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Intuit Investor Day Puts AI at Center of Growth Reset After Customer Misses
MarketBeat16d agobearish
Intuit Investor Day Puts AI at Center of Growth Reset After Customer Misses

Intuit (NASDAQ:INTU) used its 2026 Investor Day to outline a strategy centered on scaling its AI-driven “Intuit Intelligence” platform, expanding its mid-market and assisted-tax businesses, and restoring new customer growth after falling short of internal targets in fiscal 2026. Chairman and CEO Sa

Should You Buy Vertiv Stock For Its Widening Margin Despite Delivery Doubts?
Trefis16d agobullish
Should You Buy Vertiv Stock For Its Widening Margin Despite Delivery Doubts?

Vertiv (VRT) supplies the power and cooling systems inside AI data centers, and its stock sits near $240, about 64% of its 52-week high. It is still up about 73% over the past twelve months. The open question is delivery, after some revenue from large projects slipped out of the second quarter of 2026. Even so, Vertiv's operating margin has widened in each of the last three years.

Ascendis Pharma (ASND) Will Regain Metabolic Drug Rights. Is Greater Ownership Worth the Cost?
Insider Monkey16d agoneutral
Ascendis Pharma (ASND) Will Regain Metabolic Drug Rights. Is Greater Ownership Worth the Cost?

Ascendis Pharma A/S (NASDAQ:ASND) announced on September 14 that it will regain exclusive rights to develop, manufacture, and commercialize TransCon products in metabolic and cardiovascular diseases following the termination of its collaboration with Novo Nordisk A/S (NYSE:NVO). The rights include once-monthly TransCon Semaglutide, an investigational long-acting prodrug of semaglutide intended for obesity and type 2 […]

Snowflake (SNOW): Eight Firms Raised Targets. Nobody Wants to Talk About the Multiple
Insider Monkey16d agoneutral
Snowflake (SNOW): Eight Firms Raised Targets. Nobody Wants to Talk About the Multiple

On September 2, 2026, Snowflake Inc. (NYSE:SNOW) reported second-quarter fiscal 2027 results for the period ended July 31, 2026. Revenue rose 35% to $1.55 billion against a $1.48 billion consensus, product revenue grew 37% to $1.49 billion, and adjusted earnings came in at $0.62 per share versus the $0.45 analysts expected. Management raised full-year product […]

How Far Could Autodesk Stock Rebound From Here?
Trefis16d agoneutral
How Far Could Autodesk Stock Rebound From Here?

Autodesk (ADSK) stock has 23.6% of room above it before it meets a ceiling that has turned it back three times, and 5% below it before the reason to be there stops being true. In dollars: $272.34 overhead, $220.31 Wednesday, $209.29 underneath. The stock has lost about 31% over the past twelve months, so the easy read is that the business broke. Its own numbers say it did not.

Forkast News16d agoneutral
Google Rethink ROI Summit: Merchant AI Adoption Metrics Meet the Agent Commerce Reality

Agentic commerce adoption is hitting a structural wall where discovery tools are outpacing back-end payment readiness. Retailers are currently investing in front-end AI integration at a rate that the underlying merchant infrastructure cannot yet support, creating a gap between shopper interest and transaction completion. Google’s Rethink ROI summit in New York underscored this push toward […]

Ondas (ONDS) Buys GATE and Bron. Can Component Ownership Improve Defense Returns?
Insider Monkey16d agobullish
Ondas (ONDS) Buys GATE and Bron. Can Component Ownership Improve Defense Returns?

Ondas Inc. (NASDAQ:ONDS) completed its acquisitions of GATE Technologies Ltd. and Bron Technologies on September 14, adding electronic safety and fuzing components used across precision weapons. GATE supplies the technology, while Bron provides manufacturing and certification capabilities in Poland. Base consideration comprises $105 million in cash and $100 million in equity. The SEC filing specifies […]

The Fords Gave Away Nine-Tenths of Their Company in 1936 and Still Run It Ninety Years Later. The Split They Used, Value to Charity and Votes to the Family, Is How Any Family Business Hands Down the Money Without Handing Down the Keys
24/7 Wall St.16d agoneutral
The Fords Gave Away Nine-Tenths of Their Company in 1936 and Still Run It Ninety Years Later. The Split They Used, Value to Charity and Votes to the Family, Is How Any Family Business Hands Down the Money Without Handing Down the Keys

A single share of stock bundles two separate rights that nothing in the law requires to travel together. One American family discovered this in 1936 and used it to give away most of their company while keeping total control for ninety years.

Why Has Accenture Stock Surged With No New Results To Report?
Trefis16d agobullish
Why Has Accenture Stock Surged With No New Results To Report?

Accenture (ACN) stock has returned 50% since the middle of June, while the S&P 500 returned about 1%. Even after that run, near $190, it sits about a third below its 52-week high. The run started at $126.46, just above the 52-week low, so part of the gain is a bounce. Even so, a move that big usually follows a quarter that changed something. Accenture's last results came on June 18, the day this run began, and it has not reported a quarter since.

Why Are Moderna (MRNA) Shares Soaring Today
StockStory16d agobullish
Why Are Moderna (MRNA) Shares Soaring Today

Shares of biotechnology company Moderna (NASDAQ:MRNA) jumped 7.1% in the afternoon session after the company presented at the Morgan Stanley Global Healthcare Conference and generated positive sentiment around its vaccine pipeline.