Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 15, 2026, Lumentum Holdings Inc. closed at $838.96 per share. Over the past month, Lumentum Holdings Inc. gained 6.57%, and its shares are up 439.98% over the past year. Lumentum Holdings Inc. has a market capitalization of $75.25 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Parnassus Growth Equity Fund stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"Lumentum Holdings Inc. (NASDAQ:LITE) offers exposure to a key bottleneck in AI infrastructure, optical networking, as rising data demand drives a shift away from copper-based systems. Its components enable faster, more efficient data transfer and benefit from strong competitive advantages, including deep technical expertise and high switching costs once embedded in customer platforms."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#Growth #fund #quarter #parnassus

Walmart and SCAN Health Plan announced a partnership on Wednesday to offer co-branded Medicare Advantage plans in two states, targeting a pool of more than two million Medicare enrollees.
The plans, pending regulatory approval, may include pharmacy, vision, food, and over-the-counter benefits, the companies said. Open enrollment for Medicare Advantage begins Oct. 15, according to MarketWatch.
A central feature of the partnership is Walmart's Everyday Health Signals platform, an AI tool designed to provide personalized nutrition and wellness guidance based on members' shopping preferences and self-reported wellness goals. The companies said they plan to make that capability available to participating plan members as part of broader coaching and wellness support.
"By combining Walmart's technology capabilities and consumer retail expertise with SCAN's Medicare product experience, we have an opportunity to develop products that translate those insights into meaningful support that helps members make more informed choices about their health and well-being," said Zack Myers, national general manager of SCAN Health Plan, in a statement.
Walmart Group Director for Consumer Health and Data Solutions Pravene Nath said the collaboration is distinct because of Walmart's role in customers' everyday lives. "Because customers regularly turn to Walmart for groceries and other everyday essentials, we have an opportunity for those who choose to participate, to use insights from their shopping experiences to make nutrition guidance more relevant and actionable," Nath said in a statement.

#Wellness #members #scan #advantage

Schaffhausen, Switzerland-based Aptiv PLC (APTV) is a global industrial technology company developing automated, electrified and digitalized solutions. Its businesses provide software, advanced hardware, perception systems and connectivity technologies for mission-critical applications across mobility and other end markets. It has a market capitalization of approximately $9.3 billion.
Companies valued between $2 billion and $10 billion are generally classified as "small-cap stocks," and Aptiv comfortably fits this category. Its substantial market capitalization reflects its size, influence and established position within the auto parts industry. Aptiv stands out for its expertise in advanced automotive technology, including connectivity, electrification and intelligent systems. Its above-average margins, strong free cash flow and growing non-automotive business provide differentiation. Its established customer relationships and exposure to electrification and autonomous driving could support long-term growth.
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#aptiv #technology #advanced #connectivity

Biogen Inc. (BIIB) is a global biotechnology company that develops and commercializes therapies for serious and complex diseases. Headquartered in Cambridge, Massachusetts, Biogen has built a strong presence in neurology, specialized immunology, and rare diseases, with a portfolio spanning multiple sclerosis, spinal muscular atrophy, Alzheimer's disease, ALS, and other conditions.
Companies worth $10 billion or more are typically classified as "large-cap stocks," and Biogen, with a market cap of $32.1 billion, fits the label perfectly. Biogen's core strength lies in its deep neuroscience expertise and a portfolio of established therapies for complex neurological and rare diseases. Its long-standing research capabilities, specialized commercial infrastructure, and broad pipeline also provide scale and expertise that smaller biotech rivals can find hard to replicate.
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#biogen #complex #expertise

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Columbia Threadneedle Investments and alternative ******* et manager Hamilton Lane announced a strategic collaboration to deliver new investment products for the wealth channel. An interval fund combining public and private equity exposure, currently awaiting SEC approval, will likely be the first product launched through the two firms' partnership.
Columbia Threadneedle brings its public markets expertise, multi-asset investment capabilities and strategic distribution relationships to the collaboration. Hamilton Lane specializes in alternatives, with an established private markets platform, investment sourcing capabilities and data ******* ytics expertise.
Columbia Threadneedle filed a preliminary registration statement with the SEC for the Columbia Hamilton Lane Growth Innovation Fund, a public-private growth equity interval fund. If the fund is approved by the SEC, it will be offered to the wealth channel through financial advisors.
According to the filing, the fund will focus on capital appreciation, allocating at least 80% of its net ******* ets to investments in growth innovation companies. The fund will be roughly evenly split in exposure to publicly traded securities and private ******* ets. At least 40% of the fund's ******* ets will be invested in underlying funds managed by Hamilton Lane.

