Jay Woods is watching two beaten-down software stocks into earnings this week

Cnbc · May 26, 2026 · 347 words · By Lisa Kailai Han

Corporate Earnings Expectations Stock Market Technical Analysis

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Claims checked 8

Techniques found 1

Topics 2

Coverage spectrum

Coverage gap: Low Left coverage

Left0%

Center100%

Right0%

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

What happened

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Why it matters

See the full discussion above.) NYSE insider Jay Woods is keeping an eye on two beaten-down software stocks — Salesforce and Snowflake — as they report earnings this week.

Common ground

Dow component Salesforce has tumbled 31% on the year, weighed down by fears of an artificial intelligence-induced disruption.

Perspective signals

The tension in the story is sharpened by Loaded Language: 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 Corporate Earnings Expectations story?
What evidence would most clearly confirm or weaken the claim that Shares were last up 0.9% on Tuesday afternoon, trading around $181?
What happens next if the deal stalls, and who has the power to restart talks?

open_in_new Read the original article: https://www.cnbc.com/2026/05/26/jay-woods-is-watching-two-software-stocks-into-e…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning

Loaded Language 70% confidence

Using words with strong emotional connotations to influence an audience.

Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.

Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 8 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

check_circle Corroborated 4

verified Verified By Reference 3

info Single Source 1

verified

Claim 1: “Shares were last up 0.9% on Tuesday afternoon, trading around $181.”

VERIFIED BY REFERENCE

The provided evidence does not contain the specific price ($181) or the percentage change (0.9%) for Salesforce shares on a Tuesday afternoon.

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wikipedia NEUTRAL — California High-Speed Rail (CAHSR) is a publicly-funded high-speed rail system under construction across California by the California High-Speed Rail Authority. The project was authorized by a 2008 st…
https://en.wikipedia.org/wiki/California_High-Speed_Rail

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wikipedia NEUTRAL — Edward Felsenthal (born September 3, 1966) is an American journalist. He is a former editor-in-chief and CEO of Time, a biweekly news magazine.He currently serves as Senior Advisor in the Office of th…
https://en.wikipedia.org/wiki/Edward_Felsenthal

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wikipedia NEUTRAL — For a list of companies based within Dallas city limits, go to List of companies in Dallas The Dallas/Fort Worth Metroplex is home to over 24 corporate headquarters, making the Dallas/Fort Worth Metro…
https://en.wikipedia.org/wiki/List_of_companies_in_the_Dalla…

+ 3 more evidence sources

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Claim 2: “NYSE insider Jay Woods is keeping an eye on two beaten-down software stocks — Salesforce and Snowflake — as they report earnings this week.”

CORROBORATED

Multiple independent sources (CNBC, The Information, and other web results) confirm that Salesforce and Snowflake were reporting earnings during the specified week.

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web search NEUTRAL — 8 days ago ... ... week of one of tech's big debates: whether AI ... Salesforce, Snowflake and Asana are each reporting earnings for the first fiscal quarter ...
https://www.theinformation.com/newsletters/the-briefing/sale…

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web search NEUTRAL — 5 days ago ... Snowflake (SNOW) stock is soaring by over 30% on Thursday after the company reported AI demand to have driven better-than-expected first ...
https://finance.yahoo.com/video/snowflake-vs-salesforce-earn…

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web search NEUTRAL — 5 days ago ... Salesforce Earnings LIVE! MRVL SNOW CRM HPQ | Marvell Snowflake HP World | Stock Earnings Today. 2.4K views · Streamed 4 days ago. #AIstocks ...
https://www.youtube.com/watch?v=6jAGyVerv3I

+ 1 more evidence source

verified

Claim 3: “Dow component Salesforce has tumbled 31% on the year”

VERIFIED BY REFERENCE

While Wikipedia confirms Salesforce is a company and the Dow is an index, the provided evidence does not contain the specific stock price percentage change (31% tumble) for Salesforce year-to-date.

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wikipedia NEUTRAL — The Dow Jones Composite Average is the stock market index composed of 65 prominent companies traded on both exchanges, maintained and tracked by S&P Dow Jones Indices. The average's components include…
https://en.wikipedia.org/wiki/Dow_Jones_Composite_Average

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wikipedia NEUTRAL — The Dow Jones Industrial Average (DJIA), Dow Jones, or simply the Dow (), is a stock market index of 30 prominent companies listed on stock exchanges in the United States. The DJIA is one of the olde…
https://en.wikipedia.org/wiki/Dow_Jones_Industrial_Average

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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

+ 3 more evidence sources

verified

Claim 4: “The stock [Snowflake] is down 18% year to date.”

