📈 SigmaTrader Blog

🧠 Adobe’s Big AI Move: Why $ADBE Might Be the Most Undervalued AI Stock Right Now Monday, Adobe (NASDAQ: ADBE) announced a major step forward in enterprise artificial intelligence — introducing Adobe AI Foundry , a platform designed to help companies build custom generative AI models tailored to their brand identity and creative assets. This is not just another AI buzzword moment. It could be the start of Adobe’s next growth chapter — and yet, the stock is trading near its 52-week low . Let’s break down why this might present a rare opportunity for long-term investors. 🚀 What is Adobe AI Foundry? The new AI Foundry allows enterprises to train custom AI models using their own creative assets — images, videos, and text — directly inside Adobe’s ecosystem. Think of it as “your brand’s personal AI studio” : Trained on your own brand data (logos, campaigns, tone, visuals) Integrated with Adobe’s Firefly generative AI family Designed for brand consistency, IP protectio...

The past week was a whirlwind for the markets. Major indices took a hit, with the Nasdaq 100 ($QQQ) plunging 10% and the S&P 500 ($SPY) dropping more than 7%. But beneath the surface of this broad sell-off, a different story was unfolding. While tech giants like NVIDIA ($NVDA), Tesla ($ TSLA ), Palantir ($ PLTR ), and Netflix ($ NFLX ) continued to slide, certain sectors and stocks stood their ground and even flourished. Who’s Thriving Amid the Chaos? Surprisingly, some consumer cyclical and communication services stocks saw gains: McDonald’s ($ MCD ) and Yum! Brands ($ YUM ) hit all-time highs. Verizon ($VZ) reached a 52-week peak. Beaten-down names like $TEX, $CE, $LKQ, $ GES , $ARCO, $CELH, $ EL , $NEE, $ FSLR , $ ADBE , and VOD saw strong inflows, closing in the green. This raises an important question: Are we witnessing a recession panic , or is this a strategic sector rotation? Recession Panic or Sector Rotation? If this were a true recession scare, we’d expect investors to f...