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Oracle, Adobe in focus as BNP Paribas weighs in on enterprise software sell-off (ORCL:NYSE)
BNP Paribas discussed the recent sell-off in enterprise software stocks, focusing on Oracle and Adobe. Adobe is battling “AI disruption fear” by emphasizing product value and planning “AI influenced” product data messaging at its Summit, while also facing challenges in monetizing its large base of free users. Oracle’s recent debt and equity raise has reassured investors regarding its capital plan and its ability to meet 2030 financial and data center targets.