{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Argentina Internet Content & Information news", "home_page_url": "https://sharemaestro.com/newsreel/ar/communication-services/internet-content-information/", "feed_url": "https://sharemaestro.com/newsreel/ar/communication-services/internet-content-information/feed.json", "description": "Latest Internet Content & Information company headlines from Argentina, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"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: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: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: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: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: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: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: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: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: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/"}]}}, {"id": "source:98cc5c479b83e6359a514367f14f50fa1db6cec86101ab607bdb5c6a5c08cb93", "url": "https://finance.yahoo.com/technology/ai/articles/global-artificial-general-intelligence-agi-153200382.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/global-artificial-general-intelligence-agi-153200382.html", "title": "Global Artificial General Intelligence (AGI) Market Report 2026\u20132033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA", "content_text": "Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research\u2014are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an in-depth analysis of deployment models, foundation types, end-use applications (healthcare, manufacturing, BFSI, defense), and regional growth projections through 2033. Artificial General Intelligence MarketArtificial General Intelligence Market Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The \"Artificial General Intelligence Market Size, Share & Trends Analysis Report by Deployment, Type, End User, Region, and Segment Forecasts, 2026-2033\" has been added to ResearchAndMarkets.com's offering. Global Artificial General Intelligence Market to Reach USD 1.55 Billion by 2033, Growing at a 29.3% CAGR The global artificial general intelligence market was valued at USD 200.6 million in 2025 and is projected to increase from USD 257.2 million in 2026 to USD 1.55 billion by 2033. The market is expected to register a compound annual growth rate of 29.3% from 2026 to 2033. North America led the global artificial general intelligence industry in 2025, accounting for the largest revenue share of 30.7%. Artificial general intelligence market growth is being driven by the rapid development of multimodal AI systems capable of processing text, audio, images, and video. These capabilities are expanding the use of advanced AI technologies across healthcare, manufacturing, retail, financial services, government, aerospace, and defense. Rising demand for intelligent automation, real-time analytics, and cognitive decision-making is also accelerating commercial adoption across data-intensive industries. Organizations are increasingly deploying autonomous AI agents for software development, workflow orchestration, cybersecurity monitoring, and intelligent process automation. Advanced reasoning, multi-step task execution, and automated decision-making capabilities are strengthening enterprise interest in autonomous AI platforms. The expansion of enterprise AI ecosystems and cloud-native platforms is also supporting the scalable deployment of artificial general intelligence solutions. Significant investments by technology companies, governments, cloud service providers, and research institutions are creating additional artificial general intelligence market opportunities. Capital is being directed toward advanced AI research, high-performance computing infrastructure, large-scale model development, AI accelerators, data centers, and orchestration platforms. At the same time, the commercialization of AI copilots, multimodal assistants, and intelligent agents is increasing enterprise spending on AGI-related technologies. Story Continues Partnerships among AI startups, hyperscale cloud providers, semiconductor companies, and research organizations are further advancing generalized intelligence systems. These collaborations are supporting model innovation, infrastructure development, and enterprise-scale implementation while helping organizations address increasingly complex workloads. Improvements in AI computing infrastructure represent another major market growth factor. Wider deployment of high-performance computing systems, distributed architectures, AI accelerators, and large-scale data-processing environments is improving the development and training of complex AGI models. Advances in semiconductor technology and AI optimization frameworks are also enhancing processing speed, operational efficiency, and model scalability. Cloud deployment is expected to remain important as enterprises seek flexible access to advanced computing resources and scalable AI services. On-premises deployment will continue to serve organizations with specialized security, governance, performance, and data-control re", "date_published": "2026-08-12T15:32:00+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:c29bb612567f8758807bee0b2aef806b5255858b8055b98aa10603e4f14aef62", "url": "https://finance.yahoo.com/technology/ai/articles/omain-specific-llm-platforms-market-152800489.