Sharemaestro Newsreel

Cathie Wood Ignores AI Panic — Buys More Nvidia, Sells This Gaming Stock Instead

Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake …

Is Netflix’s (NFLX) Long-Term Dominance Under Threat?

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Here’s Why Sands Capital Technology Innovators Fund Sold Roblox Corporation (RBLX)

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, …

Ohio AG goes after Roblox for losses suffered by state pension funds

[Roblox Headquarters] JasonDoiy Ohio Attorney General Andy Wilson seeks to recover losses suffered by the state’s pension funds, alleging Roblox (RBLX [https://seekingalpha.com/symbol/RBLX]) failed to establish effective child safety protections and misled investors, ultimately contributing to billions of dollars in shareholder losses. “Roblox lied to …

Down but Not Out: Analysts See 40% Upside in Netflix After the Slide

Quick Read Netflix fell 37% in a year, but record $4.7B buybacks and ad revenue doubling to $3B in 2026 support a $170 price target. Netflix's 33.4% operating margin outpaces Disney's streaming unit, while Spotify's ad-growth premium multiple validates Netflix's $3B ad-tier ambitions. Act …

Can ASTS' Satellite Connectivity Rollout Across Europe Lift Shares?

AST SpaceMobile ASTS is expanding its satellite-based mobile services across Europe, with testing underway in several countries alongside major operators, including Vodafone, Orange, Telefónica, Deutsche Telekom and Vodafone Ukraine. The company aims to connect regular smartphones directly to its satellites and extend mobile coverage …

Disney Beats on Parks & Streaming Growth in Q3: Buy or Hold the Stock?

Disney DIS delivered a third-quarter fiscal 2026 performance leaning on two durable engines, Experiences and streaming, even as shares have struggled to reflect that operating momentum. For the quarter ended June 27, 2026, total segment operating income climbed 21% year over year to $5.6 …

Wall Street Bulls Look Optimistic About Baidu Inc. (BIDU): Should You Buy?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Let's take a look at what these …

Snap (SNAP) International Revenue Performance Explored

Did you analyze how Snap (SNAP) fared in its international operations for the quarter ending June 2026? Given the widespread global presence of this company behind Snapchat, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities. …

YELP Q2 Earnings Beat Estimates as Other Revenues Surge

Yelp Inc. YELP reported second-quarter 2026 earnings of 57 cents per share, declining 14.9% year over year. The Zacks Consensus Estimate for the bottom line is pegged at 32 cents per share. Yelp's second-quarter net revenues increased 1.4% year over year to $375.5 million …

How Much of the S&P 500's Return Actually Came From Dividends vs. Price Appreciation, by Decade

There are two components to an investment's total return: price return and dividend return. Add those together, and you get the total return. Most people who invest in the S&P 500 (SNPINDEX: ^GSPC) treat the dividend as a footnote. Since the current yield on …

Meta shares rise on Muse Glimmer launch and a radical AI vision

Investing.com -- Meta's stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for …

Cablevisión Holding Announces Its First Half and Second Quarter 2026 Results

Buenos Aires, Argentina--(Newsfile Corp. - August 10, 2026) - Cablevisión Holding S.A., (BCBA: CVH) (OTCID: CVHSY) ("Cablevision Holding", "CVH" or "the Company"), controlling shareholder of Telecom Argentina S.A. (NYSE: TEO) (BYMA: TECO2), announced Friday, August 7, its First Half and Second Quarter 2026 Results. …

Needham Remains Optimistic on The Walt Disney (DIS) Amidst Increased Competition: Here’s Why

Market Doesn't Value Content Alone Over the past few decades, the majority of media and entertainment companies were characterized by the strength and ability of their content libraries and growth in subscribers. This framework is now evolving as streaming continues to mature and advertising …

Elon Musk Wants Starlink To Take On T-Mobile, Verizon, AT&T—Here's Why That's Easier Said Than Done

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. SpaceX President Gwynne Shotwell said on Tuesday's earnings call that Starlink Mobile will begin service at the end of 2027, and that she expects to acquire "quite …

JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off

(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman …

Mobile Wallet Market Report, Till 2035 Now Available — Forecasts Growth from $15.65B to $177.31B, Profiles Apple, Google, PayPal, and 15 Other Key Players

Company Logo Global mobile wallet market poised for rapid expansion as biometric security, super apps, and emerging-market digital payment initiatives reshape the competitive landscape Mobile Wallet MarketMobile Wallet Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) -- The "Mobile Wallet Market, Till 2035: Distribution by …

Why Is Disney So Much Cheaper Than Netflix? This Is the Only Answer I Can Think Of.

