Marvell Technology, Inc.

Adobe Inc.

Salesforce, Inc.

In a particularly vulnerable position is OpenAI

'The honeymoon is over': Deutsche Bank warns of 'most challenging year ever' for AI

Intuit Inc.

Software companies for 2025 and early 2026 have fallen significantly in price amid fears that AI will undermine their business models

"A bogeyman for software developers: analyst considers sell-off in software stocks excessive

Microsoft Corporation

Oracle Corporation

Palo Alto Networks, Inc.

Snowflake Inc.

Samsara Inc.

Windows operating system developer and Azure cloud service owner Microsoft, agent AI developer Salesforce, and Oracle, which specializes in serving hyperscalers, were among the favorites for 2026 among stocks of enterprise software creators according to investment firm Evercore, Seeking Alpha<a href="https://seekingalpha.com/news/4534032-microsoft-salesforce-among-evercores-top-software-stocks-for-2026"> reports</a>. In addition, Intuit, which makes financial software for small businesses, as well as cloud processing and storage platform Snowflake and Samsara, which offers software for the Internet of Things, made the list.

"Party in the Software Marketplace": Evercore named seven favorites among software developers

KeyBanc analysts surveyed the heads of IT departments of companies and found that one of the main beneficiaries of the increase in corporate spending on artificial intelligence next year is likely to be Microsoft: it is its products that IT departments spend the most on. While for Salesforce, judging by the survey results, the situation does not look as rosy, Barron's <a href="https://www.barrons.com/articles/microsoft-stock-price-salesforce-ai-2d240b9a?mod=RTA">notes</a>.

Microsoft stands to benefit from rising business spending on AI. Why is Salesforce under pressure?

UiPath, Inc.

Five Below, Inc.

C3.ai, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Labor Department data in the spotlight

Meta Platforms, Inc.

Apple Inc.

Meta has poached Apple's chief interface designer Alan Dye. Brevo has become the new unicorn in Europe, securing €500 million in funding to challenge Salesforce and HubSpot. These and other topics are in our review of key events for the morning of December 3.

Highlights for this morning: new unicorn, OpenAI deal, Salesforce beats forecasts

The number of paid contracts to use the company's AI agent more than doubled quarter-on-quarter

"Powerful future revenue stream": Salesforce gave strong outlook thanks to AI agents

The main intrigue is whether the company can withstand the pressure from AI competitors

Salesforce stock is down nearly 30% YTD. Why do analysts believe in a reversal?

CrowdStrike Holdings, Inc.

Dollar Tree Inc. R

Wall Street begins the last month of the year with a <a href="https://www.barrons.com/articles/salesforce-marvell-technology-dollar-general-ulta-beauty-and-more-stocks-to-watch-this-week-c660c7b4?mod=RTA#:~:text=a%20packed%20slate%20of%20earnings%20and%20economic%20data">busy</a> schedule of macroeconomic data releases and corporate reporting. Since any signs of weakness in the labor market or economic activity will increase the likelihood of a Fed interest rate cut, the market may react to the results of the November surveys on industrial and service sector sentiment, as well as employment data to be released in the U.S. this week, The Wall Street Journal <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-adp-data-in-focus-as-fed-rate-cut-looks-likely-d98de199?mod=economy_feat3_central-banking_pos2#:~:text=ISM%20surveys%20for%20November%20for%20manufacturing%20on%20Monday%20and%20services%20on%20Wednesday%2C%20as%20well%20as%20the%20ADP%20private%20payrolls%20figures%20for%20November%20on%20Monday%2C%20will%20be%20closely%20watched.%20Any%20signs%20of%20weakness%20in%20the%20job%20market%20or%20in%20economic%20activity%20would%20add%20to%20prospects%20of%20a%20rate%20cut.">writes.</a> Traders now estimate the probability of a rate cut at the December meeting of the central bank at about 80% - indicating that the market does not yet consider the issue fully resolved, WSJ <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-adp-data-in-focus-as-fed-rate-cut-looks-likely-d98de199?mod=economy_feat3_central-banking_pos2#:~:text=Most%20market%20commentators%20expect%20a%20rate%20cut%2C%20but%20it%20isn%E2%80%99t%20yet%20considered%20a%20done%20deal.%20U.S.%20money%20markets%20currently%20price%20around%20an%2080%25%20chance%20of%20a%20rate%20reduction.">notes</a>. The Fed itself late last week <a href="https://finance.yahoo.com/news/stocks-drift-back-towards-record-highs-as-the-final-month-of-2025-gets-underway-what-to-watch-this-week-122743129.html?guccounter=1&amp;guce_referrer=aHR0cHM6Ly9maW5hbmNlLnlhaG9vLmNvbS9uZXdzLw&amp;guce_referrer_sig=AQAAAGMfpdQ197q3j2A6VuOXkEy6Amd2MpudikCdhDVbwuIlfJy8aYipfZICQVWSAmxKR7eHxtVSoa4gk1CGiuNp8BiRWy1vd3d_sCAZJ0SECg5h89NpNHHgohfVRjNcP58ZU3eFBMOZK2iOn55agc3A8nq-1EcQSN2R1yP3zYard4yU#:~:text=The%20Fed%20entered%20its%20mandatory%20blackout%20period%20on%20Saturday%2C%20marking%20the%20start%20of%20a%20quiet%20week%20and%20a%20half%20before%20the%20Federal%20Open%20Market%20Committee%20meets%20on%20Dec.%209%2D10.">entered a</a> period of silence before the December meeting.

Salesforce and discounters report: what investors need to know this week

NVIDIA Corporation

Alphabet Inc.

UBS expects the S&amp;P 500 to rise another 5% by the end of the year and urges using pullbacks as a buying opportunity

U.S. indices went negative, pressured by a selloff in Nvidia and other tech giants

Robinhood Markets, Inc.

Applied Materials, Inc.

Bridgewater's largest hedge fund also sharply increased its biggest bet - on the U.S. stock market

Social networks, fintech and chips: what the fund Dalio founded has added to its portfolio 

The company is betting on automation and new AI features, but analysts are still dubious about its prospects