Boomi is partnering with ServiceNow as a launch partner for the "ServiceNow Workflow Data Network Passport" program. This collaboration aims to enhance the ServiceNow Workflow Data Fabric by providing Boomi's integration and data enablement capabilities directly within the ServiceNow AI Platform. The partnership will allow customers to activate data across their enterprise and accelerate AI-driven outcomes by connecting systems and providing real-time, trusted data for AI agents and workflows.

Acumen Wealth Advisors LLC significantly increased its stake in NVIDIA Corporation by 482.6% in the first quarter, now holding 39,323 shares valued at $6.86 million, making it 1.8% of their portfolio. Other institutional investors also adjusted their positions, mostly showing increased holdings in NVIDIA. The article highlights both positive factors for NVIDIA, such as strong demand from Amazon and Chinese AI companies and overall market bullishness, alongside neutral and negative sentiments like upcoming earnings, financing concerns, and insider selling.

Holzer & Holzer, LLC reminds investors of lead plaintiff deadlines in shareholder class action lawsuits against Wix.com Ltd. (WIX), Hertz Global Holdings, Inc. (HTZ), and Rackspace Technology, Inc. (RXT). Investors who purchased shares during specific periods and suffered losses are encouraged to contact the firm to discuss their legal rights, with deadlines for seeking lead plaintiff appointment ranging from September 22 to September 26, 2026. The lawsuits allege false or misleading statements and failure to disclose material facts by the respective companies.

Amundi reduced its stake in Super Micro Computer, Inc. (NASDAQ:SMCI) by 30.2% in the first quarter, now holding 1,690,969 shares valued at $38.50 million. Despite this, other institutional investors have increased their positions. The article also highlights recent analyst ratings, key news impacting SMCI including its expanded AI rack portfolio and an ITC patent investigation, and the company's financial performance.

Arkadios Wealth Advisors significantly increased its stake in NetApp, Inc. (NASDAQ:NTAP) by 73.7% in the first quarter, now owning 16,891 shares valued at $1.729 million. Other institutional investors also adjusted their positions, while NetApp insiders sold shares totaling over $8 million. The company's stock performance shows a one-year high of $192.83, and analysts have recently updated their ratings and price targets for NTAP.

Glenmede Trust Co. NA reduced its stake in CarGurus, Inc. (NASDAQ:CARG) by 13.0% in the first quarter, now holding 406,707 shares worth $13.85 million. Other institutional investors also adjusted their positions, with several increasing their holdings. Analysts have a "Moderate Buy" consensus rating for CarGurus, with a target price of $38.55.

Truist Securities has upgraded Corning (NYSE:GLW) stock from Hold to Buy, citing a more attractive valuation after a 45% pullback in July, despite the stock delivering a 125% return over the past year. The firm noted strong demand in Corning's Optical segment, particularly in AI, data center infrastructure, and fiber-to-the-home, and an additional growth driver in the new Photonics MAP. While the stock's growth outlook is strong, InvestingPro analysis indicates it is currently overvalued relative to its Fair Value.

Micron Technology's shares dropped 10.6% last week, closing at $823.03, despite a tight memory market and strong revenue guidance for the fourth quarter. The market volatility reflects investor concerns about the sustainability of record-high margins and the broader memory cycle, even as demand signals from major customers like Amazon and Apple indicate continued constraint until 2027 or 2028. Analysts suggest a potential upside of 94% with a median price target of $1,600, yet acknowledge risks including Chinese competition and economic factors.

Morgan Stanley has upgraded Urban Company to Overweight and increased its target price to Rs 165, citing improved growth visibility, better profitability, and a more reasonable valuation. The brokerage believes Urban Company's "faster, cheaper, better" proposition is yielding results, with supplier growth up 10% year-on-year and net transaction value increasing by about 30%. Morgan Stanley anticipates that profitability targets could be met earlier than management guidance, and expects adjusted Ebitda losses in the Instahelp segment to peak by Q4 FY27 or Q1 FY28.

Cozad Asset Management Inc. significantly reduced its stake in Gen Digital Inc. (NASDAQ:GEN) by 67.7% in the first quarter, selling 238,532 shares and retaining 113,928 shares valued at approximately $2.15 million. Despite this, other institutional investors increased their holdings, and Gen Digital exceeded quarterly earnings expectations with adjusted EPS of $0.67 and revenue of $1.28 billion, while maintaining a "Hold" rating from analysts.