28 days ago
Heavy volume in Apple Inc. (AAPL) puts expiring in one year with a strike price 4% lower shows that institutional investors are bullish on AAPL. In addition, this short-put play provides a 6.76% one-year yield.
AAPL is trading at $322.96 midday on Wednesday, Sept. 16. This is off a recent peak of $340.08 on July 28, but up from a trough of $302.25 on Aug. 12.
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#bullish #play #recent #year
AAPL is trading at $322.96 midday on Wednesday, Sept. 16. This is off a recent peak of $340.08 on July 28, but up from a trough of $302.25 on Aug. 12.
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#bullish #play #recent #year
28 days ago
With the market coming into a seasonally weak time of year, Bear Call Spreads could be an interesting trade to consider.
A bear call spread is a type of vertical spread, meaning that two options within the same expiry month are being traded.
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#spread #option #bear #call
A bear call spread is a type of vertical spread, meaning that two options within the same expiry month are being traded.
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#spread #option #bear #call
29 days ago
Adobe (ADBE) reported a record fiscal Q3 2026 and raised its fiscal 2026 revenue and earnings targets. Revenue rose 13% as reported to $6.76 billion, above the $6.70 billion the company had guided. But the key figure that did not move is the one to hold the quarter against: the fiscal 2026 target for growth in ending annualized recurring revenue, or ARR, still 10.2%.
The fiscal 2026 revenue target moved to $26.576 billion to $26.626 billion from $26.55 billion. The interim CFO sized that at around $50 million at the midpoint, a little less than the $60 million revenue beat in fiscal Q3. The gap is a slight currency headwind in fiscal Q4, and the interim CFO said nothing in the business changed. Non-GAAP earnings per share of $6.13 cleared the $6.08 guide, and the fiscal 2026 non-GAAP EPS target moved to $24.45 to $24.50.
Total ending ARR was $27.5 billion, up 11.2% year over year at the end of fiscal Q3, and the fiscal 2026 year-end growth target for it stayed at 10.2%. Remaining performance obligations, or RPO, grew 8% year over year. One ***** yst called that the first single-digit reading since early fiscal 2023, and down from the prior quarter. The interim CFO tied the RPO figure to the push to acquire new users through the freemium model, and said RPO typically steps up in fiscal Q4 and then stays roughly flat for three quarters.
Another ***** yst put net new ARR down 36% to 37% year over year. Management's answer: Adobe has sent a portion of its traffic into the freemium path to acquire users, and will calibrate when to convert them into paying ARR. The CEO said the company was happy to skip pricing actions that might have brought short-term relief but matter less than new user adoption. Creative freemium monthly active users, which include Firefly, Express and the web and mobile versions of Photoshop, crossed 100 million, growing more than 70% year over year.
So far the paying signal is small against the book. AI-first ending ARR passed $650 million, growing more than 150% year over year, which is about 2.4% of the $27.5 billion total. Management says credit consumption is accelerating quarter on quarter across Creative Cloud and the Firefly app, and Acrobat AI ***** istant monthly active users doubled from the prior quarter. Management gave no date for resuming the pricing actions it deferred in Creative Cloud, and said it is constantly calibrating the best conversion point.
#year #revenue #target #creative
The fiscal 2026 revenue target moved to $26.576 billion to $26.626 billion from $26.55 billion. The interim CFO sized that at around $50 million at the midpoint, a little less than the $60 million revenue beat in fiscal Q3. The gap is a slight currency headwind in fiscal Q4, and the interim CFO said nothing in the business changed. Non-GAAP earnings per share of $6.13 cleared the $6.08 guide, and the fiscal 2026 non-GAAP EPS target moved to $24.45 to $24.50.
Total ending ARR was $27.5 billion, up 11.2% year over year at the end of fiscal Q3, and the fiscal 2026 year-end growth target for it stayed at 10.2%. Remaining performance obligations, or RPO, grew 8% year over year. One ***** yst called that the first single-digit reading since early fiscal 2023, and down from the prior quarter. The interim CFO tied the RPO figure to the push to acquire new users through the freemium model, and said RPO typically steps up in fiscal Q4 and then stays roughly flat for three quarters.
Another ***** yst put net new ARR down 36% to 37% year over year. Management's answer: Adobe has sent a portion of its traffic into the freemium path to acquire users, and will calibrate when to convert them into paying ARR. The CEO said the company was happy to skip pricing actions that might have brought short-term relief but matter less than new user adoption. Creative freemium monthly active users, which include Firefly, Express and the web and mobile versions of Photoshop, crossed 100 million, growing more than 70% year over year.
So far the paying signal is small against the book. AI-first ending ARR passed $650 million, growing more than 150% year over year, which is about 2.4% of the $27.5 billion total. Management says credit consumption is accelerating quarter on quarter across Creative Cloud and the Firefly app, and Acrobat AI ***** istant monthly active users doubled from the prior quarter. Management gave no date for resuming the pricing actions it deferred in Creative Cloud, and said it is constantly calibrating the best conversion point.
#year #revenue #target #creative
29 days ago
Adobe Systems (ADBE) reported strong revenue and free cash flow results for fiscal Q3 on Sept. 10. Free cash flow (FCF) margins were over 40% over the past year. ADBE stock is dirt cheap now at less than 10x earnings and 10x trailing 12-month (TTM) FCF. As a result, shorting ADBE puts and put credit spreads work well for value investors.
ADBE closed at $265.60 on Monday, Sept. 14, up from a recent trough of $248.83 on Sept. 10 before the earnings release. However, the chart below from Barchart shows ADBE has been flat for the past month and a half.
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#week #cash #flow
ADBE closed at $265.60 on Monday, Sept. 14, up from a recent trough of $248.83 on Sept. 10 before the earnings release. However, the chart below from Barchart shows ADBE has been flat for the past month and a half.
