AI spending in 2026 is starting to look less like a budget line item and more like a strategic arms race. Companies are no longer asking whether to adopt AI, but who…
Rich Duprey Software stocks have always been expensive, up until a few months ago. Stocks like Procore Technologies (NYSE:PCOR | PCOR Price Prediction), dLocal (NASDAQ:DLO), and Intuit (NASDAQ:INTU) have plunged significantly, and they’re not the only ones that…
Live Updates Warsh on Fed Independence 12:39pm ETFed chair nominee Kevin Warsh in prepared remarks before the Senate Banking Committee said the central bank must remain largely independent of political influence while…
The software sector is staging a meaningful comeback on Monday, with three closely watched names leading the charge. Salesforce (NYSE:CRM | CRM Price Prediction) shares are jumping 5% to $173, Adobe (NASDAQ:ADBE)…
Pre-Market Stock Futures: Futures are trading lower this morning after negotiations with Iran failed over the weekend, and President Trump indicated the U.S. will block the Strait of Hormuz. This comes as…
Citi has cut Docusign (NASDAQ:DOCU | DOCU Price Prediction) shares to Neutral from Buy, setting a $50 price target that sits just above where the stock is currently trading. With Docusign stock…
Live Updates Market Turnaround12:52pm ETThe markets have recovered earlier losses in a whipsaw trading session, with all three of the major stock market averages now in the green. The Nasdaq Composite is…
I’ve been watching Adobe for a decade, and the question I keep coming back to is this: when a company’s most loyal users start asking whether they actually need it anymore, how…
Jeremy Phillips Adobe Inc. (NASDAQ:ADBE | ADBE Price Prediction) received a notable analyst downgrade Thursday as William Blair cut its rating to Market Perform from Outperform, citing intense competition that “raises legitimate questions about…
Joel South Pre-Market Stock Futures: Futures are trading lower as we head into Thursday, and depending on today’s narrative about how the war in Iran is progressing, whatever is revealed could chart the stock…
Adobe (NASDAQ:ADBE | ADBE Price Prediction) shares have had a rough stretch heading into this week’s earnings. Over the past week, ADBE fell more than 10%, and the stock is now down…
Joel South Live Updates Fed Outlook 12:19pm ETBofA’s Michael Hartnett warned that if the S&P 500 drops to around 6,600, just 1% below recent levels, it could be enough to trigger a policy response…
Adobe (NASDAQ:ADBE | ADBE Price Prediction) delivered what should have been a celebrated earnings report Thursday evening. Revenue hit $6.4 billion, up 12% year over year, beating the consensus estimate, while AI-first…
David Moadel Pre-Market Stock Futures: Futures are trading higher as we get ready to conclude another dreadful week on Wall Street. The song remains the same as soaring oil prices, another week of war…
Not all enterprise software moats are created equal. That’s the framework analyst Biel laid out recently when assessing which software companies can actually survive the AI wave, and which ones just look…