#lane

Hive Digital Technologies Chief Financial Officer Darcy Daubaras joined Steve Darling from Proactive to discuss the appointment of renowned capital markets executive Hubert Marleau as an Independent Director of HIVE's wholly owned subsidiary, BUZZ High Performance Computing (BUZZ HPC), a move designed to strengthen governance and strategic oversight as the company expands its sovereign AI infrastructure platform across Canada.
Daubaras said Marleau's appointment brings an exceptional level of experience in capital markets, corporate governance and strategic growth at a pivotal time for BUZZ HPC. As demand for artificial intelligence infrastructure continues to accelerate globally, HIVE is positioning BUZZ HPC as a key provider of sovereign AI computing solutions, and management believes Marleau's expertise will help guide the business through its next phase of expansion.
Marleau has spent more than five decades working across North American capital markets and is widely recognized as one of Canada's most experienced investment and governance professionals. His career spans investment banking, ******* et management, corporate finance and public company leadership, giving him a unique perspective on scaling businesses, raising capital and creating shareholder value.
A co-founder of Palos Capital Corp. and Palos Management Inc., Marleau has held influential leadership positions throughout Canada's financial sector. His extensive resume includes serving as a Governor of both the Montreal and Vancouver stock exchanges, Chairman of the Toronto Stock Exchange Listing Committee and a director of the Investment Dealers ******* ociation of Canada, now known as IIROC.
Over the course of his distinguished career, Marleau has served as a current or former director of more than 50 publicly traded companies in Canada and the United States. He has also played a key role in raising both public and private capital for hundreds of issuers and has advised on numerous mergers, acquisitions and financing transactions across a wide range of industries.

#canada #across

With a market cap of $30.1 billion, Willis Towers Watson Public Limited Company (WTW) is a leading global advisory, broking, and solutions company, serving clients worldwide. Through its two segments: Health, Wealth & Career and Risk & Broking, the firm delivers services that help organizations manage risk, optimize benefits, and enhance performance.
Companies valued over $10 billion are generally described as "large-cap" stocks, and Willis Towers Watson fits right into that category. Headquartered in London, the United Kingdom, the company combines deep expertise, data-driven insights, and innovative solutions to support businesses of all sizes.
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#towers #public

Wednesday’s Senate confirmation hearing wasn’t the first time much of the American public met Dr. Nicole Saphier and heard her perspective; President Donald Trump’s nominee for US surgeon general is a health and wellness influencer who has amassed hundreds of thousands of followers through her podcast and social media platforms.
In some ways, the surgeon general position – often referred to as the nation’s doctor – is the original health influencer, tasked with translating science into terms that are easy to understand and guiding the public on ways to improve their health.
“For a decade, I have specialized in translating complex, fast-evolving medical information on various media platforms into content that millions of Americans can understand and use, including during the uncertainty of the global pandemic,” Saphier, a radiologist and Fox News contributor, said in Wednesday’s hearing.
“I realized then how badly this country needs public health communication that is straightforward and grounded in the best evidence available,” she said. “My years of communicating directly with the public have prepared me to explain complex topics in a way that they can understand.”
But experts say that social media has changed how people receive health information, with increasingly blurred lines as to who is considered to have authority and expertise – and that bringing an influencer into the role of surgeon general presents both opportunities and challenges.

#public #saphier #hearing

With a market cap of $30.1 billion, Willis Towers Watson Public Limited Company (WTW) is a leading global advisory, broking, and solutions company, serving clients worldwide. Through its two segments: Health, Wealth & Career and Risk & Broking, the firm delivers services that help organizations manage risk, optimize benefits, and enhance performance.
Companies valued over $10 billion are generally described as "large-cap" stocks, and Willis Towers Watson fits right into that category. Headquartered in London, the United Kingdom, the company combines deep expertise, data-driven insights, and innovative solutions to support businesses of all sizes.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#risk

Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Lumentum Holdings Inc. (NASDAQ:LITE). Lumentum Holdings Inc. (NASDAQ:LITE) is a leading technology company that manufactures and sells optical and photonic products. On September 15, 2026, Lumentum Holdings Inc. closed at $838.96 per share. Over the past month, Lumentum Holdings Inc. gained 6.57%, and its shares are up 439.98% over the past year. Lumentum Holdings Inc. has a market capitalization of $75.25 billion, and its stock has traded within a 52-week range of $144.52 to $1,085.68.
Parnassus Growth Equity Fund stated the following regarding Lumentum Holdings Inc. (NASDAQ:LITE) in its Q2 2026 investor letter:
"Lumentum Holdings Inc. (NASDAQ:LITE) offers exposure to a key bottleneck in AI infrastructure, optical networking, as rising data demand drives a shift away from copper-based systems. Its components enable faster, more efficient data transfer and benefit from strong competitive advantages, including deep technical expertise and high switching costs once embedded in customer platforms."
Lumentum Holdings Inc. (NASDAQ:LITE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 111 hedge fund portfolios held Lumentum Holdings Inc. (NASDAQ:LITE) at the end of the second quarter, down from 123 in the previous quarter. While we acknowledge the potential of Lumentum Holdings Inc. (NASDAQ:LITE) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#lumentum #lite #Growth #investor

Walmart and SCAN Health Plan announced a partnership on Wednesday to offer co-branded Medicare Advantage plans in two states, targeting a pool of more than two million Medicare enrollees.
The plans, pending regulatory approval, may include pharmacy, vision, food, and over-the-counter benefits, the companies said. Open enrollment for Medicare Advantage begins Oct. 15, according to MarketWatch.
A central feature of the partnership is Walmart's Everyday Health Signals platform, an AI tool designed to provide personalized nutrition and wellness guidance based on members' shopping preferences and self-reported wellness goals. The companies said they plan to make that capability available to participating plan members as part of broader coaching and wellness support.
"By combining Walmart's technology capabilities and consumer retail expertise with SCAN's Medicare product experience, we have an opportunity to develop products that translate those insights into meaningful support that helps members make more informed choices about their health and well-being," said Zack Myers, national general manager of SCAN Health Plan, in a statement.
Walmart Group Director for Consumer Health and Data Solutions Pravene Nath said the collaboration is distinct because of Walmart's role in customers' everyday lives. "Because customers regularly turn to Walmart for groceries and other everyday essentials, we have an opportunity for those who choose to participate, to use insights from their shopping experiences to make nutrition guidance more relevant and actionable," Nath said in a statement.

#plan #Wellness #members #advantage

International Business Machines (IBM) is building a rather interesting corner of the enterprise artificial intelligence (AI) market. The company has combined its hybrid-cloud expertise with foundation models and deep government and scientific partnerships, while its Prithvi family of open models now spans weather, geospatial, and lunar data.
That gives IBM a credible position in domain-specific AI, particularly where the stakes are too high for generic models to wing it. The latest example is the NASA IBM Lunar Foundation Model, open-sourced on Thursday, Sept. 10, which brings decades of multi-instrument lunar observations into a unified, machine-learning-ready dataset and model.
Dear ******* eX Stock Fans, Mark Your Calendars for September 21
Google Just Dropped a Bombshell on AI Spending — Alphabet's $200 Billion AI Bet Is Starting to Pay Off Big
Dear Nike Stock Fans, Mark Your Calendars for September 21

