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ADSK — 2 entries on this page, 0 of them a change of direction.

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The Investor ChannelPublished 2026-09-04

“ROBOTAXI Takeover! | NVDA META POP | AI MODELS”

The application layer of software faces a challenging environment for the next couple of years, impacting companies like Autodesk.

Autodesk's stock took a sharp drop today. The shares fell. I mean, most software stocks have fallen this week, but Autodesk specifically went down by more than 8%, as some CAD designs were also showcased here.

However, for a lot of AI application software companies like Autodesk and Adobe, if you know my thesis, the application layer of software is going to be a challenging environment for the next couple of years.

Watch the source20:53

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Meet KevinPublished 2026-08-27

“Major Earnings: Marvell, Iren, Autodesk, Affirm, Workday Stock”

$ADSKBullish

ADSK's recent decline is unjustified given continued growth and lack of AI disruption; the market reaction was driven by expectations rather than fundamentals.

Uh Autodesk reports at 4 at least that's the current estimate. you know autodesk software workday software a firm consumer lending Ulta consumer purchasing iron neocloud and then of course Marll tech for where do we stand on AS6 custom AS6 CPO adoption we'll see it's going to be really interesting

Watch the source01:23

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