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#week #cash #flow
29 days ago
Adobe Systems (ADBE) reported strong revenue and free cash flow results for fiscal Q3 on Sept. 10. Free cash flow (FCF) margins were over 40% over the past year. ADBE stock is dirt cheap now at less than 10x earnings and 10x trailing 12-month (TTM) FCF. As a result, shorting ADBE puts and put credit spreads work well for value investors.
ADBE closed at $265.60 on Monday, Sept. 14, up from a recent trough of $248.83 on Sept. 10 before the earnings release. However, the chart below from Barchart shows ADBE has been flat for the past month and a half.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart ****** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT
#investors #cash #flow #past
ADBE closed at $265.60 on Monday, Sept. 14, up from a recent trough of $248.83 on Sept. 10 before the earnings release. However, the chart below from Barchart shows ADBE has been flat for the past month and a half.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
What Old-School Chart ****** ysis and Gamma Exposure Tell Us About QQQ This Fed Week
Unusually High Volume in Deep Out-of-the-Money Vertiv Call Options Shows Investors Bullish on VRT
#investors #cash #flow #past
1 month ago
For much of the past year, the "AI trade" has been focused on infrastructure: processors, data centers, and cloud capacity. Snowflake Inc. (NYSE:SNOW)'s blowout quarter, which was reported after the market closed on September 2, provided something unique: clear evidence that AI is translating into real, incremental spending within software companies that are closer to the end customer. The reaction echoed throughout corporate software the next morning, adding to a rally that, for Salesforce, Inc. (NYSE:CRM) in particular, had already begun for its own reasons.
Snowflake Inc. (NYSE:SNOW) boosted its fiscal 2027 product revenues target to $6.07 billion from $5.84 billion, following a 37% increase in second-quarter product revenue to $1.49 billion. CEO Sridhar Ramaswamy stated that the company's AI products accounted for around half of that growth acceleration, which ****** ysts took as implying that AI demand is increasing Snowflake's core data platform, instead of just adoption of standalone AI add-ons. UBS ****** yst Karl Keirstead said the figures, together with Palantir and Databricks' rapid growth, gave compelling proof of robust enterprise AI adoption.
Snowflake's beat rippled across enterprise software, with ServiceNow, Atlassian, Adobe, Intuit, and Salesforce, Inc. (NYSE:CRM) all up 3.5% to 6% on the same day, while the sector-wide iShares Expanded Tech-Software ETF rose 3%.
That Snowflake-driven spike was piled on top of a much bigger adjustment made by Salesforce, Inc. (NYSE:CRM) on its own. The company released its second-quarter fiscal 2027 results on August 26, a week before Snowflake Inc. (NYSE:SNOW), with revenue of $11.35 billion, up 11% year-over-year, with current remaining performance obligations up 14% to $33.5 billion and adjusted EPS of $5.90, exceeding the $3.27 consensus. Along with those results, Salesforce and Anthropic announced Claudeforce, an expanded partnership that initially brings Salesforce data, workflows and business logic directly into Claude through a plugin with 37 prebuilt sales skills. The companies plan additional integrations across Claude, Salesforce and Slack. That said, Salesforce recorded $2.61 billion in net gains on strategic investments during the quarter, which added $2.53 per share to non-GAAP EPS.
Taken together, the two events suggest that enterprise AI adoption can increase the value and consumption of established software platforms when AI is connected to existing corporate data and workflows
#billion #software #data #quarter
Snowflake Inc. (NYSE:SNOW) boosted its fiscal 2027 product revenues target to $6.07 billion from $5.84 billion, following a 37% increase in second-quarter product revenue to $1.49 billion. CEO Sridhar Ramaswamy stated that the company's AI products accounted for around half of that growth acceleration, which ****** ysts took as implying that AI demand is increasing Snowflake's core data platform, instead of just adoption of standalone AI add-ons. UBS ****** yst Karl Keirstead said the figures, together with Palantir and Databricks' rapid growth, gave compelling proof of robust enterprise AI adoption.
Snowflake's beat rippled across enterprise software, with ServiceNow, Atlassian, Adobe, Intuit, and Salesforce, Inc. (NYSE:CRM) all up 3.5% to 6% on the same day, while the sector-wide iShares Expanded Tech-Software ETF rose 3%.
That Snowflake-driven spike was piled on top of a much bigger adjustment made by Salesforce, Inc. (NYSE:CRM) on its own. The company released its second-quarter fiscal 2027 results on August 26, a week before Snowflake Inc. (NYSE:SNOW), with revenue of $11.35 billion, up 11% year-over-year, with current remaining performance obligations up 14% to $33.5 billion and adjusted EPS of $5.90, exceeding the $3.27 consensus. Along with those results, Salesforce and Anthropic announced Claudeforce, an expanded partnership that initially brings Salesforce data, workflows and business logic directly into Claude through a plugin with 37 prebuilt sales skills. The companies plan additional integrations across Claude, Salesforce and Slack. That said, Salesforce recorded $2.61 billion in net gains on strategic investments during the quarter, which added $2.53 per share to non-GAAP EPS.
Taken together, the two events suggest that enterprise AI adoption can increase the value and consumption of established software platforms when AI is connected to existing corporate data and workflows
#billion #software #data #quarter
1 month ago
On September 10, Adobe (NASDAQ:ADBE) posted record third-quarter revenue of $6.76 billion, up 13% year over year, and raised its full-year revenue and profit targets. Non-GAAP EPS climbed 15% to $6.13, while GAAP EPS rose 11% to $4.62. Buried inside those headline numbers was a sharper story: AI-first ending ARR topped $650 million, growing more than 150% year over year. The same call brought a leadership change, with Anil S. Chakravarthy set to take over as CEO from Shantanu Narayen on December 1. Investors got a lot to digest in one afternoon.
