It’s a pivotal week for the software trade, with two sector heavyweights like Oracle Corp. (NYSE: ORCL ) and Adobe Inc. (NASDAQ: ADBE ) reporting results on Wednesday and Thursday, respectively. Investors will scrutinize whether Oracle stays committed to the heavy AI-related capital spending behind its half-trillion-dollar backlog, and how Adobe plans to answer the rising threat from generative AI — its stock is down nearly 30% year-to-date, echoing a similar slide in 2025. But the pair is not w