Marshall Mohr

October 17, 2026

Veeva Gains Investor Attention Amid R&D Growth and AI Focus. Veeva Systems is drawing investor interest as analysts note strong R&D growth and a positive outlook. The company has secured a major research partner that now uses its software as the default clinical platform, and a recent IQVIA deal expands its market reach. Large institutional investors are also increasing exposure to Veeva as part of an AI software play.

October 17, 2026

Intuitive Surgical Prepares for Q3 Earnings Amid Growth and Competition. Intuitive Surgical is approaching its Q3 earnings release, with analysts noting continued double‑digit revenue growth and expanding procedure volumes. At the same time, new robotic competitors are entering the market, prompting discussion of the company's current valuation multiples. The stock has shown strong price momentum, reflected in a relatively high RSI and recent touches near its 200‑day moving average.

September 26, 2026

PACB Pushes HiFi Sequencing for Clinical Growth. Pacific Biosciences is focusing on its HiFi sequencing technology to drive clinical adoption and achieve $40 million in savings. This strategic push aims to address the company's ongoing profitability challenges while targeting long-term growth. The stock recently saw a volume spike and touched its 200-day moving average, reflecting heightened market interest in these operational updates.