What is the future for the economy and actions of the United States in the midst of punitive rates, the repression of immigration and the cuts of federal expenses? This is the question of millions of dollars as President and CEO of Hedge Fund POINT72 ASSET MANAGEMENTSteve Cohen, Sounds Alarm, who warns that the United States economics could be at the edge in the midst of macroeconomic uncertainties.
The billionaire investor said goodbye to warning, insisting that the aggressive trade policy of President Donald Trump could cause the economy to grow at a much slower rate of 1.5% in the second half of the year, below an initial forecast of growth of 2.5%. The warning is based on Trump’s rates for various purposes, including decreasing commercial imbalances and obtaining more negotiating power over other nations. However, its negative impact continues as the service sector, a key economic engine, has been slowly growing since 2023.
“The rates cannot be positive, okay? I mean, it is a tax,” Cohen said on Friday at the Priority Fii summit in Miami Beach, Florida. “In addition, we have slowed immigration, which means that the labor force will not grow as quickly as … for the last five years and so.”
Cohen has warned that the good times that the variable income market was finished with the highest registration, as the perspectives of the United States economy are uncertain due to the Trump -established fare plan. True to Cohen’s warnings, the United States stock has significantly removed from the highest record. Given the uncertain macro environment, the S&P 500 has already dropped about 8% during the year and in the cusp of introducing the correction phase.
Morgan Stanley Cio Cio Mike Wilson, who has been insisting on a significant correction since 2023. According to Wilson, investors had pushed the stocks upwards, with an assessment that fired above the historical rules and outside the value of their foundations. Therefore, you have to wait a quick descent as the head heads increase to the left, right and in the center.
“I am actually quite negative for the first time in a time,” Cohen said. “It may only last a year or so, but it is definitely a period when I think the best gains have been and I would not be surprised to see a major correction.”
On the other hand, Cohen is still optimistic about artificial intelligence perspectives despite the revelation and development of Deepseek on the development of profitable AI models that trample on American markets. According to Cohen, the Deepseek development of profitable AI models is positive despite considering concern about the use of powerful AI chips developed by American companies.
Cohen is one of the billionaire investors to take advantage of the artificial intelligence boom through strategic investments. Its portfolio at Point72 Asset Management Hedge has an important exhibition for technological giants who develop and take advantage of various innovations in the AI. Also, Point72 Asset Management has already presented a new fund focused on artificial intelligence, which recorded a 14% gain in the last three months from 2024 to $ 1.5 billion.
We have combed point 72 according to the first quarter of 2024 13 filings to identify the 10 large -head bag options above Steve Cohen’s billionaire with great potential on reverse. We focused on shares with a market cap of more than $ 40 billion with significant potential. We then analyzed stocks why they stand out as solid investments well ready to generate significant value even in the general market of the variable income market. Finally, we listed the stocks in ascending order of the potential in reverse.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
Adobe Inc. (ADBE): Between the actions of Steve Cohen’s billionaire, it is removed with great potential on reverse
Steven Cohen of Point72 Asset Management
Market head from April 24: $ 150.01 million
POINT72 HASTE MANAGEMENT’S STAKE: $ 333.08 million
The potential in reverse of analysts from April 24: 44.02%
Number of coverage fund holders: 117
Adobe Inc. (NASDAQ: ADBE) is a technology company that develops and sells online programs and services for creative tasks, document management and digital marketing. It is better known for its Creative Cloud suite, which includes tools such as Photoshop, Illustrator and Indesign for graphic design. It is one of the companies that take advantage of artificial intelligence to strengthen their solutions. Although the AI business represented $ 125 million $ 4.23 million in the first quarter of 2025, it is expected to be a key growth engine.
Adobe Inc. (NASDAQ: ADBE) hopes that the income of the AI business book will be more than twice in 2025, through the investments he is making. He has already expanded his portfolio AI with Adobe Genescio and Firefly Services. The company is increasingly monetizing autonomous subscriptions to Firefly by introducing various creative cloud offers. It also plans to invest in its sales capacity, as it seeks to strengthen its Ai flows.
Adobe Inc. (NASDAQ: ADBE) has already acquired important shares in Synthia, an IA startup that serves more than 70% of Fortune 100 companies. The startup offers a platform that helps companies develop videos with upset -making upset. The company has also participated in a strategic collaboration with the NFL to improve the experience of fans through AI technology. Although Adobe capitalizes the artificial intelligence boom, RBC Capital has reduced the action price goal to $ 480 from $ 530, maintaining a higher qualification configuration and competitive pressure in the sector of the generative content tool.
Generally, Adbe Ranks 4th In our list of major fillencia Steve Cohen actions, with great potential vice versa. Although we recognize the potential of the Adbe as an investment, our conviction lies in the belief that AI actions have a greater promise to obtain higher yields and to do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia more promising than the Adbe, but which sells less than 5 times, see our report on this Ia stock cheap.
