Dorothy

Kohl's — The retailer rose 2% after Kohl's raised its full-year outlook, boosted partially by $150 million in tariff refunds received in the second quarter. Kohl's also said it was restarting share buybacks of up to $100 million in 2026. J.M. Smucker — The maker of Café Bustelo and Uncrustables sandwiches climbed 3% after posting fiscal first-quarter results. Revenue of $2.22 billion topped an LSEG consensus of $2.13 billion. Smucker also reported adjusted earnings per share of $3.24, though it wasn't clear if that was comparable to a $2.22 estimate. SolarEdge Technologies — The stock jumped nearly 8% after an upgrade by UBS to buy . Analysts at the bank said a new policy by the Federal Communications Commission will lead to market share gains and increased pricing power for the company.

Semtech — The chipmaker jumped more than 8% after second-quarter earnings beat estimates. Adjusted earnings came in at 71 cents per share compared with a FactSet consensus estimate of 61 cents. Revenue also exceeded expectations, as did forecasts for the current quarter. Boston Scientific — The medical device manufacturer fell 5% after it reported to the Securities and Exchange Commission that a cybersecurity incident is expected to cause disruptions and limited access to products. A timeline for restoration is unknown, the company said. SAP — Shares declined 3% after UBS downgraded the application software platform to neutral.

The growth engine was Intuit’s “Big Bets”—Assisted Tax, Money and Mid-Market—which collectively grew 34% and now account for 30% of total revenue. Yet investors focused less on what Intuit accomplished than on what comes next. Shares closed down 3.37% at $357.46, then fell roughly 9% more in after-hours trading to $323.94 after Intuit issued fiscal 2027 guidance calling for revenue of $23.28 billion to $23.51 billion, below Wall Street’s $23.72 billion estimate.