News about Adobe

The article frames Meta's upcoming earnings as a test of investor confidence in AI-driven ad monetization, following a sharp pullback in Nvidia and the Nasdaq 100. It profiles three stocks it sees as positioned to benefit if that confidence holds, including Zeta Global (ZETA), an AI-focused marketing cloud with about US$1.6b in revenue and an US$8.0b market cap. Adobe, with a US$95.4b market cap, is also covered for its creative and marketing clouds that help brands design campaigns and measure performance. The piece flags an unresolved pressure on Zeta's model: balancing richer AI tools against long-term margins.