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/omain-specific-llm-platforms-market-152800489.html", "title": "omain-Specific LLM Platforms Market Report 2026\u20132033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM", "content_text": "Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions\u2014highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs\u2014is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. This 130-page study delivers an in-depth analysis of retrieval-augmented generation (RAG) frameworks, enterprise deployment models, key vertical applications (BFSI, healthcare, legal, manufacturing), and regional growth projections through 2033. Domain-Specific LLM Platforms MarketDomain-Specific LLM Platforms Market Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The \"Domain-Specific LLM Platforms Market Size, Share & Trends Analysis Report by Component, Deployment Model, Enterprise Size, Industry Vertical, Region, and Segment Forecasts, 2026-2033\" has been added to ResearchAndMarkets.com's offering. Global Domain-Specific LLM Platforms Market to Reach USD 15.54 Billion by 2033 The global domain-specific LLM platforms market was valued at USD 1.83 billion in 2025 and is projected to increase from USD 2.44 billion in 2026 to USD 15.54 billion by 2033. The market is expected to register a compound annual growth rate (CAGR) of 30.3% from 2026 to 2033. North America led the global market in 2025, accounting for more than 35.0% of total revenue. Market growth is being driven by rising enterprise demand for accurate, context-aware artificial intelligence models tailored to specific industries and business functions. Organizations across banking, financial services and insurance (BFSI), healthcare, legal services, manufacturing, retail, telecommunications, government and other sectors are transitioning from general-purpose models to specialized large language model platforms. These solutions support improved decision-making, workflow automation, operational efficiency and industry-relevant outputs while helping organizations reduce inaccurate or unsupported responses. Cloud computing and API-based AI ecosystems are accelerating the deployment of domain-specific LLM platforms. Hyperscalers and enterprise AI providers allow organizations to implement specialized models without making extensive investments in dedicated infrastructure. Lower deployment barriers are supporting adoption among large enterprises and small and medium-sized enterprises (SMEs). Demand is also increasing as organizations integrate LLM platforms into customer support, enterprise analytics, knowledge management, document processing and other critical workflows. Story Continues Data security, regulatory compliance and AI governance remain important market growth factors. Businesses operating in highly regulated industries, particularly BFSI and healthcare and life sciences, require controlled, secure and explainable AI systems. Heightened concerns surrounding data privacy, intellectual property protection and regulatory accountability are encouraging investment in enterprise-grade platforms with transparent governance, access controls and compliance capabilities. Technological advancements are further improving the performance and commercial potential of domain-specific LLM platforms. Retrieval-augmented generation, model fine-tuning frameworks and multimodal AI capabilities are enabling stronger contextual understanding, real-time information retrieval and greater accuracy across specialized applications. Continued development of graphics processing infrastructure, vector databases and scalable cloud environments is also improving deployment speed and expanding addressable use cases across industry verticals. Enterprises are increasingly adopting specialized LLM platforms to improve productivity and optimize operating costs. These platforms can automate repetitive processes, streamline complex workflows, enhance access to institutional knowledge and support faster business decisions. Combined with sus", "date_published": "2026-08-12T15:28:00+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:8f0c1ea25c7b6bd9f420bef0fcdd489dbe68580532b8761764935f10ca548ee5", "url": "https://finance.yahoo.com/technology/ai/articles/alphabet-googl-doubles-down-ai-151138408.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/alphabet-googl-doubles-down-ai-151138408.html", "title": "Alphabet (GOOGL) Doubles Down On AI Bonds And DeepMind Shake-Up \u2013 What Trade-Offs Are Emerging?", "content_text": "In early August 2026, Alphabet announced a large multi\u2011tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind's leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI infrastructure financing and a reconfigured AI leadership team highlights how Alphabet is reshaping its capital structure and governance to support long-term artificial intelligence ambitions amid rising legal and regulatory pressures. We'll now examine how Alphabet's sharply higher AI-related capita", "date_published": "2026-08-12T15:11:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "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:043ec46de6664f4ab11733c24cbfbff29ef739fb1beb1ec62fc47449e7ce1e8d", "url": "https://finance.yahoo.com/technology/articles/microsoft-corporation-msft-vs-meta-150020825.html", "external_url": "https://finance.yahoo.com/technology/articles/microsoft-corporation-msft-vs-meta-150020825.html", "title": "Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech\u2019s $1 Trillion Lease Bill", "content_text": "On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest of the group, at $329.1 billion. Why This Bill Doesn't Show Up on the Balance Sheet Yet These lease commitments are nearly four times the roughly $285 billion in lease liabilities the same companies have already recognized on their balance sheets. That gap exists because accounting rules don't count a signed lease as a liability until the facility is actually ready for use. It means a huge share of Big Tech's AI spending spree is locked in without yet showing up in the debt and leverage numbers investors normally watch. If AI demand keeps growing, these facilities underpin the next phase of cloud growth. If it doesn't, the firms could be stuck paying for years of costly capacity they can't fill. This makes you question: with nearly $1.1 trillion in future lease payments already committed across just five companies, is this disciplined positioning for AI's next phase? Or is it a bet so large that even a modest slowdown could leave several of them holding space they don't need?Microsoft Corporation (NASDAQ:MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech's $1 Trillion Lease Bill Microsoft's Bull and Bear Case Microsoft Corporation (NASDAQ:MSFT)'s $329.1 billion pipeline is the largest disclosed among the group, but Microsoft is also the company Wall Street