Adobe’s AI Problem 🙄 $ADBE reports earnings in in three days days, and the pressure is building. The stock has been hit since the AI boom as generative tools now create images, directly challenging parts of Adobe’s core design business. But AI cuts both ways: It can also accelerate development and automation inside Adobe, potentially reducing the need for large engineering teams. If growth slows, cost cuts and layoffs would not be surprising.

Maartunn
@JA_Maartun
Oracle ($ORCL) is down -57% from ATH.
After surging in 2024–2025, Oracle traded at a P/E of ~37, triggering a natural correction.
At the same time, OCI cloud growth came in slightly below expectations while billions are being invested into AI data centers and GPU capacity,


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