PG&E Corp. (PCG) is considered a strong buy by analysts, with a significant upside potential despite a recent price target revision by Truist. The company is expected to benefit from the ongoing data center wave, particularly as a vertically integrated electric utility providing essential infrastructure. PG&E generates and distributes electricity and natural gas across the U.S. using diverse sources.

Bragar Eagel & Squire, P.C. is investigating potential claims against Intuit Inc. (NASDAQ:INTU) on behalf of its stockholders. This investigation follows a significant drop in Intuit's stock price after the company reported disappointing fiscal Q3 2026 financial results, attributing it to a challenging tax season where it "lost on price" among DIY filers. The law firm is encouraging investors who suffered losses to contact them to discuss their legal options.

Needham upgraded IPG Photonics (NASDAQ:IPGP) to Buy from Hold, setting a price target of $110.00, despite a recent 26% share drop after its first-quarter results. The upgrade is based on strong revenue growth, with Q1 revenue exceeding guidance and consensus estimates by 3% and growing 17% year-over-year. The company's book-to-bill ratio was above 1.0, and Needham believes higher operating expenses are investments for future revenue growth, potentially leading to upside if demand improves.

Nio's ES8 is expected to reach its 120,000th delivery milestone this month, with strong sales momentum despite the launch of the new ES9 SUV. The ES8, a high-gross-margin model, has exceeded 10,000 deliveries for seven consecutive months. Nio anticipates total deliveries to top 40,000 units in June, driven by strong performance from the ES8, ES9, and new Onvo models amidst intensifying competition.

Nio has partnered with Chinese semiconductor supplier GigaDevice to jointly research and develop automotive chips, focusing on innovative solutions for smart cockpits and smart driving. This collaboration aims to address the rising costs and supply-demand imbalance in the EV industry by standardizing core components, a move advocated by Nio CEO William Li to significantly reduce manufacturing expenses for the Chinese automotive sector. GigaDevice will provide high-performance automotive-grade chips, while Nio offers its expertise in vehicle platform development and market insights to optimize chip performance and validation.

NetApp and Cisco have expanded their FlexPod solutions with new validated AI architectures to simplify the deployment of secure and scalable AI infrastructure, addressing the performance and data management needs of modern AI workloads. They are also enhancing cyber resilience through deeper integration between NetApp storage and Splunk analytics, introducing an automated SOAR playbook for proactive incident response and improved security. These initiatives aim to reduce complexity and risk for AI adoption across various enterprise, departmental, and edge environments, while strengthening defense-in-depth strategies at the data layer.

Jacobs Solutions Inc. has been awarded multiple strategic contracts by SSEN Transmission, valued at over $1 billion, to modernize the electricity transmission network in northern Scotland. These frameworks focus on operational technology, cybersecurity, substation design, and digital services, aiming to enhance grid resilience and facilitate greater integration of renewable energy. The contracts underscore Jacobs' capabilities in energy transition and contribute to its robust backlog and positive growth outlook, despite recent stock declines and market uncertainties.

Raymond James, Rosenblatt, and Benchmark have all raised their price targets on Marvell Technology, Inc. (MRVL) after its strong Q1 results, which showed accelerating momentum led by data center growth and exceptional AI-related bookings. Marvell reported Q1 adjusted EPS of 80c on revenue of $2.418 billion, exceeding consensus estimates, and raised its revenue outlook for fiscal years 2027 and 2028.

Motorola Solutions Inc. has terminated its lobbying relationship with Mark A. Kopec, effective April 1, 2026, according to a recent regulatory filing. Kopec was a solo lobbyist for the company, and the termination provides no details on the specific issues he was lobbying on. Motorola Solutions remains a significant federal contractor in critical communications, video surveillance, and command center software for public safety.

Southern Co (SO) has filed for a mixed shelf offering, though the specific size of the offering was not disclosed. This news was reported by Refinitiv and marks a significant financial move for the company.