Adobe Shares Slip After CEO Change and Renewed Sell Call
BofA argues Adobe still looks expensive versus cash flow as AI costs hit margins before paid growth clearly accelerates.
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Trade Desk Announces 15% Job Cuts to Streamline Operations
It expects $39M–$51M in severance costs, partly offset by $4M–$5M in stock awards.
Pulte Orders Fannie Mae and Freddie Mac to Accept VantageScore From All Lenders
The move challenges FICO’s long-standing dominance of mortgage credit scoring. Equifax and TransUnion shares also fell alongside FICO in premarket trading.
Some Chinese Rare Earth Suppliers Stop Shipping to the US Over Geopolitical Risk
Tight supply may help listed firms like MP, USAR and UUUU.
BofA Stays Bearish on PATH: Soft Net New ARR and Flat Retention Overshadow the Beat
Revenue beat, but services mix, soft net new ARR, and flat retention weighed.
Samsara Crosses $2.1 Billion ARR, Beats Expectations on Enterprise and AI Momentum
Samsara beat Q2 estimates with $508.4M revenue and $0.20 EPS, then raised FY2027 guidance as large customers and new AI features accelerated.