trusts most to actually monetize it. CNBC's Jim Cramer said Microsoft \"avoided much of the skepticism\" hitting its peers this earnings season. He credited that to the firm staying free cash flow positive while already generating real revenue from Azure and growing Copilot subscriptions, proof of payoff rather than just promises of one. However, the future $329.1 billion commitment completely overshadows the $88.52 billion Microsoft carries in lease liabilities today. Most of this commitment sits outside the balance sheet metrics investors currently track. If AI demand slows down even a little, Microsoft will still have to pay for huge data centers it might not be able to fill. Meta's Bull and Bear Case Meta Platforms, Inc. (NASDAQ:META)'s pipeline tells an even more dramatic story. It had already disclosed $278.99 billion in uncommenced lease payments and then signed a further $68 billion in new data center leases in July alone. That pushed the five companies' combined known pipeline to about $1.16 trillion. Meta's total commitments now run more than eight times higher than they were a year earlier, showing just how fast the firm is racing to build capacity. Story Continues Unlike Microsoft, Meta doesn't have the same track record yet of showing investors where the payoff comes from. Cramer said Meta's management offered little explanation for how its AI spending will generate returns, especially whether the company will ever rent out its excess computing capacity the way some rivals already do. Meta is also expected to join Alphabet and Amazon in reporting negative free cash flow soon. Insider Monkey's Hedge Fund Data Insider Monkey's hedge fund database shows Microsoft Corporation (NASDAQ:MSFT) had 282 hedge fund holders as of Q1 2026, down from 312 the quarter before. Meta Platforms, Inc. (NASDAQ:META) had 262 holders, up from 256. Among the other three companies in this lease commitment group, Amazon had 353 holders, Alphabet had 265, and Oracle had 115. Microsoft and Amazon draw the most hedge fund interest of the five. Conclusion Microsoft Corporation (NASDAQ:MSFT)'s lease commitments are bigger in absolute terms. However, Meta's are growing faster, with far less proof yet that the payoff is coming, the same split that's already showing up in how each stock has traded this earnings season. While we acknowledge the potential of MSFT as", "date_published": "2026-08-12T15:00:20+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:c9ab82f852422e286fddc571cb6405085cea4d69f40ee60ed5073cbf900552f0", "url": "https://finance.yahoo.com/m/238f65ed-f3b9-34b1-a463-ff7ef297cd4b/why-intel%E2%80%99s-%2420-billion-stock.html", "external_url": "https://finance.yahoo.com/m/238f65ed-f3b9-34b1-a463-ff7ef297cd4b/why-intel%E2%80%99s-%2420-billion-stock.html", "title": "Why Intel\u2019s $20 Billion Stock Offering Is Actually a Great Sign for the Company", "content_text": "Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel\u2019s $20 billion stock offering will \u201cremove an overhang\u201d for the stock as it will allow the chip maker to fund its foundry buildout. The stock offering will provide \u201cbridge\u201d funding through 2027 and 2028 for Intel, Arcuri wrote. Continue Reading", "date_published": "2026-08-12T15:00:00+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:46aded709af273307084ac4708451eb2051d69de7e512ca81d9ec5780c52aa26", "url": "https://finance.yahoo.com/technology/ai/articles/googles-gemini-just-crossed-1-141234498.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/googles-gemini-just-crossed-1-141234498.html", "title": "Google's Gemini Just Crossed 1 Billion Users", "content_text": "This article first appeared on GuruFocus. Alphabet Inc. (GOOGL, Financials), the parent of Google, said its Gemini app has surpassed 1 billion monthly users, giving the company another major milestone in its race against OpenAI. Is GOOGL fairly valued? Test your thesis with our free DCF calculator. CEO Sundar Pichai called Gemini Google's fastest-growing product ever and the 14th company product to cross the 1 billion-user mark. That scale matters because the AI race is increasingly moving from attracting users to figuring out how to make money from them. OpenAI recently said its models also reach more than 1 billion active users and has been expanding advertising inside ChatGPT into additional international markets. Google already owns one of the world's largest advertising businesses, potentially giving it an advantage if it can connect Gemini usage with its broader ecosystem without hurting the user experience. Gemini also benefits from Google's reach across Android, Search, Workspace and other products. The milestone does not by itself tell investors how profitable Gemini will become. But with 1 billion users now in place, the bigger question is shifting from whether Google can compete in consumer AI to how much money that audience can eventually generate. View Comments", "date_published": "2026-08-12T14:12:34+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:513eb1b015100cd15f88f88d9ed7c9502a95b053820aad4febd2e978fff811e2", "url": "https://finance.yahoo.com/markets/stocks/articles/alphabet-343-same-classic-tech-132235301.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/alphabet-343-same-classic-tech-132235301.html", "title": "Alphabet at $343 Is The Same Classic Tech Bargain It Always Was", "content_text": "Quick Read GOOGL's 11th straight EPS beat featured 82% Cloud growth and a $460 billion backlog, yet the stock trades at a forward P/E of just 17. GOOGL trades at a trailing P/E of 18 versus MSFT's 28, while 58 of 64 analysts rate it Buy toward a $428 consensus target. Free cash flow turned negative, long-term debt nearly doubled to $98 billion, and 2026 capex is guided to $175 to $185 billion. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) At $343.80, Alphabet (N", "date_published": "2026-08-12T13:22:35+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:8dd617aef579efbcd76e3f27bc2e3b86d3fec887624cfd33c787417d244a1818", "url": "https://finance.yahoo.com/markets/stocks/articles/market-shaved-10-off-meta-131121652.