Sharemaestro Newsreel

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

McDonald's (MCD): Buy, Sell, or Hold Post Q2 Earnings?

McDonald's (MCD): Buy, Sell, or Hold Post Q2 Earnings? Over the past six months, McDonald's stock price fell to $273.75. Shareholders have lost 15.3% of their capital, which is disappointing considering the S&P 500 has climbed by 11.7%. This might have investors contemplating their …

BofA picks AMD and Nvidia as AI chip winners in massive CPU market

This article first appeared on GuruFocus. Bank of America (BAC) is becoming more bullish on processors as the rise of AI agents could create a larger role for CPUs inside data centers. The firm now sees the server CPU opportunity surpassing $210 billion by …

Cisco Gross Margin Seen Pressured Into Fiscal 2027 Amid Faster Hardware Mix, Morgan Stanley Says

Cisco Systems' (CSCO) gross margin is likely to face further pressure from faster hardware mix into PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already …

3 Reasons to Sell HAS and 1 Stock to Buy Instead

3 Reasons to Sell HAS and 1 Stock to Buy Instead Over the last six months, Hasbro's shares have sunk to $94.38, producing a disappointing 10.9% loss - a stark contrast to the S&P 500's 11.7% gain. This might have investors contemplating their next …

Simon Property to More Than Double $18M in Lost Saks Rents

This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry analysis delivered straight to their inbox with the free CRE Daily newsletter. Key Takeaways Simon Property Group is on track to convert $18M …

Should You Buy Phillips 66 Stock at its Current Premium Valuation?

Phillips 66 PSX is currently considered expensive on a relative basis, with the stock trading at a 10.25x trailing 12-month Enterprise Value to Earnings Before Interest, Taxes, Depreciation and Amortization (EV/EBITDA), which is a premium compared with the broader industry average of 5.41x. Such …

Micron Faces a New Burry Bet as China Memory Pressure Builds

This article first appeared on GuruFocus. Memory-chip maker Micron Technology Inc. (MU, Financials) fell in premarket trading as investors assessed a new pessimistic forecast from Michael Burry (Trades, Portfolio) and increasing competition from Chinese memory suppliers.Burry said he boosted to his Micron short around …

Micron Just Lost Ground in Key Memory Market

This article first appeared on GuruFocus. China's Yangtze Memory Technologies has overtaken Micron Technology (NASDAQ:MU) and Kioxia in global NAND shipments, highlighting China's growing presence in a memory market being reshaped by severe supply constraints. But for Micron investors, the headline market-share loss looks …

What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.

Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading

3 Reasons We’re Fans of Ameriprise Financial (AMP)

3 Reasons We're Fans of Ameriprise Financial (AMP) Ameriprise Financial has followed the market's trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 14.8% to $557.69 per share while the index has gained 11.7%. …

Microsoft Is Retreating in China, but AI Keeps a Door Open

This article first appeared on GuruFocus. Software and cloud giant Microsoft Corp. (MSFT, Financials) has been steadily decreasing its footprint in China as the market becomes difficult to explain due to geopolitical pressure, local rivalry and U.S. export restrictions.Microsoft has shuttered at least 15 …

Forget Nvidia: Michael Burry and Bill Ackman Are Buying These Two Beaten Down Stocks — Should You?

Let's face it: Nvidia (NVDA) can't grow the way it already has. The money now is in finding the next beaten-down or ignored stocks. So let's learn from two Wall Street giants who spend their days doing exactly that — Michael Burry and billionaire …

Why Dell Stock Is Climbing Today

This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares climbed about 3% on Thursday after Lenovo Group (LNVGY) reported strong fiscal first-quarter results, highlighting continued demand for AI infrastructure. Lenovo generated $26.94 billion in quarterly revenue, up 43.1% from a year earlier. Its …

3 Reasons Why Growth Investors Shouldn't Overlook Howmet (HWM)

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. That's because, these …

3 Reasons Why Growth Investors Shouldn't Overlook Anheuser-Busch Inbev (BUD)

Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task. That's …

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

Sandisk Stock Jumps On Bullish Outlook, Leads Memory Names Higher

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City. Continue Reading

Meta removes 750K+ under-16 accounts in Australia—Here's how AI is helping

[Meta European head office] Derick Hudson Meta Platforms (META [https://seekingalpha.com/symbol/META]) announced on Thursday that it has revoked access to more than 750K Facebook and Instagram accounts in Australia that it assessed as belonging to users under 16 since complying with the country’s social media …

Sandisk, Cisco, Micron, Ondas, Coherent, Cerebras, and More Stocks That Explain Today’s Market

Stocks rose Thursday following softer-than-expected wholesale inflation data for July and growing confidence that the Federal Reserve won’t raise interest rates. The company added that adjusted gross margins should stabilize at around 80% over that period, with an adjusted free-cash-flow margin of about 50%. …

SpaceX Is Down 3.5% Thursday. Why Are Space Stocks Like AST SpaceMobile Under Pressure?