Adobe's AI tools are no longer just a demo. Firefly ending ARR, which spans the Firefly app and its credit packs, grew 40% quarter over quarter, and the Acrobat AI ******* istant doubled its monthly active users over the same three months. Total monthly active users across Adobe's businesses surpassed 1 billion in the quarter, up more than 20% year over year, and creative premium MAU crossed 100 million, up more than 70%. Business professionals and consumers MAU passed 900 million, up more than 25%. That kind of user growth, concentrated in free and freemium tiers, is what feeds the paid AI upgrades now showing up in ARR.
The company backed that growth with cash. Operating cash flow hit a third-quarter record of $2.52 billion, and Adobe bought back roughly 9.5 million shares during the quarter, leaving $24.55 billion still authorized for repurchases. Management raised its full-year revenue target to a range of $26.58 billion to $26.63 billion and its non-GAAP EPS target to $24.45 to $24.50. On the product side, Adobe struck a deal to acquire Topaz Labs, whose AI enhancement models for image and video work would slot directly into Firefly and Creative Cloud. Enterprise demand held up too, with ending ARR growing more than 20% year over year at each of Adobe Experience Manager, Adobe Gen Studio, and Adobe Experience Platform.
Not every metric moved as fast. Remaining performance obligations, the backlog of contracted but unrecognized revenue, grew 8% year over year to $22.16 billion, trailing both the 13% revenue growth and the 11.2% growth in total ending ARR. Current RPO grew 9%, also behind the topline. Interim CFO Steven Day flagged a separate issue heading into the fourth quarter: a foreign-exchange headwind that partly offset the benefit of the third-quarter beat when management updated its full-year guidance.
AI-first ARR, for all its 150% growth rate, is still just over $650 million against a total ARR base of $27.50 billion, so it remains a small slice of the business even as it scales. The transition arrives at a pivotal moment too, with Chakravarthy set to take the CEO seat on Dec. 1 just as the company leans harder into an unproven agentic-software strategy, and the Topaz Labs deal still needs to clear regulatory approval before it adds anything to the numbers.
#adobe #billion #million
Adobe's AI tools are no longer just a demo. Firefly ending ARR, which spans the Firefly app and its credit packs, grew 40% quarter over quarter, and the Acrobat AI ******* istant doubled its monthly active users over the same three months. Total monthly active users across Adobe's businesses surpassed 1 billion in the quarter, up more than 20% year over year, and creative premium MAU crossed 100 million, up more than 70%. Business professionals and consumers MAU passed 900 million, up more than 25%. That kind of user growth, concentrated in free and freemium tiers, is what feeds the paid AI upgrades now showing up in ARR.
The company backed that growth with cash. Operating cash flow hit a third-quarter record of $2.52 billion, and Adobe bought back roughly 9.5 million shares during the quarter, leaving $24.55 billion still authorized for repurchases. Management raised its full-year revenue target to a range of $26.58 billion to $26.63 billion and its non-GAAP EPS target to $24.45 to $24.50. On the product side, Adobe struck a deal to acquire Topaz Labs, whose AI enhancement models for image and video work would slot directly into Firefly and Creative Cloud. Enterprise demand held up too, with ending ARR growing more than 20% year over year at each of Adobe Experience Manager, Adobe Gen Studio, and Adobe Experience Platform.
Not every metric moved as fast. Remaining performance obligations, the backlog of contracted but unrecognized revenue, grew 8% year over year to $22.16 billion, trailing both the 13% revenue growth and the 11.2% growth in total ending ARR. Current RPO grew 9%, also behind the topline. Interim CFO Steven Day flagged a separate issue heading into the fourth quarter: a foreign-exchange headwind that partly offset the benefit of the third-quarter beat when management updated its full-year guidance.
AI-first ARR, for all its 150% growth rate, is still just over $650 million against a total ARR base of $27.50 billion, so it remains a small slice of the business even as it scales. The transition arrives at a pivotal moment too, with Chakravarthy set to take the CEO seat on Dec. 1 just as the company leans harder into an unproven agentic-software strategy, and the Topaz Labs deal still needs to clear regulatory approval before it adds anything to the numbers.
#adobe #billion #million
1 month ago
Adobe Inc. (NASDAQ:ADBE) is asking designers who use Figma, Inc. (NYSE:FIG) and similar tools to help test Project Oasis, a web-based graphic-design tool with brand-aware AI. The September 7 community invitation seeks feedback under a nondisclosure agreement before public launch. That makes it an early competitive signal, with neither customer wins nor meaningful revenue established.
The investment question is whether easier AI design draws marketing budgets toward Adobe or encourages customers to do more inside Figma. Both already serve people creating branded visual material. Winning that workflow could support subscriptions and paid AI usage, but another tool also gives customers another reason to compare prices.
Copyright: photogearch / 123RF Stock Photo
Adobe Inc. (NASDAQ:ADBE) reported fiscal second-quarter revenue of $6.62 billion, up 13%, for the period ended May 29. Its AI-first annualized recurring revenue exceeded $500 million and more than tripled year over year. Those figures give its AI strategy substance beyond a product invitation. Its established creative customer base could also make testing and distribution easier.
The risk is that product experimentation fails to produce additional spending. Adobe must persuade customers that new capabilities deserve payment while competitors make basic ******* et creation easier. Oasis currently provides no disclosed conversion rate or financial contribution with which investors can test that proposition. Its invitation targets brand-identity and marketing workflows, so success would need to solve repeatable production problems. Generating an attractive demonstration is a different hurdle from becoming the tool a team pays to use every week.
#tool #easier
The investment question is whether easier AI design draws marketing budgets toward Adobe or encourages customers to do more inside Figma. Both already serve people creating branded visual material. Winning that workflow could support subscriptions and paid AI usage, but another tool also gives customers another reason to compare prices.
