CoStar Group, Inc. (CSGP) announced it will acquire Zonda, a housing market data provider, for $800 million in cash. This acquisition will expand CoStar's offerings in the home construction industry and through NewHomeSource.com. Analysts maintain a bullish outlook on CSGP, with expectations for the transaction to be accretive to adjusted earnings per share in its first full year.

NetApp's Q4 FY 2026 earnings significantly exceeded revenue consensus, driven by strong hybrid cloud, all-flash arrays, and public cloud services performance. The company’s FY 2027 guidance emphasizes growing demand for AI-driven infrastructure, particularly in on-prem deployments requiring high-performance storage. NetApp reported substantial AI-related wins and is leveraging large partner agreements and high-margin public cloud services to sustain profitability and growth.

Motorola Solutions has announced its acquisition of D-Fend Solutions for $1.5 billion. D-Fend Solutions specializes in counter-drone technology that safely mitigates threats from unauthorized drones, a growing concern for public safety and enterprise organizations. This acquisition will expand Motorola Solutions' capabilities in securing airspace and addressing the increasing use of drones for malicious activities.

Ulta Beauty has expanded its delivery options by partnering with Uber Eats, allowing same-day and scheduled deliveries from over 1,500 stores. This collaboration integrates Ulta Beauty's extensive range of beauty and wellness products into the Uber Eats marketplace, building on Ulta's existing partnerships with DoorDash and Instacart. For Uber Eats, this signifies a continued expansion into non-restaurant retail categories, including a new returns service for various retailers.

Torsten Slok, chief economist at Apollo Global Management Inc., predicts that the initial inflationary impact of the AI boom will delay potential interest rate cuts by the Federal Reserve. He suggests new Fed Chair Kevin Warsh's hopes for quick cuts will be dashed due to rising semiconductor, energy, and labor costs associated with AI development, which will keep price pressures high. Slok made these comments during an interview on Bloomberg Television’s Surveillance.

Northrop Grumman announced Apex will support its work on space-based interceptors for the U.S. Space Force, with ground tests completed this year and on-orbit capability expected in 2027. This effort, building on $1 billion in internal investment, is part of a competition to develop a space-based missile defense network to protect the U.S. by the end of the decade. The partnership aims to combine advanced missile defense technologies with commercial expertise to create operational, constellation-scale space-based missile defense systems.

NICE Ltd. (NICE) has announced NiCE World 2026, an event focusing on advancements in Customer Experience (CX) AI and large-scale AI implementation. The company's strong GF Score™ of 86/100 and favorable P/E ratio suggest a solid investment opportunity with high profitability and growth prospects. The event aims to provide insights into the future of enterprise customer experience, showcasing NICE's leadership in the field.

Wells Fargo CEO Charlie Scharf stated that the impact of artificial intelligence on employment is complex, involving both job threats and opportunities. The bank is focusing on how AI can transform its business model, improve efficiency in areas like auditing and legal, and plans to hire more staff skilled in AI while retraining existing employees. Scharf also noted that the bank has reduced headcount since 2019 and cut substantial expenses, reinvesting in growth areas.

Intuit Inc. (INTU) is identified as one of the most oversold S&P 500 stocks in 2026, with analysts reiterating "Buy" ratings and significant upside potential despite a 55% share price decline over the past year. The company's recent challenges include workforce cuts due to AI concerns and a Q3 revenue miss, but analysts remain confident in its business quality and growth opportunities. Intuit, a global financial technology platform with over 100 million customers, provides products like TurboTax and QuickBooks.

Qualcomm has released its Snapdragon C Platform, an entry-level PC chip designed for affordable laptops, aiming to expand its presence in the growing budget-friendly market. The chip offers reliable performance, AI capabilities, and extended battery life and has secured support from major PC manufacturers. Despite strong competition from companies like Apple and AMD, this new platform could be a key growth driver for Qualcomm.