Westpac Banking Corp increased its stake in NVIDIA Corporation by 1.7% in Q2, boosting its holdings to 717,874 shares valued at $113.4 million, making NVIDIA its largest holding. Despite significant institutional ownership, insiders sold a substantial number of shares recently. Analysts maintain a "Buy" rating for NVIDIA with an average target price of $258.65.

While Costco maintains its membership warehouse model and steady growth, Walmart is aggressively investing in its e-commerce and omnichannel transformation. Walmart shows significantly higher e-commerce and net income growth, trading at a lower P/E ratio than Costco despite its rapid expansion. The article suggests Walmart is a more compelling option for growth investors, while Costco remains a solid choice for defensive investors.

Federated Hermes Inc. significantly increased its stake in Salesforce Inc. (NYSE:CRM) by 74.7% to 694,543 shares, valued at $189.4 million. This move is part of broader institutional investor interest, totaling 80.43% ownership, following Salesforce's strong Q3 earnings beat and positive Q4 2026 guidance. The company also announced a quarterly dividend of $0.416 per share, adding to its appeal.

Panagora Asset Management Inc. reduced its stake in Tyler Technologies (NYSE:TYL) by 71.1% in Q2, bringing its total to 877 shares valued at $520,000. Meanwhile, other institutional investors like Norges Bank significantly increased their holdings, with institutional ownership now at 93.3%. Analysts maintain a "Moderate Buy" rating for TYL, predicting a $660.09 average price target.

Tyler Technologies has acquired Edu.Link Incorporated, a provider of educator evaluation, compliance tracking, and workflow automation solutions, to expand its K-12 education market offerings. This acquisition enhances Tyler’s School ERP human resources functionality with tools for evaluations, clearances, and professional development, aiming to streamline administrative tasks for school districts. Edulink's leadership and team will join Tyler's Municipal and Schools Division, further strengthening Tyler's position in providing software solutions for the public sector.

The California Public Employees Retirement System (CalPERS) significantly reduced its stake in Analog Devices, Inc. (NASDAQ:ADI) by 28.0% during the second quarter, selling over 433,000 shares. Despite this reduction, institution investors collectively own 86.81% of the semiconductor company's stock, which recently beat earnings estimates and announced a quarterly dividend of $0.99 per share. Analysts generally rate ADI as a "Moderate Buy" with a consensus target price of $281.87, even as corporate insiders have also been net sellers of the stock.

Levi & Korsinsky LLP has announced a class action lawsuit against Synopsys, Inc. (NASDAQ: SNPS) on behalf of shareholders who suffered losses due to alleged securities fraud between December 4, 2024, and September 9, 2025. The lawsuit claims Synopsys made false statements regarding its Design IP business's economics, which were negatively impacted by an increased focus on AI customers requiring customization. Shareholders affected during this period are encouraged to seek information on recovery by December 30, 2025.

Becton Dickinson (BD) recently announced a collaboration with ChemoGLO, integrating BD’s rapid hazardous drug tests with ChemoGLO’s lab analysis to improve hospital staff safety. This move aligns with BD’s strategy to embed its safety technologies deeper into hospital workflows and supports its "reset-and-separation" investment narrative. While the company focuses on innovation and a complex Biosciences and Diagnostics separation, investors should consider execution risks and various fair value estimates.

Federated Hermes Inc. has increased its stake in Tyler Technologies by 7%, acquiring an additional 15,452 shares, bringing its total ownership to 237,134 shares valued at approximately $140.6 million. Despite a recent sell-off by insiders, analysts maintain a "Moderate Buy" rating for Tyler Technologies with a consensus price target of $660.09. Tyler Technologies also surpassed Q earnings expectations and provided strong FY2025 guidance.

The VOO ETF is trading near its 52-week high, driven by strong earnings momentum, increasing AI infrastructure spending, and anticipated Federal Reserve policy shifts. With projected 10% earnings growth in 2026 and potential rate cuts, the ETF is forecast to reach $675–$700, representing an 8-12% upside. This outlook positions VOO as a strategic core holding, benefiting from U.S. innovation and liquidity.