📰 Microsoft (MSFT) and Alphabet (GOOGL) Drive AI Growth; Adobe (ADBE) Faces Competition Amid Positive Fiscal Outlook

📅 Jul 21, 2025, 13:54 EDT | 🔗 Source: Zacks

🧠 Summary

Microsoft and Alphabet are gaining AI-driven growth with Azure AI and Google Cloud, while Adobe is catching up but faces stiff competition. Adobe’s fiscal 2025 guidance and AI monetization efforts are positive, suggesting growing AI market presence despite challenges.

💡 Why this signal?

  • Morgan Stanley's price target increase reflects confidence in Alphabet's innovation and AI-driven monetization growth.
  • The anticipated EPS growth and post-earnings updates are likely to positively influence investor sentiment.
  • Although a DOJ investigation exists, its extended timeline and potential remedies reduce near-term negative impact.

📈 GOOGL Price Trend

⏱️ Impact Timing
next week
👥 Competitor Impact
  • ➡️ AAPL: buy
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