{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Argentina Communication Services news", "home_page_url": "https://sharemaestro.com/newsreel/ar/communication-services/", "feed_url": "https://sharemaestro.com/newsreel/ar/communication-services/feed.json", "description": "Latest Communication Services company headlines from Argentina, newest first, with industry sections, source links and company research.", "language": "en", "items": [{"id": "source:a43dcb1e0f234e05838838a7c59e0b9f94b517dc4135f8a877a101fc63434965", "url": "https://finance.yahoo.com/markets/stocks/articles/whats-going-netflix-stock-friday-172929494.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/whats-going-netflix-stock-friday-172929494.html", "title": "What's Going On With Netflix Stock Friday", "content_text": "This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) shares dipped about 1% on Friday after the streaming company closed two internal game studios, narrowing its push into in-house development as it shifts toward games that tie more closely to its core service. The move comes roughly six weeks after Night School released Unhinged, a game designed for play through Netflix. The studio, which Netflix acquired in 2021, is also known for the Oxenfree franchise. Warning! GuruFocus has detected 2 Warning Sign with SNDK. Is NFLX fairly valued? Test your thesis with our free DCF calculator. ", "date_published": "2026-08-14T17:29:29+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NFLX"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8393a212-1955-4c3b-b7f1-d070fcadf07b/"}]}}, {"id": "source:5918317383cd821d445e41546e84e0c87c875bf3df5ce9faf51a7ac310a850dd", "url": "https://finance.yahoo.com/markets/stocks/articles/disney-experiences-surge-apac-streaming-001653740.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/disney-experiences-surge-apac-streaming-001653740.html", "title": "How Disney\u2019s Experiences Surge and New APAC Streaming Chief At Walt Disney (DIS) Has Changed Its Investment Story", "content_text": "The Walt Disney Company recently reported fiscal third-quarter 2026 results, with revenue rising to US$25,248 million while net income fell to US$2,638 million, and also appointed former HBO Max architect Andy Shu as director and head of commerce for Disney+ Asia Pacific, relocating him to Tokyo. Together, the Experiences segment's record performance and Shu's streaming expertise highlight how Disney is pulling both physical and digital levers to deepen global monetization. Next, we'll examine how the Experiences strength and Shu's Disney+ APAC role could reshape Disney's investment narrative ", "date_published": "2026-08-14T00:16:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DISN"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DISN", "name": "The Walt Disney Company", "sentiment_url": "https://sharemaestro.com/sentiment/56fc5b0c-5574-4935-8405-d6502c17a4f7/"}]}}, {"id": "source:4d66943d516b760a4789b2c4d2ef8c309fbd2ab55bd6892a1f5e8c186555438e", "url": "https://www.nasdaq.com/articles/yelp-yelp-q2-2026-earnings-call-transcript", "external_url": "https://www.nasdaq.com/articles/yelp-yelp-q2-2026-earnings-call-transcript", "title": "Yelp (YELP) Q2 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Director of Investor Relations - Kate KriegerChief Executive Officer - Jeremy StoppelmanChief Financial Officer - David SchwarzbachChief Operating Officer - Jed Nachman TAKEAWAYS Net Revenue -- $376 million, increasing 1% year over year and exceeding the high end of the company outlook range by $8 million.Net Income -- $32 million, representing an 8% margin and a 28% decrease year over year.Adjusted EBITDA -- $91 million, reflecting a 24% margin and a 9% decline year over year, while exceeding the high", "date_published": "2026-08-13T22:44:50+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "YELP"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "YELP", "name": "Yelp Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c44f9cae-1efe-4820-9e2c-c9c5b47bac68/"}]}}, {"id": "source:11d3ac9af4b896746bfd436a15399374e9283fa6447fe34695a4672fdbc83175", "url": "https://finance.yahoo.com/m/ae1d3e87-e4b9-302e-93b7-05e18dca9abe/berkshire-bought-alphabet.html", "external_url": "https://finance.yahoo.com/m/ae1d3e87-e4b9-302e-93b7-05e18dca9abe/berkshire-bought-alphabet.html", "title": "Berkshire Bought Alphabet Stock in Q2\u2014and Maybe Microsoft Too", "content_text": "A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase. Continue Reading", "date_published": "2026-08-13T20:07:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:e15847f1032890ad3c146598cbe7eede3937dfdbe72227732aee91ebee6dadd1", "url": "https://finance.yahoo.com/markets/stocks/articles/consumer-discretionary-wireless-cable-satellite-195700656.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/consumer-discretionary-wireless-cable-satellite-195700656.html", "title": "Consumer Discretionary - Wireless, Cable and Satellite Stocks Q2 Recap: Benchmarking AT&T (NYSE:T)", "content_text": "Consumer Discretionary - Wireless, Cable and Satellite Stocks Q2 Recap: Benchmarking AT&T (NYSE:T) 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 AT&T (NYSE:T) and the rest of the consumer discretionary - wireless, cable and satellite stocks fared in Q2. The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these pur", "date_published": "2026-08-13T19:57:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "T", "name": "AT&T Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/05ef70a6-286e-410b-93cf-355912eb3e10/"}]}}, {"id": "source:9dbf1e4c7e77c992850c001d6a0b773c2596c54b993e2efd17192a660e48a329", "url": "https://finance.yahoo.com/media-advertising/articles/netflix-doubles-down-live-sports-181428476.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/netflix-doubles-down-live-sports-181428476.html", "title": "Netflix Doubles Down on Live Sports With Massive Push", "content_text": "This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX) is pushing further into live sports Thursday with an exclusive MLB Field of Dreams broadcast, another test of whether marquee sporting events can strengthen subscriber acquisition, engagement and Netflix's fast-growing advertising business without requiring the massive rights commitments associated with a full-season sports package. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is NFLX fairly valued? Test your thesis with our free DCF calculator. The Minnesota Twins will face the Philadelphia Phillies in Dyersville, I", "date_published": "2026-08-13T18:14:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "NFLX"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8393a212-1955-4c3b-b7f1-d070fcadf07b/"}]}}, {"id": "source:3e247f8da537bcb81f4d7e8bb305c60f7bc60e5965842fec1e780a5606c032e8", "url": "https://finance.yahoo.com/markets/stocks/articles/netflix-stock-jumps-3-4-175150344.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/netflix-stock-jumps-3-4-175150344.html", "title": "Netflix Stock Jumps 3.4% as Ackman Returns With New Stake", "content_text": "This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX), the global streaming giant, jumped approximately 3.4% Thursday morning after Bill Ackman (Trades, Portfolio)'s Pershing Square revealed it was back in the stock. Yes, back. Ackman bought Netflix during the brutal 2022 selloff, then dumped the position months later at a loss. Now he is taking another swing after Netflix crashed roughly 50% from its June 2025 high. The difference? Netflix today is a much stronger cash machine than the company Ackman walked away from four years ago. Is NFLX fairly valued? Test your thesis with our f", "date_published": "2026-08-13T17:51:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NFLX"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8393a212-1955-4c3b-b7f1-d070fcadf07b/"}]}}, {"id": "source:081d92ed4f580aa054afbea000a9f031820fe780b6361b3f69b34eef8fa28cee", "url": "https://www.nasdaq.com/articles/bill-ackmans-pershing-square-just-bought-netflix-and-5-other-stocks-heres-what-investors", "external_url": "https://www.nasdaq.com/articles/bill-ackmans-pershing-square-just-bought-netflix-and-5-other-stocks-heres-what-investors", "title": "Bill