#lunar

Howmet Aerospace Inc. (NYSE:HWM) is facing a mixed outlook after GE Aerospace agreed to acquire Consolidated Precision Products (CPP) for about $11.75 billion to secure more control over critical engine castings and expand production capacity. The announcement initially hit Howmet shares, which fell about 10%, as investors worried that GE could eventually rely less on outside suppliers such as Howmet.
However, Howmet CEO John Plant said he is comfortable with the deal and remains confident in Howmet's ability to grow. The bigger issue for Howmet right now appears to be how quickly it can expand capacity to keep up with soaring demand. Commercial aircraft production, defense activity and aftermarket demand are all increasing, while Howmet is also benefiting from demand for turbine components used in data centers. Plant said the scale of the required capital expansion is itself "testing" the company.
The strongest bullish argument for Howmet Aerospace Inc. (NYSE:HWM) is that GE's decision to spend nearly $12 billion on CPP validates how strategically valuable aerospace castings and engine components have become. The acquisition is aimed at addressing a supply bottleneck rather than signaling weak demand. GE expects airfoil demand to rise by more than 30% through 2030, while aircraft manufacturers and defense customers continue to push production higher. That creates a favorable industry backdrop for Howmet as well.
Howmet also has an opportunity to benefit from customers looking for additional capacity outside GE's newly integrated supply chain. If demand continues to exceed available casting capacity, Howmet's existing manufacturing footprint and expertise could give it significant pricing power and support further investment. Plant's comments that the company is being "tested" by the sheer scale of expansion suggest that Howmet is dealing with a capacity problem caused by strong demand, rather than a lack of orders.
Another positive is that Howmet Aerospace Inc. (NYSE:HWM)'s exposure extends beyond commercial aircraft. Its blades and vanes are also used in gas turbines serving the rapidly expanding data-center market, providing another avenue for growth alongside aerospace. Plant has also indicated that the company intends to revisit its longer-term revenue targets, after previously saying revenue could potentially double from 2025 levels within three to five years.

#commercial

Solaris Energy Infrastructure, Inc. (NYSE:SEI), traditionally known as an oil and gas field services and solutions company, has been increasingly shifting toward the data center market. On September 8, the company provided an update to its guidance ranges, which suggests that this shift is working.
The company lifted its adjusted EBITDA guidance for the third and fourth quarters of 2026 and provided its initial outlook for the first quarter of 2027. The company said that the updated expectations reflect stronger contributions from its core power services business, along with better-than-expected performance from recently acquired businesses. Solaris Energy Infrastructure, Inc. (NYSE:SEI) now expects Q3 2026 adjusted EBITDA of $110 million to $130 million, up from its previous range of $90 million to $105 million. At the midpoint, that represents a 23% increase.
For Q4 2026, the company raised its guidance to $145 million to $180 million from $100 million to $120 million, a 48% increase at the midpoint. The company also provided initial Q1 2027 adjusted EBITDA guidance of $200 million to $240 million.
Investors responded positively to the update as the stock rallied following the announcement. Solaris Energy Infrastructure, Inc. (NYSE:SEI) has returned about 150% over the past 12 months. As of September 8, the stock was up more than 25% year to date, compared with a 12% gain for the S&P 500.
The guidance update follows the company's September 2 announcement of its acquisition of Omega Foundation Services, a leader in the specialized engineering, procurement and construction industry with expertise in heavy civil construction across several end markets, including large-scale data centers.

#energy #Services

Horizon Technology Finance Corp., an affiliate of Monroe Capital, on September 10 said that the RoHo Capital Opportunity Fund LLC, a joint venture formed by Horizon and CR Financial Holdings, Inc., the holding company for Roth Capital Partners, LLC, has provided a $20-million senior credit facility to NeoVolta, Inc., with the ability to increase the facility to $30 million upon mutual agreement. An initial $20 million was funded at closing to support NeoVolta's continued growth.NeoVolta is an energy technology company focused on developing and manufacturing domestic battery energy storage systems (BESS). Together with its joint venture partner LONGi, NeoVolta is developing a 210,600-square-foot manufacturing facility in Pendergrass, Georgia, to produce BESS systems designed to meet U.S. domestic content and supply-chain requirements. The facility is expected to have an initial annual production capacity of up to 2 GWh, with the potential to scale to 8 GWh over time."Providing growth capital to innovative companies operating in attractive, high-growth markets is a core focus of RoHo's investment strategy," said Paul Seitz, chief investment officer of Horizon. "Formed by Horizon and Roth Capital, RoHo pairs Horizon's venture lending and structuring expertise with Roth's deep public markets relationships to deliver flexible growth capital to small- and micro-cap public companies. We are pleased to support NeoVolta's growth plans with a tailored financing solution and look forward to continuing to deploy capital through RoHo in support of innovative public companies pursuing significant market opportunities.""Horizon and Roth Capital bring valuable experience and a collaborative approach as we advance NeoVolta's domestic battery energy storage systems manufacturing platform," said Ardes Johnson, CEO of NeoVolta. "As we ramp our Georgia facility and pursue larger commercial and utility-scale opportunities, this relationship supports our ability to execute on our long-term growth strategy."Horizon Technology Finance Corp. is a specialty finance company that provides capital in the form of secured loans to venture capital and private equity-backed companies and publicly traded companies in the technology, life science, healthcare information and services, and sustainability industries. The investment objective of Horizon is to maximize its investment portfolio's return by generating current income from the debt investments it makes and capital appreciation from the warrants it receives when making such debt investments. Horizon is headquartered in Farmington, Connecticut, with a regional office in Pleasanton, California, and investment professionals located throughout the U.S.Monroe Capital is a premier ****** et management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, opportunistic, structured credit, real estate and equity.CR Financial Holdings, Inc., is a private hol

