Qualcomm Incorporated (NASDAQ: QCOM) announced it will release its financial results for the fourth quarter and fiscal 2026 on Wednesday, November 4, 2026, after market close. The company will also host a conference call on the same day at 1:45 p.m. Pacific Time to discuss these results, with an audio replay available for 30 days.

Meta Platforms Inc. plans to create a new class of non-voting Class C shares to raise capital, pay employees, and acquire companies, while also preserving CEO Mark Zuckerberg’s majority voting control. However, these shares are expected to trade at a discount, leading to greater dilution for existing shareholders, and may not be suitable for all tax-deferred acquisition deals due to voting-stock requirements. This move comes as Meta aggressively invests in AI, with significant capital expenditures.

Ryoji Sekido, Co-CEO Asia Pacific of Accenture (ACN), received an award of 3,194 Class A ordinary shares on October 20, 2026. Following this non-derivative acquisition, Sekido's direct holdings in the company now stand at 7,038 Class A ordinary shares. This transaction was reported in an SEC Form 4 filing.

Rosenblatt has reiterated its Buy rating on Micron Technology (MU) with a $1900 price target, suggesting a significant upside from its recent closing price. This positive outlook is driven by Micron's strong technological leadership in DRAM and favorable demand-supply dynamics, particularly in the growing AI and data center sectors. Other analysts have also recently issued Buy or Outperform ratings with price targets ranging from $1500 to $3000.

Argus has upgraded Equifax Inc. (NYSE:EFX) to Buy from Hold, setting a price target of $200, citing recovery from a data breach and accelerating growth from a new credit scoring model. The company's management recently raised the dividend by 12%, demonstrating confidence in its outlook, and InvestingPro data indicates 56 consecutive years of dividend payments. Despite a pattern of lower highs and lows, Argus views the stock as undervalued, trading at 17 times its 2027 EPS estimate.

Lam Research Corp. (LRCX) shares fell over 8% after multiple firms lowered their price targets, despite the company reporting better-than-expected fiscal first-quarter results. Analysts cited industry supply constraints as the primary reason for limited December-quarter upside, with BofA and Needham highlighting Lam as "supply constrained, not demand constrained." Despite near-term concerns, analysts maintained positive ratings and see a longer-term bull case, with Citi expecting Lam to outperform the wafer fabrication equipment market in 2027.

Monolithic Power Systems (MPWR) stock has a history of falling 30% or more, and a key concern for investors is its declining free cash flow, which has decreased for two consecutive years despite revenue growth. While orders and the balance sheet remain strong, the dividend now consumes a larger portion of cash flow, and the stock trades at a high valuation compared to the S&P 500, suggesting market expectations of continued rapid growth. Investors are advised to watch the company's fiscal Q3 2026 results, specifically free cash flow as a share of revenue.

Wearable Devices Ltd. (WLDS) has partnered with Encord to combine wrist-based neural sensing with visual data, aiming to enhance training data for robotics and Physical AI applications. The collaboration focuses on evaluating how neuromuscular signals can complement visual information, especially when hands or objects are obscured. This agreement includes a commercial framework for device sales and usage-based compensation for data collection, with ongoing data collection, testing, and integration.

Wearable Devices Ltd. and Encord have entered a strategic collaboration to advance neural-enhanced data for Physical AI. The agreement aims to combine Wearable Devices’ Neural Intent data, derived from wrist-worn neural sensing technology, with Encord’s Physical AI data infrastructure to create richer multimodal training data. This collaboration seeks to enhance how Physical AI systems learn from and interpret complex human actions by integrating neural signals with visual information, particularly for applications in humanoid robotics and advanced robotic manipulation.

Wearable Devices Ltd. has announced a strategic partnership with Encord to integrate its neural sensing wristwear technology with Encord's Physical AI data infrastructure. This collaboration aims to generate richer multimodal training data by combining neuromuscular signals from Wearable Devices' sensors with Encord's visual data. The goal is to improve the understanding of complex human movements for Physical AI and robotics applications, with commercial terms covering device sales and data usage.