Core Viewpoint - Adobe's extensive use of AI technology has led to a lawsuit claiming the company used pirated books to train its AI model, SlimLM, raising concerns about copyright infringement in the tech industry [1][2]. Group 1: Lawsuit Details - A class-action lawsuit has been filed by author Elizabeth Lyon, alleging that Adobe utilized pirated versions of her books to train the SlimLM program [2]. - The lawsuit claims that SlimLM was pre-trained on the SlimPajama dataset, which is derived from the RedPajama dataset that includes copyrighted works [3][4]. - The Books3 dataset, which contains 191,000 books, has been a focal point in legal disputes regarding the use of copyrighted material in AI training [4]. Group 2: Industry Context - The tech industry is facing increasing legal challenges related to the use of copyrighted materials in AI training datasets, with several companies, including Apple and Salesforce, being implicated in similar lawsuits [4][5]. - The case against Anthropic, which resulted in a $1.5 billion settlement for using pirated works, highlights the potential for significant financial repercussions in these legal battles [5].

Core Insights - Online returns during the first six weeks of the holiday season decreased by 2.5%, indicating a potentially positive trend for retailers [2] - E-commerce sales on U.S. retail sites increased by 6.1% as of December 12, following a strong start to the season [3] - Consumers are becoming more strategic and informed in their purchasing decisions, aided by AI tools, leading to lower return rates compared to previous years [4][5] E-commerce Trends - AI-driven traffic to U.S. retail sites surged by 760% in November year-over-year, with shoppers using AI tools primarily for categories like video games, appliances, and electronics [5] - Despite 52.4% of online spending occurring on mobile devices, only 39.1% of returns were processed via mobile, indicating a preference for desktop returns [6] Future Expectations - The last week of December is anticipated to be the busiest for returns, with historical data showing that one out of every eight returns occurs between December 26 and December 31 [7] - Buy Now, Pay Later (BNPL) plans accounted for $13.9 billion in online spending during the first six weeks of the holiday season, reflecting a 6% increase from the previous year [8] - Adobe forecasts U.S. e-commerce sales for November and December to reach $253.4 billion, representing a 5.3% increase over the 2024 holiday season [8]

The last time I wrote about Adobe Inc (NASDAQ: ( ADBE )), in June 2025, I analyzed the company’s second quarter results and examined the key takeaways, with a particular emphasis on how the company’sAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where ...

The last time I wrote about Adobe Inc (NASDAQ: ( ADBE )), in June 2025, I analyzed the company’s second quarter results and examined the key takeaways, with a particular emphasis on how the company’sAn independent investor in the Indian and US equity markets with a CFA Charter and a PhD in Finance from University of Durham, U.K. I hold an Honorary Associate Professor in Finance and Corporate Governance title at Brunel University London. I have a YouTube and a Podcast channel, titled The Stock Doctor,' where ...

Core Insights - GreensKeeper Asset Management's Value Fund achieved a +4.0% gain in Q3 2025, with a year-to-date return of +0.2% net of fees and expenses, despite a -3.7% negative impact from the US dollar [1] - The market rally in 2025 was primarily driven by AI, cryptocurrency, and speculative investments [1] Company Summary: Adobe Inc. (NASDAQ:ADBE) - Adobe Inc. operates in Digital Media, Digital Experience, and Publishing and Advertising sectors, with a one-month return of 11.36% and a 52-week loss of 20.46% [2] - As of December 16, 2025, Adobe's stock closed at $347.89 per share, with a market capitalization of $147.575 billion [2] - GreensKeeper made a new purchase of Adobe Inc. in Q3 2025, citing concerns over AI products threatening its core franchises, but believes Adobe is well-positioned to integrate AI into its Creative Cloud suite [3] - Adobe reported revenue of $23.77 billion for the financial year 2025, reflecting an 11% year-over-year growth [4] - Adobe is ranked 13th among the 30 Most Popular Stocks Among Hedge Funds, with 88 hedge fund portfolios holding its stock at the end of Q3 2025, down from 104 in the previous quarter [4]

Adobe Inc. (NASDAQ:ADBE) is one of the Trending AI Stocks on Wall Street. On December 12, Bernstein analyst Mark Moerdler reduced the price target on the stock to $506.00 from $508.00 while maintaining an “Outperform” rating. The rating affirmation follows a “solid” Q4 2025 report. According to the firm, performance for the software maker exceeded both consensus estimates and the high end of Adobe’s own guidance. Looking ahead, it also provided first-quarter fiscal 2026 guidance slightly above consensus e ...

Core Insights - Adobe has announced significant updates to its AI video generation application Firefly, introducing a text-based video editing feature that allows users to make precise edits by simply inputting text commands [1][2] - The new timeline view feature provides a more intuitive interface for users to adjust video frames, audio, and other properties easily [1] - Adobe has integrated several third-party models to enhance creative capabilities, including Black Forest Labs' FLUX.2 for diverse image generation and Topaz Labs' Astra for improving video resolution to 1080P or 4K [2] - The Firefly Video model allows users to upload a starting frame and a reference video with camera motion, enabling the application to replicate the same camera angles in the user's project [2] - A collaborative whiteboard feature has been introduced, facilitating real-time teamwork and creative sharing among team members on the same platform [2]

It was just less than two years ago that Adobe Inc. ( ADBE ) mounted what seemed like a breathtaking comeback against all odds, as it recovered from the 2022/23 bear market. It appeared toJR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potent ...

Core Insights - Adobe Inc. has made a significant recovery from the 2022/23 bear market, showcasing a remarkable comeback in less than two years [1] Group 1: Company Performance - Adobe Inc. mounted a breathtaking comeback against all odds, recovering from the bear market [1] Group 2: Analyst Recognition - JR Research has been recognized as a Top Analyst by TipRanks and Seeking Alpha for his expertise in Technology, Software, and Internet sectors, as well as for Growth and GARP [1] - The analyst focuses on identifying attractive risk/reward opportunities supported by robust price action to potentially generate alpha above the S&P 500 [1] Group 3: Investment Strategy - The investment strategy emphasizes growth investing opportunities with significant upside potential, avoiding overhyped and overvalued stocks [1] - The approach combines sharp price action analysis with fundamentals investing, targeting well-beaten contrarian plays with an 18 to 24 month outlook [1]

Core Viewpoint - The article compares Adobe Inc. (ADBE) and Salesforce, Inc. (CRM), highlighting that both companies are at risk of being displaced by Generative Artificial Intelligence (AI), with a preference for Salesforce due to various reasons mentioned in the article [1]. Company Comparison - Adobe Inc. (ADBE) and Salesforce, Inc. (CRM) are positioned differently in the market, both facing challenges from the rise of Generative AI [1]. - Salesforce is favored over Adobe for its strategic advantages in the context of AI developments [1].