Concerns around flagging growth and the disruptive potential of artificial intelligence have hammered technology giant Adobe recently. While AI may present a risk to the less sticky parts of its customer base, demand from larger business clients appears healthy. ADBE's fundamentals are stellar. With limited need to reinvest in its underlying operations, the firm has been able to spend aggressively on share buybacks.

Legendary investor Ray Dalio has repeatedly expressed concerns about the U.S. economy. He's discussed the unsustainable debt and geopolitical conflicts and is concerned about the long-term economic growth. In the fourth quarter, Bridgewater Associates reduced holdings in the major tech stocks, raising concerns about the future of artificial intelligence and increased capital spending. Dalio sold... Ray Dalio Sours On America And Sold These Tech Stocks.

AverySheffield, Vantage Rock, joins 'Closing Bell' to talk the state of software stocks and the impact of today's tariff ruling.

RingCentral and Five9 rallied on the back of strong fourth-quarter results, bucking the recent downtrend in software stocks. Both customer service software firms said AI has helped their businesses and boosted bookings and revenues.

BNP PARIBAS ASSET MANAGEMENT Holding S.A. raised its holdings in Adobe Inc. (NASDAQ: ADBE) by 16.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 770,824 shares of the software company's stock after acquiring an additional 110,166 shares during the quarter.

Fiera Capital Corp lessened its stake in shares of Adobe Inc. (NASDAQ: ADBE) by 25.7% in the undefined quarter, according to its most recent disclosure with the SEC. The firm owned 169,025 shares of the software company's stock after selling 58,503 shares during the period. Fiera Capital Corp's holdings in Adobe were worth

The Descartes Systems Group (NASDAQ: DSGX - Get Free Report) and Adobe (NASDAQ: ADBE - Get Free Report) are both computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their profitability, earnings, analyst recommendations, dividends, institutional ownership, valuation and risk. Institutional and Insider Ownership 77.7%

Adobe Inc. (NASDAQ: ADBE - Get Free Report) was the recipient of some unusual options trading on Thursday. Traders acquired 188,902 put options on the stock. This is an increase of 248% compared to the average volume of 54,325 put options. Analyst Ratings Changes Several analysts recently commented on the stock. HSBC set a $302.00 price

Palo Alto Networks CEO Nikesh Arora defended the company's strategy and tried to differentiate itself from the AI threat facing software stocks. The cybersecurity company topped Wall Street's fiscal second-quarter estimates but issued lackluster earnings guidance for the current period.

Since the start of 2026, Adobe ( NASDAQ:ADBE ) has plunged 26% as Wall Street questions whether its creative software empire can withstand the generative AI revolution, plunging over 44% from its 52-week high as the market reprices the stock for a world where AI tools commoditize creative work that once required Adobe's premium software suite.