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/market-shaved-10-off-meta-131121652.html", "title": "The Market Shaved 10% Off Meta Over a Month: One Analyst Targets 87% Returns Over The Next Year", "content_text": "Quick Read Meta's Q2 EPS missed estimates by 14%, burdened by $2.4B in legal charges and $1.2B in severance that collapsed free cash flow 91%. Rosenblatt's Barton Crockett targets $1,117 for META, implying 86% upside, betting WhatsApp AI agents will unlock high-margin commerce for millions of merchants. 55 of 62 analysts rate META a Buy with zero Sells; SNAP leads peers on consensus upside at 32% but carries far weaker conviction. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for your", "date_published": "2026-08-12T13:11:21+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:4de6e32b8ed023ccb84eabed6456506b10377625b27f64d8379f75f21b9fa249", "url": "https://finance.yahoo.com/m/dc11adc2-635e-3a4d-93a4-60d2a945d4dd/nvidia-stock-rises-as-ceo.html", "external_url": "https://finance.yahoo.com/m/dc11adc2-635e-3a4d-93a4-60d2a945d4dd/nvidia-stock-rises-as-ceo.html", "title": "Nvidia Stock Rises as CEO Eases AI Debt Fears", "content_text": "Nvidia stock was rising in premarket trading Wednesday as fears over the company\u2019s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in AI. Hyperscalers such as Alphabet Amazon Meta and Microsoft \u2014which provide the massive cloud computing and data infrastructure behind AI\u2014have been taking on massive debt to fund the AI buildout. Continue Reading", "date_published": "2026-08-12T11:44:00+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:a2fbdfaf061e368bb4950fca356221453161390d9e78d8463163914533528855", "url": "https://finance.yahoo.com/m/c46e2b91-9b8c-339d-a205-6ea56b75187e/5-s%26p-500-stocks-crank-out.html", "external_url": "https://finance.yahoo.com/m/c46e2b91-9b8c-339d-a205-6ea56b75187e/5-s%26p-500-stocks-crank-out.html", "title": "5 S&P 500 Stocks Crank Out $4,000 Per Second Starting Now", "content_text": "Investors might be unsure where to place their money this year. But some S&P 500 companies are churning out profit. Continue Reading", "date_published": "2026-08-12T11:40:30+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:73581f96b86d9339c8dbe2ac3a659bd7cc0a27f42c87cdff87b4415c1a3ed212", "url": "https://finance.yahoo.com/technology/ai/articles/ionq-posts-287-revenue-surge-113400523.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ionq-posts-287-revenue-surge-113400523.html", "title": "As IonQ Posts 287% Revenue Surge to $80 Million and Acquires SkyWater Foundry, New Report Projects Quantum Computing Market to Hit $21.87 Billion by 2035", "content_text": "Company Logo Accelerating commercial momentum\u2014highlighted by IonQ's record $80 million Q2 2026 revenue performance, D-Wave's 1,120% bookings growth, and expanded cloud quantum deployments across Alphabet (Google) and Microsoft is driving rapid adoption across financial modeling, aerospace engineering, drug discovery, and logistics. Quantum Computing MarketQuantum Computing Market Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The \"Quantum Computing Market - A Global and Regional Analysis: Focus on Application, Product, and Country-Level Analysis, 2026-2035\" has been added to ResearchAndMarkets.com's offering. The quantum computing market is projected to grow from $1.93 billion in 2026 to $21.86 billion by 2035, at a CAGR of 30.92%. The growth has been driven by increasing investments in quantum research and development, rising adoption of quantum technologies across industries such as healthcare, pharmaceuticals, financial services, aerospace and defense, energy, and logistics, along with the growing demand for high-performance computing solutions capable of solving complex computational problems beyond the capabilities of classical systems. As organizations increasingly explore quantum computing for optimization, simulation, cryptography, and machine learning applications, the demand for advanced quantum hardware, software, and cloud-based quantum services continues to expand. The integration of artificial intelligence, machine learning, cloud computing, and hybrid quantum-classical architectures is significantly enhancing the practical applicability and accessibility of quantum computing, further accelerating market growth. Advancements in quantum processors, quantum error correction, superconducting qubits, trapped-ion technologies, photonic quantum systems, and quantum software development platforms are also strengthening the capabilities of quantum computing ecosystems. Furthermore, supportive government initiatives, increasing public and private investments, expanding partnerships between technology companies, research institutions, and enterprises, and growing emphasis on scientific discovery, optimization, and cybersecurity are contributing to the continued development of the quantum computing market. However, the quantum computing market faces challenges such as high development and deployment costs, technological complexity, scalability limitations, and concerns related to quantum error rates and system stability. Advanced quantum technologies provide significant computational advantages for specific applications, but the substantial infrastructure requirements, shortage of skilled professionals, and long commercialization timelines can limit widespread adoption. Additionally, challenges associated with hardware scalability, algorithm development, integration with existing IT infrastructures, and the need for robust quantum error correction continue to increase operational complexity for technology providers and end users. Despite these constraints, the competitive landscape remains dynamic, with companies focusing on continuous technological innovation, strategic collaborations with research organizations, government agencies, and enterprise customers, and the expansion of cloud-accessible quantum computing platforms. Market participants are also investing in advanced quantum software tools, hybrid computing frameworks, cybersecurity solutions, and industry-specific use cases to strengthen their competitive positioning. As demand for next-generation computing capabilities continues to grow, the quantum computing market is expected to witness sustained expansion, supported by increasing investments, ongoing technological advancements, and the growing need for computational solutions capable of addressing highly complex scientific and industrial challenges across diverse sectors. Introduction to Quantum Computing Market The study conducted by BIS Research identifies the quantum computing market as a critical enabler of nex", "date_published": "2026-08-12T11:34:00+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:c70730effdd97ed57fa65a9265efcea7dd7c29c702d0f41c210423589bca18d3", "url": "https://finance.yahoo.com/markets/stocks/articles/3-wall-street-favorite-stocks-105322653.