Sharemaestro Newsreel

KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It

Quick Read KLAC dropped 11% in a month on China export fears, but C.J. Muse of Cantor Fitzgerald targets $325, implying 66% upside from current levels. KLAC's decline outpaced peers LRCX (-6%) and AMAT (-5%), yet it's the only name where a top analyst …

The Numbers Behind ON Semiconductor’s (ON) Higher Target and Unchanged Hold Rating

ON Semiconductor Corp (NASDAQ:ON) gave investors plenty of reasons for optimism after delivering stronger-than-expected second-quarter earnings, issuing third-quarter guidance above Wall Street's expectations, and reaffirming that its AI data center revenue is on track to more than double in 2026. Robert W. Baird analyst …

Palantir (PLTR) Posted Record 93% Growth, Here’s Why Analysts Think It Won’t Last

Palantir Technologies Inc. (NASDAQ:PLTR) delivered the strongest revenue growth in its history on its Aug 3 earnings, surpassing guidance across every key metric, and fueling a double-digit rally the next day. Results like these would normally be enough to win over even the stock's …

Noticias de acciones de Strategy Inc (MSTR)

Noticias de acciones de Texas Instruments Inc (TXN)

Noticias de acciones de SAP SE (SAP)

Micron vs. Sandisk: Which Is the Better AI Memory Stock to Own for the Next 3 Years?

Key Points Both Micron and Sandisk have been huge winners in 2026. Micron is enjoying strong growth across all of its segments and projects sustained demand. Sandisk's NAND memory is in high demand, with its CEO saying the company's growth should continue.10 stocks we …

Noticias de acciones de Automatic Data Processing Inc (ADP)

Uber Technologies (UBER) Lands Licensed Autonomous Rides In London With 100,000 Sign Ups

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Uber Technologies (NYSE:UBER) plans to launch licensed autonomous rides in London in partnership with AI startup Wayve, marking its first such deployment in a major …

Noticias de acciones de Applied Materials Inc (AMAT)

How Chevron became the AI darling of Big Oil

Welcome to rural Reeves County, which counts about 4,000 households over 2,600 square miles, in barren and arid West Texas. Soon, courtesy of Chevron, the county will possess enough gas-fired electricity to power more than 2 million homes—though in this case, all of that …

Situational Awareness invested $500 million in chip startup Source Foundry

Investing.com -- Situational Awareness invested a total of $500 million in semiconductor manufacturing startup Source Foundry, Bloomberg reported, citing people familiar with the matter. The hedge fund, founded by former OpenAI researcher Leopold Aschenbrenner, initially committed $100 million to the privately held company before …

Ericsson (OM:ERIC B) Stock Looks Like A Bargain On Cash Flow And Earnings

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Telefonaktiebolaget LM Ericsson stock has more than doubled over the past three years, and current checks still point to a discount, with the …

Noticias de acciones de First Solar Inc (FSLR)

DNOW Q2 Earnings Call Highlights

Key Points Interested in DNOW Inc.? Here are five stocks we like better. Second-quarter performance improved sharply: Revenue rose 10% sequentially to $1.3 billion, adjusted EBITDA increased 54% to $60 million, and operating cash flow reached a record $133 million. U.S. midstream, gas utilities …

7 Reasons Pershing Square (PS) Looks Pricey After Ackman Spotlighted AI Holdings

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square …

Duerr AG (DURYY) (Q2 2026) Earnings Call Highlights: Order Intake Surges 13% Amid Strategic ...

This article first appeared on GuruFocus. Group Order Intake: Up 13% in Q2, driven by year-over-year growth in the Automotive division. Consolidated Sales: Almost at last year's level, with Automotive accelerating project execution and sales generation in Q2. Operating EBIT Margin: Improved slightly despite …

What Does Intel (INTC) Gain From Its Texas Chip Facility Joint Venture?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intel (NasdaqGS: INTC) announces a joint venture with SpaceX and Tesla to build a semiconductor fabrication facility in Texas as part of the …

Has Adobe (ADBE) Fallen Far Enough To Look Undervalued?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Adobe stock has lost around 58% over the past 5 years, yet its current valuation checks still suggest the shares lean cheap rather …

Built for Confidence: The Manufacturing Strength Behind FREELANDER 8

SHANGHAI, Aug. 07, 2026 (GLOBE NEWSWIRE) -- As the British Premium Intelligent All-Terrain Brand, FREELANDER is accelerating its global expansion following the start of mass production and preparations for its Middle East debut, long-term competitiveness depends not only on product innovation, but also on …

Apple (AAPL) Tops $10 Billion in India Sales, But Wall Street’s Focus Is on Supply Constraints and Margins

Apple Inc. (NASDAQ:AAPL) has reached a major milestone in India. The company generated $10 billion in annual sales for the first time while continuing to deliver double-digit growth and expand its retail presence in one of its fastest-growing markets. The achievement underscores Apple's long-term …

Is Globant’s New Glob.AI Output Model Rewriting the Investment Case for GLOB?

