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Adobe | 10-K: FY2025 Revenue Beats Estimate at USD 23.77 B

Anthropic launches "AI colleague" Cowork, scaring off two major traditional software stocks, officially entering the autonomous execution phase

AI startup Anthropic has launched a new feature called "Cowork," which enables its chatbot Claude to directly operate computers and handle tasks such as file management. This innovation has caused market turbulence, leading to Adobe and Salesforce's stock prices dropping by 5.4% and 7.1%, respectively. The emergence of Cowork may impact the traditional software market, particularly in areas of document processing and customer information management. Currently, Cowork is only available in a Mac preview version, with the Windows version still under development, posing a risk of accidental file deletion

At the "Medical Spring Festival," NVIDIA elaborated on "How to Implement AI in Healthcare"

JP Morgan stated that NVIDIA is making a "full-stack" layout in AI healthcare, building a closed loop from chips to tools to domain models, known as the "dry lab - wet lab" flywheel. At the same time, AI is transitioning from "pilot" to "employed," with the deployment speed of commercial AI in the U.S. healthcare industry being three times that of the overall economy. At the physical laboratory level, NVIDIA is collaborating with Thermo Fisher Scientific, and the industrialization process of drug discovery is also accelerating

Wall Street gives up on Adobe as it becomes poster child of AI distruption fears

Wall Street has lost confidence in Adobe, with analysts expressing heightened concerns about its ability to compete in the AI era. Oppenheimer downgraded Adobe's stock rating to 'perform,' marking the lowest consensus rating since 2013. Factors contributing to this decline include a challenging business environment, slow revenue growth, and increasing competition from AI-focused companies like OpenAI. Adobe's stock has fallen over 45% since the end of 2023, lagging behind the tech sector's performance. Other firms, including BMO and Jefferies, have also downgraded Adobe, citing competitive pressures and a lack of revenue growth from AI initiatives.

Why Adobe Stock Tumbled 5% Today — and Where This Analyst Sees It Going Next

Adobe's stock fell 6% after Oppenheimer analyst Brian Schwartz downgraded it from Outperform to Perform, citing decelerating Digital Media growth and weakened pricing power amid increased competition from AI tools. Despite being a strong company, Adobe faces challenges in rebuilding investor confidence, with expectations outpacing reality. The broader market remains more optimistic, with a consensus rating of Moderate Buy and a price target suggesting a 47% upside over the next year.