(https://www.cnbc.com/2026/06/15/salesforce-ai-customer-service-fin-acquistion.html) is being framed as a growth play—and technically it is. But look at the timing: this happens the same week the Fiserv CEO fled after a 71% stock collapse, and both situations tell the same story. Enterprise software companies don't spend that kind of capital on bolt-on platforms when their core business has sustainable pricing power and margin expansion.

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