# Paycom Type: Company (PAYC) Source: GetYourBrief — https://getyourbrief.com/entity/paycom Canonical HTML page: https://getyourbrief.com/entity/paycom ## Timeline - **2026-06-17**: FOMC holds rates, shifts dot plot upward — Federal Reserve keeps benchmark rate at 3.5%-3.75%, median year-end rate estimate rises to 3.8% from 3.4%, removing any remaining expectation of a 2026 rate cut and signaling possible tightening. 2-year Treasury yield jumps 11bps to 4.161%. - **2026-06-17**: FOMC holds rates, shifts dot plot upward — Federal Reserve keeps benchmark rate at 3.5%-3.75%, median year-end rate estimate rises to 3.8% from 3.4%, removing any remaining expectation of a 2026 rate cut and signaling possible tightening. 2-year Treasury yield jumps 11bps to 4.161%. ## Recent coverage (5 stories, network-wide) ### SaaS Stocks Rally as AI Trade Swings from Chips to Software — ServiceNow +4.3% 2026-08-05 04:47:53 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 1 A sharp rotation out of semiconductor stocks and into oversold enterprise software names drove a broad SaaS rally, with ServiceNow up 4.3% and Salesforce up 2.4%. Investors are betting that SaaS incumbents can monetize AI as a premium add-on without cannibalizing per-seat revenue, validating the control-layer thesis. Full story: https://getsaasbrief.com/story/saas-stocks-ai-rotation-2026 ### HubSpot, ZoomInfo Surge as Martech AI Rotation Gains Steam — $1.5B Target 2026-08-05 04:47:45 · Sector: marketing · Sentiment: Neutral · Impact: 5/10 · Sources: 1 The rotation into enterprise software is benefiting martech names like HubSpot and ZoomInfo, as investors see AI as a growth driver for customer data platforms and marketing automation. Early 2026 fears of per-seat model destruction are fading, replaced by the thesis that proprietary data and workflow ownership create an AI monetization moat. Full story: https://getmarketingbrief.com/story/martech-stocks-ai-rotation-2026 ### HR SaaS Stocks Surge as AI Rotation Lifts Paycom, Asure — $1.5B ServiceNow AI Target 2026-08-05 04:47:36 · Sector: hr · Sentiment: Neutral · Impact: 5/10 · Sources: 1 The market rotation into enterprise software validates that AI agents are enhancing rather than destroying HR tech's per-seat model. Companies like Paycom and Asure Software are now seen as beneficiaries of the 'control layer' for AI in workforce management, buoyed by ServiceNow’s $1.5 billion AI contract target. Full story: https://gethrbrief.com/story/hr-saas-stocks-ai-rotation-2026 ### Fed Dot Plot Hits 3.8%, Renewing SaaS Rout Pressure on Salesforce, Appian 2026-07-12 03:50:38 · Sector: saas · Sentiment: Negative · Impact: 6/10 · Sources: 3 The Federal Reserve’s updated dot plot removed rate cut expectations, hammering high-growth SaaS stocks. Companies like Salesforce, Appian, and Paycom face renewed valuation pressure as the discount rate rises, threatening the fragile recovery from the 2026 SaaS Rout. Full story: https://getsaasbrief.com/story/saas-rout-fed-rate-hike-risk-2026 ### Fed Hawkish Hold Sends 3 Retail Stocks Tumbling as 2-Year Yield Jumps 11bps 2026-07-12 03:50:27 · Sector: retail · Sentiment: Negative · Impact: 6/10 · Sources: 3 The Federal Reserve’s decision to hold rates and remove cut expectations hammered retail stocks. Higher borrowing costs threaten consumer spending and debt refinancing, while import price surges add margin pressure. Falling oil prices offer partial relief but couldn’t offset the hawkish macro tone. Full story: https://getretailbrief.com/story/fed-rate-hold-retail-plunge-2026 --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. See https://getyourbrief.com/guides/methodology for the full editorial methodology.