My week in San Francisco, where I attended Salesforce's annual AI conference and visited with the CEOs of Starbucks, Broadcom, and many others, was filled with fresh insights about AI, stocks, and the market at large. Below are my top 10: Consider these takeaways to inform your investing decisions in the days and months ahead. 1. Salesforce's AI platform is working — just not the way some think it is. The skepticism surrounding Salesforce's Agentforce, its platform with agentics and virtual robots to augment your business, is growing thinner after CEO Marc Benioff's keynote to kick off the company's annual Dreamforce conference. There's a two-pronged rap that has caused Salesforce's stock to be one of the worst performers in the market. One is that its agentics initiative is so powerful th

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