software stocks


Salesforce reports after the close today. It may be the first real signal of whether enterprise AI spend is actually shifting, from model compute toward the software layer where agents get deployed.
$NOW orchestration layer where enterprise agents run
$CRM monetizes agents across sales and service
$PATH RPA foundation, agents need it
$ZETA data layer for AIdriven marketing
The thought process for me is simple. The market has been asking who enables AI training. The next question is who monetizes AI deployment.
ZETA0.32%
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