News
Adobe (ADBE) reports FY26 Q2 earnings after the close on June 11. The central question: is generative AI turbocharging Adobe's business or quietly undermining its core design software franchise?
News
Apple debuted a redesigned "Siri AI" at WWDC 2026, with core capabilities powered by a custom Google Gemini model worth roughly $1B a year to Alphabet. Shares surged intraday then reversed, closing down about 2%.
Googl
The bear case on Google is breaking down. Search accelerated +19%, Cloud exploded +63% to $20B, and a $460B+ backlog signals escape velocity — but $180B+ in capex and undisclosed AI Search unit economics keep the story unresolved.