Sharemaestro Newsreel

Super Micro Advances 13%, Dell Gains 5%, HPE Rises 3% on Blowout AI Server Guidance

Quick Read Super Micro Computer's FY2027 revenue guidance of between $65B and $72B crushed the $52.5B estimate, sending SMCI up 13% and Dell up 5%. NVIDIA gained 2.5% as Super Micro's record $60B order book signals sustained conviction in GPU-powered AI server demand. Barclays, …

Why fast food chains like McDonald's and Starbucks are going all in on energy drinks

Fast food chains in search of a sales pick-me-up are back to rolling out energy drinks. The research New research from Citi restaurant analyst Jon Tower on Wednesday easily explains the energy drink push by fast food giants. Here are a few key findings …

ACHR Stock Gains 49.2% in a Month: Is There More Upside Ahead?

Archer Aviation Inc. ACHR shares have rallied 49.2% over the past month, outperforming the Zacks Aerospace-Defense industry's rise of 8.2%. The company is driving growth by advancing Midnight toward commercialization, scaling production and expanding into autonomous VTOL and aviation AI. The planned Boeing's Wisk …

Zacks Investment Ideas feature highlights: SpaceX, Meta, Palantir, Snowflake, Alphabet, AT&T and T-Mobile

For Immediate Release Chicago, IL – August 12, 2026 – Today, Zacks Investment Ideas feature highlights Space Exploration Technologies SPCX, Meta Platforms META, Palantir PLTR, Snowflake SNOW, Alphabet GOOGL, AT&T T and T-Mobile TMUS. Beyond Space: AI Compute & Starlink Drive SpaceX Growth The …

Analog Devices (ADI) Earnings Expected to Grow: Should You Buy?

Wall Street expects a year-over-year increase in earnings on higher revenues when Analog Devices (ADI) reports results for the quarter ended July 2026. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term …

CAH Q4 Earnings Call Centers on Fiscal 2027 Growth Outlook

Cardinal Health, Inc. CAH used its fourth-quarter fiscal 2026 call to focus on fiscal 2027 profit growth and normalized pharmaceutical demand. Management also emphasized scaling specialty businesses. The company reported fourth-quarter non-GAAP EPS of $2.91, which topped the Zacks Consensus Estimate of $2.42. Revenues …

Verizon Simplicity meets Google AI: Preorder the Pixel 11 series today

Verizon Communications, Inc. What you need to know: Get the new Pixel 11 Pro on Simplicity. All for $45 a month. No trade-in required. Upgrade every year. Get the new Pixel 11 Pro (256GB) and upgrade to the latest Pixel model every year with …

Google launches Pixel 11 smartphone line, including Pixel 11 Pro Fold, as Apple preps foldable iPhone

Google (GOOG, GOOGL) debuted its latest line of Pixel smartphones on Wednesday, including the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and the foldable Pixel 11 Pro Fold. The devices come as Apple (AAPL) prepares to unveil its iPhone 18 lineup and …

What's going on with the state of consumer prices?

Yahoo Finance Breaking News Reporter Jake Conley and Tech Editor Dan Howley join Julie Hyman on Morning Brief to discuss the state of consumer prices on the heels of the Consumer Price Index print released today. Prices rose 0.1% month over month and 3.4% …

Q2 Earnings Roundup: Ingredion (NYSE:INGR) And The Rest Of The Ingredients, Flavors & Fragrances Segment

Q2 Earnings Roundup: Ingredion (NYSE:INGR) And The Rest Of The Ingredients, Flavors & Fragrances Segment The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a look at how …

S&P 500 hits record high after July CPI data; CoreWeave stock jumps 21%

U.S. stocks rose Wednesday after July's consumer price index came in line with expectations, easing concerns about further Federal Reserve rate increases. The S&P 500 opened in record territory and was up 0.3% in early trading, with the Nasdaq Composite advancing 0.7% and the …

Palantir and Microsoft Drop. Why the AI Revival Is Hitting Software Stocks.

Palantir slid 1.2% and Microsoft dipped 1.1%. Salesforce ServiceNow and Workday were among the other software stocks trading in the red. The moves came as shares of chip and optical networking companies rallied, following a strong batch of earnings reports that signaled to the …

Tesla Stock Set to Snap Win Streak. Its Rough Stretch Isn’t Over.

FEATURE Tesla stock was on track to snap a four-session winning streak on Wednesday. The electric-vehicle maker is struggling to turn a corner following a rough stretch. Shares declined 0.7% to $330. Continue Reading

Home Depot CEO Ted Decker taking medical leave of absence

Home Depot chair, president, and CEO Ted Decker will take a temporary medical leave of absence, the company announced Wednesday. The company expects Decker to return within the next few months but did not disclose the reason for his leave. The board of directors, …

Tech leads sectors higher in early trading as chip stocks gain: AlphaCheck

Good morning. Stocks traded higher on Wednesday after the Consumer Price Index report showed inflation moderated in July amid volatile oil price moves during the month. The Nasdaq Composite (^IXIC) led the major indexes after earnings from key AI infrastructure plays boosted tech stocks. …

MELI Q2 Deep Dive: Engagement and Investment Drive Growth Amid Margin Compression

MELI Q2 Deep Dive: Engagement and Investment Drive Growth Amid Margin Compression Latin American e-commerce and fintech company MercadoLibre (NASDAQ:MELI) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 49.8% year on year to $10.17 billion. Its non-GAAP profit of …

TEAM Trades at Premium Valuation: Time to Hold or Fold the Stock?

Atlassian Corporation TEAM is currently trading at a high price-to-sales (P/S) multiple, far above the Zacks Internet - Software industry. Atlassian's forward 12-month P/S ratio sits at 5.20X, higher than the industry's forward 12-month P/S ratio of 4.09X. The Zacks Value Score of F …

Central Puerto (NYSE: CEPU) boosts H1 2026 earnings and expands hydro assets

Is BUNGE GLOBAL SA (BG) Outperforming Other Basic Materials Stocks This Year?

