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Virtuix is no longer just a niche gadget for VR gamers—it’s pushing its full-body movement tech into military training, where multiple U.S. service branches are already testing it. The real question is whether this shift, plus faster ways to turn real-world footage into walkable virtual environments, can turn early pilots into steady demand—or whether funding needs and slow defense rollouts get in the way.

Mastercard keeps earning more even as its share price has slid, largely because investors worry about new payment tech and possible rule changes. It also keeps returning cash to shareholders and is building tools for emerging payment trends, which could help it grow while those fears fade.

Intuit’s software is deeply woven into how small businesses run their money and taxes, and it’s trying to keep growing customers from leaving as they get bigger by offering a new mid-sized business suite. The catch is the stock price assumes a lot goes right at once, even as Mailchimp struggles, Credit Karma can swing with the credit cycle, and a government tax-filing alternative could come back.

MindWalk is no longer just a lab-for-hire biotech company; it is building a software platform that helps drug teams predict what molecules will do, and the market may not be keeping up with that shift. The upside hinges on whether big customers adopt its LensAI platform and whether its vaccine and metabolic drug candidates prove out without forcing shareholders to fund endless experiments.