Quick Read LUNR's Q2 revenue miss weighed on space stocks, while SPCX digests a 35% weekly run powered by 247% AI revenue growth. Planet Labs and Redwire held modestly green on earnings strength, signaling today's weakness is sector rotation, not a broad space selloff. …

OpenAI appoints Wiz COO Dali Rajic as its new CFO

[TechCrunch Disrupt San Francisco 2019 - Day 2] Steve Jennings/Getty Images Entertainment OpenAI (OPENAI [https://seekingalpha.com/symbol/OPENAI]) announced today it was appointing Dali Rajic as its new chief financial officer. Rajic most recently served as the chief operating officer at Wiz, a cloud cybersecurity company that …

Ford on track to complete $2B factory overhaul for Fathom EV truck

Ford made a $2 billion bet two years ago when it closed its Louisville Assembly Plant in Kentucky and scrapped the assembly line system it had used for more than a century. Its goal was to transform the factory into one capable of making …

Energiekontor AG senkt Ergebnisprognose 2026 drastisch auf 5-10 Mio. EUR

Meta Remains a Deeply Discounted Giant: Wall Street Expects 30% Gains, One Analyst Expects 100%

Quick Read Meta trades 26% below Wall Street's $754 average price target, with 55 of 62 analysts holding Buy ratings despite a brutal post-earnings selloff. META's $31 billion quarterly capex cratered free cash flow 91%, yet analyst conviction dwarfs digital ad peers RDDT and …

Is Planet Labs The Cheapest Stock In The Space Economy?

Key Points Planet Labs’ stock has plunged more than 50% from its all-time high. It's cheaper than its peers, but investors shouldn’t ignore the red flags.10 stocks we like better than Planet Labs PBC › Planet Labs(NYSE: PL), a developer of satellite constellations, went …

Sanofi: Information concerning the total number of voting rights and shares - July 2026

Sanofi Winthrop Industrie Information concerning the total number of voting rights and shares, provided pursuant to article L. 233-8 II of the Code de commerce (the French Commercial Code) and article 223-16 of the Règlement général de l'Autorité des Marchés Financiers (Regulation of the …

Super Micro, Dell, and HP Jump After Strong Lenovo Earnings

Quick Read SMCI surged 10% and DELL neared $500 after Lenovo's AI server pipeline jumped 157% sequentially, validating broad end-market AI demand. Super Micro guided FY27 revenue to $72B, beating Wall Street's $53B estimate by nearly $20B, though negative operating cash flow remains a …

Bill Ackman’s Pershing Square Just Bought Netflix and 5 Other Stocks. Here’s What Investors Need to Know.

Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial …

Tesla paid Elon Musk 2.5m times more as CEO than its average worker in 2025

Elon Musk attends a session during the Cannes Lions international festival of creativity on 19 June 2024 in Cannes, France.Photograph: Marc Piasecki/Getty Images Elon Musk received over 2.5m times as much compensation at Tesla as the company's average worker, according to a new report …

Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets

Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on …

Q2 Earnings Highlights: Brown & Brown (NYSE:BRO) Vs The Rest Of The Insurance Brokers Stocks

Q2 Earnings Highlights: Brown & Brown (NYSE:BRO) Vs The Rest Of The Insurance Brokers Stocks Looking back on insurance brokers stocks' Q2 earnings, we examine this quarter's best and worst performers, including Brown & Brown (NYSE:BRO) and its peers. The insurance brokerage industry, while …

Retail Stock Almost Touches Buy Point As Analyst Upgrades, Citing Big Transformation

Five Below is making important structural improvements, transforming itself from a trend-driven retailer into a durable growth story, this analyst said. Continue Reading

Why the Dow Is Dropping but the S&P 500 Is at a Record High

The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% …

Fintech, Payments Firms Outperform Expectations Amid Solid Consumer Spending, RBC Says

Financial technology and payments companies outperformed quarterly estimates as consumer spending tu PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign …

Is Uber's Robotaxi Deal With Japan's Hinomaru Kotsu a Growth Catalyst?

Uber Technologies UBER announced that Uber Japan has entered into an operational partnership with taxi operator Hinomaru Kotsu Co., Ltd. Hinomaru Kotsu will manage daily fleet operations for Uber's autonomous-vehicle pilot in Tokyo, which is scheduled to launch in late 2026. Its responsibilities will …