Key Points Netflix earns its premium; Disney sells at a discount. Investors are paying up for Netflix's proven streaming economics, while Disney is still being valued as a complex turnaround story. Profitable streaming is being overshadowed by concerns about linear TV, capital spending, and …

Telecom Argentina SA (TEO) Earnings Forecast: Future EPS & Revenue Growth Estimates

Meta faces $1.4T penalties in U.S. trial brought by four states

[META. A word from wooden blocks] tumsasedgars Meta (META [https://seekingalpha.com/symbol/META]) is set to face another high-stakes U.S. trial this week over allegations that its social media platforms, Facebook and Instagram, are addictive and harm young users. The trial, scheduled to begin August 18 in …

Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive

Alphabet Inc.(NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500'ssecond-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the …

Nvidia, Eli Lilly, and Disney Show It’s Time to Back the Top Dogs

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now. Continue Reading

Starlink 'Unbelievable Juggernaut Cash Machine,' Says VC David Friedberg; SpaceX CEO Elon Musk Responds With $1 Trillion+ Annual Revenue Projection

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk believes Starlinkcould become a massive business, with AI and robotics driving bandwidth demand and potentially pushing annual revenue above $1 trillion. Starlink Could Become a Cash Machine Earlier this week, former Alphabet Inc.(NASDAQ:GOOG) (NASDAQ:GOOGL) executive and …

Vodafone Group PLC (VOD.L) Stock Analysis: Unpacking a 3.30% Dividend Yield Amidst Market Challenges

Why Is Berkshire Hathaway (BRK.B) Deploying Cash More Aggressively Under Greg Abel?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Berkshire Hathaway (NYSE:BRK.B) under new CEO Greg Abel carried out its largest quarterly share repurchase since 2021, alongside major new equity investments. The company used …

Tencent AI Spending Key After Magnificent 7 Rout

(Bloomberg) -- Tencent Holdings Ltd.'s spending plans will draw investor scrutiny as investors cool on lavish outlays on artificial intelligence. Most Read from Bloomberg Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Shakes Up Security Team After Saying Oman Deal 'Very …

T-Mobile's CEO Just Dismantled SpaceX's Starlink Mobile Ambitions as Musk's Firm Pours Billions Into Buying Spectrum: 'What's Their Differentiation?'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. T-Mobile US Inc. CEO Srini Gopalan dismissed the threat from Elon Musk's planned Starlink Mobile service as "exaggerated," questioning why consumers would leave established carriers even as …

Berkshire Earnings Were Good—Not Great. A Real Bright Spot Was This.

A highlight was the repurchase of $4.5 billion of shares in the second quarter. The figure was just $235 million in the first quarter Continue Reading

What Is Walt Disney (DIS) Turning Disney+ Into By 2027?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Walt Disney (NYSE:DIS) plans to turn Disney+ into an integrated fan ecosystem by 2027, expanding beyond streaming into games, merchandise, interactive experiences, and …

‘Spider-Man’ Will Boost Hollywood’s Summer Box Office Sales Past $4 Billion

The movie industry is tracking a record summer at the theaters, trailing 2013’s record domestic ticket sales by just $770 million with more weeks left to catch up. Continue Reading

Chinese EVs blocked from US buyers are still pouring into Waymo's robotaxi fleet

Photo Credit: Getty Images Chinese electric vehicles are becoming a global force, but American drivers are still largely locked out of buying them. Even so, those same vehicles are making their way onto U.S. streets through the expanding robotaxi fleet of Waymo, Alphabet's self-driving …

Berkshire breaks 14-quarter selling streak with $23.5B of stock buys — $10B went to 1 company at a private price

On June 2, Alphabet (NASDAQ:GOOGL) set the price on $18 billion of new stock it was selling to public investors, part of an $84.75 billion effort to raise money for its artificial intelligence buildout. Anyone who got shares in that sale paid $355.1982 apiece …

Verizon Communications (VZ) Could Be 7% Undervalued After Fi Mini Partnership

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Verizon Communications (VZ) has drawn fresh attention after partnering with Fi Inc. to integrate the Fi Mini pet tracker into the Verizon Family …

Yelp Q2 Earnings Call Highlights

Key Points Interested in Yelp Inc.? Here are five stocks we like better. Q2 revenue rose 1% to $376 million, exceeding guidance, while net income fell 28% to $32 million and adjusted EBITDA declined 9% to $91 million. AI and adjacent businesses drove growth: …

Salesforce to lay off 59 employees in Seattle and Bellevue

Salesforce, a major customer relationship management platform based in San Francisco, is laying off 59 workers in Seattle and Bellevue. The layoffs will occur at the company's worksites located at 929 108th Ave. NE in Bellevue and 744 N. 34th Street in Seattle, according …

Tutor Perini (TPC) Following Strong Results And A Bigger Dividend Still Looks Undervalued

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Tutor Perini (TPC) just delivered a busy early August, reporting stronger second quarter results, lifting its quarterly dividend, updating progress on its share …