$Adobe(ADBE)$ Bull case: AI makes Adobe products better, more people use them, and Adobe earns more money. Bear case: AI makes creative work so easy that people no longer need Adobe's expensive software. A simple analogy: Adobe used to sell shovels during a gold rush. AI is a new type of shovel. Adobe can either sell the new shovel and make more money, or the new shovel becomes so cheap and common that anyone can compete with Adobe.
$Advanced Micro Devices(AMD)$ AMD Launches Ryzen™ 9 9950X3D2 Dual Edition Processor, the First Dual Processor with AMD 3D V-Cache™ Technology for Developers, Creators and Gamers.