Citi's Tyler Radke Sees AI Dividing Software Sector
Citi's Tyler Radke sees AI splitting software into winners and losers; Microsoft and Palantir gain while Adobe and smaller vendors feel pressure.
21/10/2026 02:279 min read
Adobe
Adobe clears Q3 estimates; revenue outlook for Q4 disappoints
Adobe beat fiscal Q3 revenue and profit estimates, but its Q4 revenue guidance only matches the consensus figure at the top of the range.
10/09/2026 20:2113 min read
Adobe Picks Anil Chakravarthy as CEO Amid Persistent AI-Driven Stock Pressure
Adobe named Anil Chakravarthy CEO on Thursday, replacing Shantanu Narayen as the stock slides on AI fears.
04/09/2026 03:269 min read