US Stock Market Shifts: Salesforce plunged on September 28 due to declines in software stocks, rising interest rates, and concerns over AI returns

Salesforce September 28 Decline Analysis

Keywords: software stocks slump, rising interest rates, AI return concerns

1. On September 28, 2026, the stock prices of Salesforce and Datadog fell simultaneously, with ServiceNow experiencing a steeper decline. The enterprise software sector saw a concentrated downturn, and Salesforce was affected by sector linkage.

2. On September 28, 2026, European Central Bank President Lagarde stated that higher long-term yields will drag on economic growth, and the interest rate environment puts pressure on high-valuation software stocks that rely on future cash flows.

3. On September 28, 2026, discussions intensified regarding the return on AI capital expenditure, financing scale, and subsequent revenue realization capability of hyperscale cloud providers. The AI commercialization and valuation tolerance of enterprise software companies such as Salesforce is being reassessed.

(Disclaimer: This content is generated by AI technology based on publicly available information for reference only and does not constitute investment advice.)