Record Second Quarter Fiscal 2027 Results
    2. Morningstar — Salesforce Earnings: Strong Bookings, Second-Half Reacceleration, Positive Anthropic Announcement
    3. 24/7 Wall St. — Cramer Says the Bears Spent Months Lying About Salesforce and Nvidia. One Earnings Report Just Ended It.
    4. CNBC — Op-ed: Salesforce just revealed the next battleground in AI — and it's not the models
    5. Yahoo Finance — Salesforce Just Jumped 23%. Did the “SaaSpocalypse” Trade Finally Break?
    confidence 90%
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