Meta Enters the ‘Battle of the Agents’ With an Advantage Rivals Can’t Easily Copy
Meta Platforms could lead the AI race with its new agentic AI app, Muse, according to T. Rowe Price manager Tony Wang.
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Meta Platforms could lead the AI race with its new agentic AI app, Muse, according to T. Rowe Price manager Tony Wang.
Filed: 2026-09-10 AccNo: 0001158463-26-000089 Size: 371 KB Item 7.01: Regulation FD Disclosure
Ouster, Inc. (OUST) declined 3.33% in recent trading, significantly underperforming the S&P 500's 0.48% loss. The stock has fallen 16.93% over the past month, lagging its sector. While the company projects 42.17% revenue growth and improved EPS for the upcoming quarter, it carries a Zacks Rank of #4 (Sell), indicating analyst pessimism despite positive revenue forecasts.
Andres Gavinet, Chief Accounting Officer of Alexandria Real Estate Equities (ARE), sold 10,000 shares on August 31, 2026, for approximately $509,300 at a weighted average price of $50.93 per share. Despite the sale, Gavinet retains approximately 102,516 directly held shares. The article characterizes this as a routine transaction that shouldn't concern shareholders, though the stock has declined nearly 40% over the past 12 months compared to the S&P 500's 17.2% gain.
Axogen announced a definitive agreement to acquire BioCircuit Technologies for $200 million in cash, adding NerveTape™, the first FDA-approved sutureless device for peripheral nerve repair. The acquisition is expected to close in Q4 2026 and be accretive to revenue growth, adjusted EBITDA margin, and adjusted EPS in the first year, while maintaining positive free cash flow. Axogen will fund the purchase through a $208.7 million public stock offering.
Kestra Medical Technologies announced the appointment of Daniel Finney as Vice President of Research & Development and executive leadership team member. Finney, who has over 20 years of medical device development experience, succeeds Phillip D. Foshee, Jr. and will lead the company's innovation initiatives across the Cardiac Recovery System platform, including AI applications and strategic partnerships.
Singapore-based AI Labs has integrated Google's Gemini AI into its AIV Chatbot, creating an advanced investment analytics platform for analyzing cryptocurrencies and technology stocks. The platform organizes investment research around market outlook, technical analysis, fundamentals and risk, presenting structured analysis rather than simple buy/sell signals. Gemini's multimodal capabilities enable the chatbot to analyze earnings releases, market data, charts and financial documents, with potential to evolve into an interactive investment research assistant accessible to retail investors.
Swarmer, Inc. (NASDAQ: SWMR) announced a definitive agreement to acquire Ratel Robotics, a leading Ukrainian unmanned ground vehicle manufacturer, for up to $224 million in cash and stock. The acquisition combines Swarmer's combat-proven autonomy software with Ratel's battle-tested UGV platform, expanding the company's capabilities in autonomous systems. Ratel has secured $86 million in contracts this year and operates with NATO certification. The combined entity will employ approximately 500 people.
WISeKey shareholders approved the company's redomiciliation from Switzerland to the British Virgin Islands at an Extraordinary General Meeting on September 9, 2026. The merger with WISeKey BVI, a wholly-owned subsidiary, will make the British Virgin Islands-based entity the new publicly traded parent company. The move is intended to support WISeKey's international growth and access to global capital markets.
Zacks equity research analysts featured four stocks in their daily blog: Eli Lilly benefiting from strong GLP-1 drug demand with pipeline progress; Palo Alto Networks outperforming the security industry through platformization and AI-driven threat defenses; Texas Instruments gaining from broadening demand across industrial, data center and automotive markets; and Stratus Properties executing a board-approved liquidation plan with near-term asset disposition catalysts.
Rosen Law Firm is urging investors in ARS Pharmaceuticals, Inc. (NASDAQ: SPRY) who purchased securities between March 9, 2026 and June 24, 2026 to join a class action lawsuit. The lawsuit alleges that company defendants made false and misleading statements regarding the expected timeline for CVS Caremark insurance coverage expansion for the company's epinephrine spray product, neffy, causing investors to purchase shares at artificially inflated prices. The deadline to file is October 5, 2026.
The global intravenous immunoglobulin (IVIG) market is projected to grow from USD 14.98 billion in 2025 to USD 30.83 billion by 2035, at a CAGR of 7.49%. Growth is driven by expanding neurological indications, increased plasma collection capacity, and rising demand for immunoglobulin-based treatments. However, plasma supply dependency and a 100% U.S. tariff on imported IVIG products implemented in October 2025 pose significant constraints. North America leads the market, while Asia-Pacific shows the fastest growth.
