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Salesforce, Adobe, and ServiceNow have lost over 30% of their market value since early last year, as the rise of AI tools reshapes business operations. An index of smaller software firms has also dropped over 20%. The decline accelerated after Anthropic launched Claude Code, raising concerns about AI's impact on software development. Market sentiment has shifted from optimism about AI benefits to fears of its potential to disrupt the software industry. Investors are now more cautious, scrutinizing software companies amid rising competition and changing revenue growth expectations.

- Major technology firms, previously seen as stable investments, are experiencing significant declines in market value amid concerns over AI's impact on software development.  
- Notably, companies like Salesforce and Adobe have lost over 30% of their value since last year, while market sentiment shifts toward skepticism about the software sector's future viability.  
- Despite rising AI competition and an increase in software loan defaults, analysts anticipate that software companies will adapt, although revenue growth may slow as customers explore alternative solutions.

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Salesforce, Adobe, and ServiceNow have lost over 30% of their value since 2025

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Major technology firms that once dominated investor portfolios are watching their market value crumble as the rise of artificial intelligence tools threatens to reshape how businesses operate. Big names in the software industry have taken a beating on stock markets recently. Salesforce, Adobe, and ServiceNow have each lost more than 30% of their value since […] source:

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Software stocks go from boom to doom in the age of AI

Quilter Plc reduced its stake in Adobe Inc. (NASDAQ:ADBE) by 42.8% in Q3, now holding 16,964 shares after selling 12,670 shares. Other investors like Riverbend Wealth Management and FSM Wealth Advisors also adjusted their positions. Adobe's stock opened at $301.07, with a market cap of $123.59 billion and a P/E ratio of 18.02. The company reported $5.50 EPS, exceeding estimates, and anticipates 16.65 EPS for the current fiscal year. Analysts have mixed ratings on Adobe, with a consensus target price of $402.85.

- Quilter Plc reduced its stake in Adobe Inc. by 42.8% in Q3, now holding 16,964 shares worth approximately $5.98 million.  
- Several other institutional investors, including Riverbend Wealth Management and Beacon Financial Advisory, adjusted their positions in Adobe during the same period.  
- Adobe reported Q4 earnings exceeding expectations, with a net margin of 30% and projected earnings guidance indicating strong future performance despite some analysts expressing concerns about its stock valuation.

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Adobe Inc. $ADBE Stock Holdings Cut by Quilter Plc

The rise of AI in advertising is leading to a decline in creativity and joy in ad production. While AI-generated commercials, like a recent Kalshi ad costing only $2,000, are appealing to ad agencies, they lack the artistic value that traditional ads possess. The author expresses concern that AI will continue to diminish the creative aspects of advertising, which are essential for engaging consumers effectively.

- The author expresses a fondness for ads but conveys frustration that AI is diminishing their creative joy.  
- They highlight how AI-generated commercials, such as the inexpensive $2,000 Kalshi ad, lack the artistic flair and effort characteristic of traditional advertisements.  
- The author warns that the increasing reliance on artificial intelligence in advertising will further erode creativity this year.

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Get ready for the AI ad-pocalypse

Earnings Preview: What To Expect From Adobe's Report

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Earnings Preview: What To Expect From Adobe's Report

Dublin—A research report on the E-Learning Market predicts significant growth from 2026 to 2031. The market was valued at USD 325 billion in 2025 and is expected to reach USD 665.06 billion by 2031, with a compound annual growth rate (CAGR) of 12.68%. The industry is characterized by moderate concentration and intense competition, with a blend of global and regional companies. Key players include Adobe, Aptara, Apollo Education Group, and Articulat, among others.

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E-Learning market to reach $665B by 2031, surged from $325B in 2025 at a CAGR of 12.68%, driven by mobile-first platforms and government initiatives.

Adobe has announced a collaboration with Hollywood studios, talent agencies, and production companies to explore the potential of generative AI in the entertainment industry. This strategic partnership aims to integrate AI technology into creative processes, enhancing Adobe's role in digital innovation.

Adobe partners with Hollywood players on generative AI, collaborating with studios, agencies, and companies in Hollywood.

