Li Auto reported strong growth in July 2026, delivering 30,468 vehicles and bringing cumulative deliveries to 1,764,155 units. The company also launched the new Li L6 model and expanded internationally with the introduction of the Li L9 in Kazakhstan, where localized production has commenced. Additionally, Li Auto has significantly developed its charging infrastructure in China, now operating 4,141 supercharging stations.

Blackbaud has launched Agents for Good™, an AI-first connected platform integrating AI agents directly into its existing product suite for nonprofit and social-good organizations. This strategic move addresses the high demand for agentic AI among enterprise decision-makers and aims to enhance platform stickiness and efficiency. The embedded AI approach is expected to drive budget confidence by improving integration capabilities and accelerating time-to-value for customers in a rapidly growing enterprise software market.

This article analyzes why Palo Alto Networks (PANW) stock should be avoided despite its recent rally, citing low gross margins, long customer acquisition cost payback periods, and shrinking operating margins as key concerns. The author suggests that the stock is overvalued given its fundamentals and recommends considering a top digital advertising platform riding the creator economy instead.

SPS Commerce Inc. (NASDAQ: SPSC) saw its stock jump by 11.48% after beating Q2 earnings and revenue estimates and raising its full-year EPS and EBITDA guidance. The company's AI-driven MAX tools showed early customer savings, with a broader rollout planned. Despite a slight trim in revenue guidance due to a divestiture and Q3 guidance slightly below street estimates, analyst sentiment is positive, with multiple banks lifting price targets.

Ituran Location and Control (ITRN) reported strong Q1 results with a 19% revenue increase and 18% EBIT rise, boosted by long-term OEM agreements with companies like Stellantis, Renault, and BMW. Vulcan Value Partners highlighted Ituran in its Q2 2026 investor letter, signaling confidence in its telematics model. Despite this strong performance and an ongoing US$0.50 quarterly dividend, investors are urged to consider potential margin risks from a shift towards lower-margin OEM deals.

Rigetti Computing (RGTI) is attracting significant attention ahead of its upcoming earnings report, with market participants focusing on its commercial traction in quantum systems. A new "buy" rating from Benchmark with a $25 price target has emerged, though elevated valuations prompt caution. Insider selling has been noted, while institutional investors show mixed activity, with many adding shares and some removing them.

MSCI Inc. reported strong Q2 2026 results with increased sales and net income, affirming a quarterly dividend of US$2.05 per share. This performance reinforces the company's earnings power, driven by its index and data businesses, but investors continue to weigh this against potential risks like fee compression and client budget pressures. Despite varying fair value estimates among analysts, the higher EPS provides concrete evidence for evaluating the company's durable earnings profile.

Generac Holdings reported strong Q2 2026 results with increased sales and net income, maintaining its mid-to-high teens sales growth guidance for the full year. The company is experiencing accelerating demand from data centers, backed by a US$1.60 billion backlog and plans to expand large megawatt generator capacity. This strong performance, particularly in the data center segment, is crucial for its investment narrative, though execution risks related to capacity expansion and potential regulatory challenges for diesel remain.

Uber, after divesting from its own autonomous vehicle (AV) development in 2020, has re-entered the AV space with a global strategy, partnering with and investing in over 30 AV companies in the last two years. The article details each of these partnerships, ranging from autonomous trucking and robotaxis to sidewalk delivery robots, highlighting Uber's shift from in-house development to an ecosystem approach. These collaborations involve major players like Aurora, Waymo, Nvidia, and Lucid, and span various regions including North America, Europe, and Asia.

Impinj, Inc. (NASDAQ:PI) reported quarterly results that surpassed analyst expectations, with revenues beating forecasts by 3.6% and statutory profit significantly exceeding estimates. Following these strong results, analysts have increased revenue forecasts for 2026 and sharply reduced loss per share predictions, although the consensus price target of US$176 remains unchanged. Despite the positive adjustments, Impinj's projected revenue growth is expected to slow compared to its historical rate and industry peers.