Private Advisory Group LLC has acquired 54,883 shares of International Business Machines (IBM) in the third quarter, valued at approximately $12.07 million. This move is part of a broader trend of institutional investment in IBM, with analysts rating the stock a "Moderate Buy" and setting an average price target of $266.88. IBM recently reported strong quarterly earnings, beating estimates with EPS of $2.95 and revenue of $17.10 billion, and announced a quarterly dividend of $1.69 per share.

Eurizon Capital SGR S.p.A. significantly increased its stake in Axon Enterprise, Inc. (NASDAQ:AXON) during the third quarter, purchasing 1,567,432 additional shares to hold a total of 1,593,304 shares valued at approximately $673.2 million. This move makes Axon Enterprise the fund's 10th largest holding. The increase in institutional ownership comes as Axon reported mixed quarterly results, missing analyst expectations for EPS and revenue, though revenue still grew by 27.8% year over year.

Roth Capital has initiated coverage on Analog Devices (ADI) with a "Buy" rating and set a price target of $505.00. The article details historical stock performance after analyst coverage notes and other headlines, noting a mixed short-term reaction but a median move of 2.2% in either direction following earlier news. It also provides context on what initiation of coverage means and links to further research resources for ADI.

Guardant Health (GH) has launched five new epigenomic applications for its Guardant360 Liquid test, specifically targeting breast and lung cancers. These tools, powered by the InfinityAI platform, aim to assist oncologists in selecting therapies for patients whose tumors lack clear genomic biomarkers. This expansion is expected to broaden the clinical utility and addressable market for Guardant360 Liquid testing, reinforcing the company's "multi omics data and InfinityAI" growth narrative.

This article provides a comprehensive guide for Singaporean investors on how to invest in the Nasdaq-100 index through the Invesco QQQ ETF. It details what QQQ invests in, its fees, dividend policy, tax implications (including US dividend withholding and estate tax), and compares it with other Nasdaq-100 UCITS ETFs and S&P 500 ETFs. The guide also discusses the risks involved and offers practical advice on purchasing QQQ in Singapore, including considerations for CPF or SRS funds.

Credo Technology Group (CRDO) has introduced new Open Compute Project (OCP) approved standards for enhanced telemetry in optical transceivers, a development that aligns with its focus on AI data center connectivity. While these standards are beneficial for Credo's market positioning, the immediate factors influencing its investment case remain its upcoming fiscal Q2 results, expected on December 1, 2026, and its ability to meet revenue and margin guidance amidst AI infrastructure demand. The article suggests that a strong performance in these areas, particularly concerning AI orders and gross margins above 65%, will be crucial in sustaining the current high-risk, execution-heavy investment thesis, which already projects a significant potential upside.

Forward Industries, Inc. announced a strategic partnership with Groma, planning to allocate up to $30 million in GromaCoin (GRO) ahead of its launch on Solana in Q1 2027. GromaCoin represents a tokenized share in the Groma Real Estate Trust, a U.S.-regulated REIT, and Forward Industries will also assist in expanding GRO's access within the Solana ecosystem. This move aims to create a new dollar-denominated revenue stream for Forward Industries and expand access to on-chain real estate.

Immatics N.V. (NASDAQ:IMTX) reported third-quarter results that fell short of analyst expectations, with revenues missing by 37% and losses slightly higher than modeled. Following the earnings report, analysts have downgraded their revenue forecasts for 2027 and predict increased per-share losses, although the average price target remains unchanged. The company's revenue decline is expected to accelerate, performing worse than the broader industry.

Delta Air Lines CEO Ed Bastian stated that the company will take a "nuanced" approach to AI agents, prioritizing user privacy and cautioning against over-investment during the current "learning" phase of AI in the airline sector. He also defended current ticket fares and warned that the risk of higher oil prices and a "fuel shock" is not yet over, despite current profit margins being held. Bastian further addressed criticism from Elon Musk regarding Starlink internet and defended Delta's partnership with Amazon.

Wells Fargo has upgraded Ecolab (NYSE: ECL) from equal weight to overweight, raising its price target to $380 from $315, indicating a potential 25% upside. This upgrade is driven by the company's strong positioning in AI infrastructure, particularly its water treatment and cooling services for data centers and high-tech manufacturing. Ecolab's Global High-Tech business, bolstered by acquisitions like CoolIT Systems and robust organic growth, is projected to reach $4 billion in annual sales by 2030 with a 25% operating margin.