Copyright: photogearch / 123RF Stock Photo
Adobe Inc. (NASDAQ:ADBE) reported fiscal second-quarter revenue of $6.62 billion, up 13%, for the period ended May 29. Its AI-first annualized recurring revenue exceeded $500 million and more than tripled year over year. Those figures give its AI strategy substance beyond a product invitation. Its established creative customer base could also make testing and distribution easier.
The risk is that product experimentation fails to produce additional spending. Adobe must persuade customers that new capabilities deserve payment while competitors make basic ******* et creation easier. Oasis currently provides no disclosed conversion rate or financial contribution with which investors can test that proposition. Its invitation targets brand-identity and marketing workflows, so success would need to solve repeatable production problems. Generating an attractive demonstration is a different hurdle from becoming the tool a team pays to use every week.
#tool #easier
1 month ago
Saudi AI company Humain has begun preparations for its IPO, after its CEO Tareq Amin announced he was ***** embling a team of experts to help lay the groundwork for its listing.
While he did not specify a date, Amin told the Future Investment Initiative conference last October that his aim was to list Humain in both Saudi Arabia and New York by 2029.
Since its launch last year, Humain has secured deals and partnerships with xAI, Nvidia, Amazon Web Services, Adobe and Cisco, to name a few.
Those achievements have been underpinned by finance from Saudi Arabia's $900 billion Public Investment Fund which established Humain in May 2025 as the key engine for delivering its AI ambitions.
The pursuit of an IPO marks a notable shift for a company whose growth so far has largely been funded by state capital.
#initiative
While he did not specify a date, Amin told the Future Investment Initiative conference last October that his aim was to list Humain in both Saudi Arabia and New York by 2029.
Since its launch last year, Humain has secured deals and partnerships with xAI, Nvidia, Amazon Web Services, Adobe and Cisco, to name a few.
Those achievements have been underpinned by finance from Saudi Arabia's $900 billion Public Investment Fund which established Humain in May 2025 as the key engine for delivering its AI ambitions.
The pursuit of an IPO marks a notable shift for a company whose growth so far has largely been funded by state capital.
#initiative
0.00$ raised of 0.00$ goal
0 donations
0.00$
to go
1 month ago
With a market cap of $77.5 billion, Motorola Solutions, Inc. (MSI) is a global technology company focused on mission-critical communications, video security, and command center software. The Chicago, Illinois-based company's products and services help public safety agencies, governments, and businesses protect people, property, and places.
Companies valued at $10 billion or more are generally classified as "large-cap" stocks, and Motorola Solutions fits this criterion perfectly. Its strengths stem from its mission-critical technology, deep customer relationships, and integrated safety and security ecosystem. Its long-standing presence in public safety, government, and enterprise markets, along with a global customer base spanning more than 100 countries, provides a strong foundation for the business.
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#safety #mission #security
Companies valued at $10 billion or more are generally classified as "large-cap" stocks, and Motorola Solutions fits this criterion perfectly. Its strengths stem from its mission-critical technology, deep customer relationships, and integrated safety and security ecosystem. Its long-standing presence in public safety, government, and enterprise markets, along with a global customer base spanning more than 100 countries, provides a strong foundation for the business.
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#safety #mission #security
1 month ago
Toledo, Ohio-based Welltower Inc. (WELL) is a heavyweight in healthcare real estate. With a market cap of $170.2 billion, the REIT owns and manages properties across the United States, Canada, and the United Kingdom. Its portfolio is centered on senior housing communities, outpatient medical centers, and long-term care facilities.
Companies worth $10 billion or more are generally referred to as "large-cap stocks." Welltower fits right into that category, with its market cap exceeding the threshold, reflecting its substantial size, influence, and dominance in the real estate sector. By partnering with healthcare providers and senior living operators, Welltower is positioned to capitalize on the growing demand for care as populations age.
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#estate
Companies worth $10 billion or more are generally referred to as "large-cap stocks." Welltower fits right into that category, with its market cap exceeding the threshold, reflecting its substantial size, influence, and dominance in the real estate sector. By partnering with healthcare providers and senior living operators, Welltower is positioned to capitalize on the growing demand for care as populations age.
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#estate
1 month ago
Dublin, Ireland-based Aon plc (AON) is a global professional services firm that helps businesses manage two critical challenges: risk and people. Valued at a market cap of $68.5 billion, the company delivers data-driven solutions to corporate, institutional, and commercial clients to reduce operational volatility and optimize workforce performance.
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and AON fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the insurance brokers industry. Aon's competitive advantage lies in its global scale, proprietary data and ****** ytics, and broad risk and human capital expertise. Its presence across more than 120 countries, combined with a diversified client base, supports a strong international network and helps it serve complex, multinational clients.
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#risk #market
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and AON fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the insurance brokers industry. Aon's competitive advantage lies in its global scale, proprietary data and ****** ytics, and broad risk and human capital expertise. Its presence across more than 120 countries, combined with a diversified client base, supports a strong international network and helps it serve complex, multinational clients.
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#risk #market
1 month ago
Marathon Petroleum Corporation (MPC) is a leading U.S. downstream and midstream energy company headquartered in Findlay, Ohio. Valued at a market cap of $113.5 billion, its business centers on refining crude oil into fuels, distributing petroleum products, and operating the infrastructure that moves and stores energy.
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and MPC fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the oil & gas refining & marketing industry. Its market leadership stems from its large, integrated refining system, strategic midstream ***** ets, and disciplined capital allocation. Its refineries are connected through pipelines, terminals, and marine transportation, allowing the company to optimize crude sourcing, product flows, and regional demand.
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#petroleum #midstream #billion
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and MPC fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the oil & gas refining & marketing industry. Its market leadership stems from its large, integrated refining system, strategic midstream ***** ets, and disciplined capital allocation. Its refineries are connected through pipelines, terminals, and marine transportation, allowing the company to optimize crude sourcing, product flows, and regional demand.