Ackman\u2019s Pershing Square Just Bought Netflix and 5 Other Stocks. Here\u2019s What Investors Need to Know.", "content_text": "Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial intelligence.10 stocks we like better than Netflix \u203a Say what you want about the stock market being overvalued, but billionaire investor Bill Ackman is putting money to work. Fresh off a $5 billion raise through the combined initial public offering of Pershing Square USA, a closed-end fund,and Pershing Square Inc, the management ", "date_published": "2026-08-13T16:32:01+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "NFLX"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8393a212-1955-4c3b-b7f1-d070fcadf07b/"}]}}, {"id": "source:b20665143de31d139a17a3a37bc62fd73dbbc855c0fa946e9c4f4368471b02ba", "url": "https://finance.yahoo.com/m/33535ae3-c0fc-38c2-a2b2-e81bc8ba84fa/bill-ackman-invests-in.html", "external_url": "https://finance.yahoo.com/m/33535ae3-c0fc-38c2-a2b2-e81bc8ba84fa/bill-ackman-invests-in.html", "title": "Bill Ackman Invests in Netflix and Visa in a Tough Year for His Pershing Square Funds", "content_text": "The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios. Continue Reading", "date_published": "2026-08-13T16:07:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "NFLX"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8393a212-1955-4c3b-b7f1-d070fcadf07b/"}]}}, {"id": "source:8e0cc78019a69c3530ac882b4d3d354dbc62ee159569b9623da2fc42983b3e0b", "url": "https://finance.yahoo.com/markets/stocks/articles/3-reasons-hold-netflix-stock-150600699.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/3-reasons-hold-netflix-stock-150600699.html", "title": "3 Reasons to Hold Netflix Stock Despite a 20.9% YTD Decline", "content_text": "Netflix NFLX shares have plunged 20.9% year to date, a decline steep enough to test the patience of long-term holders. Shares of Netflix have underperformed the broader Zacks Consumer Discretionary sector's decline of 7.5% Yet a close reading of the company's own second-quarter 2026 disclosures suggests the pullback has more to do with sentiment and rich starting valuation than with any breakdown in the underlying business. Revenues, margins, cash generation and the forward content calendar all point in a steady, upward direction, which is why the more defensible near-term stance is to hold ex", "date_published": "2026-08-13T15:06:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NFLX"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8393a212-1955-4c3b-b7f1-d070fcadf07b/"}]}}, {"id": "source:603513e80209227dad05f22390e13cfcab00803c77c55416d91e3c6146a59e92", "url": "https://finance.yahoo.com/media-advertising/articles/google-meta-reddit-snap-tiktok-133000489.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/google-meta-reddit-snap-tiktok-133000489.html", "title": "Google, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne\u2122 by Kochava Ecosystem Momentum", "content_text": "Teams can streamline campaign creation, audience and creative operations, and reporting across leading platforms through a governed StationOne experience StationOne by KochavaGoogle, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne\u2122 by Kochava Ecosystem Momentum SANDPOINT, Idaho, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Kochava, the leading real-time data solutions company for omnichannel outcomes, announced continued ecosystem momentum for StationOne by Kochava with Workspaces now available for Google, Meta, Reddit, Snap, and TikTok for Business. These Workspaces bring chat-d", "date_published": "2026-08-13T13:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "SNAP", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SNAP", "name": "Snap Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/05f08a0b-2f7b-481f-a248-33843e1229b0/"}, {"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:5a7eb8360a1784e815404d247a49e0875e9ef72a70aaae85caa1b346a426ce84", "url": "https://finance.yahoo.com/markets/stocks/article/why-this-analyst-sees-another-30-rip-in-microsoft-stock-132716702.html", "external_url": "https://finance.yahoo.com/markets/stocks/article/why-this-analyst-sees-another-30-rip-in-microsoft-stock-132716702.html", "title": "Why this analyst sees another 30% rip in Microsoft stock", "content_text": "Microsoft's (MSFT) revitalized stock price may have further room to run, simply based on signals the company sent in its latest earnings report. The big call JPMorgan analyst Samik Chatterjee came out bullish on Microsoft stock in a note on Thursday, taking his price target to $625 from $550. The revised price target assumes about 30% upside from current trading levels. Chatterjee made two important points in explaining his price target hike: Point one: \"We have a favorable view on the growth outlook for the company, wherein we envision an acceleration in the growth of both Azure and M365 Comm", "date_published": "2026-08-13T13:27:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:6958f5af89f2a4ec887a6741e1bace2327d2dcb0b1ae69c52a8b27668d6cfc84", "url": "https://www.cnbc.com/2026/08/13/big-short-investor-steve-eisman-sees-an-achilles-heel-in-the-ai-boom.html", "external_url": "https://www.cnbc.com/2026/08/13/big-short-investor-steve-eisman-sees-an-achilles-heel-in-the-ai-boom.html", "title": "'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom", "content_text": "Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. The investor, best known for his bet against the housing market ahead of the global financial crisis, said the two AI startups account for roughly 70% of AI-related revenue at Microsoft, Amazon, Alphabet's Google and Oracle \u2014 and as much as 25% to 35% of their cloud revenue. \"The futures of these massive companies, in a sense, are a bet that OpenAI, Anthropic are going to succeed,\" Eisman said late Tuesday on CNBC's \"Fast Money.\" \"The Real", "date_published": "2026-08-13T13:19:00+00:00", "authors": [{"name": "cnbc.com"}], "tags": ["Earnings", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:627655aaef2ff927e3ded200aca76be0526bafd2af9b4cfcf1b6643417140ea2", "url": "https://finance.yahoo.com/healthcare/articles/insulet-corporation-podd-wearable-pod-130437669.html", "external_url": "https://finance.yahoo.com/healthcare/articles/insulet-corporation-podd-wearable-pod-130437669.html", "title": "Insulet Corporation\u2019s (PODD) Wearable Pod Tech Finds New Frontier", "content_text": "Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the \"Insiders Fund\". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500's -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive postur", "date_published": "2026-08-13T13:04:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:cb574e0937bea489da9bf50cea38690f62db100b8c0b5c827f2988f7951eba48", "url": "https://finance.yahoo.com/markets/stocks/articles/fund-mounts-against-alphabet-goog-130143350.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fund-mounts-against-alphabet-goog-130143350.html", "title": "The Fund Mounts Against Alphabet\u2019s (GOOG) Aggressive AI Spending", "content_text": "Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the \"Insiders Fund\". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500's -0.95%, 15.2%, and 9.98% returns, respectively, over the same period. The fund underperformed while the S&P 500 and Nasdaq-100 posted their best quarter in six years. A significant factor in this decline is a ~30% concentration in Alphabet stock, which shifted from a cash-generating asset to a capital-intensive postur", "date_published": "2026-08-13T13:01:43+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:3b735e4b7d6de1b3802d4be91d33a8ae5f25622babda52dafd79d81fd27b4acd", "url": "https://finance.yahoo.com/technology/articles/priori-expands-client-advisory-board-130000660.html", "external_url": "https://finance.yahoo.com/technology/articles/priori-expands-client-advisory-board-130000660.html", "title": "Priori Expands Client Advisory Board with New Members from Fortune 500 Corporate Legal Departments", "content_text": "Priori Legal operations and legal department leaders from Mastercard, Meta, Google, Uber, General Motors, U.S. Bank, Capital One and more will help shape the future of outside counsel management NEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Priori, the legal technology company modernizing outside counsel management and hiring, today announced the members of its 2026\u20132027 Client Advisory Board (CAB), a group of senior legal operations and legal department leaders who provide strategic guidance on the company's product roadmap and the evolving needs of modern in-house legal teams. The 2026\u20132027 CA", "date_published": "2026-08-13T13:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:5f521d78b02f6d6938a442dc6cad6dc79d42d990836fad0e5b7af981a73f9278", "url": "https://finance.yahoo.com/media-advertising/articles/engen-announces-wave-client-wins-130000727.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/engen-announces-wave-client-wins-130000727.html", "title": "New Engen Announces Wave of New Client Wins Including Arena Club and More as Brands Shift to Creative-Led Growth", "content_text": "New Engen New engagements reflect growing demand for more distinctive creative \u2013 and the connected media and measurement systems that make it perform SEATTLE, Aug. 13, 2026 (GLOBE NEWSWIRE) -- New Engen, a creator-led, performance-driven growth agency, today announced new engagements with Arena Club, Uber, MeUndies, Kate Farms, and other brands across consumer health, sports, travel, wellness, CPG, apparel, and lifestyle. The work spans creative strategy and production, creator marketing, UGC, paid amplification, and performance creative across Meta, TikTok, YouTube, Google, Snap, and AppLovin", "date_published": "2026-08-13T13:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:52886632db44451bc67e090ae45581691f2f34cc858fa50b16d22bf98eaf3c74", "url": "https://finance.yahoo.com/technology/ai/articles/alphabet-goog-ai-era-primary-125354905.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/alphabet-goog-ai-era-primary-125354905.html", "title": "Alphabet (GOOG): AI Era\u2019s Primary Beneficiary", "content_text": "Baron Capital, an investment management company, released its Q2 2026 investor letter for the \"Baron Opportunity Fund\". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of s", "date_published": "2026-08-13T12:53:54+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:697a50a175a72f51f10d9ab526a32ec1d0ca376293fdd7bbf1593b0640424756", "url": "https://finance.yahoo.com/markets/stocks/articles/ackman-adds-netflix-visa-mastercard-124620613.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ackman-adds-netflix-visa-mastercard-124620613.html", "title": "Ackman adds Netflix, Visa and Mastercard in portfolio revamp", "content_text": "Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years. The billionaire investor said he began purchasing the shares during the second quarter for his investment funds, including Pershing Square USA, which started trading on the New York Stock Exchange in April. The additions also include eye care company Alcon, exchange operator Intercontinental Exchange, and financial data provider S&P Global. Netflix previously appeared in Ackman's portfolio briefly in 2022 befo", "date_published": "2026-08-13T12:46:20+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NFLX"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8393a212-1955-4c3b-b7f1-d070fcadf07b/"}]}}, {"id": "source:68a84173c2544829c311d6da3063e6f477edf2b6254ae0bee1911218cde2bfbc", "url": "https://finance.yahoo.com/technology/ai/articles/anthropic-talks-acquire-israeli-ai-121409676.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/anthropic-talks-acquire-israeli-ai-121409676.html", "title": "Anthropic in talks to acquire Israeli AI startup Decart for $6 billion", "content_text": "Anthropic is in talks to acquire Decart AI for roughly $6 billion, according to Bloomberg. The deal has not been finalized and could fall through, Bloomberg said. Decart develops world models alongside software designed to lower AI training expenses by improving how efficiently chips are utilized. That capability could allow Anthropic to get more out of its current infrastructure as demand grows. If the deal closes, Decart's team would join Anthropic's inference and performance organization. Founded in 2023 by Israeli brothers Dean and Orian Leitersdorf and Moshe Shalev, Decart has also develo", "date_published": "2026-08-13T12:14:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:0a823b643b0ad0fea42e5834b4a7b1468f13b1a9c72e42122ef0b623b84101f8", "url": "https://finance.yahoo.com/markets/stocks/articles/1-wall-street-favorite-stocks-111700029.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/1-wall-street-favorite-stocks-111700029.html", "title": "1 of Wall Street\u2019s Favorite Stocks for Long-Term Investors and 2 Facing Challenges", "content_text": "1 of Wall Street's Favorite Stocks for Long-Term Investors and 2 Facing Challenges Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that analysts rarely issue sell ratings, partly because their firms often seek other business from the same companies they cover. At StockStory, we look beyond the headlines with our independent analysis to determine whether these bullish calls are justified. That said, here is one stock where Wall Street's excitement appears well-founded and two where c", "date_published": "2026-08-13T11:17:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:139cbde7dcc4dc2a7c6d287ac3b998d0a37cace3de7583d6cab5cb4eb6aed1df", "url": "https://finance.yahoo.com/m/f3f6fe1c-6735-3c5b-8b12-654df5983e84/how-the-u.s.-is-trying-to.html", "external_url": "https://finance.yahoo.com/m/f3f6fe1c-6735-3c5b-8b12-654df5983e84/how-the-u.s.-is-trying-to.html", "title": "How the U.S. Is Trying to Copy China\u2019s Supply Chain Playbook", "content_text": "The chess game between Iran and the U.S. hit another stalemate this week. In today\u2019s issue I\u2019m diving into a different geopolitical game: America\u2019s bid to untangle its critical supply chains from China. The U.S. is taking a cue or two from China\u2019s strategy, but it\u2019s having some trouble executing. Continue Reading", "date_published": "2026-08-13T10:55:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:bbb727bb0eebc467472add5a9b3f1d282eb287367069cfb1a0dc684193aae64e", "url": "https://finance.yahoo.com/economy/policy/articles/converging-trade-nansha-connecting-globe-104900675.html", "external_url": "https://finance.yahoo.com/economy/policy/articles/converging-trade-nansha-connecting-globe-104900675.html", "title": "Converging Trade in Nansha, Connecting the Globe: The Heart of the GBA Shapes a New Landscape for the Global Cross-Border Trade Ecosystem", "content_text": "GUANGZHOU, China, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Recently, the Global Cross-Border Trade Industrial Cluster Ecosystem Conference, themed \"Converging Trade in Nansha, Connecting the Globe,\" was held at the Guangzhou Nansha International Convention & Exhibition Center. Industry giants including Google, Midea, Guangzhou Port, and HSBC attended the event, drawing over 1,000 professionals. The conference officially launched the construction of the Global Cross-Border Trade Industrial Cluster and simultaneously unveiled the ecosystem service platform and the Guangdong Token Exchange and Service C", "date_published": "2026-08-13T10:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:942c45952dd093cb334944b97dfa94e7e4b10082fe98774bfe152d7193ea3b67", "url": "https://finance.yahoo.com/markets/stocks/articles/big-tech-drives-credit-risk-103014617.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/big-tech-drives-credit-risk-103014617.html", "title": "Big Tech Drives Up Credit Risk for Safe Firms With No AI Links", "content_text": "(Bloomberg) -- As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world's safest firms. