Oracle Corporation

Adobe Inc.

Bayerische Motoren Werke Aktiengesellschaft

The week began with a sharp jump in oil prices and a collapse on Asian stock exchanges - the conflict between the U.S. and Iran is dragging on, and investors are increasingly concerned about the destabilization of the global economy. Market attention will continue to be focused on events in the Middle East, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-middle-east-developments-oil-prices-in-focus-u-s-inflation-due-8143012a?mod=Searchresults&amp;pos=1&amp;page=1#:~:text=View%20more-,All%20eyes%20will%20be%20on%20developments%20in%20the%20Middle%20East,-after%20the%20U">writes</a> The Wall Street Journal.

Iran war, US inflation, Oracle report: what investors need to know this week

Figma

The company's stock jumped 15%, defying doubts about the adequacy of its valuation

Figma software affected by sell-off rises on strong report. Is the apocalypse coming to an end?

SAP SE

ServiceNow, Inc.

HubSpot, Inc.

Microsoft Corporation

Technology fund Polar Capital sold SAP and Adobe before the "software apocalypse". Which stocks does it prefer to hold now?

AI has posed an "existential threat" to software developers. How does a top 1% fund invest?

Salesforce, Inc.

One tool for lawyers has the market questioning the future of the entire Microsoft and Salesforce business model

Minus nearly $1 trillion in capitalization in a week: three questions about the "software apocalypse"

PayPal Holdings, Inc.

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Threat from new AI tools wiped out $300 billion of capitalization in a day

Marvell Technology, Inc.

In a particularly vulnerable position is OpenAI

'The honeymoon is over': Deutsche Bank warns of 'most challenging year ever' for AI

Intuit Inc.

Software companies for 2025 and early 2026 have fallen significantly in price amid fears that AI will undermine their business models

"A bogeyman for software developers: analyst considers sell-off in software stocks excessive

Photronics, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York Morning: Oracle may wake up the "bears"

Broadcom Inc.

Wall Street is expecting a quarter percentage point cut in the US interest rate during this week's main event - the US Federal Open Market Committee (FOMC) meeting of the US Federal Reserve, which will end with a press conference by Fed chief Jerome Powell. Powell is expected to undertake a so-called hawkish rate cut: with no hint of further monetary policy easing in early 2026, Barron's <a href="https://www.barrons.com/articles/fed-rate-decision-adobe-oracle-costco-broadcom-c2d28c54?mod=RTA#:~:text=But%20Powell%20is%20expected%20to%20deliver%20a%20hawkish%20cut%2C%20meaning%20he%20won%E2%80%99t%20signal%20any%20rate%20cuts%20early%20next%20year.">writes</a>.

Fed rate and Oracle and Adobe reports: what investors need to know this week

Semrush Holdings, Inc.

Semrush, a small cap that owns a search-engine optimization and marketing platform used by Amazon, TikTok, and other companies, <a href="https://finance.yahoo.com/quote/SEMR/">soared</a>&nbsp;74% yesterday, November 19, after it broke that Adobe will acquire Semrush the company at a premium. Needham <a href="https://www.investing.com/news/analyst-ratings/needham-downgrades-semrush-stock-to-hold-following-adobe-acquisition-93CH-4368652">cut</a>&nbsp;its rating to “hold,” saying the stock now offers limited upside.

Shares of software provider Semrush jump 74% as Adobe to acquire company for $1.9 bln

NVIDIA Corporation

Palo Alto Networks, Inc.

Target Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research

Morning in New York: Nvidia will support the bulls

Getty Images Holdings, Inc.

Shutterstock, Inc.

Whether it is a book cover, a product label, or an image in a fitness app, chances are the photo came from a stock marketplace such as Shutterstock or Depositphotos.