BNP Paribas Maintains Adobe(ADBE.US) With Hold Rating, Cuts Target Price to $380
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Morgan Stanley Maintains Adobe(ADBE.US) With Buy Rating, Cuts Target Price to $510
BMO Capital Maintains Adobe(ADBE.US) With Buy Rating, Cuts Target Price to $450
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Design Platform Figma Confidentially Files for US IPO
Morgan Stanley Adjusts Price Target on Adobe to $510 From $600, Keeps Overweight Rating
Design-Software Maker Figma Confidentially Files for IPO
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Datacenter construction costs may rise by 20%. Trump's tariffs have dealt a blow to the AI industry in the USA.
① The cost of AI construction not only includes chips, but also requires consideration of Building Materials, cooling equipment, and even backup Generators, all of which are affected by tariffs. ② Altman previously revealed that OpenAI is urgently researching how tariffs will impact the running costs of AI models. ③ "The supply cycle for all core components has long reached 24-36 months," industry insiders expect that the construction costs of Datacenters in the USA may rise by 15%-20%.
After the failure to sell to Adobe, the design software Figma has submitted an IPO application.
Figma's valuation reached 12.5 billion USD in the latest round of financing, significantly differing from Adobe's previously proposed acquisition price of 20 billion USD. Figma's business model focuses on collaborative design tools, enabling designers and developers to work together in real-time.
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