Pomegra
Technology
MAJOR
6d ago6 min read
Palantir, CrowdStrike, Okta Slide as AI Stocks Unwind
Palantir lost about $40 billion in value as CrowdStrike and Okta fell roughly 10% on Nov. 5, when investors sold software's biggest AI winners.
Company hub
ADBE stock news & analysis
Everything Pomegra has published on ADBE: 21 news articles and 4 market briefs, newest first.
Market briefs on ADBE
- Salesforce Stock Rises 4% as Semiconductors Slide
Salesforce (CRM) and Campbell's gained as the chip fund SMH headed for an eighth straight losing day
Oct 16
- Adobe Stock Falls 1.7% After Wells Fargo Downgrade
Adobe (ADBE) dipped nearly 4% at the low and is down about 31% in 2026 as growth slows and AI rivals gain.
Oct 13
- Microsoft Stock Falls 1.4% After Green Card Suspension
Microsoft (MSFT) and seven other firms are frozen out of green-card filings as the US cites federal probes.
Oct 9
- Adobe Stock Falls 3% on CEO Succession Despite Q3 Beat
Adobe (ADBE) slid ~3% as CEO Narayen's exit to Anil Chakravarthy overshadowed a $6.76B Q3 revenue beat.
Sep 10
ADBE news
Business & Earnings
MAJOR
Oct 295 min read
Fortinet FTNT Falls 25% After Hours Despite Q3 Beat
Fortinet shares dropped about 25% after hours on Oct. 28 as product revenue growth slowed to 37% from 52%, and the selloff pulled down Salesforce, Palo Alto, Intuit and Adobe.
Markets
NOTABLE
Oct 127 min read
Salesforce, Adobe Split as Analyst Calls Diverge
Salesforce (CRM) rose about 4% on a Bank of America double upgrade while Adobe (ADBE) fell 4% on a Wells Fargo double downgrade, splitting software stocks.
Policy & Regulation
MAJOR
Oct 85 min read
Microsoft, Adobe Suspended From Green Card Program
The Labor Department suspended Microsoft, Adobe, Infosys, Wipro, Tata, Cognizant and others from the PERM green card program over alleged H-1B abuse, Vance said.
Technology
MAJOR
Sep 145 min read
Adobe AI Revenue Surges 150% in Q3 FY2026
Adobe posted AI-first ARR growth of over 150% year-on-year in Q3 FY2026, with Firefly ARR up 40% quarter-on-quarter as the company raised full-year guidance and shares climbed 2.2%.
Business & Earnings
NOTABLE
Sep 125 min read
Adobe Q3 Beat Overshadowed by Guidance Miss, CEO Exit
Adobe Q3 2026: $6.76B revenue and $6.13 non-GAAP EPS topped estimates, but a narrow Q4 guidance miss and CEO succession announcement sent ADBE shares down roughly 2.7%.
Business & Earnings
MAJOR
Sep 106 min read
Adobe Q3 FY2026: AI ARR Up 150%, Q4 Guide Falls Short
Adobe's Q3 FY2026 results validated its AI monetization strategy with 150% ARR growth, yet a cautious Q4 revenue forecast sent ADBE shares lower after hours.
Business & Earnings
MAJOR
Sep 96 min read
Adobe Q3 Earnings Test: Firefly AI vs. Disruption
Adobe ADBE reports Q3 fiscal 2026 earnings on September 10 as markets test whether Firefly AI revenue can outpace accelerating creative-tool cannibalization.
Technology
MAJOR
Sep 76 min read
Adobe ADBE Triple Exit Deepens AI Survival Risk
Adobe's simultaneous CEO handoff, creative chief departure, and open CFO seat have crystallized investor fears that the company lacks a credible path to monetize generative AI without dismantling…
Business & Earnings
MAJOR
Sep 46 min read
DocuSign Q2 FY2027 Earnings Beat Sparks 8% Rally
DocuSign surged 8% after hours as a Q2 FY2027 earnings beat and raised ARR growth guidance confirmed accelerating IAM platform adoption is ending years of post-pandemic decline.
Technology
MAJOR
Sep 46 min read
Adobe Names Chakravarthy CEO as ADBE Drops 3%
Adobe names insider Anil Chakravarthy as next CEO, ADBE drops 3.4% premarket as investors weigh AI disruption risk and the end of Narayen's 18-year tenure.
Technology
MAJOR
Aug 296 min read
Salesforce Rockets 22% on Claudeforce and Q2 Beat
Salesforce jumped 22% for its second-best day on record after Q2 EPS topped estimates and the Claudeforce-Anthropic launch fueled enterprise AI optimism.
Technology
MAJOR
Aug 285 min read
Salesforce CRM Surges 23% on Anthropic Gain, Claudeforce
Salesforce CRM rallied 23% to its second-best session ever as a $2.6 billion Anthropic stake gain and the Claudeforce AI plugin launch powered an 80% earnings-per-share beat over consensus.
Markets
MAJOR
Aug 46 min read
Situational Awareness LP Exits $16B AI Book to Citadel
Situational Awareness LP sold its $16B public equity book to Citadel in a single block trade after 4x leverage turned a 439% gain into forced liquidation.
Markets
Jul 305 min read
Situational Awareness Unwinds Public Book After AI Rout
Leopold Aschenbrenner's $45 billion AI hedge fund sold its entire public equity portfolio to Ken Griffin's Citadel after 4x-leveraged semiconductor bets collapsed in July's AI market rout.
Markets
Jun 128 min read
Adobe Falls 4% as AI-Disruption Fears Overshadow Record Q2 2026
ADBE stock slides to a seven-year low despite record tech earnings, as investors bet that Creative AI rivals are eroding the value of Adobe's $17 billion subscription franchise.
MarketsTechnology
Jun 28 min read
Nvidia's AI Ecosystem Ignites Enterprise Software Rally
Jensen Huang's Computex 2026 declaration that AI amplifies software demand sent enterprise names surging, with ServiceNow posting its best four-day gain since its 2012 IPO.
Markets
Jun 16 min read
ServiceNow, Adobe Jump on Nvidia AI Chip News
ServiceNow surged nearly 10% and Adobe gained over 4% Monday as Nvidia's N1X chip reveal at Computex and Jensen Huang's remarks fueled a broad enterprise software growth rally.
Markets
May 156 min read
Figma FIG Stock Surges 10% on Q1 2026 Earnings Beat, Raised Guidance
Figma (NYSE: FIG) shares surged up to 10% on May 15, 2026 after Q1 revenue hit $333.4M — a 46% year-over-year jump that crushed estimates and triggered a full-year guidance raise.
Technology
Apr 177 min read
Figma Stock Sinks 7.85% as Anthropic Launches Rival Claude Design Tool
Figma shares tumbled nearly 8% on Friday, April 17, 2026, after Anthropic unveiled Claude Design — an AI-powered collaborative visual tool that directly challenges Figma's core business. The launch de...
Markets
Mar 137 min read
Adobe Posts Record Q1 Earnings as CEO Narayen Announces Departure After 18 Years
Adobe delivered a landmark first quarter for fiscal 2026, beating Wall Street expectations on both revenue and earnings per share, yet shares fell sharply after the company simultaneously announced th...