Bayern Munich and SSV Ulm 1846 are continuing their partnership focused on developing the next generation of footballers.
The two clubs have extended their cooperation agreement for another year, meaning the partnership will now run through June 2027 per iMiaSanMia. Bayern Munich and Ulm have been working together in youth development since the beginning of 2021, with both clubs aiming to create better opportunities and pathways for young players.
The extension is another indication of Bayern Munich's continued focus on building relationships with clubs that can contribute to the development of young talent.
For SSV Ulm 1846, working alongside one of Germany's biggest clubs provides an opportunity to benefit from Bayern Munich's experience and expertise in youth football. For Bayern Munich, partnerships such as this can help strengthen its scouting and development network while identifying players with the potential to progress further.
The relationship has now lasted more than five years, and both clubs clearly see value in continuing it.

#munich #continuing #partnership #Youth

Durham, North Carolina-based IQVIA Holdings Inc. (IQV) provides healthcare research services. Valued at $42.3 billion by market cap, the company offers ******* ytics, technology solutions, and clinical research services to the life sciences industry which helps them in the clinical development and commercialization of medical treatments that improve healthcare outcomes for patients.
Companies worth $10 billion or more are generally described as "large-cap stocks," and IQV perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the diagnostics & research industry. With strong revenue growth and a global presence in over 100 countries, IQVIA's expertise and scale provide a competitive edge that is hard to replicate.
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#Research #Stock #healthcare

Based in Midland, Michigan, Dow Inc. (DOW) is a global materials science leader that develops and manufactures chemicals, plastics, coatings, silicones, and other advanced materials used across industries ranging from packaging and construction to automotive, electronics, and consumer products.
Companies valued between $10 billion and $200 billion are typically classified as "large-cap stocks," and DOW, with a market capitalization of $21.4 billion, fits the label perfectly. Its key competitive advantage is its global scale, deep materials-science expertise, and broad portfolio of essential chemicals and advanced materials.
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RKLB Stock Jumps as Rocket Lab Debuts New Solar Cell for ******* e

#billion #science

Caterpillar Inc. (NYSE:CAT) is stepping up its push into AI-powered autonomy as the company looks to help customers build, move and power progress more safely and efficiently. On September 2, it announced a collaboration with FieldAI to advance the development of physical AI, autonomy and robotics.
The partnership could help accelerate Caterpillar's transition beyond the traditional sale of heavy equipment toward AI-enabled autonomous industrial systems. FieldAI is a potentially valuable partner because its AI models are designed to help robots perceive, understand, and navigate complex, unpredictable environments.
Caterpillar could combine FieldAI's technology with its equipment-engineering expertise and operational data to improve autonomous operations in challenging environments. Over time, the collaboration could complement Caterpillar's broader push toward increasingly autonomous equipment and workflows.
The FieldAI partnership could also strengthen Caterpillar Inc. (NYSE:CAT)'s autonomous opportunity in construction. Caterpillar already has extensive experience with autonomous mining equipment, but construction presents a potentially much larger and more complex opportunity.
The biggest opportunity could come from deploying autonomous equipment at smaller, dynamic construction sites, where unpredictable environments and changing workflows make automation more difficult.

#autonomous #fieldai #Opportunity #push

Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Total software revenue grew 21% year-over-year, significantly outstripping total revenue growth as the company executes a deliberate shift toward higher-quality, scalable revenue streams.
Management attributes strong performance to a healthy demand environment where governments are prioritizing national security, border security, and public safety through enhanced intelligence capabilities.
The platform's competitive advantage is driven by 'sovereign AI,' allowing agencies to maintain full control over data and infrastructure while utilizing AI that is explainable rather than a 'black box.'
Domain expertise is cited as the primary differentiator against general-purpose AI models, as intelligence work focuses on rare and obscure data rather than common cases.

