Three tech giants faced investor scrutiny this week and beat expectations, proving AI winners can rise together.

The CRM giant's blockbuster quarter and expanded Anthropic partnership sent shares soaring and lifted the whole software sector, a clear signal that AI spending is now priced into enterprise winners.

The $2 trillion software selloff punished the wrong companies. Here's why the data moats of Salesforce, Booking, and IBM are turning AI into a tailwind.