Inside Adobe’s AI Identity Crisis & Target Misses the Mark

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Nov 19, 2025

Adobe's recent acquisition of SEMrush for $1.9 billion leaves many questioning if it will rejuvenate the company's struggling AI innovation. Target faces disappointing earnings and a tough road ahead, trying to revive its brand image with a $1 billion refresh. Meanwhile, Viking River Cruises thrives by catering exclusively to adults, harnessing a unique market niche. The hosts also delve into the nuances of fiscal reporting periods, shedding light on the implications of 52 vs. 53-week years.

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INSIGHT

Adobe Needs Bigger, Bolder Moves

Adobe's stock slide reflects a failure to innovate quickly or differently enough.
Buying SEMrush for $1.9B tweaks the perimeter but doesn't supply scale-changing proprietary data.

ADVICE

Act Now: Use Cash To Buy Transformative Assets

If Adobe wants relevance and a stock turnaround, it should pay up for major AI innovators or buy data-rich assets.
The company has the cash flow and low net debt to pursue transformative acquisitions now.

INSIGHT

Target Still Losing Momentum

Target reported declining sales and three consecutive quarters of negative same-store sales.
The company maintained expectations for a low single-digit decline in the coming quarter.

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