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/3-wall-street-favorite-stocks-105322653.html", "title": "3 of Wall Street\u2019s Favorite Stocks to Research Further", "content_text": "3 of Wall Street's Favorite Stocks to Research Further The stocks in this article have caught Wall Street's attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory. Unlike the investment banks, we created StockStory to provide independent analysis that helps you determine which companies are truly worth following. Keeping that in mind, here are three stocks likely to meet or exceed Wall ", "date_published": "2026-08-12T10:53:22+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:0090293616196f2c22b60dd81a485de5c8596c64ee50e8b44b38a79108c37563", "url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/market-momentum-darlings-resurface-optical-104501913.html", "title": "Market\u2019s Momentum Darlings Resurface as Optical Stocks Take Off", "content_text": "(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Pakistan Says Deal Is Close Even as Iran, US Harden Stances Stocks like Applied Optoelectronics Inc., Lumentum Holdings Inc., Coherent Corp., Fabrinet and Corning Inc. are on a scorching run, with each climbing more than 25% since late July. The leader, Applied Opto, has soared 76% in just nine sessions, while Coherent has gained 48% over that stretch. The move comes as investors grow increasingly confident that ambitious AI capital expenditure plans from technology giants like Microsoft Corp., Alphabet Inc., Amazon.com Inc. and Meta Platforms Inc. will keep going. \"Optical stocks are on fire because they're the bottleneck within AI, which adds to their pricing power and orders, and fuels their momentum,\" said Michael Monaghan, portfolio manager at Founder ETFs. \"So long as we see a continued acceleration in capex spending, they should continue to move up.\" Applied Opto, Coherent, Fabrinet and Corning all gained in premarket trading Wednesday after Lumentum's fourth-quarter earnings and first-quarter outlook both topped analyst expectations. Optical components use light to move data faster and more efficiently than traditional copper wiring. Demand for this equipment has exploded amid an unprecedented build out of data centers for artificial intelligence computing. The stocks took off earlier this year as cash poured in to meet that demand. From the start of 2026 through the middle of May, Corning, Lumentum and Coherent leaped more than 100% and were among the 15 best performers in the S&P 500 Index, while Applied Opto, which isn't in the broad equities benchmark, surged 446%. Right around that time, however, investors started turning skeptical about AI spending. The change in sentiment was first apparent in semiconductor stocks, but it eventually spilled over into a broader technology selloff that lasted through the end of July. However, as the Big Tech companies started showing strong cloud-computing sales and committed to continuing their massive spending, the vibes shifted again, sending the beneficiaries of all that cash, like optical firms, racing higher all over. At this point, the outlook for capex from the major hyperscalers is more important to these stocks than the companies' individual results. Story Continues \"Right now people are watching the capital spending more so than earnings or revenue,\" Monaghan said. \"If the spending slows down, you'll see these names roll over.\" The latest catalyst for optical stocks was last week's report from Reuters that the Federal Communications Commission is drafting a ban on imports of some Chinese data center components, including certain optical transceivers. While the plan isn't final, if enacted it would likely result in even more money heading to US optical equipment manufacturers. \"If we see a China ban, that would only increase the bottleneck status of domestic suppliers,\" Monaghan said. \"However, there's risk and volatility that comes along with that, because if a bottleneck gets solved or ends, you can see value get pulled really quickly.\" Accelerating Demand Demand is expected to accelerate in 2027, according to Bloomberg Intelligence. Revenue at Applied Opto jumped more than 80% last year and that pace is expected to accelerate to 130% this year and 174% in 2027, according to data compiled by Bloomberg. Lumentum is also projected to post a pronounced rise in revenue growth in its current fiscal year. Meanwhile, the companies are already showing improved fundamentals from all t", "date_published": "2026-08-12T10:45:01+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:bda2136f62bf5b8c21cac29df8d689788f9ded70a5d5d064ca5e3036d2daa14e", "url": "https://finance.yahoo.com/technology/ai/articles/tencent-eu-fund-invest-ai-093246165.