Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,291 signal articles · 50 in last 24h · 115,510 total before filter · latest 41m ago
50last 24h
1769last 7d
298● bullish (7d)
168● bearish (7d)
205publishers
AllMacro315Earnings818M&A104Regulatory25Product16Analyst26
✕ clear all filtersticker: ADBESentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Figma Gets an Activist Investor. Exhibit A on Why Companies Don’t Want to Go Public.
Barrons.com79d agoneutral
Figma Gets an Activist Investor. Exhibit A on Why Companies Don’t Want to Go Public.

Now the design software maker has an activist investor to deal with. Hedge fund Findell Capital Management, which has an undisclosed stake in Figma issued a letter Thursday to Figma’s chief executive and board, urging changes at the company. Figma needs to take steps to shed its unwarranted reputation as an artificial-intelligence “loser,” Findell argued.

Investing.com80d agoneutral
Activist Findell seeks changes at ’Adobe slayer’ Figma

Investing.com -- Activist hedge fund Findell Capital Management is launching a campaign for sweeping changes at software company Figma Inc (NYSE:FIG), declaring the platform significantly undervalued. In a letter to the board alongside an activist report released Thursday, the firm argued the "Adobe slayer" is being mistakenly penalized by public markets over unfounded artificial intelligence disruption fears. Figma currently trades at nearly half of the $20 billion valuation Adobe Systems Incor

Latest News In E-Commerce - E-Commerce Revolution Driven By Global Digital Connectivity
Simply Wall St.80d agoneutral
Latest News In E-Commerce - E-Commerce Revolution Driven By Global Digital Connectivity

The global B2C e-commerce market is expected to experience substantial growth, projected to expand from USD 7.23 trillion in 2025 to USD 33.52 trillion by 2033, reflecting a 21.7% compound annual growth rate (CAGR). This growth is driven by increased digital connectivity, advancements in mobile commerce, and improved digital payment systems, particularly benefiting emerging markets in Asia, Latin America, and Africa. The proliferation of 5G technology and the enhancement of logistics and...

Bloomberg80d agoneutral
Salesforce Gives Lukewarm Outlook That Fuels Disruption Fear

(Bloomberg) -- Salesforce Inc. gave a revenue outlook for the current period that just fell short of analysts’ estimates, unnerving investors already concerned about the possibility that artificial intelligence will disrupt the software business.Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing Inter

AI Disruption Concerns Weighed on Adobe’s (ADBE) Performance
Insider Monkey82d agoneutral
AI Disruption Concerns Weighed on Adobe’s (ADBE) Performance

Diamond Hill Capital, a First Eagle Investment Management company, issued its Q1 2026 investor letter for its “Large Cap Strategy”. A copy of the letter is available to download here. The Strategy declined 2.39% (net of fees), trailing the Russell 1000 Value Index’s 2.10%. The performance was positively affected by stock selection in industrials and consumer discretionary, along […]

3 Software Stocks That Concern Us
StockStory83d agoneutral
3 Software Stocks That Concern Us

From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 10.1% over the past six months. This drop is a far cry from the S&P 500’s 10% ascent.

Adobe CEO Shift And Semrush Deal Reframe AI Growth Story
Simply Wall St.84d agoneutral
Adobe CEO Shift And Semrush Deal Reframe AI Growth Story

Adobe (NasdaqGS:ADBE) has announced that CEO Shantanu Narayen will step down after 18 years in the role. The company has also completed the acquisition of Semrush to expand its enterprise AI and brand visibility tools. These moves indicate a major leadership change alongside a push into AI centric marketing and content capabilities. Adobe sits at the center of creative software and digital experience workflows, with products used across marketing, design, and content production. The...

Assessing Adobe (ADBE) Valuation After A 40% One Year Share Price Decline
Simply Wall St.84d agoneutral
Assessing Adobe (ADBE) Valuation After A 40% One Year Share Price Decline

Why Adobe stock is back in focus Adobe (ADBE) is drawing fresh attention as investors weigh its recent share performance, with the stock down about 40% over the past year and roughly 26% lower year to date. See our latest analysis for Adobe. At a share price of US$244.76, Adobe’s short term moves have been relatively muted. The year to date share price return and 1 year total shareholder return both show a clear loss, signalling fading momentum as investors reassess growth prospects and...

Adobe (ADBE) Launches Brand Visibility Solution to Optimize Digital Channels for AI Discovery Surfaces
Insider Monkey84d agoneutral
Adobe (ADBE) Launches Brand Visibility Solution to Optimize Digital Channels for AI Discovery Surfaces

Adobe Inc. (NASDAQ:ADBE) is one of the cheap AI stocks to buy according to analysts. On April 20, Adobe announced a brand visibility solution, expanding Adobe Experience Manager/AEM with a contextual layer designed to optimize digital channels for both humans and AI discovery surfaces. This initiative addresses the massive 269% year-over-year increase in AI-driven traffic […]

Jim Cramer Continues Important Investigation For Adobe (ADBE)
Insider Monkey84d agobearish
Jim Cramer Continues Important Investigation For Adobe (ADBE)

We recently published Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks. Adobe Inc. (NASDAQ:ADBE) is one of the stocks discussed by Jim Cramer. Cramer frequently discusses productivity software firm Adobe Inc. (NASDAQ:ADBE) in his morning appearances. In 2025, the CNBC TV host pointed towards the firm’s struggles in the […]

Jim Cramer Discusses ServiceNow’s (NOW) Share Price Performance
Insider Monkey84d agoneutral
Jim Cramer Discusses ServiceNow’s (NOW) Share Price Performance

We recently published Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks. ServiceNow, Inc. (NYSE:NOW) is one of the stocks discussed by Jim Cramer. Enterprise workflow management software provider ServiceNow, Inc. (NYSE:NOW)’s shares are down by 50.9% over the past year and by 32% year-to-date. Bank of America discussed the […]

Trump’s Tech Trades Put Fresh Focus On Adobe Governance And Investors
Simply Wall St.86d agoneutral
Trump’s Tech Trades Put Fresh Focus On Adobe Governance And Investors

Recent disclosures show President Trump executed thousands of individual stock trades while in office, including significant activity in Adobe shares. The trading occurred as Adobe was already under governance scrutiny in ongoing shareholder litigation. The overlap between presidential trading and a company sensitive to policy and regulatory trends is drawing fresh attention to Adobe's ownership profile. For investors watching NasdaqGS:ADBE, the political spotlight lands on a stock that has...

How Adobe (ADBE) Is Using Agentic AI to Defend Its Software Moat
Insider Monkey86d agoneutral
How Adobe (ADBE) Is Using Agentic AI to Defend Its Software Moat

Adobe Inc. (NASDAQ:ADBE) is one of the best underperforming tech stocks to buy for a turnaround. Adobe fits the setup because the stock has been caught in the broader software selloff tied to AI disruption fears. Reuters reported on April 20 that Adobe shares were down about 30% in 2026 as investors weighed whether autonomous […]