Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

The latest Market Talks covering Technology, Media and Telecom. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

1541 ET – Adobe’s appointment of Anil Chakravarthy as its next CEO may signal a shift in the company’s focus, especially as investors worry that Creative Cloud is exposed to AI displacement, Morgan Stanley analysts write in a note. The move “could signal that Adobe’s center of gravity is shifting toward customer experience, enterprise workflows, and content supply chains, rather than relying on Creative Cloud as the primary growth engine,” the analysts write. “We see that as potentially the right strategic direction.” Still, they say, the appointment does not necessarily mean a “wholesale deprioritization of Creative,” but suggests that Adobe “could now be attempting to turn CX orchestration into a larger growth and monetization engine for enterprises.” Adobe shares trade down 6.4%. (elias.schisgall@wsj.com)

1143 ET – 5N Plus is positioned to become only qualified domestic U.S. supplier of gallium arsenide electro-optical components. Desjardin analyst Frederic Tremblay notes the specialty materials company was selected by the U.S. Department of War to receive $7.3 million to establish domestic production of gallium arsenide components for defense applications at its Utah facility. Currently, U.S. defense contractors rely on foreign suppliers. Tremblay says that this could also open the door to future production of gallium arsenide components and other advanced semiconductor materials for other defense and space applications. “This expands VNP’s long-term optionality by broadening its addressable market and strengthening its positioning within critical western supply chains,” he says. Shares are up 6.5% to C$26.55. (adriano.marchese@wsj.com)

1040 ET – Quebecor’s new 12-year agreement securing French-language NHL rights for TVA Sports 2038 isn’t a deal made directly with the league. Instead, Quebecor is sublicensing those rights from Rogers Communications, the telecom major that holds exclusive national broadcast authority across Canada through its C$11 billion master deal. The deal is an example of the concentration of Canada’s media landscape where one single titan can effectively gatekeep who sits at the table. In this case, Quebecor is buying a seat at Rogers’ table to expand its regular season hockey game lineup. Rogers, instead continues to solidify its dominance over Canadian sports, having most recently taken full control of the Maple Leafs Sports & Entertainment and its flagship franchises, including the Toronto Maple Leafs. (adriano.marchese@wsj.com)

Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

This article was written by

Follow

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

This article was written by

Follow

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The author expresses only personal opinions and does not provide financial advice. The content is for informational purposes only and should not be considered as investment recommendations. The author assumes no responsibility for any investment decisions made based on this article. Always conduct your own research or consult with a financial advisor before making any investment choices. The author makes no guarantees regarding the data, and the user agrees that the author shall not be held liable for the user’s use of the data.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.