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Apple's AI integration going to be very important moving forward, says T. Rowe Price's Tony Wang
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Apple’s gross margin hits record as services business keeps growing

Omar Marques | Lightrocket | Getty Images Apple is struggling to squeeze growth out of its flagship iPhone unit, but its profit margin keeps going up thanks to a flourishing services business. In its fiscal first-quarter earnings report on Thursday, Apple reported a gross margin — the profit left after accounting for the cost of...

Adobe has the ability to improve its performance and market reach: Analyst
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Adobe shares plunge 13% on disappointing 2025 revenue guidance

Adobe CEO Shantanu Narayen speaks during an interview with CNBC on the floor of the New York Stock Exchange on Feb. 20, 2024. Brendan Mcdermid | Reuters Adobe shares fell 13% on Thursday and headed for their steepest drop since March after the software vendor issued disappointing revenue guidance. Sales in the fiscal first quarter...

Slowinski: Oracle's cloud growth is strong, while Salesforce and Workday face weaker demand.
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Workday (WDAY) Q3 earnings report 2025

Workday CEO Carl Eschenbach walks to a morning session at the Allen & Company Sun Valley Conference in Sun Valley, Idaho, on July 14, 2023. Kevin Dietsch | Getty Images Workday shares slipped as much as 11% in extended trading Tuesday after the human resources and finance software maker issued a quarterly forecast that came...

Adobe CEO Shantanu Narayen: People have been seeing a lot of spend in AI and infrastructure
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Adobe shares surge and head for sharpest rally since 2020

Adobe CEO Shantanu Narayen speaks during an interview with CNBC on the floor at the New York Stock Exchange on Feb. 20, 2024. Brendan Mcdermid | Reuters Adobe shares surged 15% on Friday, the biggest gain since March 2020, after the software maker reported earnings and revenue that beat analysts’ estimates. After the bell on...