Macroeconomic Discussion: Development of Software Stock Trends with Relevant Examples ADBE, NOW, FIG

[Live Broadcast Summary] The recent performance of software stocks has drawn significant market attention. Design collaboration platform Figma announced its Q1 2026 earnings report: · Revenue increased by 46% year-over-year to $333.4 million, marking the second consecutive quarter of accelerating growth and far exceeding market expectations of $313.2 million; · Adjusted earnings per share (EPS) was $0.10, also surpassing Wall Street’s forecast of $0.06. In addition to Figma, other leading enterprise software companies have also become focal points: · ServiceNow: Strong demand for AI-driven IT workflows, with recent contract sizes and renewal rates remaining high, as the market watches the impact of its GenAI products on ARR; · Adobe: Creative Cloud and Document Cloud businesses remain robust, with the commercialization progress of AI features (Firefly, AI Assistant) expected to be a catalyst for stock prices; · IGV: As an ETF covering major software stocks like ServiceNow, Adobe, Salesforce, and Intuit, its fund flows and the movements of its top holdings can reflect the overall technical aspects and sentiment of the software sector.

Tonight, we will spend 30 minutes discussing the highlights and valuations of Figma, ServiceNow, and Adobe, and analyze the future direction of software stocks and capital rotation trends in conjunction with the movement of IGV.

$Cerebras Systems (CBRS.US)$$Taiwan Semiconductor (TSM.US)$$CoreWeave (CRWV.US)$$NVIDIA (NVDA.US)$$ASML Holding (ASML.US)$$Circle (CRCL.US)$$Futu Holdings Ltd (FUTU.US)$$Coinbase (COIN.US)$$Tesla (TSLA.US)$$Palantir (PLTR.US)$$Advanced Micro Devices (AMD.US)$$Arm Holdings (ARM.US)$$Robinhood (HOOD.US)$$PayPal (PYPL.US)$ $Palantir (PLTR.US)$$Futu Holdings Ltd (FUTU.US)$$NEBIUS (NBIS.US)$$Bitmine Immersion Technologies (BMNR.US)$$Baidu (BIDU.US)$$NIO Inc (NIO.US)$$Meta Platforms (META.US)$$Apple (AAPL.US)$$Microsoft (MSFT.US)$$SanDisk (SNDK.US)$$Corning (GLW.US)$$Figma Inc (FIG.US)$$Lumentum (LITE.US)$

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