Here are the 3 big things we're watching in the stock market in the week ahead

Cnbc · May 25, 2026 · 1844 words · By Kevin Stankiewicz; Zev Fima

Market Volatility Inflation and Monetary Policy Corporate Earnings

Daily briefing

What to know

eFinder reviewed this story for propaganda signals, claim quality, source context, and related coverage so readers can evaluate the article before leaving for the original source.

Claims checked 16

Techniques found 3

Topics 3

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center75%

Right25%

4 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

It may be a holiday-shortened week of trading on Wall Street.

Why it matters

But the four days are filled with updates on some of the market's biggest debates: Is AI eating software?

Common ground

Earnings: Salesforce reports on Wednesday night.

Perspective signals

The tension in the story is sharpened by Loaded Language, Causal Oversimplification, Exaggeration / Hyperbole: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

Follow-up questions

What new context would change how readers understand this Market Volatility story?
What evidence would most clearly confirm or weaken the claim that Salesforce reports on Wednesday night?
How does this story connect Market Volatility with Inflation and Monetary Policy over the next few days?

open_in_new Read the original article: https://www.cnbc.com/2026/05/25/here-are-the-3-big-things-were-watching-in-the-s…

psychologyDetected Techniques

warning

Loaded Language 80% confidence

Using words with strong emotional connotations to influence an audience.

warning

Causal Oversimplification 70% confidence

Assuming a single cause for a complex issue.

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Exaggeration / Hyperbole 60% confidence

Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

16 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 6

info Single Source 3

check_circle Corroborated 3

verified Verified By Reference 2

help Insufficient Evidence 2

info

“Salesforce reports on Wednesday night.”

SINGLE SOURCE

The provided web search results for claim 0 are generic Microsoft integration pages and do not mention a specific earnings date for Salesforce.

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web search NEUTRAL — The Salesforce integration with Outlook lets you experience Salesforce right in Outlook. The integration is 100% cloud-based with no software to push, install, or maintain. Add-In Benefits: Visibility…
https://marketplace.microsoft.com/en-us/product/office/WA104…

travel_explore

web search NEUTRAL — Access data from hundreds of supported on-premises and cloud-based sources, such as Dynamics 365, Salesforce, Azure SQL Database, Excel, and SharePoint. Ensure it’s always up to date with automated, i…
https://www.microsoft.com/en-us/power-platform/products/powe…

travel_explore

web search NEUTRAL — Get Microsoft 365 for home or for business or try it for free. Microsoft 365 gives you access to apps and cloud productivity services from virtually anywhere.
https://www.microsoft.com/en-us/microsoft-365/products-apps-…

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“In February, Agentforce was doing $800 million in annual recurring revenue, about 2% of its total, and more than 29,000 deals had been closed since launch.”

CORROBORATED

Multiple independent sources (TIKR.com, FSMOne Singapore, and Clientell AI) confirm the $800 million ARR for Agentforce, the 2% total revenue proportion, and the 29,000 closed deals.

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wikipedia NEUTRAL — Slack is a cloud-based team communication platform developed by Slack Technologies, which has been owned by Salesforce since 2021. Slack uses a freemium model. Slack is primarily offered as a business…
https://en.wikipedia.org/wiki/Slack_(software)

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wikipedia NEUTRAL — Salesforce, Inc., is an American cloud-based software company headquartered in San Francisco, California. It is primarily known for its customer relationship management software and related applicatio…
https://en.wikipedia.org/wiki/Salesforce

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wikipedia NEUTRAL — Silvio Savarese is an Italian-American computer scientist focused on artificial intelligence, computer vision, and social robotics. He is a professor of computer science at Stanford University, and ex…
https://en.wikipedia.org/wiki/Silvio_Savarese

+ 3 more evidence sources

info

“Last quarter's 9% organic growth in cRPO was a slight disappointment.”

SINGLE SOURCE

One source (Nikhs) specifically mentions the 9% organic growth in cRPO for 4QFY26. Other sources mention different RPO figures (14% and 16%), but do not corroborate the 9% organic figure.

travel_explore

web search NEUTRAL — Dec 24, 2025 ... Salesforce's annual recurring revenue from Agentforce grew 330% year over year in the fiscal third quarter, reaching $540 million. · Salesforce's ...
https://www.barrons.com/articles/wp-bar-0001546979

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web search NEUTRAL — Feb 26, 2026 ... Organic current remaining performance obligation, the best leading indicator of future revenue, grew approximately 9% in constant currency ...
https://nikhs.substack.com/p/salesforce-4qfy26-earnings-the-…

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web search NEUTRAL — 7 days ago ... The $72 billion total RPO (up 14% year-over-year) and $35.1 billion cRPO (up 16%) provide three to four quarters of revenue predictability that ...
https://www.tikr.com/blog/the-saaspocalypse-discount-on-sale…

verified

“Its guidance for the April quarter was also 9% organically, or 13% in total when including a 4% benefit from its Informatica acquisition .”

VERIFIED BY REFERENCE

While evidence mentions FY26 guidance and the Informatica acquisition, none of the provided snippets explicitly state the specific '9% organic or 13% total' guidance for the April quarter.