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#petroleum #midstream #billion
1 month ago
Impax ****** et Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the "Impax US Sustainable Economy Fund". The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at 17.92%, versus the index's 15.14%. Sector allocation and stock selection drove performance. The sustainability tools, including the Impax Sustainability Lens and Corporate Resilience framework, contributed positively. Equity markets rallied, with both the S&P 500 and Nasdaq reaching new highs before retreating. A key trend was rotation into AI and tech stocks, supported by mega-cap earnings and data center investments (US$750bn to US$1tn). In the second half of 2026, markets may remain volatile amid debates on AI adoption pace and economic momentum. However, growth tied to energy security and efficiency remains compelling, with demand for power, grid, and resource-efficient solutions supporting companies that benefit. The team focuses on businesses with strong growth, sound management, and attractive valuations, adjusting holdings as needed. This approach aims to build well-diversified, differentiated portfolios. Also, please check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Adobe Inc. (NASDAQ:ADBE). Adobe Inc. (NASDAQ:ADBE) is a multinational technology company that offers creative, digital media, and document management products. On September 04, 2026, Adobe Inc. (NASDAQ:ADBE) closed at $266.51 per share. Over the past month, Adobe Inc. (NASDAQ:ADBE) declined 2.36%, but its shares are down 25.69% over the past year. Adobe Inc. (NASDAQ:ADBE) has a market capitalization of $105.94 billion.
Impax US Sustainable Economy Fund stated the following regarding Adobe Inc. (NASDAQ:ADBE) in its Q2 2026 investor letter:
"Adobe Inc. (NASDAQ:ADBE) (Application Software, Information Technology) is held for its high Sustainability Lens opportunity profile across Digital Infrastructure and Education themes and its strong Corporate Resilience score. The stock declined in the quarter following results that, while solid in absolute terms, fell short of the elevated investor expectations that had built over the prior year. Concerns about the pace of monetization from its AI-integrated creative tools, and competitive pressure from lower-cost generative AI platforms, weighed on sentiment and drove a valuation de-rating."
#letter
In its second-quarter 2026 investor letter, Impax US Sustainable Economy Fund highlighted Adobe Inc. (NASDAQ:ADBE). Adobe Inc. (NASDAQ:ADBE) is a multinational technology company that offers creative, digital media, and document management products. On September 04, 2026, Adobe Inc. (NASDAQ:ADBE) closed at $266.51 per share. Over the past month, Adobe Inc. (NASDAQ:ADBE) declined 2.36%, but its shares are down 25.69% over the past year. Adobe Inc. (NASDAQ:ADBE) has a market capitalization of $105.94 billion.
Impax US Sustainable Economy Fund stated the following regarding Adobe Inc. (NASDAQ:ADBE) in its Q2 2026 investor letter:
"Adobe Inc. (NASDAQ:ADBE) (Application Software, Information Technology) is held for its high Sustainability Lens opportunity profile across Digital Infrastructure and Education themes and its strong Corporate Resilience score. The stock declined in the quarter following results that, while solid in absolute terms, fell short of the elevated investor expectations that had built over the prior year. Concerns about the pace of monetization from its AI-integrated creative tools, and competitive pressure from lower-cost generative AI platforms, weighed on sentiment and drove a valuation de-rating."
#letter
1 month ago
Adobe is handing over control to a new CEO after the current CEO spent 18 years in the role, as artificial intelligence is set to disrupt the software company that powers Photoshop and Creative Cloud.
Adobe (ADBE) is undergoing one of its largest leadership overhauls ever at a particularly challenging time for investors.
Anil Chakravarthy will become president and CEO of software giant Adobe, succeeding Shantanu Narayen, who has been at the helm for more than 18 years. Chakravarthy will take over on Dec. 1, and Narayen will move to the role of executive chair.
But Wall Street's response hinted at the scale of the task confronting Adobe's new boss.
Adobe shares fell nearly 7% on Sept. 4, after the leadership announcement and David Wadhwani's departure. Wadhwani ran Adobe's creativity and productivity business and was a potential CEO candidate.
#chakravarthy #years #software #photoshop
Adobe (ADBE) is undergoing one of its largest leadership overhauls ever at a particularly challenging time for investors.
Anil Chakravarthy will become president and CEO of software giant Adobe, succeeding Shantanu Narayen, who has been at the helm for more than 18 years. Chakravarthy will take over on Dec. 1, and Narayen will move to the role of executive chair.
But Wall Street's response hinted at the scale of the task confronting Adobe's new boss.
Adobe shares fell nearly 7% on Sept. 4, after the leadership announcement and David Wadhwani's departure. Wadhwani ran Adobe's creativity and productivity business and was a potential CEO candidate.
#chakravarthy #years #software #photoshop
1 month ago
Synopsys (SNPS), a leading provider of software used to design, verify, and test semiconductor chips, remains one of the most dominant players in electronic design automation (EDA). Its EDA software and semiconductor intellectual property (IP) solutions play a critical role in the development of increasingly sophisticated chips.
Moreover, the company has expanded its capabilities with its approximately $35 billion acquisition of Ansys, bringing semiconductor design and engineering simulation under one roof. However, the integration has also brought restructuring and workforce reductions.
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#Stock #synopsys
Moreover, the company has expanded its capabilities with its approximately $35 billion acquisition of Ansys, bringing semiconductor design and engineering simulation under one roof. However, the integration has also brought restructuring and workforce reductions.
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#Stock #synopsys
1 month ago
The chief executive of Robinhood (HOOD) said on Bloomberg Television late last month that states suing to shut down prediction markets are protecting their own money. "States disagree for various reasons," Vlad Tenev said. "I mean, number one is there's a huge financial incentive from collecting taxes on these state-owned operators for that to be protected."
