The Investment Committee give you their top stocks to watch for the second half.

Adobe is mispriced at 15x earnings, with AI disruption fears disconnected from its record FY2025 results and durable competitive advantages. ADBE's model-agnostic AI strategy will create deep workflow integration and enterprise relationships and ensure it remains the go-to platform for professional creative work, not an AI casualty. I set a $595/share price target, projecting 19–23% annual returns as the market recognizes ADBE's AI-driven growth and capital allocation discipline.

U.S. stock futures are trading in negative territory to start the last trading day of 2025. Wall Street ended in the negative zone in the last three trading days.

U.S. stock futures are trading in negative territory to start the last trading day of 2025.

Stocks that have been labeled as AI losers could become AI winners in 2026.

After a year dominated by mega-cap winners and AI bellwethers, several notable stocks were left behind in 2025, which are quietly positioning themselves to lead in the new year, at valuations that are still reasonable relative to their industry counterparts.

Boston Trust Walden Corp lessened its stake in shares of Adobe Inc. (NASDAQ: ADBE) by 13.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 80,507 shares of the software company's stock after selling 12,913 shares during the quarter. Boston Trust Walden Corp's

Diversified Trust Co grew its holdings in Adobe Inc. (NASDAQ: ADBE) by 16.3% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,207 shares of the software company's stock after purchasing an additional 1,571 shares during the period. Diversified

Artificial intelligence (AI) has remained a prominent theme of 2025, and for the past three years, no other trend has garnered as much attention as AI.

Byron Deeter, partner at Bessemer Venture Partners, joins CNBC's ‘Squawk on the Street' to discuss why AI software will be a key focus next year, where he sees opportunities in the AI boom, and more.