Globant recently launched Glob.AI, an AI-native tech services model that delivers enterprise-grade AI Pods, task- and industry-specific AI agent units supervised by human experts, through a single online platform with output-based pricing and strict governance over models, data use, and token consumption. A distinctive …

Osisko Metals (TSX:OM) Is Up 20.8% After Reporting Deepening 2026 Losses Has The Bull Case Changed?

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months …

Accenture (ACN) Following UniCredit Deal And IBM Tie Up Has A Valuation Split

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Accenture (ACN) is back in focus after UniCredit announced a long term collaboration with Accenture and IBM that includes Accenture acquiring a majority stake in …

ADP (ADP) Q4 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, July 29, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Vice President, Investor Relations - Matthew KeatingPresident and Chief Executive Officer - Maria BlackChief Financial Officer - Peter Hadley TAKEAWAYS Revenue -- **Automatic Data Processing, Inc.** (NASDAQ:ADP) reported …

Banks Lead a Bonus Boom

Compensation consultant Johnson Associates dubs it “The Year of the Bank” in a recent report, with year-end incentive pools 5% to 20% higher than 2025 at major investment and commercial banks. “Everything is shaping up to be a fantastic year for the banks,” says …

Dow Jones Futures: What To Do As Stock Market Revs Up; Warren Buffett, Cisco, Lumentum Due

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire, Cisco, Lumentum are on tap. Continue Reading

Applied Materials stock splits: History & prospects explained

Applied Materials is the world's largest manufacturer of equipment, machines, and software used to build semiconductors and advanced flat-panel displays. Its chipmaking expertise is used in the data centers that develop artificial intelligence applications. With a market capitalization of more than $400 billion as …

Q2 Earnings: Robust Results and Positive Estimate Revisions Validate Market Fundamentals

The Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving …

Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears

The S&P 500 Index ($SPX) (SPY) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.19%. September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) …

Gary Black Says Uber, Not Tesla or Waymo, Has the Best Shot at Bringing Robotaxis to the Masses

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Investor Gary Black of The Future Fund LLC has backed ride-hailing giant Uber Technologies Inc. as his pick to lead the autonomous ride-hailing market ahead of the …

StoneCo Ltd. (STNE) Stock Drops Despite Market Gains: Important Facts to Note

In the latest trading session, StoneCo Ltd. (STNE) closed at $10.60, marking a -4.33% move from the previous day. This change lagged the S&P 500's daily gain of 0.62%. Meanwhile, the Dow experienced a rise of 0.28%, and the technology-dominated Nasdaq saw an increase …

Why Adobe Systems (ADBE) Outpaced the Stock Market Today

Adobe Systems (ADBE) ended the recent trading session at $265.15, demonstrating a +1.89% change from the preceding day's closing price. This change outpaced the S&P 500's 0.62% gain on the day. Elsewhere, the Dow gained 0.28%, while the tech-heavy Nasdaq added 1.3%. Prior to …

Michael Kratsios Says Some Companies Blame AI for Layoffs Because 'It Plays Better in the Press'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. White House Science and Technology Advisor Michael Kratsios said some companies are blaming artificial intelligence (AI) for layoffs they likely would have carried out anyway, arguing the …

Stock Market Today, Aug. 7: Palantir Surges on Bank of America Upbeat View After Strong Earnings

Palantir Technologies(NASDAQ:PLTR), an AI-powered decision software provider, closed at $172.01, up 10.32%. Today’s gains built on its post-earnings strength and Bank of America’s (NYSE:BAC) upbeat view, while investors are watching further upside after the quarter and commercial AI demand. Trading volume reached 76.2 million …

Berkshire Hathaway earnings, CPI inflation data, & more: What to Watch

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the top stories for investors to watch this weekend and next week, including Berkshire Hathaway (BRK-B, BRK-A) quarterly earnings on Saturday, the Consumer Price Index's (CPI's) latest inflation reading on Wednesday, …