Amy Chua, SLB's SVP of data centers, joined Jim Cramer on "Mad Money" to discuss the company's progress in the data center buildout. She highlighted the traction SLB is gaining with customers, the political landscape, and their partnership with Nvidia.

Cisco Systems Inc (CSCO) saw a 3.2% increase in share price, reaching $112.20, but GuruFocus's GF Value estimates the stock to be significantly overvalued at $74.96. Despite strong fundamentals in profitability and growth (GF Score™ of 86/100), insider selling and mixed sentiment from institutional investors suggest caution. The current P/E ratio of 33.7x is also much higher than its historical median, reinforcing concerns about its valuation.

A federal court has narrowed several claims against Archer Aviation in its legal dispute with Joby Aero, Inc., dismissing some trade-secret and contract claims while allowing others to continue. The court also dismissed Archer’s counterclaims against Joby related to the Lanham Act and California Unfair Competition Law. This ruling reshapes the scope of the lawsuit, reducing Archer's immediate legal exposure but also limiting its avenues to challenge Joby's conduct.

DigitalOcean Holdings, Inc. director Warren J. Adelman received 186 fully vested restricted stock units (RSUs) on September 30, 2026, as part of the company's non-employee director compensation policy, instead of quarterly retainer fees. Each RSU is valued at $127.17 and represents a contingent right to receive one common share. Following this transaction, Adelman's direct holdings in DigitalOcean total 67,619 shares.

Oracle Corp (ORCL) saw its stock rise 3.1% to $142.30, but GuruFocus still considers it undervalued by 26.6% with a GF Value of $193.78. Despite a strong GF Score of 92/100, indicating high profitability and growth, the company faces profitability challenges, cash-flow issues, and significant insider selling, suggesting caution for investors. The current valuation is below historical P/E levels, presenting a potential opportunity if financial health improves.

Home Depot is introducing a 6.5-foot app-controlled Santa as part of its 2026 holiday decor collection, alongside an 8.5-foot Towering Santa. These oversized animatronics are a significant feature of this year's offerings, rolling into stores nationwide starting October 5th. The article emphasizes that this new app-controlled Santa is distinct from previous singing versions and advises shoppers to measure their space before purchasing due to its substantial size.

CX Institutional significantly increased its stake in Intuit Inc. (NASDAQ:INTU) by 2,520.6% in the third quarter, purchasing 47,059 additional shares to bring its total holdings to 48,926 shares valued at approximately $13.5 million. This move comes as Intuit exceeded quarterly expectations, reporting $4.03 in adjusted EPS and $4.35 billion in revenue, and raised its quarterly dividend to $1.38 per share. Despite these positive indicators, INTU shares are trading below their 50-day and 200-day moving averages, with analyst sentiment mixed, holding an average price target of $431.55.

South Korea and the U.S. have announced a major agreement to build eight large-scale nuclear reactors (two APR1400s and six AP1000s) in the U.S. by 2030, with a planned investment of $120 billion. However, an analysis raises concerns about the feasibility of the aggressive timeline, lack of commitments from U.S. utilities, and challenges in securing congressional funding due to rapidly escalating national debt. The article also covers other nuclear energy developments, including a Constellation-Amazon power purchase agreement, Holtec's SMR-300 PSAR submission, General Matter's license application for a Paducah enrichment plant, Deployable Energy's selection to test its nuclear battery at NRIC's DOME, NANO Nuclear Energy's acquisition of NRC-licensed fuel processing assets, and a proposed U.S. Fusion Energy Act with a $10 billion investment.

Meta has launched "Muse Gadgets," an open-source project that allows developers to build hardware connecting to Muse, its personal AI agent. This initiative provides open-source firmware and an SDK, encouraging tinkerers to integrate Muse with various devices. As part of this, Meta created Muse Home Link, a USB-C powered device for smart home integration, and is giving away 5,000 of them to Muse subscribers.

This article, syndicated from The Motley Fool, questions the future of Uber Technologies, particularly concerning the competition in the driverless car market. It highlights that The Motley Fool Stock Advisor team did not include Uber in their top 10 stock recommendations, while emphasizing the impressive past returns of their recommendations like Netflix and Nvidia. The piece suggests that investors should look beyond Uber for significant returns.