Shopify Inc.

Snowflake Inc.

Box, Inc.

LiveRamp Holdings, Inc.

Dynatrace, Inc.

ServiceNow, Inc.

Datadog, Inc.

Software developer stocks bounce off lows

'Concerns have peaked': Wall Street considered - 'soft-apocalypse' complete

NVIDIA Corporation

"Soft apocalypse", which deprived software developers in early February of almost $1 trillion in market capitalization and fueled by a viral report by Citrini Research on the threat of AI, is almost complete, according to Tom Lee, head of research company Fundstrat, <a href="https://www.marketwatch.com/story/why-strategist-tom-lee-believes-the-ai-bloodbath-and-crypto-selloff-is-almost-over-0ccdbb49?mod=home_lead">writes</a> MarketWatch. The portal calls Lee one of the most accurate forecasters on Wall Street: among other things, he advised buying stocks on the downturn during the pandemic and accurately predicted the 2023 bull market.

The soft apocalypse is 99% complete - an assessment from one of Wall Street's most accurate strategists

Zoom Communications, Inc.

Alphabet Inc.

Cloudflare, Inc.

While the startup itself remains a private company for now, there are several indirect ways to invest in hopes of its success

How can investors capitalize on one of Anthropic's AI leaders? Bloomberg names 6 ways

Intuit Inc.

Microsoft Corporation

The decline in quotations of companies from the software sector in early February created an attractive opportunity to buy shares of three companies - Snowflake, Microsoft and Intuit, says Jefferies. An analyst of the investment bank believes that the market's fears about artificial intelligence are now excessive.

Jefferies advised to buy 3 stocks after the "soft apocalypse". AI is not a threat to them

Salesforce, Inc.

The scale of the selloff in software vendor stocks is perplexing to one of Wall Street's top "technobulls"

Wall Street's chief techno-optimist names 5 stocks to buy in the "soft-apocalypse"

Oracle Corporation

Palo Alto Networks, 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

Snowflake, a cloud platform for storing, processing and analyzing data, <a href="https://investors.snowflake.com/news/news-details/2025/Snowflake-Reports-Financial-Results-for-the-Third-Quarter-of-Fiscal-2026/default.aspx">presented an</a> operating margin forecast that was below analysts' expectations. This increased investors' concerns about the profitability of new tools based on artificial intelligence, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-12-03/snowflake-gives-weak-profit-margin-outlook-fueling-ai-cost-fear">writes</a>.

Snowflake's forecast has brought down the stock. Do they have any chance of continuing the rally?

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

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

Everpure, Inc.

Kohl's Corporation

Photronics, Inc.

The J. M. Smucker Company

Morning in New York: Nvidia results will determine the course of trading

Wall Street raises targeting, calling the company one of its top bets on artificial intelligence

Snowflake shares soar after report: should you buy it after the jump?

Alibaba Group Holding Limited

After the speech of the head of the U.S. Federal Reserve Jerome Powell in Jackson Hole, which strengthened Wall Street's confidence in lowering interest rates in September, the focus of investors this week will be a key indicator of inflation for the U.S. regulator, <a href="https://www.barrons.com/articles/nvidia-alibaba-crowdstrike-snowflake-inflation-and-more-to-watch-this-week-1978f5c1?mod=RTA">writes</a> Barron's.