Global X Cloud Computing ETF

Arete Research Upgrades ServiceNow to Hold

Hillman Capital reduces stake in Salesforce

Bienville Capital Invests in Shopify Stock

Meri Financial Increases Stake in Salesforce

ServiceNow Plans to Acquire Veza to Strengthen Security and Risk Product Portfolio

Uber Direct Partners with Shopify to Offer On-Demand Delivery Options

One Madison Group LLC Increased Holdings of Salesforce Significantly in Q2

Saraza Management LP Increased Stake in Workday

Salesforce CEO Announces Shift to Seat-Based Pricing for AI Agents

Salesforce Launches Agentic AI For Proactive Personalized Interactions

Salesforce Updates Agentforce Metrics for AI Customer Service

Paycom Software Inc CFO Reports Common Stock Sale Information

Shopify Executives Plan to Sell 20,000 Shares

Salesforce Raises Prices for Its Applications

US Treasury Preparing Corporate Tax Relief Plan

Glenview Trust Co Increased Holdings in Salesforce Inc.

Proxy Shopping Leverages AI to Drive Retail Transformation

Salesforce and USDOT Launch Transformation Plan, Deploy Agentforce Platform

Dimension Capital Management LLC Purchases Shopify Stock in Q2

Shopify Releases Winter Version with Over 150 AI Updates

AdvisorShares MSOS 2x Daily ETF

cbdMD

Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

RYTHM

Tilray Brands

NVDA

Investment experts remain optimistic about the stock market in 2026, despite common misconceptions about midterm election years being bad for markets. Louis Navellier highlights strong earnings growth, with 83% of S&P 500 companies posting positive surprises. Robinhood (HOOD) is a top pick, showing significant revenue and earnings growth. Tech expert Luke Lango emphasizes the ongoing AI megatrend, with companies like Nvidia and Salesforce showing strong demand and growth. Overall, experts suggest a bullish outlook for 2026.

- The article argues against the notion that midterm election years are detrimental to market performance, citing historical data that shows both gains and losses during these years.  
- It highlights strong earnings growth among S&P 500 companies and the ongoing AI megatrend as positive indicators for future market performance.  
- The author encourages investors to adopt a comprehensive view of the market, suggesting that 2026 may present significant opportunities despite common misconceptions about midterm years.

InvestorPlace

NVIDIA

Salesforce

Two Stocks for a Bullish 2026

This week saw notable insider trades among tech giants like Nvidia, Salesforce, and AMD. Nvidia's Director Mark Stevens sold $63.6M worth of shares, while AMD's EVP Darren Grasby sold $2.19M worth. CrowdStrike's Denis Oleary and Palo Alto Networks' James Goetz also divested shares. On the buy side, Salesforce's Director Mason Morfit purchased $25.0M worth of shares. Other notable transactions include purchases by Lyft's CEO David Risher and Linde's CEO Sanjiv Lamba.

Insider trades: Nvidia, Salesforce, AMD among notable names this week

Arete Research upgraded ServiceNow (NYSE:NOW) to a "hold" rating. Other brokerages have set price targets ranging from $1,120.00 to $1,250.00. ServiceNow's stock will split 5-1 on December 18th. The company reported strong quarterly earnings with a 21.8% revenue increase. Insiders have sold shares recently, and hedge funds have adjusted their positions. ServiceNow has a market cap of $179.96 billion and a PE ratio of 104.62.

Market Beat

ServiceNow

ServiceNow (NYSE:NOW) Stock Rating Upgraded by Arete Research

Hillman Capital Management Inc. reduced its holdings in Salesforce Inc. by 15.2% in Q2, selling 2,185 shares and retaining 12,148 shares worth $3.31 million. Other investors also adjusted their positions in CRM. Salesforce's stock opened at $262.34 with a market cap of $245.81 billion. The company reported strong earnings and announced a quarterly dividend. Insider trading included CEO Marc Benioff selling 2,250 shares and insider Parker Harris selling 134,662 shares.

Hillman Capital Management Inc. Reduces Holdings in Salesforce Inc. $CRM

SHOP

Bienville Capital Management LLC has invested in Shopify Inc., purchasing 8,000 shares valued at $923,000. Analysts have mixed ratings on Shopify, with an average price target of $166.53. Shopify's stock opened at $164.19, with a 12-month range of $69.84 to $182.19. The company reported $0.27 EPS for the quarter, beating estimates, and has a market cap of $213.75 billion.

