Intuit Inc. (NASDAQ:INTU) ranks among the best most active stocks to buy right now. On March 10, Rothschild & Co Redburn raised Intuit Inc. (NASDAQ:INTU) to Buy from Neutral, citing its core software products as among the most robust against the risks of artificial intelligence. According to Redburn, Intuit’s core apps, such as QuickBooks and TurboTax, benefit from rich data sets, strict regulatory restrictions, and significant network effects that competitors powered by AI would find difficult to simulate ...

Inside India’s Edtech DuopolyThe Indian edtech sector is entering its consolidation era. Last week, upGrad signed a deal to acquire Unacademy after a year of stretched deliberations. This has become one of the most significant edtech moves after BYJU’S’ $1 Bn acquisition of Aakash in 2021. Let’s unpack the strategic logic behind the acquisition.  upGrad Finds Its Missing Piece: The unicorn spent the past decade building an upskilling stack, but it has always lacked a serious K-12 and test prep engine. Acqui ...

Core Insights - Analysts are recommending six lesser-known S&P 500 stocks with potential gains of 60% or more, including Fair Isaac, Ares Management, and Robinhood Markets [1] Group 1: Stock Recommendations - Fair Isaac (FICO) is projected to rise 78% to $1,947.86 per share in the next 12 months, despite a 35.3% year-to-date decline [1] - Ares Management (ARES) is expected to increase by 74% in the next year, with shares down 40.3% year-to-date [1] - Robinhood Markets (HOOD) is forecasted to jump 68% in the next 12 months, having declined by 32.7% this year [1] Group 2: Market Trends - The market focus has shifted from AI disruption concerns to rising geopolitical risks, particularly related to the conflict in Iran [1] - Analysts are optimistic about profit growth for Fair Isaac, projecting 39% growth in 2026 and 28% in 2027 [1] - Ares Management is expected to see a staggering 277% growth in 2026, with a 20% increase in 2027 [1] Group 3: Additional Stock Insights - ServiceNow (NOW) is anticipated to rise 67.6%, KKR (KKR) by 67.2%, and Zebra Technologies (ZBRA) by 64.8% based on 12-month price targets [1] - Despite the current popularity of commodities, analysts are looking for future gains in these less obvious stocks [1]

Group 1 - Aoris Investment Management's "Aoris International Fund" aims to deliver a return of 8–12% per annum after fees over a 5–7 year market cycle, focusing on high-quality businesses with capable management [1] - The fund's Class A (Unhedged) returned –0.5% after fees in Q4 2025, underperforming the benchmark MSCI AC World Accumulation Index ex Australia, which rose by 2.7% in AUD [1] - The fund's Class C (Hedged) gained 0.1%, which is 3.6% less than its benchmark [1] Group 2 - Jack Henry & Associates, Inc. (NASDAQ:JKHY) is highlighted as a notable stock, providing financial technology solutions for community banks and credit unions [2] - As of March 11, 2026, Jack Henry & Associates, Inc. had a market capitalization of $12.088 billion, with a one-month return of 6.06% and a decline of 4.74% over the past twelve months [2] - Jack Henry & Associates, Inc. contributed positively to the fund's returns, rising by 22% and adding 1.2% to the fund's return for the quarter [3] Group 3 - Jack Henry & Associates, Inc. is recognized for its software solutions that facilitate customer transactions, payments, online banking, regulatory compliance, and fraud mitigation [3] - The company emphasizes customer service and consistently ranks high in customer satisfaction compared to its largest competitor, Fiserv, which ranks low [3]

Group 1 - BlackLine, Inc. has announced that its Founder, Therese Tucker, has been named 70 on the Forbes 250: America's Greatest Innovators List, recognizing her contributions to automating and modernizing corporate finance and accounting [1][2] - The Forbes America's Greatest Innovators List celebrates 250 leaders who have scaled groundbreaking ideas, creating significant societal impact, coinciding with the nation's 250th birthday in 2026 [2] - Therese Tucker founded BlackLine in 2001 and has been instrumental in its evolution, including the shift to a SaaS/cloud business model in 2007 and leading the company's IPO in 2016 [3][4] Group 2 - Under Tucker's leadership, BlackLine has grown to serve over 4,300 customers, with more than 300,000 finance and accounting professionals relying on its platform for AI-driven finance and continuous innovation [4] - BlackLine's Studio360 platform addresses critical financial processes, enabling accurate data, streamlined operations, and real-time insights through automation and AI [6] - The recognition of Tucker highlights her significant contributions to the software and financial services sector, transforming how organizations manage their financial operations [5]

