Adobe sits in the middle of the AI disruption debate, but the view here is that rivals will struggle to unseat it as the default toolset for creative and marketing work anytime soon. The key question is whether the market is overreacting to new AI tools and missing how sticky Adobe’s products and customer habits remain.Read more

Lululemon is going through leadership drama and a bumpy patch in North America, but the business still throws off plenty of cash and keeps winning abroad. The market seems to be treating it like a brand in long-term decline, and the case here is that this fear may be overdone if the company executes its transition.Read more