The enterprise software sector closed moderately higher overall, with internal divergence worth noting:
Figma continues to grind at the bottom within the $19-20 range; this 2.4% move is a relatively strong recent pulse, with the IPO pricing memory effect still weighing on valuation;
Salesforce's AI-integrated products are being priced in, steadily rising from 181 to 189 recently;
UiPath +1%, the AI Agent narrative is reshaping the logic of automation software;
Cisco and Unity are almost flat; the former is a low-volatility defensive tech stock, while the latter hasn't found a new story between its game engine and industrial metaverse yet 😔
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