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/tencent-eu-fund-invest-ai-093246165.html", "title": "Tencent, EU Fund Invest in AI Coding Startup Lovable at $13 Billion Valuation", "content_text": "(Bloomberg) -- Swedish coding startup Lovable has raised funding at a $13.3 billion valuation, bringing in fresh capital to compete with larger rivals like Anthropic and Elon Musk's SpaceX. Most Read from Bloomberg Five Takeaways From Zuckerberg's 6,500-Word Manifesto on AI Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Pakistan Says Deal Is Close Even as Iran, US Harden Stances Tata Sons Chairman to Step Down, Deepening Leadership Turmoil Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost The Stockholm-based company said on Wednesday that it completed a $400 million Series C round led by Menlo Ventures and the Scaleup Europe Fund, a European Union investment vehicle run by EQT AB. Several venture capital firms also participated, along with new investors from Latin America and Asia, including Tencent Holdings Ltd. Formed in 2023, Lovable is one of the better known \"vibe-coding\" startups, which provides artificial intelligence tools letting people without programming knowhow build websites and apps. Coding automation has emerged as one of the few generative AI capabilities businesses are willing to spend on regularly. Anthropic's Claude Code, an AI coding assistant, has exploded in popularity, forcing rivals like OpenAI and Google to offer similar features. Musk's SpaceX agreed to buy Lovable's competitor Cursor for $60 billion in June to complement xAI's offerings. Cognition AI Inc., which makes an AI coding agent, is in discussions to raise funding at a valuation of $40 billion, Bloomberg News reported this week. Lovable has emphasized its adoption by corporate customers, which include Adidas AG, Deutsche Telekom AG and media firm Hearst. The startup previously raised money eight months ago, with $300 million in financing for a $6.6 billion valuation. Its new financing is one of the first disclosed investments from the EU's \u20ac5 billion ($5.8 billion) startup fund. Most Read from Bloomberg Businessweek Supercharged by Social Media, the GLP-1 Boom Is Warping Teen Psyches ICE Arrests Are Pushing Immigrant Families Deeper Into Poverty Lululemon Is At War With Itself With EV Sales Slowing, Hybrid Cars Are Hot Again Suno Says AI Is the Future of Music. Record Labels Say It's Theft \u00a92026 Bloomberg L.P. View Comments", "date_published": "2026-08-12T09:32:46+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:3596808c29706c0f94520a248695ce0b5e69b3d1bd0cafd185f7456ed825a874", "url": "https://finance.yahoo.com/technology/ai/articles/global-artificial-intelligence-ai-patent-082300357.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/global-artificial-intelligence-ai-patent-082300357.html", "title": "Global Artificial Intelligence (AI) Patent Landscape Report 2026: Analyzing Key Patent Holdings, R&D Filings, and IP Strategies of Industry Leaders", "content_text": "Company Logo Amid rapid 2026 breakthroughs, highlighted by Microsoft's and Google's expansion into autonomous AI agents, Nvidia's next-gen chip IP, and IBM's enterprise patent growth this detailed study provides an in-depth mapping of international patent filings, key assignee portfolios, technological clusters, and emerging licensing trends across the global AI ecosystem. Dublin, Aug. 12, 2026 (GLOBE NEWSWIRE) -- The \"Artificial Intelligence AI\" has been added to ResearchAndMarkets.com's offering. Artificial Intelligence Patent Landscape Report 2010-2024: Global Market, Technology and Competitive Analysis The Artificial Intelligence Patent Landscape Report delivers a comprehensive analysis of 244,202 AI patents filed across major jurisdictions between 2010 and 2024. Drawing on international patent filings, the report examines innovation across healthcare, finance, entertainment, agriculture, energy, logistics, industrial automation, retail, manufacturing, transportation, consumer electronics and enterprise software. The analysis combines quantitative patent data, descriptive statistics, artificial intelligence, natural language processing, topic modeling, patent clustering and International Patent Classification-based technology segmentation. It provides actionable intelligence on patent activity, competitive positioning, geographic coverage and emerging innovation opportunities in machine learning, neural networks, natural language processing, computer vision, image and video recognition, pattern recognition, robotics, predictive analytics and intelligent automation. Organized into Landscape Overview, Market and Competitor Analysis, Technology Analysis and Key Players' Patent Profiles, the report supports strategic decision-making in research and development, product innovation, investment, licensing, partnerships, mergers and acquisitions and market entry. Artificial Intelligence Patent Landscape Overview The landscape overview tracks global AI patent trends from 2010 through 2024. The dataset includes 106,684 active patents, 94,075 pending patents and 42,952 inactive, discontinued or expired patents. Filing activity reached its highest level in 2023, when more than 45,000 new patents were recorded. Approximately 95% of the identified patents have been registered since 2019, underscoring the rapid acceleration of artificial intelligence research and commercialization. China leads the global artificial intelligence patent landscape with 115,768 registrations, followed by the United States with 58,671 patents. South Korea, Europe and other jurisdictions account for smaller shares. These results highlight China's dominant filing position and the United States' substantial contribution to global AI innovation. Story Continues Artificial Intelligence Market and Competitor Analysis The market analysis evaluates global AI market value, regional demand, industry applications, leading producers, patent applicants, patent owners, highly cited organizations and collaboration networks. The global artificial intelligence market was valued at approximately USD 136 billion in 2022 and is projected to achieve a compound annual growth rate of about 37% between 2023 and 2030. Selected forecasts indicate that the market could exceed USD 1.8 trillion by 2030. Banking, financial services and insurance represent approximately 20%-25% of AI market revenue. Healthcare accounts for an estimated 15%-20%, retail and e-commerce represent approximately 15%, and manufacturing contributes around 10%-15%. The report connects market indicators with patent activity across healthcare, finance, agriculture, energy, entertainment, logistics, retail, transportation and industrial markets, enabling stakeholders to identify high-growth applications and competitive opportunities. AI Technology Analysis The technology analysis reviews major areas of artificial intelligence innovation, including machine learning, biological-model computing arrangements, image and vi", "date_published": "2026-08-12T08:23:00+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:2e89f76d49b77cb058e9228b1b1fcf167cff25628f70ac655af91bbf64f719c9", "url": "https://finance.yahoo.com/markets/stocks/articles/3-cash-producing-stocks-approach-022122208.