Software Holds Ground, Crypto Rebounds
Posted On December 22, 2025
The market heads into Christmas week with software stocks stabilizing, crypto bouncing off recent lows, and liquidity set to thin as the holiday approaches.
Software Stocks Are Not Trading Like They’re Disrupted by AI
Despite constant headlines about AI disruption, many core software names are not trading as if their businesses are being structurally impaired. Companies like ServiceNow, Adobe, Salesforce, and MongoDB continue to post recurring revenue growth, strong renewal rates, and expanding margins, even as multiples compress.
That said, the market is clearly differentiating. Stocks tied to usage-based models or slower AI …
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