#year #security #data #rather

By Karen Roman
Veraxa Biotech AG (Nasdaq: VRXA) said it appointed Raju Willener as Chief Financial Officer, having previously served as Director of Corporate Development at Exentis Group AG, before becoming its CFO in 2025.
Mr. Willener has more than three decades of international financial leadership experience in global capital markets and all aspects of the biopharmaceutical development process, the company stated.
"As we advance our proprietary BiTAC technology platform and growing oncology pipeline, Raju's expertise will be highly valuable in optimizing our capital strategy, evaluating strategic opportunities and supporting disciplined execution and long-term shareholder value creation," said Christoph Antz, Ph.D., VERAXA's CEO and co-founder.
Contact:

#willener #roman #NASDAQ

Rochester, New York-based Paychex, Inc. (PAYX) is a leading human capital management company. Its cloud-based platforms, including Paychex Flex, Paycor and SurePayroll, serve businesses across the employee lifecycle, from hiring and onboarding to payroll administration and benefits management.
Companies with a market cap of $10 billion or more are typically referred to as "big-cap stocks." PAYX, with a market cap of $36 billion, fits right into that category. Its competitive position is supported by its broad, integrated payroll and HR platform, deep compliance expertise, personalized service and scalable solutions for small and mid-sized businesses. Its large customer base and recurring payroll relationships create opportunities to cross-sell benefits, retirement, insurance and HR outsourcing services, while its Paychex Flex and Paycor platforms expand its reach across business sizes. Investments in AI, workforce ***** ytics and automation further strengthen its technology offering.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Why Stifel Just Revamped Its Price Target for Microsoft Stock

#based

Artificial intelligence (AI) has created trillions of dollars' worth of value for some of America's largest organizations over the last few years, but not every company in this booming industry has been a winner. C3.ai (NYSE: AI) stock, for instance, is down 22% in 2026 (as of the market close last Friday, Sept. 4), as investors abandon ship over the company's declining revenue and steep losses.
Last September, C3.ai's founder, Thomas Siebel, stepped down from his role as CEO to focus on his health issues. Since he played a central role in the sales and customer relationship management processes, his departure led to a sharp decline in the company's revenue.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Fortunately, Siebel returned to lead C3.ai in May, and he is determined to get things back on track. Is it time for investors to start buying the stock?
Developing AI software applications from scratch can be extremely expensive, and it requires specialized technical expertise. Not every business has those resources, so they rely on service providers like C3.ai that can deliver turnkey solutions. But C3.ai's business model is changing -- it still has a portfolio of ready-made AI apps, but it's also becoming a platform provider.

#signal #every #company #Stock

Dublin, Ireland-based Aon plc (AON) is a global professional services firm that helps businesses manage two critical challenges: risk and people. Valued at a market cap of $68.5 billion, the company delivers data-driven solutions to corporate, institutional, and commercial clients to reduce operational volatility and optimize workforce performance.
Companies valued at $10 billion or more are typically classified as "large-cap stocks," and AON fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and dominance within the insurance brokers industry. Aon's competitive advantage lies in its global scale, proprietary data and ****** ytics, and broad risk and human capital expertise. Its presence across more than 120 countries, combined with a diversified client base, supports a strong international network and helps it serve complex, multinational clients.
How to Play SNPS Stock as Layoffs Hit Synopsys
Micron Stock More Than Tripled in 2026. Now Taiwan Strike Threat Could Shake the AI Boom.
Dear Adobe Stock Fans, Mark Your Calendars for September 10

#risk #market

Prince William reportedly can't stand his brother's latest project. According to a source, Meghan Markle's role in Prince Harry's planned Princess Diana documentary is what's really pushing William over the edge. The Duke of Sussex reportedly wants to honor his late mother with a TV tribute.
Prince William is reportedly 'horrified' over Meghan Markle's role in Prince Harry's Diana documentary. A royal insider told Woman's Day that Harry wants Meghan heavily involved in the project. The insider described her as his producing partner who brings real expertise to the table.
According to the source, Harry feels Meghan's perspective often adds a layer he wouldn't have thought of on his own. Apparently, the couple has already been collecting footage with the Spencer family's support.
Insiders say the Spencers have given Harry's team little reason to slow down. That leaves William as the only real obstacle standing in the way. According to the source, the whole prospect reportedly horrifies William.
Part of the frustration reportedly comes down to comparisons. William allegedly can't stand people framing Meghan as a "Diana 2.0," especially with the project unfolding on UK soil. The source claims William believes it's actually Kate who resembles his mother more, quietly devoted without needing the spotlight.