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/3-cash-producing-stocks-approach-022122208.html", "title": "3 Cash-Producing Stocks We Approach with Caution", "content_text": "3 Cash-Producing Stocks We Approach with Caution Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities. Not all companies are created equal, and StockStory is here to surface the ones with real upside. Keeping that in mind, here are three cash-producing companies to avoid and some better opportunities instead. Bandwidth (BAND) Trailing 12-Month Free Cash Flow Margin: 8.1% Powering communications for tech giants like Microsoft, Google, and Zoom, Bandwidth (NASDAQ:BAND) provides cloud-based communications software and APIs that enable businesses to embed voice, messaging, and emergency services into their applications and platforms. Why Is BAND Risky? Annual revenue growth of 11.9% over the last two years was below our standards for the software sector Bad unit economics and steep infrastructure costs are reflected in its gross margin of 37.2%, one of the worst among software companies Operating margin didn't move over the last year, showing it couldn't increase its efficiency Bandwidth is trading at $49.74 per share, or 1.6x forward price-to-sales. Check out our free in-depth research report to learn more about why BAND doesn't pass our bar. PepsiCo (PEP) Trailing 12-Month Free Cash Flow Margin: 10% With a history that goes back more than a century, PepsiCo (NASDAQ:PEP) is a household name in food and beverages today and best known for its flagship soda. Why Does PEP Give Us Pause? Declining unit sales over the past two years imply it may need to invest in product improvements to get back on track Anticipated sales growth of 3.4% for the next year implies demand will be shaky Earnings growth underperformed the sector average over the last three years as its EPS grew by just 5% annually PepsiCo's stock price of $139.24 implies a valuation ratio of 15.9x forward P/E. To fully understand why you should be careful with PEP, check out our full research report (it's free). AGCO (AGCO) Trailing 12-Month Free Cash Flow Margin: 3.2% With a history that features both organic growth and acquisitions, AGCO (NYSE:AGCO) designs, manufactures, and sells agricultural machinery and related technology. Why Do We Steer Clear of AGCO? Flat sales over the last five years suggest it must find different ways to grow during this cycle Falling earnings per share over the last five years has some investors worried as stock prices ultimately follow EPS over the long term Eroding returns on capital suggest its historical profit centers are aging Story Continues At $102.86 per share, AGCO trades at 15.3x forward P/E. Dive into our free research report to see why there are better opportunities than AGCO. High-Quality Stocks for All Market Conditions ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum \u2014 both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks \u2014 FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,552% between June 2020 and June 2025). Find your next big winner with StockStory today. View Comments", "date_published": "2026-08-12T02:21:22+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:319cd267c1e44df619f36235a640d244c70ff5754705238e53c66f44ff402b6e", "url": "https://finance.yahoo.com/media-advertising/articles/pubmatic-appoints-megan-ramm-global-020000641.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/pubmatic-appoints-megan-ramm-global-020000641.html", "title": "PubMatic Appoints Megan Ramm as Global Chief Revenue Officer to Accelerate Growth as AI Transforms Digital Advertising", "content_text": "Veteran revenue leader from Uber Advertising, Google to lead global revenue strategy and execution as company deepens relationships with brands, agencies, DSPs and publishers HONG KONG, Aug. 12, 2026 /PRNewswire/ -- PubMatic, Inc. (Nasdaq: PUBM), the leading AI-powered ad tech company delivering digital advertising performance, today announced the appointment of Megan Ramm as Global Chief Revenue Officer. The appointment reflects PubMatic's strong momentum and positions the company to accelerate its expansion with advertisers and agencies as AI transforms how digital advertising is bought, sold and optimized. Based in New York, Ramm will lead PubMatic's global revenue strategy and execution across publisher and buyer teams in the Americas, EMEA and APAC. Ramm joins PubMatic from Uber Advertising, where she served as Head of Global Sales, leading the multi-billion-dollar sales organization responsible for building and expanding relationships with many of the world's leading brands and agencies. Previously, she was an early sales leader at Snap, spent six years at Google on search and programmatic sales, and began her media career at Forbes and Reuters. \"As our AI-native capabilities prove themselves with advertisers and agencies, we need a leader who can scale those relationships and capture the market opportunity ahead. Megan is the one to lead that charge,\" said Rajeev Goel, Co-Founder and CEO. \"She understands the full advertiser journey and has a proven track record of building high-performing sales organizations. Her appointment reinforces our commitment to putting customers first and delivering the best solutions for advertisers, agencies and publishers during this transformational moment.\" In her new role, Ramm will focus on expanding the company's position across performance advertising, connected TV, mobile app and agentic advertising, while deepening the company's relationships with brands, agencies, DSPs and publishers. \"I'm excited to join PubMatic at this pivotal moment for the company and for the industry,\" said Megan Ramm. \"PubMatic is uniquely positioned to lead the AI transformation in digital advertising. My focus is clear: bring executional rigor and a genuine commitment to delivering results for advertisers, and help drive growth that translates into stronger publisher partnerships. This is an exciting inflection point, and I'm thrilled to be joining this team.