Notícias

After a punishing markdown, the creative software giant looks cheap, but the market is pricing in a story of strategic turmoil and fundamental risk.

US stocks appeared set for a steady start on Wednesday as investors drew confidence from strong bank earnings and a softer-than-expected inflation report the day before, even as oil prices remained elevated following fresh US strikes on Iran. Nasdaq futures were up 0.5% ahead of the opening...

IBM's dismal preliminary results put a company-specific face on a larger change: Software and chip stocks are no longer moving in anything close to lockstep.

Shares in the IT company aren’t mounting much of a comeback, as investors reel from Tuesday’s brutal selloff.

IBM lost nearly a quarter of its market value on Tuesday after the stock suffered its steepest single-day decline since the company went public nearly 60 years ago.

Shares of the corporate stalwart plunged 25% as AI purchases crowd out traditional tech spending in many companies’ budgets.

A number of stocks fell in the afternoon session after IBM issued a second-quarter earnings warning, suggesting that enterprise customers may be slashing software budgets to fund hardware purchases.

The company's weaker revenue outlook raised fresh concerns about enterprise technology spending.

IBM Miss Rattles Wall Street, Sending Tech Stocks Sharply Lower

The market has left this software giant for dead on the price chart, but its financial statements keep telling a story of a business that is very much alive.

Adobe (NasdaqGS:ADBE) has agreed to acquire Topaz Labs, a specialist in AI-powered creative tools. The company reports AI-first net new annualized recurring revenue running at roughly 3x the level of the prior year. These moves point to a tighter integration of generative AI across Adobe's core creative and digital media offerings. Adobe enters this phase of AI expansion with its stock at $230.61, after a mixed performance in recent years. The shares are up 5.8% over the past week and 13.0%...

Adobe (ADBE) is in focus after management outlined a shift toward a freemium approach for its AI powered products, tying success to AI first annual recurring revenue, which is now above US$500 million. See our latest analysis for Adobe. The freemium AI push comes at a time when Adobe’s share price has bounced, with a 1 day share price return of 3.12% and 30 day share price return of 13.03%. However, this sits against a weaker backdrop, with the year to date share price return down 30.81% and...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

IBM shares tumbled Tuesday after the software giant posted preliminary results for the second quarter that disappointed.

Should investors be excited or worried when a stock crosses above the 50-Day simple moving average?

Tech stocks faced downward pressure Tuesday as disappointing preliminary results from IBM (NYSE:IBM) rippled across the sector, pulling shares of major software companies lower. Following IBM’s update, investors reacted sharply to the cooling sentiment in the broader software space: Accenture (NYSE:ACN): Fell 8% ServiceNow (NYSE:NOW): Dropped 6% Workday (NASDAQ:WDAY): Declined 5% Salesforce (NYSE:CRM): Slipped 5% The decline is rooted in a fundamental shift in enterprise capital expenditure (cap

The market has punished this software giant as if its core business is failing, yet the company's financial engine continues to run with remarkable efficiency.

Adobe has lost nearly 40% of its value over the past year while its underlying business keeps hitting records and raising guidance. Something in that math does not add up, and figuring out which side is wrong could define the trade.

Adobe (ADBE) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

With the market focused on competitive threats and a strategic pivot, one overlooked number reveals the powerful financial engine that gives Adobe room to maneuver.

DOCU's recurring subscription revenues, eSignature growth and tech partnerships support its outlook despite liquidity and pricing risks.

The software giant's stock is on the discount rack, but investors must decide if they're getting a deal or just what they paid for.

Adobe Inc. (NASDAQ:ADBE) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer highlighted a recent change in ratings for the stock, as he said: Of late, and only of late, we’ve seen a remarkable move into what would’ve been considered more defensive software stocks before the advent of AI; I’m […]

Overblown AI fears and a broader market correction have created attractive opportunities in the tech sector.

Dylan Field argues that AI will make great design more valuable, not less, as the debate over whether generative AI will replace designers gathers pace.

Tractor Supply downgrade, Five Below upgraded: Wall Street's top analyst calls

Downgrading Adobe to 'Underperform,' BoA argues that new AI tools are weighing on growth rather than accelerating it, with the stock already trading near multi-year lows. Should investors hit the pause button?

Shares in software companies are among the biggest losers in premarket trading: Salesforce (CRM), IBM (IBM) and ServiceNow (NOW) are down around 4.5% Adobe (ADBE) and Workday (WDAY) fall over 3% ...

Shopify Inc. is set to release its financial results for the second quarter of 2026, with the announcement scheduled for August 5 before market open. A conference call hosted by Shopify's management will follow to discuss the results, available via webcast on the company's Investor Relations website. This announcement aligns with Shopify's ongoing role as a provider of essential internet infrastructure for commerce, supporting millions of businesses worldwide. The upcoming financial...

(Bloomberg) -- The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaSoftware stocks are coming to life afte