Wall Street Ahead Salesforce and UiPath surge Snowflake slips

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•  04 Dec 2025
 

•   AI  
   
  +2.07%
•   ALK  
   
  +4.30%
•   CRM  
   
  +4.21%
•   NCNO  
   
  -4.77%
•   PATH  
   
  +24.36%

Wall Street futures are moving in a mixed tone today as traders stay focused on the path of interest rate cuts ahead of next week FOMC meeting. S&P 500 and Nasdaq futures are flat, while the Dow is slightly higher, as markets wait for Friday PCE data the inflation indicator most closely followed by the Federal Reserve. For many investors, this feels like a moment of suspension where conviction is tested and patience becomes part of the strategy.

Political developments are adding to the cautious mood. Reports suggest that Donald Trump is considering Treasury Secretary Scott Bessent for a senior economic advisory role while he continues as Treasury Secretary, if Kevin Hassett becomes the next Federal Reserve chair. For traders, it is another reminder that policy signals can shift quickly and that flexibility is essential when managing risk.

Macro data due today includes initial jobless claims and international trade figures before the open, followed by factory orders and Federal Reserve accounting data later in the day. Paul Donovan of UBS pointed out that many companies are simply not hiring, which means jobless claims may not reflect the real level of weakness in the labor market. He also noted that the current “no hiring” trend is not really driven by AI, even if AI is often used as a convenient explanation by executives.

$CRM is trading slightly higher after reporting a solid earnings beat for the third quarter and issuing strong guidance for the fourth quarter and full year. Salesforce highlighted continued momentum in its agentic AI products, with revenue from these offerings reaching $540 million, up about $100 million from the prior quarter. For long-term investors, this type of steady execution strengthens the case that the company is successfully turning its AI strategy into meaningful revenue.

$SNOW is sliding even after beating profit expectations, as investors reacted to a slowdown in product revenue growth. After gaining more than 70% since the beginning of the year, Snowflake faced extremely high expectations, and any hint of softer growth was enough to trigger profit-taking. This move is a clear reminder that in growth stocks, the future matters more than the past.

$PATH is one of the strongest performers in today session, jumping nearly 9% after beating analyst estimates for both revenue and earnings and issuing better-than-expected guidance for the next quarter. Demand for AI-based automation tools from large enterprises continues to rise, reinforcing UiPath position in a highly competitive market and drawing renewed attention from momentum-focused traders.

$NCNO is also posting a strong gain after delivering better-than-expected results and raising its outlook. The stock is benefiting from growing interest in fintech and workflow solutions for financial institutions, showing that targeted software names with clear use cases can still attract buyers in a selective market environment.

$AI continues to weaken after reporting a sharp 20% drop in quarterly revenue, extending a decline of more than 50% since the start of the year. For many investors, this reinforces the importance of separating strong narratives from real, consistent growth, especially in the crowded and often overhyped AI sector.

$SYM is dropping following the announcement of a large new share offering of 10 million shares. The dilution of existing shareholders weighed heavily on the stock, highlighting how financing decisions can have an immediate and painful impact on share price in the short term.

$ALK is moving lower after cutting its earnings forecast, citing internal IT problems as one of the key reasons. This situation shows how operational issues, even when not directly tied to demand, can quickly erode investor confidence in airline stocks.

As markets wait for key inflation data and try to anticipate the next move from the Federal Reserve, traders are balancing strong company-specific performance with bigger macro and political risks. In this kind of environment, conviction must be selective and timing becomes even more important.

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