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Fortinet (FTNT) has outperformed the S&P 500 over the past decade, turning a $1,000 investment into $24,579. The company's growth is driven by its firewall technology, custom chips, and recent acquisitions. Fortinet raised its FY26 revenue guidance to $8.02B-$8.18B, citing AI workloads and ransomware threats. The stock trades at 63x trailing earnings, above the average analyst target of $164.32.

Taiwan Semiconductor Manufacturing (TSM) reported Q2 revenue of $40.20 billion, up 36%, and EPS of $4.31, beating estimates. The company raised its 2026 revenue growth forecast to slightly above 40%. 24/7 Wall St. set a 12-month price target of $531.86, implying 16.53% upside. TSMC's stock is up 51.32% year-to-date. Analysts highlight AI-driven demand and 2nm production as growth catalysts, while noting risks like margin pressure and geopolitical tensions.

Dr Reddy's Laboratories' US subsidiary received a $32,350 IRS penalty for misclassifying its fiscal year. The company stated this has no material financial impact. Separately, the USFDA issued two observations after an assessment of its Mexico API facility. Shares closed 2.51% lower on October 1, 2026.

Micron Technology (MU) closed at $1,065.11 on September 30, valued at $1.2 trillion with a P/E ratio of 14. Fiscal 2026 net income is projected at $84.97 billion. Revenue was $133.19 billion with an 86.8% gross margin. Analysts debate how much profit decline the stock can absorb without becoming overvalued, with sensitivities showing margin reductions impact earnings significantly.

FuelCell Energy Inc. (FCEL) stock rose 10.68% amid positive sentiment around clean energy and data center power demand. Analysts set price targets between $19 and $24, citing growth potential despite current losses. The company reported $158M in revenue, strong liquidity, but negative free cash flow. Recent price action shows momentum with support at $16.80.

Stocks rose Friday after a softer-than-expected jobs report, with the Nasdaq up 0.45% for the week, led by AI-related stocks. Micron reported strong earnings and guidance, while Nvidia authorized a $150B buyback. The Dow and S&P 500 fell 1.26% and 0.3% respectively.

Insider transactions occurred at Oracle, Alibaba, Costco, Palo Alto Networks, Canopy Growth, GameStop, and Simon Property Group. Notable sales included Alibaba's CFO selling 103,046 shares and Costco's EVP selling 2,200 shares. Significant purchases were made by Oracle's director and GameStop's CEO. Transactions occurred between September 27 and October 2, with varying percentages of holdings sold or bought.

Standard Chartered's Geoff Kendrick highlighted four altcoins with long-term price targets, favoring tokenization-linked projects over XRP. He cited stablecoins and tokenized assets as key drivers, forecasting significant growth. Targets include Uniswap ($100 by 2030), Aave ($3,500 by 2030), Arbitrum ($10 by 2030), and Chainlink ($200 by 2030). Kendrick also expects Ethereum to outperform Bitcoin.

Accenture's Q4 results showed 7% revenue growth and strong bookings, boosting its shares and those of Indian IT firms like Infosys and Wipro. Analysts see improved demand for AI-led transformation but caution about pricing pressure and subdued discretionary spending. The Nifty IT index fell 11% in September, with major companies like TCS and Wipro declining significantly.

HSBC upgraded Target Corp (TGT) to Buy, raising its price target to $190 from $125. The move follows strong Q2 sales and progress in Target's turnaround strategy. Target offers a 2.93% dividend yield with a 47% payout ratio. The stock is modestly overvalued relative to its GF Value of $132.72, with a GF Score of 75. HSBC also raised its FY2027 EPS estimate to $10.61 from $8.26.