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Anthropic Said in Talks to Buy Startup Decart for $6 Billion Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Strategists at BNP Paribas SA say these moves are a knock", "date_published": "2026-08-13T10:30:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:6af6975f24c60b63709025657517151c59dbd81ba5a1fee86b67422743c07b19", "url": "https://www.nasdaq.com/articles/race-5-trillion-who-will-get-there-first-apple-or-alphabet", "external_url": "https://www.nasdaq.com/articles/race-5-trillion-who-will-get-there-first-apple-or-alphabet", "title": "The Race to $5 Trillion: Who Will Get There First, Apple or Alphabet?", "content_text": "Key Points Memory chip prices could represent a problem for Apple. Alphabet is thriving from major AI demand. 10 stocks we like better than Apple \u203a Apple(NASDAQ: AAPL) and Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) have never ended the day in the $5 trillion market cap club. The only company to ever achieve that feat is Nvidia(NASDAQ: NVDA), and it's likely to stay there for good. But which one of these two will join Nvidia first? Apple has a head start, with a $4.4 trillion market value versus Alphabet's $4.2 trillion (as of Aug. 12). But is that enough to hold off a rapidly rising challenger? Let", "date_published": "2026-08-13T10:30:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Macro sensitivity", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:4e76c814fdca0ced00fabe33fcffb1feca0e1f2103d8e691c735965734199d39", "url": "https://finance.yahoo.com/technology/ai/articles/exclusive-microsoft-retreats-china-ai-100321382.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/exclusive-microsoft-retreats-china-ai-100321382.html", "title": "Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open", "content_text": "By Eduardo Baptista and Casey Hall BEIJING/SHANGHAI, Aug 13 (Reuters) - Microsoft once regarded the idea of quitting China as unthinkable. The year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy activists, but not Bill Gates and Microsoft's then-CEO Steve Ballmer, who suggested Google was overreacting. In the past five years, however, at least 15 Microsoft branch offices and joint ventures in China have been shut, corporate filings show, and Microsoft is pursuing what five company sources described as \u200ca strategy of", "date_published": "2026-08-13T10:03:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:ebaf95d69e6b14cc93605852b17a434e9ceacf9a4298f5e6b009a109f62a6415", "url": "https://finance.yahoo.com/markets/stocks/articles/telephone-data-systems-tds-reports-061033910.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/telephone-data-systems-tds-reports-061033910.html", "title": "Telephone And Data Systems (TDS) Reports Strong Q2 Profit, Is The Valuation Gap Too Wide?", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Telephone and Data Systems (TDS) has drawn fresh attention after reporting Q2 2026 results on 7 August, with revenue of US$309.28 million and net income of US$298.37 million from continuing operations. See our latest analysis for Telephone and Data Systems. Despite the stronger Q2 earnings profile and spectrum transactions with Verizon and T-Mobile, Telephone and Data Systems' recent share price return has softened, with the", "date_published": "2026-08-13T06:10:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "VZ"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "VZ", "name": "Verizon Communications Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec1cb42b-a4ca-4d81-a8d9-786c54c22ae8/"}]}}, {"id": "source:ee49f3a5d953c60acef57b6ba3373d872e3c66ed77ac54ddcdedddd558fa84b8", "url": "https://finance.yahoo.com/technology/ai/articles/micron-technology-mu-against-ai-051413807.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/micron-technology-mu-against-ai-051413807.html", "title": "What Is Micron Technology (MU) Up Against In The New AI Stock Race?", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like Alphabet, Amazon and Microsoft. Recent commentary in 2026 highlights that cloud hyperscalers are now converting large AI infrastructure budgets into clearer long term profit plans. This change in focus is prompting investors to reassess which companies might lead the next phase of AI spending and re", "date_published": "2026-08-13T05:14:13+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:9e4bcdb8a03e26705deb06d56b4bdae9b4818ebf0f79f9a4fb5d3304ae03c7e0", "url": "https://finance.yahoo.com/technology/articles/amazons-zoox-launches-paid-robotaxi-033121697.html", "external_url": "https://finance.yahoo.com/technology/articles/amazons-zoox-launches-paid-robotaxi-033121697.html", "title": "Amazon's Zoox Launches Paid Robotaxi Service In Las Vegas and Says 'We Need To Be Regulated'\u2014 The Smoke Incident That Prompted a Recall Explains Why", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as Paid Rides Begin \"I want to unequivocally say we agree with the administrator and the administration and the regulatory agency. We need to be regulated,\" Evans told Fox Business on Monday, referring to National Highway Tr", "date_published": "2026-08-13T03:31:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:c2fff5fcf2c17c8b6d935332575daa1bf582f7a0147839b58fdb430d8797abb7", "url": "https://finance.yahoo.com/markets/stocks/articles/credo-brands-marketing-ltd-nse-011124094.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/credo-brands-marketing-ltd-nse-011124094.html", "title": "Credo Brands Marketing Ltd (NSE:MUFTI) (Q1 2027) Earnings Call Highlights: Transformation Phase ...", "content_text": "This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue grew 5% year-on-year to approximately Rs 125 crore in Q1 FY27, reflecting steady performance despite soft discretionary spending. Gross profit increased 5% year-on-year to Rs 77 crore, with gross margins holding steady at 62%. The company opened five new stores in leading malls and high streets, while closing seven underperforming stores, improving network quality and productivity. Management sees po", "date_published": "2026-08-13T01:11:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:91d004c586be0c9b5bb22d64d82cc6d859fb44a72a263172426e985d75ea4cac", "url": "https://finance.yahoo.com/markets/stocks/articles/telecom-argentina-sa-teo-q2-010634490.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/telecom-argentina-sa-teo-q2-010634490.html", "title": "Telecom Argentina SA (TEO) (Q2 2026) Earnings Call Highlights: Record EBITDA Margins and Strong ...", "content_text": "This article first appeared on GuruFocus. Release Date: August 07, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Consolidated EBITDA margin expanded to 35.8% in H1 2026, up 580 basis points year-over-year, driven by efficiency gains and TMA integration. Telecom Argentina SA (NYSE:TEO) achieved record EBITDA margins in Q2 2026, with telecom standalone at 40.5% and TMA at nearly 30%, showing strong operational execution. Service revenues grew 16% year-over-year in constant pesos, with telecom standalone posting 2% real g", "date_published": "2026-08-13T01:06:34+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "TECO2"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TECO2", "name": "Telecom Argentina S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/72a398f5-d572-4ea8-a2eb-56515a99a9ed/"}]}}, {"id": "source:e999b8b20f4feaaf5b7b85a2b118b10cba3d04e0e08ded447524bf8a29e27348", "url": "https://finance.yahoo.com/video/infiltrated-north-koreas-secret-u-010000073.html", "external_url": "https://finance.yahoo.com/video/infiltrated-north-koreas-secret-u-010000073.html", "title": "Infiltrated: North Korea's Secret U.S. Workforce", "content_text": "North Korean operatives are using stolen identities, AI and American accomplices to land jobs at U.S. companies, funneling millions back to the regime. WSJ's yearlong investigation reveals how one team infiltrated eight companies in just a few months. View Comments", "date_published": "2026-08-13T01:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:7657121833ad4f23ef93afaba4c61b970463d2a88faa8864c2079cdcecb667a3", "url": "https://finance.yahoo.com/markets/stocks/articles/baidu-bidu-stock-looks-cheap-231530592.