Enterprise software stocks including Salesforce, Shopify, ServiceNow and Figma rose Monday as investors appeared to welcome the prospect of a slower pace of AI development. ServiceNow jumped 7%, while Salesforce gained nearly 5%. The move contrasted with similar declines among neocloud and chip companies, which are more directly tied to AI infrastructure spending. Software firms have been viewed as vulnerable to AI, but a meaningful slowdown in AI development could instead weigh heavily on companies supplying the technology and computing capacity behind it.