For those looking to find strong Basic Materials stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Bunge Global (BG) been one of those stocks this year? Let's take a closer look at the stock's year-to-date …

Why Michael Burry says Berkshire is no longer attractive under Abel

Investing.com -- Michael Burry declared Berkshire Hathaway an unattractive investment on Aug. 10, warning that new CEO Greg Abel lacks the patience that made Warren Buffett's capital discipline legendary. Berkshire (NYSE: BRK.A, BRK.B) is directly at the center of Burry's critique, making it the …

ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom

Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the …

Nvidia Will Be The World’s First $10 Trillion Company

AI is the most important tech advance in human history, and perhaps the greatest investment of all time. One only has to talk to the hundreds of millions of people who use it (or perhaps billions) and the army of companies around the world …

TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors

Taiwan Semiconductor Manufacturing Company TSM, or TSMC, and Sony Semiconductor Solutions have executed a legally binding definitive agreement to establish Advanced Vision Semiconductor Manufacturing Corporation, a joint venture (JV) in Kumamoto, Japan. The JV will focus on developing and manufacturing smartphone image sensors, with …

Monterey Car Week 2026: 3 things to watch as the crowds descend

Every year, Yahoo Finance attends Monterey Car Week, and it keeps getting bigger and bigger — and not without some controversy. The week, spanning 10 days leading up to Sunday's Pebble Beach Concours d'Elegance classic car competition, is expected to bring in more than …

EV Assembly Market to Reach $291.39 Billion by 2035 as Gigacasting, Dedicated Platforms and Smart Factories Reshape Production

Company Logo Commercial vehicles and plug-in hybrid electric vehicles (PHEVs) will hold significant shares, while Europe remains a key EV manufacturing hub EV Assembly MarketEV Assembly Market Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "EV Assembly Market by Manufacturing Strategy, Platform Type, EV …

Tim Cook Is Handing Off Apple to John Ternus as CEO on Sept. 1. Here's How Apple's Stock Has Performed Over Cook's 15-Year Tenure.

When Tim Cook took over as CEO of Apple (NASDAQ: AAPL) 15 years ago, expectations were high. Founder and former CEO Steve Jobs had brought it back from the brink of bankruptcy and made it the most valuable company in the world. And of …

Can Maplebear's AI Assistant Become a Meaningful Growth Driver?

Maplebear Inc. CART, operating as Instacart, is placing significant strategic emphasis on its new AI Assistant to accelerate platform expansion and deepen user engagement. In the second quarter of 2026, the company piloted this advanced agentic shopping tool, with promising initial results. Unlike basic …

Private 5G Network Deployment Tracker & Forecasts 2026-2030 | Covers 9,300 Engagements Across 130 Countries

Company Logo Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The "Private 5G Network Deployment Tracker & Forecasts 2026-2030" has been added to ResearchAndMarkets.com's offering. Private cellular networks remained a specialist segment during the 2G and 3G eras, with deployments such as GSM-R supporting railway …

Q2 Rundown: Ford (NYSE:F) Vs Other Automobile Manufacturing Stocks

Q2 Rundown: Ford (NYSE:F) Vs Other Automobile Manufacturing Stocks Let's dig into the relative performance of Ford (NYSE:F) and its peers as we unravel the now-completed Q2 automobile manufacturing earnings season. Much capital investment and technical know-how are needed to manufacture functional, safe, and …

AI-Race-Based Dilution: Why Meta Is More Dangerous Than Alphabet

Quick Read Meta (META) saw operating margin collapse from 43% to 31% while Alphabet (GOOGL) expanded margins, powered by Google Cloud growing 82%. Meta's paused buybacks leave stock-based compensation unhedged, quietly expanding share count while Alphabet's $53B free cash flow absorbs vesting pressure. Alphabet's …

Anterix Reports Narrower-Than-Expected Q1 Loss on Solid Revenue Growth

Anterix Inc. ATEX reported mixed first-quarter fiscal 2027 results, wherein the top line missed the Zacks Consensus Estimate, but the bottom line beat the same. The company delivered 38.1% year-over-year revenue growth, driven by higher spectrum revenues. It also advanced its broadband spectrum business …

54 Analysts, One Verdict: Microsoft’s Upside Isn’t Done Yet

Quick Read All 54 analysts covering MSFT rate it a Buy, with our $604 target implying 20% upside backed by $678B in locked commercial commitments. GOOGL trades at 15x earnings despite 82% cloud growth, and ORCL runs negative free cash flow, which together make …

Is It Worth Investing in Oracle (ORCL) Based on Wall Street's Bullish Views?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's …

The Clearing House and the Tokenized Deposit Gambit

The recent announcement by The Clearing House regarding a shared tokenized deposit network is less about technological innovation and more about a defensive maneuver to protect the $6.6 trillion in deposits currently at risk from stablecoin encroachment. While individual banks have been busy launching …

Kinder Morgan Just Locked In a $5 Billion Pipeline Deal. Here's What It Means for KMI's Dividend.

Kinder Morgan (NYSE: KMI), Phillips 66 (NYSE: PSX), and HF Sinclair (NYSE: DINO) just finalized a joint venture (JV) and made a final investment decision to build the Western Gateway Pipeline System. Valued at $5 billion, the 1,300-mile Western Gateway system will move refined …

Beverages, Alcohol, and Tobacco Stocks Q2 In Review: Altria (NYSE:MO) Vs Peers

Beverages, Alcohol, and Tobacco Stocks Q2 In Review: Altria (NYSE:MO) Vs Peers The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how Altria …