Adobe’s latest earnings leave Wall Street wanting more
THE SO WHAT
Meeting expectations isn’t enough when investors expect AI to materially re-accelerate growth — Adobe’s reception is a warning shot. If you’re a mature software vendor, your AI story has to show new revenue and higher ARPU, not just feature parity and cost savings.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationOracle and AI Earnings Better Than Feared, RBC's Jaluria Says
Analysts calling Oracle’s quarter ‘better than feared’ and the AI trade ‘more durable’ suggests public markets are recalibrating from hype to steady growth expectations. Operators should plan AI bets on multi-year ROI and attach to real workloads, not quarter-to-quarter sentiment swings.
Tech & InnovationSamsung's most expensive portable SSD ever goes on preorder for $2,880 — 8TB P9 USB 4 external SSD reaches 4,000 MB/s and has a shockingly high price tag
Samsung is testing how much of a premium pros will pay for 4,000 MB/s USB4 and ruggedization in a portable form factor—this is workstation-class scratch disk pricing, not mass-market storage. If you’re speccing AI or video workflows, treat these as niche performance tools and compare against internal NVMe plus cheap bulk storage, not other externals.
Tech & InnovationSchools are catching on to Big Tech’s playbook
AI vendors offering “free” curriculum and tools to schools are seeding long-term platform lock-in under the banner of access and skills. Districts and edtech operators should treat these deals like any strategic vendor relationship—negotiate data use, switching costs, and curriculum control up front, not after classrooms are dependent.
Tech & InnovationThe Far-Right Pivots to Hating ‘Algorithmic Immigrants’
AI infrastructure is becoming a cultural flashpoint, not just an economic one—data centers are now being framed as threats to identity and sovereignty. If you site, build, or operate AI infra, factor local political narratives into risk, permitting, and security planning, not just NIMBY noise.