As investors become more sensitive to the size of capex spending by technology firms to chase artificial intelligence dominance, Adobe (ADBE) stands out as a company that already generates revenue from their image generation AI models. With earnings on deck after the close Thursday, this continued demand for Adobe's AI tools positions the company for further growth, especially as digital content creation becomes prominent across industries. The company's innovation pipeline provide long-term growth potential, with the earnings event likely serving as a catalyst for further upside.