Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra, my friends.I'm just trying to save a little money. My job is not just to entertain, but to teach, explain days like today. So, call me 1800 743 CNBC or tweet me at Jim Kramer.We've been very dismissive of this government shutdown on Wall Street. You know why. Because we've been through so many of them, they usually mean nothing to the stock market.Well, it turns out this one is different. The government's now been closed for 37 days with no sign whatsoe ...

CHONGQING, CHINA - AUGUST 18: In this photo illustration, a person holds a smartphone displaying the logo of Intuit Inc. (NASDAQ: INTU), a global leader in financial software and business solutions best known for products such as TurboTax, QuickBooks, Credit Karma, and Mailchimp, with the company's brand emblem seen in the background on August 18, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesINTU serves as Autodesk’s competitor in the Application Software sector, which ...

Core Insights - The article suggests that purchasing Intuit Inc. (INTU) stock may be more favorable than acquiring Oracle Corporation (ORCL) stock due to INTU's lower valuation and superior revenue and operating income growth [2][3] Valuation Comparison - INTU has a lower price-to-operating income (P/OpInc) ratio compared to Oracle, indicating a more attractive valuation [2] - Despite Oracle's strong growth in cloud infrastructure and AI-driven services, much of its recent stock rally is driven by high expectations rather than current earnings strength [3][8] Market Sentiment and Performance - Oracle's stock performance has been buoyed by investor enthusiasm for its AI and cloud initiatives, particularly its partnerships with Nvidia [3] - The article highlights that while Oracle's fundamentals are solid, the stock appears to be more momentum-driven, reflecting future growth expectations rather than current performance [3][8] Investment Strategy - The Trefis High Quality Portfolio is mentioned as a strategy that evaluates a broader range of factors to minimize stock-specific risks while providing upside potential [6][9] - The article emphasizes the importance of a multi-factor approach to investment assessment, suggesting that careful evaluation is necessary when considering stocks based on valuation [9]

Microsoft (MSFT) came out with quarterly earnings of $4.13 per share, beating the Zacks Consensus Estimate of $3.65 per share. This compares to earnings of $3.3 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +13.15%. A quarter ago, it was expected that this software maker would post earnings of $3.35 per share when it actually produced earnings of $3.65, delivering a surprise of +8.96%.Over the last four quarters, the company ...

Mountain View, California-based Intuit Inc. (INTU) provides financial management, payments and capital, compliance, and marketing products and services. Valued at a market cap of $190.4 billion, the company is best known for its flagship products QuickBooks, TurboTax, Credit Karma, and Mailchimp. It is expected to announce its fiscal Q1 earnings for 2026 in the near future. Before this event, analysts expect this tech company to report a profit of $1.63 per share, up 52.3% from $1.07 per share in the year ...

Core Thesis - Intuit Inc. is positioned as a market leader in financial and accounting software, with a strong focus on AI integration and a shift towards a services-driven model in its TurboTax segment [1][4][6] Company Overview - Intuit's share price was $655.68 as of October 13th, with trailing and forward P/E ratios of 49.88 and 29.50 respectively [1] - The company operates dominant positions in both consumer tax preparation and business accounting segments, with QuickBooks being its flagship product [2] Competitive Advantages - QuickBooks has a significant competitive moat due to its extensive data attributes, enabling the deployment of AI agents for automating key processes [3] - TurboTax captures approximately 60% of the DIY tax return market, transitioning to a services-driven model that enhances revenue streams and reduces churn [4] Revenue Segmentation - The consumer segment, which includes TurboTax and Credit Karma, accounts for 38% of Intuit's total revenue [4] - Credit Karma serves 149 million members, utilizing Intuit's data to improve engagement and approval rates [5] Strategic Investments - Intuit's ongoing investments in R&D, cloud transition, and acquisitions like Credit Karma and Mailchimp are strengthening its platform and creating high-margin, recurring revenue streams [6] - The company maintains a disciplined capital allocation strategy that supports growth and shareholder returns [6] Long-term Outlook - With strong management and resilient business models, Intuit is well-positioned for long-term value compounding, appealing to investors seeking durable growth in software-enabled financial services [6][7]

