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.

New research by Waystar and Modern Healthcare reveals that 42% of hospitals and health systems face at least $1 million in annual recoupment requests, with 10% reporting $25 million or more. A significant 90% of healthcare organizations lack full visibility into whether these payment takebacks could have been prevented, impacting cash flow forecasting for 74% of providers. The study highlights a growing interest in AI and automation, with 33% already using such solutions and another 43% actively evaluating them, to improve recoupment management and prevent financial losses.

Inertial Labs, a VIAVI Solutions company, has launched the INS-NV, a programmable development platform designed to accelerate the design of complex Alternative Position, Navigation and Timing (Alt-PNT) and guidance systems. This platform integrates an inertial navigation system (INS), attitude and heading reference system (AHRS), and an NVIDIA Jetson Orin NX module, reducing development time for visual and inertial navigation systems. It simplifies real-time navigation and sensor fusion, maintaining operation in challenging GNSS-denied environments.

Inertial Labs, a VIAVI Solutions company, has launched the INS-NV, a programmable development platform for alternative navigation systems. This platform integrates an inertial navigation system, attitude and heading reference technology, and an NVIDIA Jetson Orin NX computing module. The INS-NV is designed to reduce software integration time and support navigation development in environments where satellite navigation signals are unavailable or compromised, providing a robust solution for complex Alt-PNT and guidance systems.

Arrive AI, Inc. (ARAI) has announced that Nasdaq approved its transfer from the Nasdaq Global Market to the Nasdaq Capital Market. This move allows the company to regain compliance with two listing requirements, though it still needs to meet the minimum bid price by November 30, 2026. The transfer is considered a defensive step to stabilize its listing status, with its ticker symbol ARAI remaining unchanged.