Can Adobe & Salesforce Survive the AI Onslaught?
Автор: StoxCompare
Загружено: 2026-01-21
Просмотров: 12
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Salesforce (CRM) andSalesforce (CRM) and Adobe (ADBE) have been hammered by the market recently. Investors are terrified that Generative AI will fundamentally break their business models—but is the fear justified, or is this a massive buying opportunity?
In this video, we dive deep into the specific "AI displacement" narratives dragging these stocks down:
Adobe: Will tools like Midjourney and Sora make Creative Cloud obsolete, or can Firefly protect their moat?
Salesforce: The fear of "Seat Compression." If AI writes code and handles customer service, does the "per-user" SaaS pricing model collapse?
We analyze the bear case, the company defenses (Agentforce & Firefly), and the valuations to see if these tech giants are value traps or future AI winners.
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#Salesforce #Adobe #StockMarket #SaaS #AI #Investing #StoxCompare
#Investing #ValueInvesting #SoftwareStocks #Salesforce #Adobe #AIStocks
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