#william

On September 4, Bruker (NASDAQ:BRKR) said its energy and supercon technologies unit, Bruker Energy & Supercon Technologies (or BEST), had struck a supply collaboration with Luvata Materials & Solutions to scale up production of RRP superconductors for magnetic confinement fusion. The deal lands right as governments and private developers from Europe to South Korea race to build fusion demonstration plants, and it comes a month after Bruker's core scientific instruments business showed its first real signs of stabilizing. Two very different stories are converging inside one stock.
The Luvata tie-up is not Bruker's first rodeo in fusion. BEST and Luvata previously supplied materials and expertise to ITER, the international fusion megaproject, and to the Wendelstein 7-X stellarator, two of the most advanced superconducting plasma facilities ever built. Their RRP superconductors, wires built with the Rod-Restack Process to withstand field strengths between 12 and 20 Tesla, already run inside CERN's Large Hadron Collider and in ultra-high field NMR magnets. That track record matters now because fusion programs are ramping across Europe, the Americas, China, ***** an and South Korea, and Gauss Fusion has already begun evaluating RRP superconductors for its Gauss Industrial Demonstrator and GIGA power plant platform.
The segment is already delivering. On August 4, Bruker reported that BEST revenue climbed 11.9% year over year to $74.2 million in the second quarter, with organic growth of 8.9% net of intercompany eliminations, while first-half BEST revenue rose 12.3% to $141 million. That growth showed up in Bruker's bottom line too. Non-GAAP operating margin expanded to 14.1% from 9% a year earlier, and non-GAAP diluted earnings per share grew to $0.49 from $0.32, results strong enough that management kept its full-year non-GAAP EPS growth target of 15% to 17% intact.
None of that shows up on a GAAP basis. Bruker's second-quarter GAAP operating results swung to a $65.3 million loss, versus $11.9 million of GAAP operating income a year earlier, dragged down largely by a $134.9 million non-cash goodwill charge. GAAP diluted earnings per share swung to a loss of $0.41 from a profit of $0.05, and for the first half of 2026 the company posted a GAAP diluted loss per share of $0.39. Impairments do not spend cash, but they are a reminder that some of what Bruker paid for in past acquisitions is now being written down.

#fusion

Hans Georgeson has left his position as chief executive of Royal London ******* et Management, ending a five-year tenure.
The group's chief executive, Barry O'Dwyer, is starting the recruitment process for a replacement.
Until a permanent appointment is made, group chief financial officer Daniel Cazeaux will take on the role on an interim basis.
Royal London Group CEO Barry O'Dwyer said: "I would like to thank Hans for his significant contribution over the past five years. Under his leadership, Royal London ******* et Management has grown strongly, broadened its investment capabilities and strengthened its position as a leading UK ******* et manager. We wish him continued success in his next role.
"Dan is an excellent interim appointment. He combines deep financial services expertise with a strong understanding of Royal London, Royal London ******* et Management and the strategic priorities shaping the business. This means he is well placed to support Royal London ******* et Management through this period and maintain our focus on delivering for clients."