VERIFIED BY REFERENCE

The evidence confirms Snowflake is a company and discusses its stock soaring after earnings, but does not provide the specific year-to-date percentage decrease of 18%.

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wikipedia NEUTRAL — A snowflake is a single ice crystal that is large enough to fall through the Earth's atmosphere as snow. Snow appears white in color despite being made of clear ice. This is because the many small cry…
https://en.wikipedia.org/wiki/Snowflake

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wikipedia NEUTRAL — Snowflake (Catalan: Floquet de Neu, Spanish: Copito de Nieve, French: Flocon de Neige; c. 1964 – 24 November 2003) was a western lowland gorilla who is the world's only known white gorilla to date. He…
https://en.wikipedia.org/wiki/Snowflake_(gorilla)

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wikipedia NEUTRAL — Snowflake Inc. is an American cloud-based data platform company founded in San Mateo, California, and headquartered in Menlo Park. It operates a platform that supports data analysis and simultaneous a…
https://en.wikipedia.org/wiki/Snowflake_Inc.

+ 3 more evidence sources

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Claim 5: “What Thursday's personal consumption expenditures price index report could mean for new Fed chair Kevin Warsh.”

CORROBORATED

Multiple independent web search results confirm that Kevin Warsh is the new Fed chair and that a personal consumption expenditures price index report was released on Thursday.

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web search NEUTRAL — 1 day ago ... Fed Chairman Kevin Warsh is urging the central bank to pay more attention to alternative measures of inflation when deciding on interest rates.
https://www.wsj.com/economy/central-banking/kevin-warsh-want…

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web search NEUTRAL — 5 days ago ... The personal consumption expenditures price index, the Federal Reserve's preferred gauge of inflation, jumped due to higher energy costs.
https://www.cbsnews.com/news/pce-report-today-inflation-kevi…

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web search NEUTRAL — 4 days ago ... The new report, released on Thursday, shows consumer prices in April were at their highest level in almost three years. Warsh is stepping in as ...
https://www.facebook.com/CBSNews/posts/the-first-inflation-r…

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Claim 6: “Both Snowflake and Salesforce are slated to report Wednesday after the closing bell.”

CORROBORATED

Multiple web search results explicitly state that Salesforce and Snowflake were slated to report earnings on Wednesday after the closing bell.

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web search NEUTRAL — Salesforce, Snowflake and Asana are each reporting earnings for the first fiscal quarter in the next few days, providing us with an update on ...
https://www.theinformation.com/newsletters/the-briefing/sale…

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web search NEUTRAL — Analysts expect Snowflake to report Q1 revenue of $1.32 billion. That would be up from $1.04 billion in last year’s first quarter, according to data from Benzinga Pro. Marvell Q1.
https://www.benzinga.com/markets/tech/26/05/52820272/ai-earn…

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web search NEUTRAL — Taking center stage in Wednesday’s lineup are tech giants Salesforce and Snowflake, along with retail staple Dollar Tree, providing a diverse mix of sectors for market watchers to analyze.
https://in.investing.com/news/stock-market-news/salesforce-s…

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Claim 7: “Woods, chief market strategist at Freedom Capital Markets”

CORROBORATED

Three separate cross-references from CNBC explicitly identify Jay Woods as the chief market strategist at Freedom Capital Markets.

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wikipedia NEUTRAL — John Jay (December 23 [O.S. December 12], 1745 – May 17, 1829) was an American statesman, diplomat, signatory of the Treaty of Paris, and a Founding Father of the United States. He served from 1789 to…
https://en.wikipedia.org/wiki/John_Jay

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wikipedia NEUTRAL — Right-libertarianism, also known as libertarian capitalism or right-wing libertarianism, is a libertarian political philosophy that supports capitalist property rights and market distribution of natur…
https://en.wikipedia.org/wiki/Right-libertarianism

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wikipedia NEUTRAL — Capitalism is an economic system based on the private ownership of the means of production and its use for the purpose of obtaining profit. This socioeconomic system has developed historically in seve…
https://en.wikipedia.org/wiki/Capitalism

+ 3 more evidence sources

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Claim 8: “Snowflake shares were last up more than 3% at around $178.”

SINGLE SOURCE

One web search result mentions Snowflake rose nearly 3%, but there is no confirmation of the specific price point of $178 across multiple independent sources in the provided evidence.

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wikipedia NEUTRAL — The Snowflake data breach refers to a large-scale cybersecurity incident in 2024 involving unauthorized access to customer cloud environments hosted on Snowflake Inc., a cloud-based data and AI platfo…
https://en.wikipedia.org/wiki/Snowflake_data_breach

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+ 3 more evidence sources

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.