Rosen Law Firm announces a September 29, 2026 deadline for investors in Wise Group plc (NASDAQ: WSE) who purchased shares between May 11 and July 23, 2026 to join a securities class action lawsuit. The lawsuit alleges that defendants made false statements about regulatory risks related to anti-money laundering and counter-terrorism financing deficiencies during the company's NASDAQ listing process.
Zacks highlights three stocks with strong sales growth as attractive investment opportunities despite market headwinds from Fed policy uncertainty, elevated Treasury yields, Middle East tensions, and inflation concerns. The recommended stocks are Globus Medical (8.8% expected sales growth), NetApp (18.6% expected sales growth), and Assurant (8.5% expected sales growth), all selected based on their reliable revenue growth metrics and market positioning.
Axcelis Technologies (ACLS) declined 3.03% to $115.56, underperforming the S&P 500's 0.48% loss. The stock has fallen 11.96% over the past month. Analysts expect upcoming earnings of $1.11 per share (down 8.26% YoY) with revenue of $230.05 million (up 7.7% YoY). Full-year estimates project earnings of $4.12 per share (down 15.57% YoY) and revenue of $883.6 million (up 5.31% YoY). ACLS holds a Zacks Rank of #3 (Hold) with a Forward P/E of 28.92, trading at a slight discount to its industry average.
The steel producers industry faces near-term headwinds from muted demand in China, weak residential construction, and automotive market slowdown. However, elevated steel prices and strong non-residential construction activity provide support. Four steel stocks are highlighted: L.B. Foster (Rank #2 Buy) with 134.8% expected earnings growth, ArcelorMittal (Rank #3 Hold) with 16.4% growth, Nucor (Rank #3) with 132.8% growth, and Steel Dynamics (Rank #3) with 114.5% growth.
Proofpoint announced enhancements to its Prism Investigator and Human Communications Intelligence capabilities, enabling direct connections to Microsoft 365 for AI-driven investigations and incorporating AI interactions into insider threat investigations. The updates aim to help organizations investigate insider risk faster by understanding intent across both human and AI communications.
American Fusion Inc. announced an AGORACOM interview with Executive Chairman Brent Nelson discussing the company's Texatron™ Fusion Engine development. The company has authorization to test 12 planned system sizes ranging from 500 kW to 1 GW and is targeting achievement of unity or beyond by end of 2026, with potential commercial deployment in 2027. Management is engaging with major technology and data center companies with proposals valued in the tens of billions of dollars, though these remain incomplete agreements pending additional test results.
QUINT, the direct-to-consumer beauty biotechnology brand, has introduced Q.FACE and Q.SCALP—structured monthly microneedling protocols that combine 25 billion exosomes with precision microneedling applicators. The systems are designed to simplify at-home skincare and scalp treatments by offering standardized dosing, guided application, and a three-month protocol, positioning exosomes as an intentional treatment rather than a daily cosmetic ingredient.
Baird analyst Jeff Johnson downgrades Cooper Companies (NASDAQ:COO) from Outperform to Neutral and lowers the price target from $85 to $61.
– Reuters cites Fars News Agency
Macy's (NYSE:M) is looking for Q3 Adj EPS of $(0.23)-$(0.19) vs $(0.06) analyst estimate. sees sales of $4.650 billion-$4.700 billion vs $4.680 billion analyst estimate.
The company is taking a balanced approach to deploying benefits. Approximately $20 million of proceeds will flow to full year EPS. The remaining refunds of $96 million are being invested in 2026 to deliver for our
Filed: 2026-09-10 AccNo: 0001628280-26-061217 Size: 576 KB Item 2.02: Results of Operations and Financial Condition Item 9.01: Financial Statements and Exhibits
Macy's (NYSE:M) raises FY2026 Adj EPS guidance from $2.00-$2.20 to $2.15-$2.35 vs $2.25 analyst estimate. Raises FY2026 sales outlook from $21.500 billion-$21.750 billion to $21.675 billion-$21.825 billion vs
Macy's (NYSE:M) reported quarterly earnings of $0.40 per share which beat the analyst consensus estimate of $0.37 by 8.11 percent. This is a 2.44 percent decrease over earnings of $0.41 per share from the same
Stifel analyst Robert Hodges reinstates Targa Resources (NYSE:TRGP) with a Buy and announces $340 price target.
Nokia launches Cognitive Operations to deliver real-time intelligence through AI assistance, 3D digital twins, video analytics, predictive maintenance and hybrid connectivity.
Stifel analyst Robert Hodges reinstates TXO Partners (NYSE:TXO) with a Buy and announces $17 price target.
Filed: 2026-09-10 AccNo: 0001319947-26-000048 Size: 605 KB Item 2.02: Results of Operations and Financial Condition Item 8.01: Other Events Item 9.01: Financial Statements and Exhibits