The software sector is experiencing a selloff, with major companies like Salesforce and Adobe down over 14% amid fears of AI displacement. Investors anticipate a surge in acquisitions as mid-sized firms seek financing. Thoma Bravo's Orlando Bravo sees buying opportunities, while analysts warn of vulnerabilities in companies lacking strong enterprise ties. ServiceNow's recent partnership with OpenAI has not alleviated market concerns, as shares continue to decline. The upcoming tech earnings season will provide insights into how companies are adapting to AI challenges.

- Cloud software stocks are experiencing a selloff, with the WisdomTree Cloud Computing Fund down over 8% this year.  
- Concerns about artificial intelligence potentially displacing traditional software have intensified, leading to speculation around acquisitions as mid-sized companies seek financing.  
- Salesforce and other major software firms are facing scrutiny over their market positions, as analysts emphasize the need for AI integration to regain investor confidence.

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Software selloff sparked by AI sets stage for potential big year of M&A, investors say

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The article discusses how to get started with visual generative AI on NVIDIA RTX PCs, highlighting the integration of AI in tools like Adobe and Canva. It emphasizes the benefits of running AI workflows locally for better control and efficiency. The guide includes steps to install ComfyUI, create images, and manage model weights for optimal performance. Users are advised on GPU VRAM considerations and provided tips for crafting effective prompts to enhance image generation quality.

- AI-powered content generation tools like Adobe and Canva have become commonplace, with agencies adopting them for enhanced workflows.  
- NVIDIA RTX PCs are favored for their performance, enabling creators to run models locally, thus reducing costs and iteration friction.  
- Recent advancements at CES 2026, including updates to ComfyUI and new AI models, allow for faster, more efficient creative processes in generating images and videos.

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How to Get Started With Visual Generative AI on NVIDIA RTX PCs

Adobe is developing "IP-safe" generative AI models for the entertainment industry, specifically its Firefly suite of creative tools. In collaboration with studios, directors, and talent agencies, Adobe aims to create private Firefly Foundry omni-models that enhance creativity while preserving ownership and creative intent. These models will generate various assets, including audio-aware videos and 3D/vector graphics, to be integrated into production workflows, coinciding with the Sundance Film Festival.

- Adobe is enhancing its Firefly suite of creative tools to support Hollywood's increasing reliance on generative AI.  
- In collaboration with studios and talent agencies, Adobe is developing "private, IP-safe" Firefly Foundry gen AI "omni-models" for the Sundance Film Festival.  
- These models aim to boost creativity by producing various assets while safeguarding ownership and creative intent.

Adobe is developing “IP-safe” gen AI models for the entertainment industry

Adobe's stock price has plummeted to its lowest level since November 2022, dropping 53% from its peak in 2024, with market capitalization falling from $288 billion to $120 billion. This decline is part of a broader sell-off in the software sector due to concerns over AI competition. Despite this, analysts suggest Adobe may be undervalued, with a forward P/E ratio of 12 compared to the sector median of 25. Upcoming financial results will be crucial in determining if Adobe's growth potential can attract investors back to the stock.

- Adobe's stock price has fallen to its lowest level since November 2022, with a 53% decrease from its 2024 peak, reflecting a broader software crash amid investor concerns over AI disruption.  
- Major software companies, including ServiceNow and Intuit, have also seen significant stock declines as competition increases, prompted by emerging AI tools.  
- While Adobe is viewed as a bargain due to low price-to-earnings ratios and a strong Rule-of-40 metric, analysts anticipate upcoming financial results will clarify its revenue and profitability trajectory.

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Adobe stock price crash supercharges: Is it a bargain or a value trap?

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Bey Douglas LLC reduced its stake in Adobe Inc. (NASDAQ:ADBE) by 25.5% in Q3, now holding 11,416 shares after selling 3,907 shares. Adobe represents 3.0% of its portfolio, valued at $4,027,000. Other investors, like CX Institutional and Wright Investors Service, increased their stakes significantly. Analysts have mixed ratings on Adobe, with a consensus price target of $402.85. Adobe's recent earnings report showed a $5.50 EPS, beating estimates, with revenue up 10.5% year-over-year. The stock opened at $294.28, with a market cap of $120.80 billion.