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/baidu-bidu-stock-looks-cheap-231530592.html", "title": "Baidu (BIDU) Stock Looks Cheap At First Glance After 30% Drop", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Baidu's share price has dropped sharply year to date, yet the stock still screens as undervalued on market multiples while scoring poorly on broader valuation checks. This leaves investors weighing a potential discount against the possibility that the weak return is signaling deeper concerns. Year to date the stock is down about 30%, which suggests sentiment toward Baidu has cooled even though its 1 year return remains positive. Progress in areas like autonomous driving, highlight", "date_published": "2026-08-12T23:15:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BIDU"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BIDU", "name": "Baidu, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3d61461e-e6ea-48f8-8c55-5f1a48904271/"}]}}, {"id": "source:96d682ba9fa81776fe794fc6571bbc2241efad6315638019e626efabe98b459d", "url": "https://finance.yahoo.com/markets/stocks/articles/verizon-vz-stock-looks-reasonable-231451282.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/verizon-vz-stock-looks-reasonable-231451282.html", "title": "Verizon (VZ) Stock Looks Reasonable After New Fiber Expansion News", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Verizon Communications stock has quietly built a solid track record over the past three years, yet the current valuation checks point to a mixed picture rather than a clear bargain or obvious overvaluation. The share price has returned 72.7% over three years. This puts more weight on whether today's valuation still leaves enough room for attractive long term returns. On the upside, new partnerships and infrastructure investments in fiber and advanced connectivity can support expectations", "date_published": "2026-08-12T23:14:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "VZ"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "VZ", "name": "Verizon Communications Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec1cb42b-a4ca-4d81-a8d9-786c54c22ae8/"}]}}, {"id": "source:d93ce73d4b57a0de61eb779c1fda3edc71bc6eb2774f95e5a98da6319254afde", "url": "https://finance.yahoo.com/markets/stocks/articles/q2-earnings-scorecard-record-margins-230700780.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/q2-earnings-scorecard-record-margins-230700780.html", "title": "Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions", "content_text": "Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 451 S&P 500 companies reporting Q2 results (representing 90.2% of total index membership), aggregate earnings grew +41.6% year-over-year on +14.7% higher revenues. Positive Surprises were widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates. Earnings season has concluded for half of the 16 Zacks sectors, including Finance, Energy, and Basic Materials, with most remaining sectors having the majority of their results. Retail and Tech remain the exceptions, with a significant number of results still outstanding. Aggregate figures were heavily bolstered by Micron's MU strong quarterly report and an unrealized gain on Alphabet's GOOGL SpaceX stake. However, the baseline growth pace still represents a notable acceleration relative to other recent periods when these growth drivers are stripped out. Excluding Micron and Alphabet, Q2 earnings for the remaining 449 reporting index members rose +21.5% (compared to +41.6% unadjusted) on +13.6% higher revenue (compared to +14.7% unadjusted), maintaining a solid growth profile. Q2 earnings growth within the Tech sector remains heavily concentrated in Nvidia NVDA, Micron MU, and Alphabet GOOGL. Stripping the contribution of these three companies reduces Q2 earnings growth for the remainder of the Tech sector to +33.2% (down from +94.9%). The Earnings Big Picture The chart below shows S&P 500 expectations for 2026 Q2 in terms of what was achieved in the preceding four periods and what is currently expected for the following three quarters.Zacks Investment Research Image Source: Zacks Investment Research The chart below shows the overall earnings picture for the S&P 500 index on an annual basis.Zacks Investment Research Image Source: Zacks Investment Research The chart below shows the significant contribution of the Tech sector to the aggregate growth picture. The chart also shows how critical Nvidia, Micron, and Alphabet are to the 2026 aggregate growth tally.Zacks Investment Research Image Source: Zacks Investment Research Estimates for full-year 2026 have also been steadily going up, particularly since the start of March. The chart below shows the evolution of aggregate S&P 500 earnings estimates since last July.Zacks Investment Research Image Source: Zacks Investment Research Full-year 2026 earnings estimates have increased for 10 of the 16 Zacks sectors since the start of March, with the most pronounced gains in the Energy, Basic Materials, Tech, Industrials, Utilities, and Business Services sectors. On the negative side, estimates have been under pressure for the Transportation, Autos, Medical, and Consumer Discretionary sectors since the start of March. Story Continues Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Micron Technology, Inc. (MU) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Alphabet Inc. (GOOGL) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments", "date_published": "2026-08-12T23:07:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:19c448bd17978ba69542b6669c5c4089a3b8247df77ddaecd09b8b118d2b7c96", "url": "https://finance.yahoo.com/healthcare/articles/abbott-laboratories-abt-ties-lingo-211304863.html", "external_url": "https://finance.yahoo.com/healthcare/articles/abbott-laboratories-abt-ties-lingo-211304863.html", "title": "Abbott Laboratories (ABT) Ties Lingo Glucose Data To AI Health Tools", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Abbott Laboratories (NYSE:ABT) and Google Health announced a multi year partnership to integrate Abbott's Lingo biowearable glucose data with Google's AI driven consumer health tools. The collaboration aims to feed continuous glucose monitoring insights into the Google Health app to support personalized metabolic health tracking and coaching. The companies plan to run one of the largest real world metabolic health studies using anonymized Lingo data combined with Google's AI capabilities. The agreement is positioned to support Abbott's role in personalized wellness and wearables by linking its sensor technology with widely used digital health platforms. For investors watching how AI is reshaping consumer health, this Abbott Laboratories move is one piece of a wider opportunity set that includes companies supplying the infrastructure behind these tools, which you can explore through 57 AI infrastructure stocks.NYSE:ABT Earnings & Revenue Growth as at Aug 2026 Abbott Laboratories is a global medical equipment company that discovers, develops, manufactures, and sells health care products. This collaboration integrates its biowearable sensor technology into a consumer-facing AI health ecosystem rather than keeping it purely in clinical settings. We've flagged 2 risks for Abbott Laboratories. See which could impact your investment. How the Google Health tie up feeds into Abbott Laboratories' AI and device thesis For Abbott Laboratories, this partnership lines up closely with the Narrative catalyst around ongoing innovation in high margin medical technologies such as glucose sensors and software integrations. Plugging Lingo data into Google Health Coach strengthens the case that Abbott can extend its glucose monitoring expertise into broader consumer metabolic health, not just diabetes care. At the same time, it touches a key risk in the Narrative around competitive pressure and potential commoditization in continuous glucose monitoring, since more open data ecosystems can make it easier for rivals and payers to compare offerings on price and features. If we take a look at the community Narrative for Abbott Laboratories, we can see how this news fits into the bigger investment story. The clearest early signal that this is gaining traction will be how quickly Lingo integrations appear in the Google Health app later this year and whether Abbott discloses user adoption or engagement metrics for Lingo within that ecosystem. Any future commentary on how these AI driven insights influence product development in glucose monitoring or other medical devices would also help show whether this deal is translating into the kind of cross segment synergies the Narrative highlights. Story Continues For the full picture including more risks and rewards, check out the complete Abbott Laboratories analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include ABT. