Clock Struck Midnight for Benioff at Salesforce, Says Wedbush's Ives

The transcript discusses the significant market drawdowns of CRM and Apple, highlighting Salesforce's challenges and the role of activist investors like Elliot in driving margin improvements. It emphasizes the strong position of Salesforce despite recent underperformance in cloud stocks. The discussion extends to potential investment opportunities in software and chip sectors, with a focus on M&A, buybacks, and dividends, suggesting a bullish earnings setup in the tech landscape.

Which sectors are expected to see activist investors focusing their efforts?

What factors are creating opportunities for mergers and acquisitions in the tech landscape?