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.

Teradyne Inc. (TER) saw its stock jump by 7.75% due to strong sentiment around AI-chip demand. The company's new Magnum E2 memory test platform, Iris 100 optical test platform, and Gen 7 collaborative robots are key drivers, along with a partnership with GS Microelectronics and expansion into India. Analysts maintain a positive outlook for Teradyne, citing excellent fundamentals and a strong uptrend.

Autodesk stock traded at EUR 187.95 after-hours on October 2, 2026. The company announced that its Fusion offerings will include monthly Flex token allowances for Autodesk Assistant capabilities starting October 6, and that Autodesk Assistant is now generally available to all Fusion users. This expansion supports broader design and manufacturing workflows through natural-language prompts.

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.

Verisign stock saw a 0.53 percent increase in after-hours trading, reaching EUR 256.50 at 9:55 p.m. CEST on October 2, 2026, compared to its prior close of EUR 255.15. The company has also scheduled its third-quarter 2026 earnings teleconference for October 22, 2026, at 4:30 p.m. EDT.

Adobe is expanding its Firefly generative AI capabilities by introducing new tools for music, speech, and sound effect generation, all of which are commercially safe. This aims to provide creators with a one-stop shop for their content workflows, addressing common issues like music licensing and streamlining the creative process. The update also includes free access to Firefly AI Assistant to help creators manage projects.

Shares of Impinj, Power Integrations, Kulicke and Soffa, Microchip Technology, and Monolithic Power Systems jumped after weaker-than-expected U.S. employment data cooled Treasury yields, easing interest rate pressure. Nonfarm payrolls increased by 29,000 in September, below projections, and the unemployment rate rose to 4.2%. This softer hiring environment is seen as beneficial for high-multiple growth equities by lowering borrowing costs, although it risks dampening demand in cyclical chip channels.

Lattice Semiconductor Corporation's stock surged 5.4% to $135.81 on Friday, participating in a broad, sector-wide rally among semiconductor peers. This gain appears to be driven by renewed investor interest in the sector and macro factors, rather than company-specific news, as other comparable companies also experienced significant gains. Investors are advised to monitor the sector's momentum and Lattice's performance relative to its peers in the coming week.

Lesaka Technologies, Inc. has announced its 2026 Annual Meeting of Shareholders for November 18, 2026, to be held in Johannesburg, South Africa. Key agenda items include the election of eleven directors (including two new nominees), the ratification of KPMG, Inc. as the independent auditor, and an advisory vote on executive compensation. The record date for eligible shareholders to vote is September 25, 2026.

CrowdStrike Holdings, Inc. CEO George Kurtz sold 20,000 Class A common shares across September 30 and October 1, 2026. These transactions were executed under a Rule 10b5-1 plan established on January 6, 2026, with weighted-average sale prices ranging from $261.16 to $268.13 per share. After these sales, Kurtz directly holds over 7.5 million shares and indirectly holds 400,000 shares through a family trust.