Shopify 

Bienville Capital Management LLC Makes New Investment in Shopify Inc. $SHOP

Ameriprise Financial Inc. increased its stake in Salesforce Inc. by 2.9% in Q2, owning 5,009,953 shares valued at $1.37 billion. Other institutional investors also adjusted their holdings, with Norges Bank acquiring a significant position. Salesforce's stock has a consensus "Moderate Buy" rating, with a target price of $326.46. Insider activities include a purchase by Director G Mason Morfit and a sale by CEO Marc Benioff. Salesforce's stock opened at $262.34, with a market cap of $245.81 billion.

Ameriprise Financial

Ameriprise Financial Inc. Raises Position in Salesforce Inc. $CRM

Advancements in AI are revolutionizing customer engagement for SMBs through sophisticated customer tracking software. This technology unifies disparate data, provides deep insights, and predicts customer behavior, enabling personalized marketing and proactive customer service. AI-powered CRM systems, like Salesforce and HubSpot, enhance lead management and automate sales processes. Autonomous AI agents offer 24/7 support, optimizing resource allocation. However, data privacy and security are crucial, as ethical data stewardship fosters customer trust. This AI evolution allows SMBs to compete with larger firms by delivering personalized experiences at scale.

StartupHub

AI Customer Tracking Software Redefines SMB Growth

ServiceNow, Inc. (NYSE:NOW) announced its intention to acquire Veza, an AI-native identity security platform, on December 2, 2025. This acquisition aims to enhance ServiceNow's Security and Risk portfolio, emphasizing the importance of identity in modern security breaches.

ServiceNow’s bet on Veza points to tighter AI identity controls

Salesforce, Inc. (NYSE:CRM) is considered one of the best agentic AI stocks to buy now, topping the list based on hedge fund sentiment. As of Q3, 119 hedge funds hold stakes in it.

Is Salesforce the best agentic AI stock to buy now?

Shopify (SHOP) stock is gaining bullish momentum due to re-accelerating growth, strong payments business, and improved merchant quality. Recent shifts in holiday spending, inflation data, and a dovish central bank stance are key catalysts influencing investor perception of consumer platforms and growth stories.

Tip Ranks

Holiday Data, AI Rails and Lower Rates Spurs Shopify Stock (SHOP) Bulls

OpenAI

OpenAI has launched GPT-5.2, enhancing professional work with improved reasoning, document handling, and coding tasks. Early users from companies like Notion, Shopify, and Zoom report better workflow management and higher-quality outputs. The model excels in analyzing charts and texts, reducing errors, but human oversight remains crucial. Available via paid subscriptions and API, GPT-5.2 marks a significant step in AI-driven productivity.

rttnews

OpenAI Introduces GPT-5.2 With Upgrades For Professional Work

WDAY

Workday Inc. (WDAY) is currently priced at $224.49, with a 0.20% increase. Over the past month, the stock fell by 2.74%, and by 19.35% over the past year. Workday's P/E ratio is lower than the Software industry's aggregate P/E of 94.94, suggesting potential undervaluation. However, the P/E ratio should be used cautiously as it can indicate both undervaluation and weak growth prospects. Investors should consider multiple metrics and factors for a comprehensive analysis.

fidelity

Workday

A Look Into Workday Inc's Price Over Earnings

ADBE

INTC

Recent analyst actions have highlighted significant movements in the tech and pharmaceutical sectors. Adobe (ADBE) and Workday (WDAY) received favorable upgrades due to strategic growth maneuvers. Intel (INTC) and Novo Nordisk (NVO) faced downgrades due to revenue concerns.

- Recent analyst actions indicate notable changes in the tech and pharmaceutical sectors.  
- Adobe (ADBE) and Workday (WDAY) received favorable upgrades due to strategic maneuvers for growth, while Intel (INTC) and Novo Nordisk (NVO) faced downgrades amid revenue concerns.  
- These movements reflect the ongoing challenges and opportunities within these industries.

Adobe

Intel

Novo Nordisk AS

SA analyst upgrades/downgrades: NVO, INTC, ADBE, WDAY

AI is revolutionizing business operations by replacing costly software and automating tasks, saving startups thousands. Founders are bypassing traditional CRM systems, using AI agents to streamline processes without manual data entry or maintenance. This shift is seen as a major technological change, offering significant cost savings and efficiency improvements. Investors view AI-native systems as a transformative opportunity, with the potential to redefine core business processes.

- The article discusses the shift in startup practices, particularly among Y Combinator founders, who are increasingly adopting AI-native tools instead of traditional software like Salesforce or HubSpot.  
- This transition is driven by the efficiency of AI agents that automate tasks previously managed by multiple software solutions and personnel, significantly reducing operational costs and complexity.  
- As a result, startups are achieving faster profitability and competitive advantages over larger companies by streamlining their processes and minimizing reliance on outdated systems.

Forbes

C3.AI

Founders Are Using AI to Save Thousands and Make More Money