Stifel has increased its price target for Paychex Inc. (NASDAQ:PAYX) to $130 from $110, maintaining a Hold rating. This adjustment is based on positive revenue growth projections for fiscal year 2027 and expected margin expansion, supported by stable employment, pricing dynamics, and efficiencies from the Paycor acquisition. Despite concerns from other analysts, Stifel believes the company's valuation is reasonable given its earnings growth and dividend yield, with InvestingPro suggesting the stock is undervalued.

FedEx has launched Global Trade Navigator, a new suite of digital tools designed to simplify international shipping for businesses of all sizes. These tools help businesses understand customs requirements, estimate costs, and improve shipment data to reduce complexities and avoid surprises like unexpected duties and taxes for customers. The initiative aims to provide greater confidence and a more predictable experience for businesses engaged in global trade.

Kura Oncology presented at the 12th Annual Cantor Fitzgerald Global Healthcare Conference, highlighting the rapid commercial adoption of KOMZIFTI in acute leukemia and its broader pipeline ambitions, including solid tumors and diabetes. The company reported KOMZIFTI achieved a majority share of new patient starts in NPM1-mutated acute leukemia and outlined upcoming data releases and Phase III trial progress. Kura also announced the spin-out of Caspian Therapeutics to pursue menin inhibitors in diabetes, demonstrating a strategic focus on efficient capital allocation while expanding its therapeutic reach.

F5 (NASDAQ: FFIV) has announced the upcoming availability of F5 Workforce AI Security, a new agentless offering within its F5 AI Security Platform. This solution provides enterprises with visibility and policy control over employee AI usage and actions taken by AI agents on their behalf, without requiring an additional endpoint client. The offering aims to address the growing trend of AI assistants and coding agents accessing enterprise systems and data, ensuring secure and governed AI interactions within organizations.

Biogen (BIIB) used the Wells Fargo 21st Annual Healthcare Conference to outline its strategy for growth, focusing on diversifying beyond its legacy multiple sclerosis business into neurology, immunology, and rare diseases. The company's management highlighted that recent launches and acquisitions are helping to offset older product erosion, with the growth portfolio surpassing legacy MS revenue in Q2 2025. Biogen anticipates a pivotal period with 10 Phase III programs set for readouts starting Q4 2025, while also aiming to repay Apellis-related debt by the end of 2027.

Midland States Bancorp's COO, Kyle Mooney, sold 2,400 shares of MSBI stock for approximately $79,992, reducing his direct ownership by almost 15%. This sale follows two smaller transactions in August. Despite the insider selling, the company recently reported strong quarterly earnings, beating analyst expectations, and increased its quarterly dividend.

Post Holdings Co. Ltd. Japan recently sold 15,000 shares of Aflac (NYSE:AFL) stock at an average price of $117.47, totaling $1.76 million. This transaction, part of a Rule 10b5-1 plan, slightly reduced its ownership, though the entity still holds over 50 million shares. Aflac reported quarterly revenue of $4.22 billion and an EPS of $1.75, narrowly missing analyst expectations.

Attorneys who negotiated a $250 million class action settlement regarding Microsoft's acquisition of Activision Blizzard are seeking $60 million in legal fees. The settlement addresses claims that former Activision CEO Bobby Kotick and the board approved a discounted sale to escape a sexual harassment crisis. If approved, the fees would represent 24% of the total recovery, drawing attention in a legal community divided over large lawyer paydays.

Horizon Kinetics Asset Management LLC, a 10% owner and director of Texas Pacific Land Corp (TPL), recently purchased 1 share of TPL common stock for $375.1. This transaction increases Horizon Kinetics' beneficial ownership to 3,390,842 shares. The purchase comes after TPL's Q2 2026 earnings fell slightly below Wall Street expectations, despite achieving record revenue, adjusted EBITDA, and free cash flow.

Advanced Micro Devices (AMD) shares surged due to stronger-than-expected guidance and accelerating demand for AI and data center chips. This performance, driven by growth in both GPUs and CPUs, led to AMD being a key contributor for the American Century Investments Focused Dynamic Growth Fund, despite the fund not owning the stock. The article notes AMD's significant stock increase over the past year and its popularity among hedge funds.