TradingKey

Acuity’s fiscal Q4 sales rose 2.9% and adjusted EPS gained 11% as Intelligent Spaces growth offset weaker lighting profitability.

Accenture reported 7% local-currency revenue growth in fiscal Q4 2026 and forecast 3% to 6% growth for FY2027, with further margin expansion.

In September 2026, Nvidia retained its top spot globally with a market capitalization of $5.56 trillion, followed closely by Apple, Alphabet (Class A), and Microsoft. Meta Platforms saw the largest shift in the September global market cap rankings: the company surged 29%, pushing its market cap to $1.88 trillion and overtaking Broadcom to rank eighth. The Philadelphia Semiconductor Index rose 9.1% in September, accelerating noticeably from a 1.98% gain in August. However, internal divergence within the index persisted, with TSMC, SK Hynix, and Micron Technology strengthening while Broadcom fell 4.3%.

NIKE Q1 fiscal 2027 revenue fell 4% to $11.2 billion. Management expects a high-single-digit FY27 revenue decline and adjusted EPS of $1.15-$1.35.

• Amgen faced intraday downward pressure and profit-taking after rallying to multi-year highs. • Core commercial volume growth remained strong alongside ongoing headwinds from biosimilar competition. • Technical indicators show a neutral MACD of 5.033 and an RSI of 50.194.

• Salesforce shares rose following positive developments in enterprise artificial intelligence strategies. • Wall Street analysts highlighted resilient IT spending and strong Agentforce adoption trends. • The company reported $41.52B in annual revenue and $7.46B in net profit.

• Rising U.S. Treasury yields and macroeconomic headwinds pressured Thermo Fisher Scientific's stock. • Premium historical valuations prompted institutional investors to take profits and reduce exposure. • Annual revenue reached $44.56 billion with net profit at $6.70 billion.

• Micron beat fourth-quarter estimates and issued strong first-quarter guidance. • Multi-year customer commitments secure production capacity through 2027. • Analysts raised price targets following robust artificial intelligence-driven demand.

• Boeing secured a massive U.S. Navy defense contract exceeding twenty billion dollars. • Regulatory reviews regarding 737 MAX software issues caused notable intraday trading volatility. • Analysts maintain an average price target of $268.79 with a buy rating.

Accenture’s fiscal Q4 2026 revenue rose 7% in local currency to $18.7 billion. Review bookings, AI demand, margins and fiscal 2027 guidance.

Acuity (AYI) fiscal Q4 2026 sales rose 3% to $1.2 billion, adjusted EPS increased 11% to $5.77, and FY2027 sales guidance was $4.7-$4.9 billion.

Bassett Furniture's fiscal Q3 2026 revenue rose 3.4% to $82.8 million as margins, operating income, Lane Venture shipments and digital sales improved.

• MicroStrategy expanded Bitcoin holdings and retired high-yield preferred shares. • Lower inflation and upgraded institutional price targets boosted market confidence. • The company reported an annual revenue of $477.23M.

• Elevated treasury yields and high valuations caused downward pressure on Vertex shares. • The Crinetics acquisition drove investor focus toward capital deployment and integration efficiency. • Technical indicators show a MACD sell signal and an oversold Williams %R.

• Corning secured a landmark multi-billion-dollar supply agreement with AT&T through 2030. • Partnerships with major tech leaders enhance long-term revenue visibility and growth. • Annual revenue reached $15.63B with net profit standing at $1.60B.

• Lam Research rose due to memory capital expenditure optimism and positive industry tailwinds. • Analysts upgraded price targets, citing durable semiconductor equipment demand tied to artificial intelligence. • The company reported $23.23B annual revenue and a net profit of $7.27B.

• TD SYNNEX reported strong quarterly results and raised its forward guidance. • AI infrastructure demand boosted the Hyve Solutions segment and profit margins. • Annual revenue reached $62.51 billion with net profit of $820.16 million.

• Court ruled for United Therapeutics, confirming patent validity against Liquidia. • Analysts upgraded ratings after the legal victory secured market exclusivity. • The company initiated an accelerated share repurchase to reduce shares.

• Cadence expanded its TSMC collaboration to support advanced AI and computing hardware interfaces. • Morgan Stanley raised its price target and reiterated an Overweight rating on Cadence. • Cadence reported annual revenue of $5.30 billion and net profit of $1.11 billion.

• Tower Semiconductor reported annual revenue of $1.57B and net profit of $220.47M. • Strong analyst coverage highlights demand for silicon photonics chips in AI data centers. • The stock's MACD indicates a buy signal with an average price target of $321.06.