Core Insights - Abaxx Technologies Inc. is set to introduce MarketOS™ at the FIA Global Cleared Markets Conference to enhance collateral mobility in cleared markets [1][6] - The FIA highlights the modernization of post-trade collateral movement as a key application of tokenization, with significant daily collateral transfers in derivatives markets [2] - Abaxx's MarketOS™ aims to address identity verification issues, which are crucial for realizing the potential of real-time collateral movement [2] Company Developments - MarketOS™ is an integrated transaction productivity suite that unifies identity verification, communication, documentation, and agreement workflows for institutional markets [3] - The technology is built on the ID++ protocol, allowing participants to operate with verifiable authority and legal enforceability [3][4] - The first application of MarketOS™, Abaxx Digital Title, has successfully mobilized physical gold and money market fund shares as collateral [5] Market Impact - The Digital Title initiative converts commodities and securities into high-velocity, yield-bearing T+0 instruments, unlocking collateral value across $42 trillion in assets [5] - Elements of MarketOS™ will be introduced within Abaxx Exchange and Abaxx Clearing, pending regulatory approvals, with plans to expand the Digital Title pilot program [5] Share Acquisition - Abaxx Technologies Corp. (Barbados) has entered agreements to acquire an additional 1,013,703 ordinary shares of Abaxx Singapore, increasing its ownership from 91.15% to 93.67% [7]

Core Insights - Financial software firm Intuit exceeded estimates for its fiscal second quarter but provided mixed guidance for the current quarter, leading to a decline in its stock price [1] Company Performance - Intuit reported strong performance in its fiscal second quarter, surpassing analyst expectations [1] - Despite the strong quarterly results, the guidance for the upcoming quarter was not as optimistic, contributing to a drop in stock value [1] Market Reaction - Following the mixed guidance, Intuit's stock experienced a decline, indicating investor concerns about future performance [1]

Food Delivery Industry - Swiggy has shut down its 15-minute food delivery app Snacc after one year of operation due to mounting losses and increased competition [1] - The quick food delivery market is becoming more crowded with competitors like Blinkit and Zepto launching new apps [1] Pharma Sector - Novartis AG is selling 70.68% of Novartis India Ltd's equity shares to WaveRise Investments Ltd, ChrysCapital Fund X, and Two Infinity Partners under a Share Purchase Agreement [2] - The pricing for the shares varies, with WaveRise acquiring 56.45% at ₹860.64 per share, while ChrysCapital and Two Infinity acquire 10.32% and 3.91% at ₹701.25 per share respectively [2] - Post-transaction, the acquirers will gain control and nominate directors, while Novartis AG will cease as promoter [2] Medical Devices - The USFDA conducted a Pre Approval Inspection for Injectable Medical Devices at Zydus Biotech Park, Ahmedabad, with no observations noted [3] Railway Sector - Texmaco Rail & Engineering Ltd and Rail Vikas Nigam Ltd have signed a Joint Venture Shareholders' Agreement to enhance India's rail manufacturing capabilities [4] - RailTel Corporation of India Ltd has received a Letter of Acceptance for a contract valued at ₹35.55 crore, to be completed within 24 months [5] Infrastructure Projects - GHV Infra Projects Ltd has received a Letter of Award for a project valued at approximately ₹123 crore for the installation of Grid-Connected Rooftop Solar Plants [6] Manufacturing - Arfin India Ltd has installed a High Capacity Double Wire Rod Breakdown Machine to enhance production capabilities [7] Technology and Banking - Intellect Design Arena Ltd's eMACH.ai Digital Transaction Banking solution has been implemented by Arab National Bank to enhance its digital capabilities [9] Surveillance Systems - Pace Digitek Ltd has received an Advance Letter of Award for ₹89.069 crore from Railtel Corporation for the installation of an IP-based Video surveillance system [10]

