64,636 Shares in Innovative Solutions and Support, Inc. $ISSC Purchased by Benjamin Edwards Inc.

Tim Cook stepped down as Apple (AAPL) CEO, becoming executive chairman, and handed the role to John Ternus. Cook grew Apple's market cap from $350B to over $4.5T. Ternus faces AI challenges and shifting manufacturing from China. Q3 revenue was $109.4B, up 16% YoY, with iPhone revenue at $54.3B and Services at $30.7B. Apple is the world's most valuable company with a near $5T market cap.

Micron Technology (MU) faces potential strike action in Taiwan as labor unions demand higher bonuses, citing record profits. Unions want a one-off bonus of 83 months' salary and 15% of operating profit allocated to bonuses from 2027. Micron reported record Q3 revenue of $41.46B and net income of $28.24B, with strong AI-driven demand. Taiwan is Micron's largest manufacturing base, producing critical memory chips.

Bernstein initiated coverage of Shopify (SHOP) with an Outperform rating and $160 price target, citing its commerce innovation and AI potential. Despite strong Q2 results, the stock fell 17.04% in a month. It trades at a forward P/E of 51, above sector average. Hedge fund interest declined, but short interest is low, and analysts' consensus is Buy with a $175 target.

Piper Sandler initiated coverage on First Solar (FSLR) with an Overweight rating and $260 price target, citing low-cost domestic supply and optimistic margin forecasts. FSLR reported Q2 2026 net sales of $1.06B, down 4% YoY, but net income rose to $423M. Shares are down 22% YTD, facing policy and competition risks. Analysts maintain a Buy rating, with FSLR trading at 9.27x forward earnings.

Sherritt International Corp, a Canadian miner with Cuban operations, is seeking a US backer to navigate Trump's sanctions. Citigroup and Office Depot hold claims on Sherritt's Cuban properties, valued at over $350 million, complicating potential deals. Sherritt is in talks with Gillon Capital and a consortium including Glencore. Resolving these claims could set a precedent for other Cuban investments.

Boeing (BA) increased a contract by $13.4B to $19.1B for Foreign Military Sales, primarily with Japan and Israel. The company's P/S ratio is 1.74, below its historical median, and its GF Value™ suggests it is 0.4% undervalued. BA's GF Score™ is 68, indicating moderate financial health with strengths in valuation and momentum but weaknesses in profitability and financial strength. Insiders have sold more shares than they have bought in the past year, and institutional investors have mixed sentime