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Salesforce's strong earnings and stock performance demonstrate that enterprise software companies are successfully monetizing AI agent adoption, countering disruption fears.

Impact: This validates the investment thesis for established software firms that are effectively integrating AI, potentially leading to a sector-wide re-rating.

— from Nvidia Supply Constraints and DAX Record Highs · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Aug 29, 2026