American Gaming ****** ociation figures put state and local tax collections from sports betting at $3.71 billion in calendar 2025, up 32.4% on the year, on $16.96 billion of sportsbook revenue and $166.94 billion of handle. New York, which taxes mobile sports betting at 51%, accounts for roughly a third of the national total on its own; the state's own court filing says mobile operators generated about $2 billion in gross gaming revenue in 2024 and paid more than $1 billion in state taxes. New York and Illinois together produce close to half of everything states collect on sports betting.
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#Stock
American Gaming ****** ociation figures put state and local tax collections from sports betting at $3.71 billion in calendar 2025, up 32.4% on the year, on $16.96 billion of sportsbook revenue and $166.94 billion of handle. New York, which taxes mobile sports betting at 51%, accounts for roughly a third of the national total on its own; the state's own court filing says mobile operators generated about $2 billion in gross gaming revenue in 2024 and paid more than $1 billion in state taxes. New York and Illinois together produce close to half of everything states collect on sports betting.
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#Stock
1 month ago
Despite weeks of largely sideways trade, the stock market sent some positive signals heading into the Labor Day shortened trading week. A strong session Thursday and confirmation of technical support by the Nasdaq and S&P 500 indexes led IBD to notch its Stock Market Exposure guide back to 60% to 80%, up from 40% to 60%.
Bond markets will be of central interest in the coming week, with yields hovering near multiyear highs and the Treasury Department set to begin its innovative bond buyback effort on Thursday. On Wednesday, Apple (AAPL) has its product introduction event. And Adobe (ADBE) and Oracle (ORCL) headline a slate of software sector earnings reports.
Here's what to watch:
The stock market rebounded bullishly from weekly lows, but indexes are still up and down, while various sectors trade back and forth. Investors shouldn't be too aggressive with new buys, but should be ready with their watchlists. Commodities exchange player Marex Group (MRX), software giant ServiceNow (NOW), biotech Exelixis (EXEL), senior housing real estate owner Welltower (WELL) and fintech Dave Inc. (DAVE) are all showing strength, with most flashing buy signals. Marex is clearing a brief, tight consolidation. ServiceNow and Exelixis both linger low in their respective buy ranges. Welltower and Dave are both coiling along support at their 10-week lines as they build fresh bases.
#Stock #bond
Bond markets will be of central interest in the coming week, with yields hovering near multiyear highs and the Treasury Department set to begin its innovative bond buyback effort on Thursday. On Wednesday, Apple (AAPL) has its product introduction event. And Adobe (ADBE) and Oracle (ORCL) headline a slate of software sector earnings reports.
Here's what to watch:
The stock market rebounded bullishly from weekly lows, but indexes are still up and down, while various sectors trade back and forth. Investors shouldn't be too aggressive with new buys, but should be ready with their watchlists. Commodities exchange player Marex Group (MRX), software giant ServiceNow (NOW), biotech Exelixis (EXEL), senior housing real estate owner Welltower (WELL) and fintech Dave Inc. (DAVE) are all showing strength, with most flashing buy signals. Marex is clearing a brief, tight consolidation. ServiceNow and Exelixis both linger low in their respective buy ranges. Welltower and Dave are both coiling along support at their 10-week lines as they build fresh bases.
#Stock #bond
1 month ago
SK hynix (SKHY) stock was among the hottest stories in the chip sector this year. The South Korean memory maker pulled off a record-breaking listing in the United States this summer, and the proceeds were massive.
Valued at a market cap of almost $900 billion, the Korea-based chipmaker has surged 1,400% over the last five years. However, it is also down over 40% from all-time highs.
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#states #korea
Valued at a market cap of almost $900 billion, the Korea-based chipmaker has surged 1,400% over the last five years. However, it is also down over 40% from all-time highs.
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#states #korea
1 month ago
The iShares Expanded Tech-Software Sector ETF (IGV) recently triggered a rare technical "Thrust" signal following a dramatic 24.5% rally over a five-week span.
According to historical data highlighted by research firm All Star Charts, this specific momentum signal, which is defined by an extraordinary five-week rate of change, has appeared only three other times in the ETF's history: 2002, 2009, and 2020.
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#week #Tech #sector #according
According to historical data highlighted by research firm All Star Charts, this specific momentum signal, which is defined by an extraordinary five-week rate of change, has appeared only three other times in the ETF's history: 2002, 2009, and 2020.
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#week #Tech #sector #according
1 month ago
Alphabet (GOOGL) is the parent company of Google and one of the world's largest technology conglomerates. Headquartered in Mountain View, California, Alphabet operates through three primary segments: Google Services, encompassing Search, YouTube, Android, and Chrome; Google Cloud, its rapidly scaling enterprise infrastructure business; and Other Bets, which includes the Waymo autonomous vehicle unit.
Under CEO Sundar Pichai, Alphabet has aggressively expanded its artificial intelligence (AI) capabilities through Gemini models, custom Tensor Processing Units (TPUs), and AI-powered search features, positioning itself at the forefront of the generative AI race. With dominant digital advertising market share and accelerating cloud growth, the company remains a global technology bellwether.
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#alphabet #technology #googl
Under CEO Sundar Pichai, Alphabet has aggressively expanded its artificial intelligence (AI) capabilities through Gemini models, custom Tensor Processing Units (TPUs), and AI-powered search features, positioning itself at the forefront of the generative AI race. With dominant digital advertising market share and accelerating cloud growth, the company remains a global technology bellwether.
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#alphabet #technology #googl
1 month ago
It is one of the most frustrating puzzles for market participants — and it is happening right now. Stocks feel sluggish, choppy, and unable to make decisive upside progress. Even more significantly, many market leaders are gyrating in price regularly.
