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This week I’m looking at Oracle and Adobe as two very different tests of the same AI story. Oracle is basically asking: Are companies still willing to spend heavily on AI infrastructure? Adobe is asking: Can AI actually make software more valuable? That difference is what makes these two earnings interesting to me. Personally, I’m starting to care less about how much money companies say they’re investing in AI. We already know the spending is massive. What I want to see now is evidence that all this investment is producing stronger demand, recurring revenue and eventually better profits. With Oracle, I’ll be watching cloud growth and AI-related demand. With Adobe, I’m more curious about whether its AI tools can attract paying users without weakening its existing subscription business. If both companies deliver strong results, I think it would support a much broader AI narrative: infrastructure spending is still healthy and software monetization is catching up. But if one side starts slowing, that could tell us where the AI cycle is becoming more selective. My view: the next phase of AI won’t be about who spends the most it’ll be about who earns the best return from that spending #OracleAdobeEarnings $BTC