Marvell Technology, Inc.

Adobe Inc.

Salesforce, 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

Oracle Corporation

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.

The end of stock photos? Shutterstock and Adobe's future amid the AI boom

Unlike Morgan Stanley, most analysts on Wall Street will continue to believe in Adobe

Morgan Stanley downgraded Adobe's stock. Are AI capabilities overrated?

Microsoft Corporation

Super Micro Computer, Inc.

Delta Air Lines, Inc.

The Boeing Company

Morning in New York: investors wait for signals from consumers

The market feared Photoshop would lose popularity due to AI products like Midjourney

Adobe's investment in AI has started to pay off. Is it time to buy its stock?

Investors should not be afraid of the decline in popularity of conventional programs due to the introduction of AI - neural networks will make software better, says an investment bank analyst

AI will give software developers a "second birth," Goldman expects. Which stocks does he advise?

Apple Inc.

Data on inflation in the United States this week will be a key factor for Wall Street ahead of the U.S. Federal Reserve meeting on interest rates, the results of which are expected on September 17, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-inflation-france-confidence-vote-ecb-in-focus-a8e5cdc7?mod=economy_more_article_pos2#:~:text=U.S.%20inflation%20data%20in%20the%20coming%20week%20will%20be%20the%20next%20key%20data%20ahead%20of%20a%20Federal%20Reserve%20interest%2Drate%20decision%20on%20September%2017.%20Investors%20anticipate%20that%20rate%20cuts%20will%20resume%20from%20this%20month%2C%20but%20the%20pace%20of%20reductions%20beyond%20that%20remains%20uncertain.">writes</a> The Wall Street Journal. The stock market expects the regulator to resume rate cuts in September, but the pace of further easing of monetary policy remains uncertain, the newspaper notes.