Here's the Invesco QQQ Trust (QQQ) over the past two months. While the market's main fear gauge, the CBOE Volatility Index ($VIX) is tied to the S&P 500 Index ($SPX), QQQ and SPY are more in sync now than ever. So this level of volatility in QQQ should translate to the VIX, at least a little.
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#volatility #trust
Here's the Invesco QQQ Trust (QQQ) over the past two months. While the market's main fear gauge, the CBOE Volatility Index ($VIX) is tied to the S&P 500 Index ($SPX), QQQ and SPY are more in sync now than ever. So this level of volatility in QQQ should translate to the VIX, at least a little.
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#volatility #trust
1 month ago
Micron Technology (MU) is facing an unusual problem after one of the strongest stretches in the company's history. Workers in Taiwan are threatening to strike over Micron's bonus structure, with two unions representing roughly 10,000 employees at the company's Taoyuan and Taichung facilities pushing for changes. More than 80% of participating union members backed strike action in an August survey, although a formal strike has not yet been authorized.
The timing is awkward for Micron. Its Taiwan operations are central to its memory manufacturing network just as artificial intelligence (AI) demand has pushed DRAM and high-bandwidth memory (HBM) into an extraordinary upcycle.
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#memory #taichung
The timing is awkward for Micron. Its Taiwan operations are central to its memory manufacturing network just as artificial intelligence (AI) demand has pushed DRAM and high-bandwidth memory (HBM) into an extraordinary upcycle.
How to Play SNPS Stock as Layoffs Hit Synopsys
Dear Adobe Stock Fans, Mark Your Calendars for September 10
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#memory #taichung
1 month ago
Adobe (ADBE) shareholders should circle Thursday, Sept. 10, on their calendars. The company will release its third-quarter fiscal 2026 results after the market closes that day, followed by a conference call with investors from 2 p.m. to 3 p.m. Pacific Time. This report arrives at a pivotal moment for one of the software industry's most closely watched names.
Adobe heads into the report with considerable operational momentum. In fiscal Q2, Adobe generated record revenue of $6.62 billion, up 13% year-over-year (YOY). Just as notably, Adobe's AI-first annual recurring revenue (ARR) more than tripled YOY to exceed $500 million, offering an increasingly tangible sign that its investments in AI products are beginning to produce meaningful recurring revenue.
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#recurring #adbe #thursday
Adobe heads into the report with considerable operational momentum. In fiscal Q2, Adobe generated record revenue of $6.62 billion, up 13% year-over-year (YOY). Just as notably, Adobe's AI-first annual recurring revenue (ARR) more than tripled YOY to exceed $500 million, offering an increasingly tangible sign that its investments in AI products are beginning to produce meaningful recurring revenue.
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#recurring #adbe #thursday
1 month ago
Like every year, Apple (AAPL) has officially scheduled its next product launch event for Sept. 9, naming it "Surprise and Shine." While the company hasn't officially disclosed exactly what it will unveil, the tagline is enough to create curiosity. According to reports, besides the new iPhone 18 Pro and iPhone 18 Pro Max, Apple's first foldable iPhone is rumored to be the main attraction.
Apple has struggled to keep pace with rivals in the artificial intelligence (AI) race. While the surprise may not be any hidden product, investors await to see any major upgrades to Apple's products under the leadership of new CEO John Ternus. Apple stock has had a strong run this year, climbing almost 21% year-to-date (YTD), outperforming the broader market. Let's find out whether it is a good time to buy AAPL stock before the event.
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#Stock #iphone #like
Apple has struggled to keep pace with rivals in the artificial intelligence (AI) race. While the surprise may not be any hidden product, investors await to see any major upgrades to Apple's products under the leadership of new CEO John Ternus. Apple stock has had a strong run this year, climbing almost 21% year-to-date (YTD), outperforming the broader market. Let's find out whether it is a good time to buy AAPL stock before the event.
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#Stock #iphone #like
1 month ago
CrowdStrike (CRWD) looks like one of the strongest growth stories in cybersecurity right now. It had a lot to prove in the fiscal second-quarter earnings. The company delivered on all three numbers that I flagged ahead of the Q2 print, and in some cases it did much better than expected. And the stock's massive 90% gains so far this year reflect that outstanding performance.
With a market cap of $220 billion, CrowdStrike is a cloud-based cybersecurity company best known for its Falcon platform. The company helps businesses protect endpoints, cloud workloads, identities, and other parts of their technology infrastructure from cyber threats.
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#Stock #company #Cybersecurity
With a market cap of $220 billion, CrowdStrike is a cloud-based cybersecurity company best known for its Falcon platform. The company helps businesses protect endpoints, cloud workloads, identities, and other parts of their technology infrastructure from cyber threats.
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#Stock #company #Cybersecurity
1 month ago
Costco (COST) shoppers kept spending through the last weeks of summer, and the numbers back it up. The warehouse giant posted another month of strong sales growth, giving investors plenty of reasons to watch Costco stock heading into Q4 2026.
The retailer's August results, covering the four weeks from Aug. 3 through Aug. 30, showed broad strength across regions and categories. Gas prices played a big role in the headline number, but even without that boost, Costco's core business kept growing at a healthy clip.
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#kept #cost
The retailer's August results, covering the four weeks from Aug. 3 through Aug. 30, showed broad strength across regions and categories. Gas prices played a big role in the headline number, but even without that boost, Costco's core business kept growing at a healthy clip.
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#kept #cost
1 month ago
September 4 delivered a stark rotation. Memory, connectivity, chip-equipment, and power stocks rallied while Adobe fell 6.7% and Palantir dropped 4.5%. Adobe's decline followed news that Anil Chakravarthy will become chief executive on December 1, while Palantir faced a broader move away from richly valued software. Adobe Inc. (NASDAQ:ADBE) and Palantir Technologies Inc. (NASDAQ:PLTR) test whether investors are underestimating software monetization or correctly pricing greater disruption risk.