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments", "date_published": "2026-08-12T21:13:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:09032d367036c4ca3fb6fd46c82881f19116d8784861fa42d53ebc5c8a0bfa38", "url": "https://finance.yahoo.com/technology/articles/google-raises-pixel-11-prices-192832888.html", "external_url": "https://finance.yahoo.com/technology/articles/google-raises-pixel-11-prices-192832888.html", "title": "Google Raises Pixel 11 Prices by $100", "content_text": "This article first appeared on GuruFocus. Higher memory costs are starting to affect consumer electronics more directly, Alphabet Inc. (GOOGL, Financials), the parent of Google, upped pricing on its new Pixel 11 smartphone range. The Pixel 11 starts at $899, with the Pixel 11 Pro and Pro XL starting at $1,099 and $1,299.That's $100 more than the previous generation. Google already warned that surging memory prices will push device costs as AI data centers battle for semiconductor capacity.The new phones nevertheless provide additional storage, with all three models starting at 256GB, helping to mitigate some of the price rise. Google is making big investments in AI, too.The Pixel 11 comes with a new Tensor G6 CPU and Gemini Nano, which the firm claims can perform on-device AI tasks 3.5 times quicker while consuming less power.The greater question for investors is if the increased cost of the gear is starting to become a broader consumer problem.If memory prices remain elevated, Google could not be the last smartphone vendor forced to pick between higher prices and reduced margins. View Comments", "date_published": "2026-08-12T19:28:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:bd5db8d174971ae4fa86ee5eccd112f1d81cfdfb9f4bdcc45e6d492cf0331096", "url": "https://finance.yahoo.com/technology/ai/articles/ryanair-ryaay-ai-deal-offset-192620821.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ryanair-ryaay-ai-deal-offset-192620821.html", "title": "Can Ryanair\u2019s (RYAAY) New AI Deal Offset Its Falling Fares?", "content_text": "Ryanair (NASDAQ:RYAAY) just handed Google a five-year cloud contract, and the timing says a lot. On August 12, Europe's largest airline by passenger numbers said it would deploy Gemini AI tools and DeepMind models across its operations, rolling out Google Workspace and Google Cloud to 35,000 employees. It is a bet on technology at exactly the moment fares are sliding, and costs are climbing, and that tension is the real story here.Can Ryanair's (RYAAY) New AI Deal Offset Its Falling Fares? Bull Case: Betting Big On Gemini To Cut The Fat The Google Cloud deal gives Ryanair a second major cloud partner alongside its existing Amazon Web Services relationship, a dual cloud setup CEO Eddie Wilson says protects against outages as the airline chases a goal of 300 million passengers a year by 2034. The practical use is narrower than the headline suggests. Ryanair plans to use Gemini Enterprise to build custom AI agents that automate decisions, tighten crew scheduling and cut disruption, while DeepMind's AlphaEvolve and WeatherNext models support fleet operations and maintenance scheduling. Those are the two most expensive places for an ultra-low-cost carrier to lose money: idle staff and grounded planes. That push comes while the underlying business is still growing. Traffic rose 6% to 61.3 million passengers in the first quarter, and Ryanair is guiding to 4% growth for the full year, reaching 216 million passengers, alongside three new bases and more than 130 new routes. The balance sheet gives it room to make this kind of bet. After repaying a $1.2 billion bond, Ryanair is essentially debt-free, sitting on gross cash of more than \u20ac2.8 billion even after \u20ac1.3 billion in debt repayments and half a billion euros of capital spending. Fuel risk is also mostly locked in, with 80% of FY27 jet fuel hedged at $67 a barrel. Bear Case: Fares Are Falling, And Costs Are Climbing The numbers behind that growth are less comfortable. Profit after tax fell 34% in the first quarter to \u20ac538 million, down from \u20ac820 million a year earlier, even as passenger volumes rose. The reason is pricing. Revenue per passenger dropped 5%, and average fares fell 6%, while unit costs moved the other way, up 5%. Management pointed to the start of amortization on midlife engine visits and more frequent checks on an aging fleet as one driver, alongside a larger fleet overall. Ryanair expects Q2 pricing to keep trending down by mid-single digits, a combination of earlier discounting and lingering consumer caution. The company has also paused its own vote of confidence in the stock. Its buyback program is 90% complete at an average price of \u20ac26.35 a share, but management said there will be no further repurchases this year, with cash instead being rebuilt toward a \u20ac4 billion target before buybacks are reconsidered in 2027. Add in regulatory noise from the EU, including new advertising rules and an extended emissions trading scheme, and the cost side of the ledger has more moving parts than the growth headlines suggest. Story Continues Market Sentiment Hedge fund positioning in Ryanair held flat at 29 funds quarter-over-quarter, with no accumulation and no exit. Short interest is barely present at 0.57% of float, suggesting little organized skepticism toward the stock. The forward P/E sits at 14.75 as of August 12, a multiple that looks reasonable for an airline still growing traffic at mid-single-digit rates, though it assumes fares stabilize rather than keep sliding. Conclusion That is the open question the Google Cloud deal does not answer by itself. Ryanair is using AI to squeeze cost and scheduling efficiency out of a business that is already lean, while fares and per-passenger revenue keep drifting lower. For the technology bet to matter, those efficiency gains need to show up in unit costs before pricing pressure erodes more of the profit base. The balance sheet buys time either way. While we acknowledge the potential of RYAAY as an investment, we believe certain AI ", "date_published": "2026-08-12T19:26:20+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:c6c5e84b149b19f418210fb636a59949ddea7a76fb72b6de216a7fa592e438c7", "url": "https://finance.yahoo.com/technology/ai/articles/cloudsek-identifies-more-2-500-185100613.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/cloudsek-identifies-more-2-500-185100613.html", "title": "CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines", "content_text": "Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations that may have been potentially affected by a major AI supply chain incident involving LiteLLM in March 2026, with approximately 434,000 automated software-development pipelines linked to the exposure. LiteLLM is an open-source tool widely used by organisation", "date_published": "2026-08-12T18:51:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "VOD"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "VOD", "name": "Vodafone Group Public Limited Company", "sentiment_url": "https://sharemaestro.com/sentiment/74c8593f-942b-499f-977b-895f66d156e1/"}]}}, {"id": "source:e3a117014284319cc8e615712018fbea5f3a9d60295d331161ead6fb209853c1", "url": "https://finance.yahoo.com/markets/stocks/articles/does-telus-tsx-t-2-181340031.