Group 1: Investment Insights - Coatue Management holds $823.94 million worth of shares in Intuit Inc. (NASDAQ:INTU), representing 2.30% of its total 13F portfolio, indicating strong confidence in the stock's potential [1] - Intuit Inc. is included in billionaire Philippe Laffont's list of 10 stock picks with significant upside potential [1] Group 2: Product Developments - Intuit Inc. announced significant upgrades to its Mailchimp platform, aimed at enhancing data-led retail marketing for emerging businesses [2] - The new features include smart Shopify integration, global SMS capabilities, advanced ecommerce analytics, and holiday-ready templates, designed to connect retailers with customers and drive sales [3] - These upgrades are in response to Mailchimp's Holiday Shopping Unwrapped report, which revealed that 43% of shoppers make purchases in October [3] Group 3: Market Strategy - The holiday season presents a substantial opportunity for retailers, and brands are encouraged to move beyond traditional retail moments like Black Friday and Cyber Monday to gain a competitive edge [4] - Mailchimp's new tools are intended to provide marketers with the confidence and clarity needed to convert customer engagement into reliable revenue growth, extending their impact beyond peak holiday shopping windows [4] Group 4: Company Overview - Intuit Inc. is a global financial technology company offering products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, assisting individuals and businesses in managing finances, marketing, and growth efficiently [5]

Core Insights - Billionaire Philippe Laffont's Coatue Management focuses on high-growth technology and AI-driven stocks, managing $69.5 billion in assets as of May 27, 2025 [1] - The fund's largest public equity holdings include Nvidia, Broadcom, Meta, and CoreWeave, with CoreWeave representing 8.1% of the portfolio as of Q2 2025, emphasizing foundational AI infrastructure [2] - Recent easing of trade tensions with China and positive bank earnings have contributed to a recovery in U.S. stocks, with optimism growing around potential talks between U.S. and Chinese leaders [3] Company Movements - In Q2 2025, Laffont reduced his position in Amazon by 596,184 shares (6% decrease QoQ) while increasing his stake in CoreWeave by nearly 3.4 million shares (24% increase QoQ) [4] - The fund also expanded its positions in Nvidia and Broadcom by 35% and 59%, respectively, during the same period [4] Stock Picks and Performance - The article lists 10 stock picks from Coatue Management with significant upside potential, based on Q2 2025 13F filings and Wall Street analysts' price targets as of October 15, 2025 [7] - Philip Morris International Inc. (NYSE:PM) has an upside potential of 19.40% despite a share price return of -11.15% between July 1 and October 15, 2025, with a $37 million investment announced for expanding its manufacturing facility [10][11] - Zillow Group, Inc. (NASDAQ:Z) has an upside potential of 19.77% and recently launched an application on ChatGPT, enhancing its digital footprint [15][16][17] - Intuit Inc. (NASDAQ:INTU) shows an upside potential of 24.37% despite a share price return of -16.28%, with significant upgrades announced for its Mailchimp platform aimed at boosting retailer sales during the holiday season [19][20][21][22]

Core Insights - Intuit Inc. has formed a strategic partnership with Aprio to enhance growth for mid-market businesses by integrating Intuit's AI-powered ERP solution with Aprio's advisory services [1][2][8] Partnership Details - The collaboration aims to drive growth, efficiency, and profitability for mid-market clients through tailored services and industry-specific insights [2][4] - Aprio is recognized as a leading business advisory and accounting firm, marking the first partnership of its kind with Intuit to simplify operations for mid-market businesses [3][8] Target Industries - Key industries expected to benefit from this partnership include construction, healthcare, technology, and private equity, with a focus on providing unified support and a smooth onboarding experience for clients [4][5] Product Offering - Intuit Enterprise Suite is designed to replace outdated ERPs and fragmented applications with a scalable, AI-powered solution that encompasses finance management, business intelligence, payroll, and more [5][6] Future Plans - Intuit and Aprio plan to expand their partnership over the next 12 to 24 months to explore broader advisory and growth solutions for clients entering more complex business stages [6][8] Company Positioning - Intuit is strategically positioned in the financial and tax management market, focusing on a cloud-based subscription model to ensure stable long-term revenues [7] - Recent performance shows a 4.1% decline in Intuit's shares, contrasting with a 0.1% growth in the industry [7]

Core Insights - Macquarie Asset Management's "Macquarie Large Cap Growth Fund" reported positive returns in Q3 2025 but underperformed the Russell 1000 Growth Index due to an unfavorable market environment and missteps [1] - AI-themed stocks were significant contributors to market gains, accounting for approximately 75% of market returns in the quarter [1] Company Performance - Intuit Inc. (NASDAQ:INTU) experienced a one-month return of -0.83% and a 52-week gain of 7.84%, with a closing stock price of $657.16 and a market capitalization of $183.219 billion as of October 14, 2025 [2] - In Q4 2025, Intuit reported revenue of $3.8 billion, marking a 20% year-over-year increase [4] Investment Analysis - The fund's underperformance was attributed to not holding Tesla and positions in Intercontinental Exchange Inc. and Intuit, which faced headwinds despite solid business fundamentals [3] - Concerns arose when OpenAI announced a new large language model, perceived as a threat to application software, but the fund believes this may present new opportunities for Intuit [3] - Intuit is not among the top 30 most popular stocks among hedge funds, with 105 hedge fund portfolios holding its stock at the end of Q2 2025, up from 87 in the previous quarter [4]