This article first appeared on GuruFocus. Adobe shares rose 4.2% to $262.83 Monday as investors rotated toward software companies that could benefit if the AI arms race cools. Adobe (NASDAQ:ADBE), the creative, document and digital-experience software leader, suddenly found itself on the other side of the AI trade as semiconductor stocks were hammered. Reuters highlighted Adobe and ServiceNow among the software winners as investors reconsidered which companies might hold up better if spending shifts away from increasingly expensive frontier-model infrastructure. The valuation picture is striking too: GuruFocus shows Adobe trading 51.6% below its GF Value estimate of $543.
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