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

• 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.
• In-line core PCE leaves both bond lines standing as the tape flattens into a five-print evening — Nvidia the refereeMidday 10 · 26 Aug 2026IBIT dips under 44.5 intraday, Intuit carries its guidance punishment down 4.24%, the semis hold their bounce flat, and low volatility reclaims its 50-day with VIXY within half a percent of its year low.
• Day one of the trendline test goes to the bounce — all four semi funds green with SOXX back above 505Midday 10 · 25 Aug 2026SOXX trades 514 intraday after Monday's 500.84 pierce, fabless SMHX leads the complex at +2%, Nvidia adds 1.9% a day before its print, and the factor spread flips risk-on — momentum up against low-vol down — while Intuit slides 2.9% into…
• Instruments for the Bond VerdictDaily Pulse · 19 Aug 2026But large-cap software closed green (CRM +2.71%, ADBE +3.58%, INTU +4.41%), and the cross-asset tells refused to confirm a systemic event: Treasuries were bid (TLT +0.38%, IEF +0.10%, GOVT +0.09%), IGOV drifted −0.27% to 41.11 rather than…
• Introducing the Agentic Winners 25Daily Pulse · 31 Mar 202625 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…