Stock Movers Week Ahead: Oracle, Adobe, Kohl's
Mar 8, 2026
Matthew Griffin, Bloomberg equities reporter who covers tech and consumer stocks. He breaks down investor scrutiny of Oracle's AI cloud bets and related cost cuts. He reviews why Adobe faces AI-related sell pressure and what clarity on AI revenue could mean. He previews Kohl's results as a check on U.S. consumer health and the importance of management commentary.
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Oracle's AI Spend Raises Return Questions
- Oracle's heavy AI cloud spending has driven big share moves but left investors questioning returns.
- The stock rallied in 2023 then slid ~50% from its September high after raised data center spending and December selloffs.
Watch Oracle Guidance On Cost Cuts And Revenue
- Investors will look for proof that cost cuts fund AI capital expenditures and translate into revenue growth.
- Analysts expect just under $16 billion revenue versus $14 billion year-ago and want clarity on capex payoffs.
Adobe Hits The SaaS Skepticism Headwind
- Adobe faces a 'SaaS-pocalypse' narrative where investors fear core products can be replicated by cheaper AI tools.
- Shares are down ~20% year-to-date and December guidance got a lukewarm reception amid those concerns.