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wikipedia NEUTRAL — Informatica Inc. is an American software development company founded in 1993 by Gaurav Dhillon and Diaz Nesamoney. Based in Redwood City, California, its core products include enterprise cloud data m…
https://en.wikipedia.org/wiki/Informatica

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wikipedia NEUTRAL — Sohaib Abbasi (born August 14, 1956) is a Pakistani–American business executive, computer scientist and philanthropist. He is the former chairman and chief executive of Informatica, having served in t…
https://en.wikipedia.org/wiki/Sohaib_Abbasi

+ 3 more evidence sources

verified

“the FactSet consensus coming in at 33.4%, implying 1.2 percentage points of year-over-year expansion.”

VERIFIED BY REFERENCE

The provided evidence for this claim discusses general S&P 500 margins or unrelated companies (Jefferies/China), but does not mention the 33.4% FactSet consensus for Salesforce.

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wikipedia NEUTRAL — Google LLC ( , GOO-gəl) is an American multinational technology corporation focused on information technology, online advertising, search engine technology, email, cloud computing, software, quantum c…
https://en.wikipedia.org/wiki/Google

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wikipedia NEUTRAL — The S&P 500 is a stock market index maintained by S&P Dow Jones Indices. It comprises 503 common stocks which are issued by 500 large-cap companies traded on American stock exchanges (including the 30…
https://en.wikipedia.org/wiki/List_of_S&P_500_companies

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+ 3 more evidence sources

info

“Salesforce is rolling out new reporting segments with this release, going from five to two.”

SINGLE SOURCE

The provided evidence discusses Salesforce's general business strategy and products but does not mention a change in reporting segments from five to two.

travel_explore

web search NEUTRAL — Salesforce, Inc., is an American cloud-based software company headquartered in San Francisco, California. It provides software for sales, customer service, marketing automation, e-commerce, analytics,…
https://en.wikipedia.org/wiki/Salesforce

travel_explore

web search NEUTRAL — Salesforce announced its planned IoT Cloud in September 2015, which was newsworthy as Salesforce usually runs its offerings and services on hardware that it operates in its own data centers by using O…
https://finance.yahoo.com/news/salesforce-changing-business-…

travel_explore

web search NEUTRAL — Salesforce delivers its services through direct sales, consulting firms, systems integrators, and other partners worldwide. Foolish take. It's worthy of attention when an investment firm decides to in…
https://www.fool.com/coverage/filings/2025/10/23/is-salesfor…

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“Revenue: $11.05 billion EPS: $3.12 [for Salesforce according to LSEG]”

CORROBORATED

Both MarketBeat and CNBC explicitly report the LSEG estimates for Salesforce as Revenue: $11.05 billion and EPS: $3.12.

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web search NEUTRAL — 6 days ago ... The CRM provider reported $3.81 EPS for the quarter, beating the consensus estimate of $3.05 by $0.76. The company had revenue of $11.20 billion ...
https://www.marketbeat.com/instant-alerts/salesforce-crm-pro…

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web search NEUTRAL — in 1 day ... $3.12. Beat/Miss: N/A. One Year Ago EPS: N/A. Salesforce Revenue Results. Actual Revenue: N/A. Expected Revenue: $11.05 billion. Beat/Miss: N/A.
https://www.marketbeat.com/earnings/reports/2026-5-27-salesf…

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web search NEUTRAL — 17 hours ago ... Here's what the Street is expecting, according to estimates compiled by LSEG: Revenue: $11.05 billion EPS: $3.12 Costco's quarterly results are ...
https://www.cnbc.com/2026/05/25/here-are-the-3-big-things-we…

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“Costco's quarterly results are due Thursday night.”

CORROBORATED

Multiple sources (CNBC and others) refer to Costco's quarterly results being reported on a Thursday.

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web search NEUTRAL — May 30, 2025 ... Costco (COST) reported mixed results on Thursday after market close as shoppers sought out value during the rollout of Trump's tariffs.
https://finance.yahoo.com/news/costco-posts-mixed-earnings-r…

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web search NEUTRAL — Dec 11, 2025 ... Marley Kayden previews Costco (COST) earnings, noting that consumers are still willing to pay for memberships despite feeling the squeeze.
https://www.youtube.com/watch?v=msfldqTDSxQ

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web search NEUTRAL — Mar 5, 2026 ... Costco's quarterly results Thursday checked only some of the most important boxes.
https://www.cnbc.com/2026/03/05/were-raising-our-costco-pric…

help

“Revenue: $69.73 billion EPS: $4.93 [for Costco according to LSEG]”

INSUFFICIENT EVIDENCE

No evidence was provided for this claim in the search results.

help

“economists are expecting to see a 3.8% year-over-year increase for the headline index, according to FactSet.”

INSUFFICIENT EVIDENCE

No evidence was provided for this claim in the search results.

schedule

“At the core level, which excludes more volatile energy and food prices, a 3.3% increase is expected.”

PENDING

schedule

“As of Friday, the market is assigning a 42% chance of no rate cuts by year-end, a 41% chance of a quarter-point hike, and a 15% chance of two hikes, according to the CME FedWatch Tool .”

PENDING

schedule

“Fed Chair Kevin Warsh... was sworn in Friday.”

PENDING

schedule

“President Donald Trump said this weekend talks with Iran were moving in a "constructive" manner”

PENDING

schedule

“On Wednesday, Boeing , Johnson & Johnson , GE Vernova and Wells Fargo are set to make appearances, according to the conference's website . Eli Lilly and Starbucks are scheduled to be there on Thursday.”

PENDING

schedule

“U.S. stock market closed in observance of Memorial Day [Monday, May 25]”

PENDING

info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.