What Happened?
A number of stocks jumped in the afternoon session after comments from President Trump regarding talks with Iran sparked a broad market rally.
The positive sentiment spread across Wall Street, creating a widespread relief rally with nine out of every ten stocks in the S&P 500 rising. The Dow Jones Industrial Average and the Nasdaq composite both posted gains of around 2%. This risk-on environment, fueled by the perception of reduced geopolitical conflict, often benefits growth-oriented sectors like technology as investors move capital into assets perceived to have higher return potential.
The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.
Among others, the following stocks were impacted:
- Video Conferencing company Five9 (NASDAQ:FIVN) jumped 3.1%. Is now the time to buy Five9? Access our full analysis report here, it’s free.
- Advertising Software company LiveRamp (NYSE:RAMP) jumped 3.3%. Is now the time to buy LiveRamp? Access our full analysis report here, it’s free.
- Sales Software company ZoomInfo (NASDAQ:GTM) jumped 4.8%. Is now the time to buy ZoomInfo? Access our full analysis report here, it’s free.
- Data Storage company DigitalOcean (NYSE:DOCN) jumped 4.5%. Is now the time to buy DigitalOcean? Access our full analysis report here, it’s free.
- Advertising Software company Zeta Global (NYSE:ZETA) jumped 3.6%. Is now the time to buy Zeta Global? Access our full analysis report here, it’s free.
Zooming In On ZoomInfo (GTM)
ZoomInfo’s shares are very volatile and have had 28 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 25 days ago when the stock gained 3.4% on the news that Nvidia CEO Jensen Huang dismissed fears that artificial intelligence would cannibalize the enterprise software sector.
High-growth names like Zscaler (ZS) and CrowdStrike (CRWD) saw significant rebounds as investors reassessed the "AI headwind" narrative that had previously weighed on valuations. Huang's comments acted as a powerful catalyst, signaling that the intersection of generative AI and established software platforms is a symbiotic relationship rather than a zero-sum game. During a CNBC appearance, Huang argued that the market "got it wrong," specifically defending the indispensable role of platforms like ServiceNow. He emphasized that these companies are uniquely positioned to deploy fine-tuned AI agents that utilize their existing specialized tools.
ZoomInfo is down 35.4% since the beginning of the year, and at $6.21 per share, it is trading 49.1% below its 52-week high of $12.20 from September 2025. Investors who bought $1,000 worth of ZoomInfo’s shares 5 years ago would now be looking at only $110.28.
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