Adobe Systems Incorporated (ADBE) — the peer cohort

Long reads

• Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Adobe (ADBE) Creative ~18× ~8× Medium Creative assets and design systems have gravity.
• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026
• The SaaS Litmus Test: Is The March Bottom Real?Weekly Signal · 19 Apr 2026Adobe (ADBE) closed $244.45 , down 1.49%, with an intraday range $243.50–$254.08 and a 52-week range of $224.13–$422.95 — the stock trades near its yearly low, already down 29.9% year-on-year.

Dailies

• AI Pricing — Fable-Level Power at 60% Less, Weeks Before Anthropic's $2 Trillion IPODaily Pulse · 23 Sept 2026Table as text Name Ticker Tuesday Column SanDisk SNDK +6.82% capacity Micron MU +5.00% capacity Memory basket DRAM +3.31% capacity Arm ARM +3.19% capacity Semiconductors SOXX +2.40% capacity Adobe ADBE -4.52% fees Wells Fargo WFC -3.92%…
• Nasdaq - a second record close as memory jumps 5-7% and banks, card networks and software are soldMorning 10 · 23 Sept 2026
• Yields — the 10-year is back above 5% on a hot PMI and a hawkish Fed; chips fall, software is boughtMidday 10 · 23 Sept 2026
• Nasdaq — a record print at 27,272, chips extend, software sold from its highs; AMD joins the trillion clubMidday 10 · 22 Sept 2026
• Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shutMorning 10 · 21 Sept 2026
• Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%Midday 10 · 18 Sept 2026
• Day after the hike — yields fall and the lines are retaken: 10-year 4.95%, chips +3% over $505, S&P ETF above $757.83Midday 10 · 17 Sept 2026
• Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026