#chief #hans #position

On September 4, Bruker (NASDAQ:BRKR) said its energy and supercon technologies unit, Bruker Energy & Supercon Technologies (or BEST), had struck a supply collaboration with Luvata Materials & Solutions to scale up production of RRP superconductors for magnetic confinement fusion. The deal lands right as governments and private developers from Europe to South Korea race to build fusion demonstration plants, and it comes a month after Bruker's core scientific instruments business showed its first real signs of stabilizing. Two very different stories are converging inside one stock.
The Luvata tie-up is not Bruker's first rodeo in fusion. BEST and Luvata previously supplied materials and expertise to ITER, the international fusion megaproject, and to the Wendelstein 7-X stellarator, two of the most advanced superconducting plasma facilities ever built. Their RRP superconductors, wires built with the Rod-Restack Process to withstand field strengths between 12 and 20 Tesla, already run inside CERN's Large Hadron Collider and in ultra-high field NMR magnets. That track record matters now because fusion programs are ramping across Europe, the Americas, China, **** an and South Korea, and Gauss Fusion has already begun evaluating RRP superconductors for its Gauss Industrial Demonstrator and GIGA power plant platform.
The segment is already delivering. On August 4, Bruker reported that BEST revenue climbed 11.9% year over year to $74.2 million in the second quarter, with organic growth of 8.9% net of intercompany eliminations, while first-half BEST revenue rose 12.3% to $141 million. That growth showed up in Bruker's bottom line too. Non-GAAP operating margin expanded to 14.1% from 9% a year earlier, and non-GAAP diluted earnings per share grew to $0.49 from $0.32, results strong enough that management kept its full-year non-GAAP EPS growth target of 15% to 17% intact.
None of that shows up on a GAAP basis. Bruker's second-quarter GAAP operating results swung to a $65.3 million loss, versus $11.9 million of GAAP operating income a year earlier, dragged down largely by a $134.9 million non-cash goodwill charge. GAAP diluted earnings per share swung to a loss of $0.41 from a profit of $0.05, and for the first half of 2026 the company posted a GAAP diluted loss per share of $0.39. Impairments do not spend cash, but they are a reminder that some of what Bruker paid for in past acquisitions is now being written down.

#gaap #bruker #million #already

Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same day, Globant introduced a MuleSoft AI Pod for Salesforce integration. Palantir Technologies Inc. (NASDAQ:PLTR) and Globant S.A. (NYSE:GLOB) are packaging expertise around software in very different ways.
Palantir's bull case is productized delivery. PwC can bring industry relationships and implementation capacity, while Foundry and AIP remain the recurring platform. Palantir's Q2 revenue rose 93% to $1.94 billion, including 149% growth in U.S. commercial revenue, so the alliance lands on real momentum. Arrowstreet Capital held 20,517,115 shares at June 30 after increasing its stake by 97%.
The valuation is the obvious counterweight. A partnership announcement without disclosed revenue cannot by itself justify a large daily move. Receivables concentration, stock-based compensation, and competition from clouds and consultants deserve attention. Hedge-fund breadth had already weakened: Insider Monkey counted 86 funds holding Palantir at June 30, down from 96 at March 31.
Globant's AI Pod offers a more explicit delivery unit. Configurations support roughly six, 12, or 24 integration flows or APIs per month, and the company cited benchmarks including up to 80% automation and 15% to 25% faster time to value. That makes capacity tangible. Twenty-three hedge funds held Globant S.A. (NYSE:GLOB) in Q2, down from 25 in Q1. Pzena Investment Management reported 3,859,718 shares after adding 31%.
Globant's problem is that reusable pods can still be labor businesses. The service remains on a waitlist, the benchmark outcomes are not guaranteed customer results, and AI may pressure billing rates even as it improves productivity.

#glob

On August 21, Kurt Yinger from DA Davidson initiated his coverage of Everus Construction Group Inc. (NYSE:ECG) with a $168 target price and an upside potential of more than 43%, as of September 4 closing. The **** yst **** igned a Buy rating to the stock based on a highly compelling story that revolves around recent accretive acquisitions, expanding profit margins, lucrative project backlog, and strong order bookings. Kurt anticipated the $295 million Epsilon acquisition to bolster the existing forecasts. Let's explore what fuels this bullish narrative around this specialty contractor.
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Everus finalized its $295 million cash acquisition of Epsilon Industries on September 1. Epsilon is an established designer and manufacturer of mechanical and electrical building infrastructure systems. The transaction was financed using a mix of cash on hand and borrowings under the company's existing credit facilities.
The deal expands Everus' prefabrication and modular construction capabilities, enabling it to cater to high-demand sectors through custom fabrication, design-assist and turnkey installation solutions. These sectors include data centers, advanced manufacturing, and healthcare. Epsilon's numerous strategic centers in the U.S. and Canada will contribute to Everus' nationwide distribution network and augment its current geographic presence within priority growth markets.
By integrating Epsilon's workforce and technical expertise, Everus is well-positioned to meet the increased customer demand, penetrate key end-markets and capitalize on favorable industry trends. With this the company will ultimately reinforce its competitive edge and long-term growth trajectory within the construction sector.

#everus