Adobe's bull case is embedded distribution across creative, document, and marketing workflows. Fiscal second-quarter revenue rose 13% to a record $6.62 billion, and AI-first annualized recurring revenue more than tripled to above $500 million. Chakravarthy already runs customer-experience orchestration, which could connect AI creation with enterprise activation. The bear case is that low-cost generative tools erode pricing, while its CEO and interim-CFO transitions complicate execution.
Insider Monkey counted 81 hedge funds holding Adobe Inc. (NASDAQ:ADBE) at June 30, down from 86 at March 31. Arrowstreet Capital, led by Peter Rathjens, Bruce Clarke, and John Campbell, disclosed 6,787,022 shares, roughly 0.1% fewer sequentially. The filing predates the leadership announcement.
Palantir's bull case is already visible in results. Second-quarter revenue grew 93% to $1.94 billion, U.S. commercial revenue rose 149%, and adjusted operating margin reached 62%. Its software can turn model output into governed operational decisions. The bear case is valuation, contract concentration, termination clauses, and the risk that current growth rates normalize as competitors improve.
Eighty-six hedge funds held Palantir Technologies Inc. (NASDAQ:PLTR) in Q2, down from 96 in Q1. Cathie Wood's ARK Investment Management reported 3,212,286 shares, about 3.3% more than in the prior quarter.
#revenue #chakravarthy #adbe
Adobe's bull case is embedded distribution across creative, document, and marketing workflows. Fiscal second-quarter revenue rose 13% to a record $6.62 billion, and AI-first annualized recurring revenue more than tripled to above $500 million. Chakravarthy already runs customer-experience orchestration, which could connect AI creation with enterprise activation. The bear case is that low-cost generative tools erode pricing, while its CEO and interim-CFO transitions complicate execution.
Insider Monkey counted 81 hedge funds holding Adobe Inc. (NASDAQ:ADBE) at June 30, down from 86 at March 31. Arrowstreet Capital, led by Peter Rathjens, Bruce Clarke, and John Campbell, disclosed 6,787,022 shares, roughly 0.1% fewer sequentially. The filing predates the leadership announcement.
Palantir's bull case is already visible in results. Second-quarter revenue grew 93% to $1.94 billion, U.S. commercial revenue rose 149%, and adjusted operating margin reached 62%. Its software can turn model output into governed operational decisions. The bear case is valuation, contract concentration, termination clauses, and the risk that current growth rates normalize as competitors improve.
Eighty-six hedge funds held Palantir Technologies Inc. (NASDAQ:PLTR) in Q2, down from 96 in Q1. Cathie Wood's ARK Investment Management reported 3,212,286 shares, about 3.3% more than in the prior quarter.
#revenue #chakravarthy #adbe
1 month ago
Adobe Inc. (NASDAQ:ADBE) is strengthening its position in agentic artificial intelligence as the company looks to expand its marketing intelligence and workflow automation capabilities. The company had recently acquired Rilo, an India-based AI workflow automation startup, in a deal involving the licensing of Rilo's technology and the addition of its team.
The transaction gives Adobe access to technology designed to automate increasingly complex marketing workflows. The move comes as businesses accelerate their adoption of AI tools capable of not only generating content but also executing tasks with limited human intervention.
Rilo has developed AI agents capable of understanding plain-English instructions and executing multi-step marketing and go-to-market workflows. For Adobe, the technology could help expand its AI strategy beyond content generation toward AI agents that can act on behalf of marketers.
Rilo's technology could also enhance Adobe's existing marketing products as the company seeks to deepen its relationships with large enterprise customers.
Adobe could integrate Rilo's capabilities across its marketing ecosystem to automate activities such as competitor intelligence, sales call ***** ysis, marketing workflow execution, and content distribution.
#intelligence
The transaction gives Adobe access to technology designed to automate increasingly complex marketing workflows. The move comes as businesses accelerate their adoption of AI tools capable of not only generating content but also executing tasks with limited human intervention.
Rilo has developed AI agents capable of understanding plain-English instructions and executing multi-step marketing and go-to-market workflows. For Adobe, the technology could help expand its AI strategy beyond content generation toward AI agents that can act on behalf of marketers.
Rilo's technology could also enhance Adobe's existing marketing products as the company seeks to deepen its relationships with large enterprise customers.
Adobe could integrate Rilo's capabilities across its marketing ecosystem to automate activities such as competitor intelligence, sales call ***** ysis, marketing workflow execution, and content distribution.
#intelligence
1 month ago
I'm a chef who is in the process of switching careers. I plan to pursue the Enrolled Agent credential. I'm also an avid investor. About four years ago, I started studying everything I could about investing and personal finance. I also encouraged my sister to do the same.
For most of my life, I had no idea that building wealth and having a positive net worth was something I could realistically achieve. I genuinely thought I was destined to depend almost entirely on Social Security in retirement. Now I know that poverty doesn't have to be my reality.
Bloom Energy was just named to the S&P 500. These other stocks are joining the index as well.
'It's not fair': My twin brother and I were left houses by our parents. Can I make him pay his share for taxes and upkeep?
Adobe just announced its next CEO. Here's why its stock is dropping.
#Social #bloom #process #switching
For most of my life, I had no idea that building wealth and having a positive net worth was something I could realistically achieve. I genuinely thought I was destined to depend almost entirely on Social Security in retirement. Now I know that poverty doesn't have to be my reality.
Bloom Energy was just named to the S&P 500. These other stocks are joining the index as well.
'It's not fair': My twin brother and I were left houses by our parents. Can I make him pay his share for taxes and upkeep?
Adobe just announced its next CEO. Here's why its stock is dropping.
#Social #bloom #process #switching
