Adobe’s AI Growth Still Leaves Wall Street Unsure by Paul Balo September 11, 2026 0 Adobe beat Q3 estimates and said AI-first ARR rose 150%, but investors remain cautious about its AI software story.
Palantir Revenue Surges 93% As AI Software Demand Keeps Defying Doubters by Paul Balo August 4, 2026 0 Palantir reported $1.94 billion in Q2 revenue as U.S. commercial demand surged 149%, lifting guidance and strengthening its AI software ...