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Adobe Posts Record Q2 Revenue as Freemium AI Pivot Weighs on Near-Term ARR

Investors are focused on September 10 earnings to see if ARR re-acceleration will justify a higher valuation for the stock.

HP and Huawei Sign Multi‑Year Wi‑Fi Patent Cross‑Licence

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Snowflake Pushes to Be Enterprise AI Control Layer as Analysts Raise Price Targets

GXO Lifts 2026 Outlook After Q1 Beat, Counters Amazon Threat

FAA Accepts Archer Aviation’s Means of Compliance for Midnight eVTOL

Broadcom Locks In Google TPU Deal Through 2031 and 3.5 GW Anthropic Access

Omada Health to Offer Nationwide GLP-1 Prescribing With Medication Management