Adobe Inc. & Nvidia

Adobe Inc.: Adobe Inc. launched a new suite of AI tools, CX Enterprise, to automate and personalize digital marketing functions, aiming to compete with other AI startups. Its stock rose 2.2% on the news, despite a 30% year-to-date decline.

Nvidia: Nvidia is partnering with Adobe Inc. to ensure its new AI system works across different platforms.

Adobe Inc.: Adobe Inc. is mentioned as one of the 'beaten-down names' that Michael Burry has been going long on, aligning with his contrarian investment strategy.

Nvidia: Nvidia is mentioned as one of the 'crowded AI favorites' that Michael Burry has been shorting, contrasting with his long position in Microsoft.

Adobe Inc.: Adobe Inc. was among the companies whose cybersecurity executives signed a letter asking the Trump administration to lift its directive on Anthropic's AI models, advocating for continued access to advanced cyber defense tools.

Nvidia: Nvidia was among the companies whose cybersecurity executives signed a letter to the Trump administration, arguing against the restrictions on Anthropic's AI models.

Adobe Inc.: Adobe Inc. is hosting the Adobe Inc. Summit 2026 where Kaltura debuted its new platform. Kaltura also achieved Adobe Inc. Premier Partner status and is introducing new native integrations with Adobe Inc. Experience Manager and Adobe Inc.'s Digital Asset Management capabilities.