Intuit Inc (INTU) — the peer cohort

Long reads

• The Agentic Winners 25Dossier · $49 · 31 Mar 2026Bellwethers — large, liquid names like Microsoft, Salesforce, and Intuit whose price action telegraphs sector sentiment before mid-caps move.
• Agentic Application Software: The SaaSpocalypse MapDossier · $39 · 27 Feb 2026Workday (HR/payroll data) · Intuit (financial data) · Adobe (creative assets) · SAP (ERP data) At Risk Low data gravity · Low replaceability Currently protected by enterprise inertia, integration complexity, and multi-year contracts that…
• The SaaS Litmus Test: Is The March Bottom Real?Weekly Signal · 19 Apr 2026Subjects: ADBE, FIG, ADSK, CRM, NOW, INTU Proxy: IGV Benchmark: QQQ Window: April 21–25, 2026 Pass: IGV matches or outperforms QQQ · the March bottom is real, Claude-Design pain is priced Fail: IGV underperforms QQQ by ≥ 2.0 percentage…

Dailies

• AI Pricing — Fable-Level Power at 60% Less, Weeks Before Anthropic's $2 Trillion IPODaily Pulse · 23 Sept 2026The same day the market bought the companies that sell capacity to AI agents (SanDisk +6.82%, Micron +5.00%) and sold the ones whose fees an agent could route around (Adobe -4.52%, Intuit -3.87%, Visa -2.14%, JPMorgan -3.42%).
• Nasdaq - a second record close as memory jumps 5-7% and banks, card networks and software are soldMorning 10 · 23 Sept 2026On the other side sat the banks - JPMorgan down 3.42%, Wells Fargo 3.92%, Bank of America 3.04% - the card networks, with Visa and Mastercard each down about 2%, and application software, with Adobe down 4.52% and Intuit 3.87%.
• Yields — the 10-year is back above 5% on a hot PMI and a hawkish Fed; chips fall, software is boughtMidday 10 · 23 Sept 2026Software bought: IGV 108.14 (+1.30%), Salesforce $238.21 (+2.11%), ServiceNow (+1.60%), Adobe $240.57 (+0.97%), Microsoft $498.69 (+0.14%, high $507.79); the cyber fund CIBR 103.90 (+1.29%) above Tuesday's 103.66 intraday high - a new…
• Nasdaq — a record print at 27,272, chips extend, software sold from its highs; AMD joins the trillion clubMidday 10 · 22 Sept 2026Chips extend — memory leads with SanDisk +5.2% and Micron +3.4% — and software is sold from new highs: Intuit −5.1%, Adobe −3.8%, Salesforce −2.6%, Microsoft −1.3%, with the cyber and cloud funds red after both printed 52-week highs at…
• Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505Morning 10 · 17 Sept 2026Rubin closed +1.9% at 1,880.81 on the interconnect bid; the Agentic Winners 40 −1.3%, Adobe −2.8%, Intuit −3.4%, the software ETF −0.6% — the buyers of compute marked on the discount rate a third day.
• Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026On the other side, the iShares software ETF fell 1.8%: Shopify −7.6%, UiPath −7.8%, Atlassian −6.9%, ServiceNow −5.0%, Workday −4.9%, Zscaler −4.6%, Intuit −4.1%, Adobe −3.5%.
• Chips up again, software down again — Friday's split is turning into a trendMidday 10 · 8 Sept 2026Second session of the same trade, and it is widening: the optical and hardware names are up 7% to 12%, Intel 9%, AMD through $500, while Shopify falls 7%, Intuit, Workday and Booking 6%, and ServiceNow, Salesforce and Adobe 3% to 4%.
• The bar moves overnight: three beat-and-raise prints get sold after hours.Morning 10 · 28 Aug 2026Intuit and ZM's print-record windows both close today, HOOD's Chart Pick score lands against a 95.10 reference, and Chart Pick edition three publishes separately.