AI Anxiety Returns: ServiceNow, IBM Earnings Drag Software Shares Down

SaaS stocks slide as ServiceNow and IBM outlooks disappoint. Investors worry AI is undermining traditional software subscription models.

Adobe Unleashed: Why Nvidia's CEO Says This AI Giant Is the Future of Marketing

Adobe (ADBE) shares surge as Nvidia CEO Jensen Huang labels the firm a "marketing manufacturing system". With AI revenue up 200% and a new $25 billion buyback plan, see why JPMorgan analysts are targeting $420.

RBC Capital Reiterates Outperform on Adobe, Maintains $350 Price Target

RBC Capital analyst Matthew Swanson reiterates Adobe (NASDAQ:ADBE) with a Outperform and maintains $350 price target.

Adobe Greenlights $25 Billion Stock Buyback Program

Adobe unveils a major share repurchase plan aimed at returning capital to investors while supporting long-term value creation.

Understanding Adobe's Position In Software Industry Compared To Competitors

Adobe Announces $25B Buyback Plan Through April 2030

Adobe (Nasdaq:ADBE), the global technology leader that unleashes creativity and productivity for individuals and businesses through innovative platforms and tools, announced that its board of directors has approved a new

What's Going On With Adobe Stock?

Adobe (NASDAQ:ADBE) shares are trading near flat Tuesday. The company announced a new partnership with DICK'S Sporting Goods at Adobe Summit.

IBM Unveils AI Consulting Solutions With Adobe To Supercharge Customer Engagement

IBM edges higher premarket on its Adobe-backed AI experience push, with technicals showing early bullish momentum ahead of earnings.

IBM Consulting And Adobe Announce Partnership Expansion To Deploy Agentic AI Tools, Including New Industry-Specific Strategies

Together, we're pairing Adobe's Customer Experience Orchestration capabilities, like Adobe Real-Time CDP, with IBM's agentic AI expertise, orchestration tools like Adobe Experience Platform Agent Orchestrator and IBM

Adobe's AI Moment: NVIDIA CEO Says The Opportunity Just Skyrocketed

NVIDIA CEO Jensen Huang says Adobe's AI opportunity has surged 1,000x. See how Firefly and NVIDIA are redefining creative and marketing tech.

In-Depth Analysis: Adobe Versus Competitors In Software Industry

9 Information Technology Stocks Whale Activity In Today's Session

What's Happening With Adobe Shares On Monday?

Adobe launched CX Enterprise Coworker and brand visibility solutions, expands GenStudio with an "agentic content supply chain" push.

'Adobe Unveils Agents for Businesses Amid Threat of AI Disruption' - WSJ Exclusive

https://www.wsj.com/cio-journal/adobe-unveils-agents-for-businesses-amid-threat-of-ai-disruption-d3cf479c?

UBS Maintains Neutral on Adobe, Lowers Price Target to $260

UBS analyst Karl Keirstead maintains Adobe (NASDAQ:ADBE) with a Neutral and lowers the price target from $290 to $260.

Software Stocks Finish Week Hot: Salesforce Jumps, IGV Soars Double Digits

Software stocks are closing out a standout week, with the IGV surging more than 14% over the past five sessions.

RBC Capital Maintains Outperform on Adobe, Lowers Price Target to $350

RBC Capital analyst Matthew Swanson maintains Adobe (NASDAQ:ADBE) with a Outperform and lowers the price target from $400 to $350.

9 Information Technology Stocks Whale Activity In Today's Session

Reported Earlier: Adobe Launches Firefly AI Assistant

New Firefly AI Assistant, powered by Adobe's creative agent, enables creators to direct outcomes in their own words as the assistant orchestrates and executes complex, multi-step workflows across Adobe's Creative Cloud

'Big Short' Legend Steve Eisman Says Buying Software Stocks Is 'Just Like Catching A Falling Knife'

Steve Eisman compares the software selloff to the 2008 financial crisis as Salesforce, ServiceNow, and Adobe trade at historic low valuations.

Software Stocks Were Called Dead – They Just Had Their Best Day In A Year

The IGV ETF surged 4.9% Monday — its best session since April 2025. Oracle drove 90 basis points of that move single-handedly, accounting for a fifth of the entire sector's gain.

Big Short Legend Steve Eisman Says Every Private Equity Software Deal Is Underwater 'And Probably By A Lot'

Eisman says every PE software deal is underwater 'and probably by a lot' as AI guts the SaaS model and prediction markets price zero rate relief.

AI Hardware Boom Leaves Software ETFs In The Dust As IGV Slides

AI-driven hardware stocks are surging while software names lag, dragging IGV lower as investors interest rotate into semiconductor ETFs.

Mythos AI Fears; Energy-Driven High Inflation Data; Markets Bet On An Iranian Off-Ramp

Jim Cramer's 'Hardware-Only' Trade: Marvell And Intel Surge As Software Stocks Sink

"Buy Hardware, Sell Software!" Jim Cramer reveals why Marvell and Intel are crushing the market while Salesforce and Adobe crash.

IGV ETF Hit By Palantir Rout As Anthropic Reshapes Enterprise AI Spending

IGV ETF slides further as Palantir tumbles and Anthropic captures rising enterprise AI spend, signaling a shift in sector dynamics and investor sentiment.

9 Information Technology Stocks Whale Activity In Today's Session

Bitmine Joins NYSE With $4 Billion Buyback But Stock Slips 2% On Debut Day

Bitmine debuts on the NYSE and expands its buyback to $4B, holding 4.8M ETH worth $10B as shares slip 2% on opening day.

$100 Invested In Adobe 15 Years Ago Would Be Worth This Much Today

Nvidia At A Discount? Tech Valuations Look Attractive And Mark Gibbens Says It's 'A Great Time to Get In' On PLTR, NVDA And GOOGL

Mark Gibbens says the market pullback is a great time to buy discounted tech stocks like Nvidia, Palantir, and Alphabet. Find out why.

Benzinga Bulls And Bears: Arm, Destiny Tech, Salesforce — And Nasdaq Enters Correction

Benzinga examined the prospects for many investors' favorite stocks over the last week — here's a look at some of our top stories.

Why Are Adobe Shares Sliding On Friday?

Adobe (ADBE) shares slide following a William Blair downgrade. See why analysts are turning cautious on the software giant.