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]

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. For the third quarter of 2025, the fund reported a net return of 7.46% outperforming its benchmark, the Russell 1000 Value Index, which returned 5.33% for the same period. During the quarter, the portfolio reduced its weight in the IT sector to increase ho ...