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The iShares Expanded Tech-Software Sector ETF (IGV) has reached $8.13 billion in assets under management, with its top 10 holdings accounting for 61.86% of the portfolio.
On December 17, 2025, Novartis selected Salesforce's AI CRM platform for a global customer engagement overhaul, prompting a 1.27% rise in Salesforce (CRM) shares.
SoftBank sold $186 million of Symbotic stock in December, while insiders at Salesforce and Blue Owl Capital purchased a combined $30.9 million in shares, signaling diverging confidence.
Salesforce is positioned as an undervalued AI play, with its Agentforce product's annual recurring revenue growing 330% year-over-year to $540 million in the third quarter.
On December 16, 2025, Vonage, part of Ericsson, announced a new integration between its Contact Center and Salesforce's Agentforce 360, creating a single AI-powered platform to enhance customer experience.
Salesforce's stock has declined 28.3% over the past year, though a discounted cash flow analysis suggests the company may be undervalued by 29.3%.
ServiceNow's stock price fell on December 16, 2025, after reports emerged that the company was considering its largest acquisition to date.
Software stocks have underperformed this year, with mixed Q3 results from giants like Salesforce and Adobe, as the promise of AI has yet to translate into broad market gains.
Panaya was named a 'Strong Performer' in the Forrester Wave for Autonomous Testing Platforms for Q4 2025, noted for its AI-driven testing for SAP, Oracle, and Salesforce systems.
AI communication platform Prezent announced a partnership with coach Tom McCarthy on December 16, 2025, aiming to become a unicorn with its recent $30M raise and $400 million valuation.
Jim Cramer's commentary on Paychex coincides with a 7% stock drop despite strong earnings, reflecting broader investor anxiety over profit margins and high-tech valuations in a risk-averse market.
Salesforce is expanding its partnership with the U.S. Department of Transportation (USDOT), providing its AI-powered CRM platform to modernize the agency's operations. This move aligns with a broader, systemic trend of government agencies investing in practical AI to enhance efficiency and improve public services, mirroring similar initiatives in the private sector.
Recent market activity and analyst commentary suggest a potential rotation from high-valuation technology stocks toward cyclical sectors. This shift is underscored by significant price movements in tech, strategic corporate divestitures, and macroeconomic forecasts pointing to a changing leadership landscape for 2026.
Melinda French Gates urges increased billionaire giving as mega-donations reshape philanthropy. This trend concentrates civil and political power, creating new financial structures that are increasingly intertwined with public policy and capital markets, signaling a shift in how wealth influences society.
The Trump administration has initiated the "U.S. Tech Force," a program to recruit 1,000 technology specialists in partnership with major tech firms. The move aims to bolster national AI infrastructure and has been met with bullish market sentiment.
Microsoft's stock rating was downgraded to Neutral amid growing questions over its AI monetization strategy, reflecting a broader anxiety in the software sector. In contrast, DoorDash received an upgrade to Strong based on perceived fundamental health.
Insiders at MGM Resorts and Salesforce have executed substantial stock purchases totaling nearly $65 million, signaling strong conviction in their companies' outlook and potentially boosting investor confidence.
good2grow is partnering with Corrao Group to implement Salesforce Trade Promotion Management, set for a January 2026 launch. This strategic investment aims to modernize and optimize the company's trade spend, planning, and execution, reflecting a broader industry trend toward data-driven operational efficiency.
First Horizon (FHN) has been named a top employer in Tennessee by Forbes, a recognition based on extensive employee feedback. While direct market impact is limited, the award highlights the growing importance of employer branding for talent acquisition and retention.
The U.S. Treasury is set to issue new guidance allowing large corporations to bypass the 15% minimum tax and fully claim research and development (R&D) credits, a move expected to significantly benefit technology and pharmaceutical firms.