Deidre Woolard: Adilbi's earnings were welcome surprise. Aset Sharma: I still tend to think of Adilbi as the Photoshop company, but when I looked at the earnings, it's more about digital experience now and that really seems to be growing. Deidre: If a new technology comes along, which they're either not very good at themselves or haven't foreseen, they can acquire that piece and lump it in with the experiences.
Adobe wants to be a customer experience platform, and a discount retailer is upscaling.
(0:21) Deidre Woollard and Asit Sharma discuss: - Adobe’s quarter, and issues acquiring Figma. - Tech companies rushing to launch generative AI. - Five Below converting stores to Five Beyond. - Labor issues for Dollar General.
Plus, (15:50) stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate. Companies discussed: ADBE, FIVE, DG, PAC, BWXT
Host: Deidre Woollard Guests: Asit Sharma, Bill Mann, Nick Sciple Producer: Ricky Mulvey Engineer: Dan Boyd
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