Economic Data - U.S. durable goods orders fell -1.4% m/m in December, better than the expected -1.8% m/m, while core durable goods orders rose +0.9% m/m, exceeding expectations of +0.3% m/m [1] - U.S. December housing starts increased +6.2% m/m to 1.404 million, surpassing expectations of 1.310 million, and building permits rose +4.3% m/m to 1.448 million, above the expected 1.400 million [1] - U.S. industrial production rose +0.7% m/m in January, stronger than the anticipated +0.4% m/m [1] Stock Market Movements - Wall Street's three main equity benchmarks closed higher, with Global Payments (GPN) surging over +16% after issuing above-consensus FY26 adjusted EPS guidance [2] - Micron Technology (MU) rose more than +5% and Applied Materials (AMAT) gained over +2% [2] - Palantir Technologies (PLTR) increased more than +1% following an upgrade from Mizuho [2] - Palo Alto Networks (PANW) fell over -6% after cutting its full-year adjusted EPS guidance [2] Investor Sentiment - Investors are awaiting new U.S. economic data, remarks from Federal Reserve officials, and Walmart's earnings report [3] - Renewed caution about the outlook for AI has negatively impacted sentiment, with most members of the Magnificent Seven stocks edging lower in pre-market trading [3] Geopolitical Concerns - Investors are concerned about the potential for U.S. military intervention in Iran, despite progress in nuclear talks [4] - The U.S. has reportedly assembled its largest air power presence in the Middle East since 2003, raising tensions [4] - WTI crude prices rose above $66 a barrel amid these geopolitical tensions [4] Federal Reserve Insights - U.S. rate futures indicate a 94.1% chance of no rate change and a 5.9% chance of a 25 basis point rate cut at the March FOMC meeting [6] - The FOMC minutes revealed that several policymakers suggested potential rate increases if inflation remains above target [5] - A majority of participants noted that downside risks to employment have moderated, while persistent inflation risks remain [5] Upcoming Economic Reports - U.S. Initial Jobless Claims data is expected to show a figure of 223K, down from 227K last week [6] - The Philadelphia Fed Manufacturing Index is anticipated to drop to 7.5 in February from 12.6 last month [7] - Trade Balance data is expected to show a narrowing deficit to -$55.5 billion in December from -$56.8 billion in November [7] - Pending home sales data is expected to rise +1.4% m/m in January after a -9.3% m/m drop in December [8] Corporate Earnings - Notable companies reporting quarterly figures include Walmart, Deere & Company, and Newmont [10] - Figma surged more than +11% in pre-market trading after posting strong Q4 results and guidance [16] - DoorDash climbed over +10% after reporting better-than-expected Q4 marketplace gross order value [16]

Core Viewpoint - Intuit Inc. is facing significant stock market challenges despite its strong market position and consistent operational performance, primarily due to investor concerns over potential disruptions from generative AI technologies [2][4]. Company Overview - Intuit Inc. is a California-based financial technology company serving approximately 100 million customers globally with products like TurboTax, Credit Karma, QuickBooks, Mailchimp, and the Intuit Enterprise Suite [1]. Financial Performance - The company has a market capitalization of $111.2 billion, but its shares have decreased by 31.6% over the past year, contrasting sharply with the S&P 500 Index, which increased by 11.8% during the same period [2]. - Year-to-date in 2026, Intuit's stock has dropped nearly 39.7%, while the broader index has only seen a modest decline [3]. - Analysts project that Intuit's earnings per share (EPS) will rise by 12.1% year-over-year to $17.23 for the fiscal year ending in July 2026 [5]. Market Sentiment and Trends - The decline in Intuit's stock is largely attributed to investor anxiety regarding AI's potential to disrupt traditional financial software models, despite the absence of material impacts on the company's actual results [3]. - The broader market is undergoing a reset, with software companies being revalued as investors reassess growth sustainability in an AI-driven environment [4]. - Intuit has consistently outperformed EPS expectations in the last four quarters, indicating a strong track record of performance despite market pressures [5].