\" The appointment follows PubMatic's strong second quarter 2026 performance, announced last week, including the company's return to double-digit year-over-year revenue growth ahead of schedule, expanded profitability and continued momentum across its AI-native platform and higher-growth business lines. Story Continues About PubMatic PubMatic is the leading AI-powered ad tech company delivering digital advertising performance. Through an intelligent, unified platform that connects buyers, publishers, data partners, and commerce media networks, PubMatic delivers superior performance with greater transparency, control, and efficiency. Since 2006, PubMatic has pioneered major advances in programmatic advertising, from enabling the first OpenRTB transactions to embedding AI-driven optimization and privacy-focused innovation across its platform. With omnichannel scale, proven reliability, and a track record of continuous innovation, PubMatic is building a more intelligent, profitable, and sustainable open internet. Built to Connect. Powered to Perform. Press Contact: Alice Ren Associate Marketing Director, APAC, PubMatic alice.ren@pubmatic.comCision View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/pubmatic-appoints-megan-ramm-as-global-chief-revenue-officer-to-accelerate-growth-as-ai-transforms-digital-advertising-302848542.html View Comments", "date_published": "2026-08-12T02:00:00+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:d9d2e00589619ab565144fb2cf65f58d95420807de21363e85b302b683ce2e08", "url": "https://finance.yahoo.com/markets/stocks/articles/5-revealing-analyst-questions-snap-003722568.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-revealing-analyst-questions-snap-003722568.html", "title": "5 Revealing Analyst Questions From Snap\u2019s Q2 Earnings Call", "content_text": "5 Revealing Analyst Questions From Snap's Q2 Earnings Call Snapchat's second quarter saw a stronger-than-expected performance, which management attributed to momentum in both its advertising and subscription businesses. CEO Evan Spiegel emphasized that recent investments in ad platform automation and AI-powered tools have started to pay off, citing a 56% year-over-year increase in conversion events and growing adoption of new ad formats like sponsored Snaps. The company also benefited from major sporting events and robust growth among its small and medium-sized business advertisers. Management", "date_published": "2026-08-12T00:37:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SNAP"], "_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/"}]}}, {"id": "source:a749507b84f2306a062a2ad6c522729473f62027da0b8274dff0ddb84566849a", "url": "https://finance.yahoo.com/technology/ai/articles/avepoint-avpt-unveiled-kinetic-classification-001702198.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/avepoint-avpt-unveiled-kinetic-classification-001702198.html", "title": "AvePoint (AVPT) Unveiled Kinetic Classification For Cloud Data Protection", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. AvePoint (NasdaqGS: AVPT) introduced Kinetic Classification, a new data sensitivity and recovery solution for Microsoft 365, Google Workspace, and other business apps. The product uses AI to continuously assess data sensitivity and adjust protection policies across connected cloud services. Kinetic Classification integrates automated recovery tools aimed at improving incident response for security and data governance teams. For investors tracking how AI is reshaping core enterprise infrastructure and security, this launch sits inside a wider group of stocks tied to that theme, which you can explore through 56 AI infrastructure stocks.NasdaqGS:AVPT Earnings & Revenue Growth as at Aug 2026 AvePoint sits in the software segment focused on cloud data management, offering tools that help businesses govern and protect information across major collaboration platforms. With a market cap of $2.7b, it targets enterprises that are standardising on Microsoft 365, Google Workspace, and other SaaS apps. 3 things going right for AvePoint that this headline doesn't cover. AvePoint Kinetic Classification and the bet on AI governance at scale The core AvePoint Narrative is that the company can become an essential data governance layer as enterprises roll out AI tools across Microsoft 365, Google Workspace and other clouds. Kinetic Classification speaks directly to that bet because it ties AI governance and recovery into one platform-level workflow. \"Strategic expansion beyond Microsoft, investment in AI, and improved sales efficiency are driving diversification, multi-year growth, and higher-margin opportunities...\" Read the full AvePoint narrative to see the case behind these numbers This launch most clearly supports the catalyst around AI-driven automation and multi-cloud expansion. By spanning Microsoft, Google and third-party apps like ServiceNow and Box, AvePoint strengthens the claim that it is not just a Microsoft add-on but a broader governance layer, which matters in a market that also includes players like Veeam and Cohesity. At the same time, the product highlights a pressure point in the Narrative. Avenue to diversify away from Microsoft is still described as early-stage and analysts have flagged slower multi-cloud traction as a risk. Success of Kinetic Classification across non-Microsoft workloads will be an important test of that diversification theme. For you as an investor, this news only really matters in the context of the AvePoint story you believe, and whether this product meaningfully supports that Narrative or challenges it. To ensure you're always in the loop on how the latest news impacts the investment narrative for AvePoint, head to the community page for AvePoint to never miss an update on the top community narratives. Story Continues 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 AVPT. 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": "2026-08-12T00:17:02+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/"}]}}]}