M&A

This Monday’s focus is on Salesforce (CRM) and Goldman Sachs (GS). Analysts have mixed views on Salesforce’s future due to concerns about AI’s impact, despite reaffirming “Buy” ratings. CRM’s stock is down 29% YTD, highlighting investor uncertainty. Goldman Sachs is dominating M&A, capturing a 34% market share and advising on significant deals. GS is on track for its best M&A performance in 25 years, with its stock up nearly 35% YTD. The key is if GS can maintain dominance amidst evolving economic conditions.