- Bey Douglas LLC reduced its stake in Adobe Inc. by 25.5% in Q3, holding 11,416 shares valued at $4,027,000.  
- Other investors, including CX Institutional and Wright Investors Service Inc., increased their stakes significantly during the same quarter.  
- Adobe's recent performance includes a Q4 EPS of $5.50, surpassing expectations, and an anticipated EPS guidance of 5.850-5.900 for Q1 2026.

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Adobe Inc. $ADBE Shares Sold by Bey Douglas LLC

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Shares of Autodesk Inc. (ADSK) rose 1.41% to $257.44 on a strong trading day, outperforming competitors like Adobe Inc. (ADBE) and Oracle Corp. (ORCL). The S&P 500 Index increased by 1.16%, while Autodesk remains 21.77% below its 52-week high of $329.09. Trading volume reached 2.3 million, surpassing the 50-day average of 1.6 million.

- Autodesk Inc. (ADSK) shares rose by 1.41% to $257.44 during a positive trading session for the stock market.  
- The company’s stock remains 21.77% below its 52-week high of $329.09, reached on September 8th.  
- The trading volume of 2.3 million shares exceeded the 50-day average of 1.6 million shares, indicating increased investor interest.

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Autodesk Inc. Stock Outperforms Competitors On Strong Trading Day

Adobe has announced a $10 million commitment to its Film & TV Fund for 2026, aimed at supporting underrepresented creators in the film and television industry. This initiative, revealed at the Sundance Film Festival, includes partnerships with Dimz Inc. Academy and Rideback RISE, focusing on career advancement and creative opportunities. Adobe will also introduce a direct-to-creators funding pathway and expand its support for the Sundance Ignite x Adobe Fellowship, which nurtures emerging filmmakers. Notably, several past grantees will showcase their projects at the 2026 Sundance Film Festival.

- At the 2026 Sundance Film Festival, Adobe's Film & TV Fund announced a commitment of $10 million in grants to enhance opportunities for underrepresented creators.  
- New partnerships were formed with Dimz Inc. Academy and Rideback RISE, targeting career support for young creatives and midcareer artists of color, respectively.  
- Adobe also revealed a direct funding pathway for creators, enhancing their support for emerging filmmakers, including those from previous grantee projects premiering at the festival.

Variety

Adobe Announces $10 Million Film & TV Fund This Year for Underrepresented Creators, Teams With Amelia Dimoldenberg and Rideback RISE

Stocks of 3M, Dell, and other companies are under pressure due to disappointing earnings forecasts and market conditions. 3M's projected earnings per share of $8.50 to $8.70 fell short of expectations, while Dell's shares dropped around 7% amid concerns over memory chip inflation affecting sales. NetApp's shares fell nearly 10% after a survey indicated CIOs would cut hardware budgets, impacting Logitech and CDW. Adobe has seen a seven-session decline, with Intuit and Autodesk also affected as large language models threaten traditional software markets. Microsoft Office 365 shares also fell despite limited competition.

- 3M (MMM) experienced increased selling pressure after reporting quarterly results below earnings estimates and projecting lower profit for the year.  
- Dell Technologies (DELL) and other PC manufacturers like HP Inc. and Lenovo are facing declining sales amid rising memory chip prices, while enterprise software stocks such as Adobe (ADBE) and Intuit (INTU) also saw losses due to budget cuts indicated by CIO surveys.  
- Overall, market trends suggest that large language models may disrupt existing software-as-a-service offerings, affecting stock prices across multiple tech companies.

Leverage Shares 2X Long ADBE Daily ETF(ADBG.US)

Salesforce, Adobe, and ServiceNow have lost over 30% of their value since 2025

Software stocks go from boom to doom in the age of AI

Adobe Inc. $ADBE Stock Holdings Cut by Quilter Plc

Get ready for the AI ad-pocalypse

Earnings Preview: What To Expect From Adobe's Report