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/does-telus-tsx-t-2-181340031.html", "title": "What Does TELUS (TSX:T) $2 Million Wildfire Relief Commitment Mean For Investors?", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. TELUS (TSX:T) has committed $2 million to support emergency wildfire relief efforts across British Columbia. Funds are aimed at backing affected communities, reinforcing network infrastructure resilience, and assisting first responders and vulnerable groups. The commitment comes as wildfires continue to disrupt daily life and critical communications services in parts of the province. Consider widening your watchlist to include other dividend-focused teleco", "date_published": "2026-08-12T18:13:40+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "T"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T", "name": "AT&T Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/05ef70a6-286e-410b-93cf-355912eb3e10/"}]}}, {"id": "source:658d93b96ce92c4685c38930c8584397d679a0d64b6f208910988d5d16cde936", "url": "https://finance.yahoo.com/technology/ai/articles/exclusive-inside-google-executive-moves-173536292.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/exclusive-inside-google-executive-moves-173536292.html", "title": "Exclusive-Inside the Google executive moves that led to its big AI reshuffle", "content_text": "By Kenrick Cai SAN FRANCISCO, Aug 12 (Reuters) - Google co-founder Sergey Brin in recent months has urged key AI staff to go all in on the company's Gemini model as parent Alphabet seeks to close the gap with rivals, two people familiar with his remarks told Reuters. As Anthropic raced ahead with a preview of its powerful Claude Mythos model, Brin addressed hundreds of employees in an April town hall, urging the company's Google DeepMind AI lab to move faster, said one of the people on condition of anonymity. Google's Gemini model \u200cbriefly overtook competitors last November, but new updates fr", "date_published": "2026-08-12T17:35:36+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:1898e35376f371e76d6bb5f0a9791058e8bced2216ecbaa8e1db81b4620728a5", "url": "https://finance.yahoo.com/markets/stocks/articles/tds-stock-down-20-2-172700188.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/tds-stock-down-20-2-172700188.html", "title": "TDS Stock Down 20.2% in 3 Months as Fiber Growth Meets Fresh Risks", "content_text": "Shares of Telephone and Data Systems, Inc. TDS have declined 20.2% over the past three months, reflecting investor concerns around legacy-service declines, rising fiber investment and execution risks. The stock's weakness comes even as TDS Telecom accelerates its fiber deployment and management raises its 2026 fiber service address target. The second-quarter results show a business in transition, with improving fiber metrics competing with pressure on legacy operations and higher capital requirements.Zacks Investment Research Image Source: Zacks Investment Research TDS Telecom Faces Legacy Rev", "date_published": "2026-08-12T17:27:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "VZ"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "VZ", "name": "Verizon Communications Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec1cb42b-a4ca-4d81-a8d9-786c54c22ae8/"}]}}, {"id": "source:a3220875f7b083f82381fcceed43735ac1a8259199ec376bca6f330cad0f66cc", "url": "https://finance.yahoo.com/markets/stocks/articles/tds-q2-earnings-highlight-fiber-172100700.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/tds-q2-earnings-highlight-fiber-172100700.html", "title": "TDS Q2 Earnings Highlight Fiber Growth and Spectrum Monetization Gains", "content_text": "Telephone and Data Systems, Inc. TDS reported a sharp improvement in second-quarter 2026 earnings, but the headline gain was driven partly by spectrum monetization at Array Digital Infrastructure. Earnings reached $2.24 per share compared with a loss of 5 cents a year earlier, while operating revenues rose 3.6% to $309.3 million. The quarter also showed faster fiber deployment at TDS Telecom, making the sustainability of the earnings improvement an important consideration for investors. Telephone and Data Systems, Inc. Price, Consensus and EPS Surprise Telephone and Data Systems, Inc. price-co", "date_published": "2026-08-12T17:21:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "VZ"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "VZ", "name": "Verizon Communications Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec1cb42b-a4ca-4d81-a8d9-786c54c22ae8/"}]}}, {"id": "source:f569125e1824bed239e3f84f3c4cd24f17c03eb8b5c09a853e4b9d90af3dd2c2", "url": "https://finance.yahoo.com/markets/stocks/articles/tds-stock-buy-hold-wait-171100533.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/tds-stock-buy-hold-wait-171100533.html", "title": "TDS Stock Buy, Hold or Wait as Fiber Growth Tests Execution Risks", "content_text": "Telephone and Data Systems, Inc. TDS presents a trade-off between accelerating fiber deployment and the financial demands of transforming its legacy telecom business. The shares trade below the Zacks industry average on an EV/EBITDA basis, while fiber metrics are improving. At the same time, free cash flow remains under pressure as capital spending rises. TDS currently carries a Zacks Rank #1 (Strong Buy) and an Outperform recommendation, but its mixed Style Scores point to risks that investors should consider before adding to the position. TDS Valuation Offers a Potential Cushion TDS trades a", "date_published": "2026-08-12T17:11:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "VZ"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "VZ", "name": "Verizon Communications Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec1cb42b-a4ca-4d81-a8d9-786c54c22ae8/"}]}}, {"id": "source:8b349cabf5100c0b97fa9b2af25e21279d923f9f6da273c16ffe1ee4a4eff39e", "url": "https://finance.yahoo.com/media-advertising/articles/could-industry-rivals-mean-trade-171017043.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/could-industry-rivals-mean-trade-171017043.html", "title": "What Could Industry Rivals Mean For Trade Desk (TTD) Now?", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side platform model. Amazon is shifting ad tech services toward higher margin AWS infrastructure, working on AI driven advertising with Warner Bros. Discovery, and reviewing its DSP, which could reshape how brands buy digital ads. Google is developing a Buyer Direct program that would let advertisers purchase media without using a traditional DSP, directly challenging the role The Trade Desk plays in digital ad buying. These moves introduce fresh uncertainty for The Trade Desk's long term business model and could alter competitive dynamics for independent ad tech platforms. These shifts in digital advertising and AI infrastructure are part of a broader trend that many investors are now exploring through 57 AI infrastructure stocks.NasdaqGM:TTD Earnings & Revenue Growth as at Aug 2026 The Trade Desk operates a digital advertising technology platform in the US and internationally that helps brands and agencies buy media across channels such as video, audio, and display. This puts it in direct competition with larger tech companies that are building their own ad buying tools. We've flagged 2 risks for Trade Desk. See which could impact your investment. Trade Desk investors now have a clearer competitive test, but one big question remains For investors, this latest move from Amazon and Google undercuts a key part of The Trade Desk narrative that assumes walled garden platforms loosen their grip on programmatic buying. Pressure from Buyer Direct and Amazon's ad stack leans into one of the core risks already flagged, that large platforms use integrated tools and data to limit The Trade Desk's share gains and squeeze its roughly 20% take rate. Recent earnings also show net income and EPS under pressure even as sales sit at US$715.06 million for Q2 and US$1.40b for the first half of 2026. This keeps execution risk front and center. If we take a look at the community Narrative for Trade Desk, we can see how this news fits into the bigger investment story. The key sign of how this plays out will be whether The Trade Desk can keep spend flowing through its platform from large agencies and global brands through 2026, despite these rival offerings. Watch upcoming quarterly reports for trends in active advertiser counts, spend concentration in auto and CPG, and any commentary on pricing or take rate when management updates on its Q3 2026 revenue outlook of at least US$650 million. Story Continues For the full picture including more risks and rewards, check out the complete Trade Desk analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include TTD. