Group 1 - The core viewpoint of the article highlights that almost every software company, including RingCentral, is rebranding itself as an AI company, reflecting a significant trend in the industry [1] - RingCentral is recognized for its contact center solutions and tools aimed at enhancing employee and customer experiences, indicating its focus on improving service delivery through technology [1] Group 2 - The author, Gary Alexander, has extensive experience in covering technology companies and has served as an adviser to startups, which provides valuable insights into current industry themes [1] - The article is published on Seeking Alpha, a platform known for its diverse range of contributors, including both professional and individual investors [3]

Group 1 - The core viewpoint of the article highlights that almost every software company, including RingCentral, is rebranding itself as an AI company, reflecting a significant trend in the industry [1] - RingCentral is recognized for its contact center solutions and tools aimed at enhancing employee and customer experiences, indicating its focus on improving service delivery through technology [1] Group 2 - The author, Gary Alexander, has extensive experience in covering technology companies and has served as an adviser to startups, which adds credibility to the insights shared in the article [1] - The article is published on Seeking Alpha, a platform known for providing investment insights, and the author has been a contributor since 2017, suggesting a long-standing engagement with market analysis [1]

Group 1 - Parnassus Value Equity Fund reported a net return of 7.46% for Q3 2025, outperforming the Russell 1000 Value Index which returned 5.33% [1] - The fund reduced its weight in the IT sector and increased holdings in the Health Care sector during the quarter [1] - The fund's top 5 holdings were highlighted, indicating its main investment positions heading into 2025 [1] Group 2 - NICE Ltd. (NASDAQ:NICE) experienced a one-month return of 3.55% but lost 38.17% of its value over the last 52 weeks, closing at $108.84 per share with a market capitalization of $6.72 billion on December 18, 2025 [2] - NICE Ltd. reported total revenue of $732 million in Q3 2025, marking a 6% year-over-year increase [3] - The company is facing investor concerns over AI disruption, but there is belief in its potential for long-term growth driven by AI transformation [3]