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments", "date_published": "2026-08-12T17:10:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:78e65c18f6da554a3e556baff699b229eb428e266902ccf091f44e9374c3f1d4", "url": "https://finance.yahoo.com/media-advertising/articles/alphabet-stock-slips-australia-expands-170837283.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/alphabet-stock-slips-australia-expands-170837283.html", "title": "Alphabet Stock Slips as Australia Expands News-Payment Rules", "content_text": "This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, slipped roughly 0.1% Wednesday morning as Australia turned up the regulatory heat on Big Tech. The government wants major digital platforms to strike content deals with at least eight eligible Australian media organizations, according to Reuters, up from six under an earlier proposal. Google has been down this road before. It already pays publishers under Australia's existing framework. Now Canberra wants more deals and it is putting real money behind the threat. Warning! GuruFocus has detected 5 Warning Signs with THYKF. Is GOOG fairly valued? Test your thesis with our free DCF calculator. Here is where it gets interesting. Miss the requirements and a platform could face a levy equal to 2.5% of its Australian digital-advertising revenue. Google cannot simply write one huge check to a dominant publisher and call it a day either. Each agreement could offset only 25% of the total liability, while 5% of money collected would go to Australian Associated Press. For Alphabet, this is hardly a balance-sheet earthquake. The levy targets Australian ad revenue, not Alphabet's massive global revenue base. The real risk is bigger than Australia: if the model works, other governments could copy it. One manageable levy can become much more meaningful when regulators across multiple markets start reaching for the same playbook.Alphabet Stock Slips as Australia Expands News-Payment Rules\u00b7us.finance.gurufocus And Alphabet's stock is not exactly priced for a lot of bad news. The shares sit at $341.62 versus a GF Value estimate of $249.60, leaving the stock 36.87% above GF Value. That premium tells the story: investors are already paying up for Alphabet's AI ambitions, Search dominance and Google Cloud growth. Australia alone probably does not crack that thesis. But regulation spreading across major advertising markets could start nibbling at the economics investors are paying a premium to own. Wednesday's 0.1% decline is basically noise. The precedent is not. That is the part worth watching. View Comments", "date_published": "2026-08-12T17:08:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}, {"id": "source:7fb437b53b7651abf75e720d9f72fb0d6eaeb78b015bdc46f093ba1856d095c7", "url": "https://finance.yahoo.com/m/20dfe151-7f25-38ce-a64b-9dd618d7f39d/spacex-stock-lifts-off-after.html", "external_url": "https://finance.yahoo.com/m/20dfe151-7f25-38ce-a64b-9dd618d7f39d/spacex-stock-lifts-off-after.html", "title": "SpaceX Stock Lifts Off After Musk\u2019s All-Hands Meeting and More Starlink Satellites", "content_text": "SpaceX stock rose Wednesday after CEO Elon Musk held an all-hands meeting for SpaceX employees where he discussed artificial-intelligence, Starlink, and the company\u2019s future. The move came after Musk spoke with employees in an all-hands meeting Tuesday. It doesn\u2019t appear that SpaceX has secretly launched a secret mobile phone. Continue Reading", "date_published": "2026-08-12T17:07:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "VZ"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "VZ", "name": "Verizon Communications Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec1cb42b-a4ca-4d81-a8d9-786c54c22ae8/"}]}}, {"id": "source:07423a4bced9f5e972b13eefe9b0d5ce9e4dd35cdb85da6dba5bb6aeea55c314", "url": "https://finance.yahoo.com/media-advertising/articles/reddit-strengthens-ad-game-against-163000672.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/reddit-strengthens-ad-game-against-163000672.html", "title": "Reddit Strengthens Ad Game Against Meta and Snap: More Upside Ahead?", "content_text": "Reddit RDDT is benefiting from a unique position in the digital advertising landscape, especially as it strengthens its ad game against major competitors like Meta Platforms META (Facebook/Instagram) and Snap SNAP. A major driver of Reddit's advertising success is its robust financial and user growth. In the second quarter of 2026, Reddit achieved its eighth consecutive quarter of more than 60% revenue growth, with advertising revenues rising 64% year over year to $762 million. The platform now reaches more than 0.5 billion people weekly, including more than 130 million daily users. Notably, n", "date_published": "2026-08-12T16:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SNAP"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SNAP", "name": "Snap Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/05f08a0b-2f7b-481f-a248-33843e1229b0/"}]}}, {"id": "source:4b1a0d91790235d3d0d9f0dcbae66dc8bc23392c139c86aee9271f2df8c83fd1", "url": "https://finance.yahoo.com/markets/stocks/articles/bet-vz-stock-amid-rising-162500364.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/bet-vz-stock-amid-rising-162500364.html", "title": "Should You Bet on VZ Stock Amid Rising Earnings Estimate Revisions?", "content_text": "Earnings estimates for Verizon Communications Inc. VZ for fiscal 2026 and fiscal 2027 have moved up 1.21% to $5.03 and 0.38% to $5.29, respectively, over the past 60 days. The positive estimate revision depicts bullish sentiments about the stock's growth potential.Zacks Investment Research Image Source: Zacks Investment Research Verizon's Wireless and Broadband Growth Gains Momentum Verizon's wireless business is showing solid subscriber momentum. During the second quarter, the company posted 184,000 postpaid phone net additions during the quarter, marking its strongest consumer second-quarter", "date_published": "2026-08-12T16:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "VZ", "T"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "VZ", "name": "Verizon Communications Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec1cb42b-a4ca-4d81-a8d9-786c54c22ae8/"}, {"symbol": "T", "name": "AT&T Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/05ef70a6-286e-410b-93cf-355912eb3e10/"}]}}, {"id": "source:2eba06887371e72be6ecd83cd7e496bcae68c5bc61af3691fa8d7032407f214e", "url": "https://finance.yahoo.com/markets/stocks/articles/warren-buffett-greg-abels-alphabet-162000618.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/warren-buffett-greg-abels-alphabet-162000618.html", "title": "Warren Buffett and Greg Abel's Alphabet Stake Now Tops $24.2 Billion: 3 Reasons Berkshire Will Keep Buying", "content_text": "At the end of last year, Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) after leading the charge for 60 years. Current CEO Greg Abel had been at Berkshire for many years before taking over as CEO, but investors have likely wondered how his investment style would differ from Buffett's. Their strategies differ, but one thing that remains consistent is Berkshire's recent interest in Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Berkshire began investing in Alphabet last year when Buffett was still CEO and has continued to increase its stake ever since. Missed Nvidia ", "date_published": "2026-08-12T16:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "GOOGL"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GOOGL", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e74fb1f6-474c-4ef7-8e26-b0c594e10dd4/"}]}}]}