Sharemaestro Newsreel

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price …

LNG Q2 Earnings Beat Estimates on Higher Volumes and Margins

Cheniere Energy, Inc. LNG reported second-quarter 2026 adjusted earnings of $3.02 per share, beating the Zacks Consensus Estimate of $2.89 by 4.5%. Higher liquefied natural gas ("LNG") volumes and stronger margins supported the quarter. However, adjusted earnings decreased 58.6% from the year-ago quarter, primarily …

Cisco raises AI outlook as infrastructure demand accelerates

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company's latest earnings, investor concerns, and Cisco's updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 …

Why Bob Iger's Lakers could reshape the NBA: 'He has the gravitas'

Irwin Raij, Sidley Partner & Entertainment, Sports and Media Co-Chair, joins Yahoo Finance Executive Editor Brian Sozzi to analyze the record-breaking $12.5 billion LA Lakers valuation, explaining how live sports assets defy broader market risks and what former Disney (DIS) CEO Bob Iger brings …

Can JDE Peet's Become an Even Bigger Growth Driver for KDP?

Keurig Dr Pepper's KDP acquisition of JDE Peet's is emerging as an important pillar of its growth strategy. The company closed the transaction in early April 2026 and has moved quickly on integration, including establishing an integrated U.S. sales force and unified commercial programs. …

MCY Outperforms Industry in a Year: Time to Add it for Better Returns?

Mercury General Corporation MCY shares have risen 40.5% in the past year, outperforming the industry, the Finance sector and the Zacks S&P 500 composite's growth of 7.8%, 13.3% and 21.7%, respectively. Mercury General has outperformed its peers, including Axis Capital Holdings Limited AXS, The …

Remitly's Send Volume Is Growing Nearly Twice as Fast as Its Customer Count. That Gap Is the Whole Investment Case.

For nearly all businesses, more scale means wider profit margins and, therefore, profit growth that outpaces revenue growth. Credit the fact that at least some parts of any company's operating costs eventually plateau. And in some cases, even variable costs directly linked to manufacturing …

Should Investors Buy ADI Stock Despite its Premium Valuation?

Analog Devices ADI is trading at a forward price-to-sales multiple of 11.49x much above the broader sector's 8.6x. This overvaluation is further supported by a Zacks Value Score of D. ADI Forward 12-Month (P/S) Valuation ChartZacks Investment Research Image Source: Zacks Investment Research Shares …

CVS Health Enhances Its Direct-to-Consumer Weight Management Offerings To Improve Access, Affordability, Care and Support for GLP-1 Medications

WOONSOCKET, RI / ACCESS Newswire / August 13, 2026 / Originally published on CVS Health Company Newsroom CVS Pharmacy offers all FDA approved GLP-1s, whether through insurance or cash-pay options. New collaboration with Eli Lilly and Company will provide eligible Zepbound and Foundayo patients …

Goldman Sachs Expands Bitcoin Push With $2.25B Asset Manager Deal

Goldman Sachs (NYSE: $GS) has agreed to acquire NEOS Investments, the asset manager behind the $1.1 billion Bitcoin High Income ETF (BTCI), in a cash-and-stock transaction that values the firm at as much as $2.25 billion. NEOS manages about $30 billion across 19 options-based …

Die Electronic-Arts-Aktie wird für 210 Dollar von saudischem Konsortium übernommen

1 Growth Stock to Add to Your Roster and 2 We Turn Down

1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to …

Is VRSK Worth Buying as Recurring Revenue Battles a Premium Valuation?

Verisk Analytics, Inc. VRSK offers investors a durable subscription model, improving operating trends and strong cash generation. The question is whether those qualities justify paying more than key valuation benchmarks. The trade-off is clear. Recurring revenues and product investment support visibility, but higher financing …

Can Micron's AI Memory Focus Help It Outpace SK Hynix and Sandisk?

Micron Technology, Inc. MU is sharpening its focus on artificial intelligence (AI) memory as demand for high-bandwidth memory (HBM), DRAM and data-center storage accelerates. The strategy is producing strong financial results, but Micron still faces tough competition from SK Hynix Inc. SKHY in HBM …

Verisk's AI Expansion Gains Traction as Insurance Adoption Scales

Verisk Analytics, Inc. VRSK is moving deeper into insurer AI workflows as customers shift from pilots toward broader deployment. The second quarter of 2026 brought new AI connectors, faster XactAI adoption and continued Core Lines Reimagine releases, giving investors more evidence of customer engagement. …

Can Novo Nordisk's GLP-1 Pill Momentum Offset LLY's Growing Edge?

Novo Nordisk NVO remains a dominant player in the GLP-1 market, marketing its semaglutide drugs Ozempic and Rybelsus for type II diabetes (T2D) and Wegovy for chronic weight management. However, the company's core franchise is facing mounting competitive pressure from Eli Lilly LLY, despite …

Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This …

Diageo Reshapes Its Portfolio: Can Core Brands Drive Growth?

Diageo plc DEO is reshaping its portfolio and investment priorities as it seeks to restore sustainable growth amid a challenging spirits backdrop. Management's strategy centers on building relevant brands within competitive category strategies, sharpening customer and channel execution, and creating a more agile operating …

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

Franco-Nevada Q2 Earnings Miss Estimates, Revenues Soar 57% Y/Y

Franco-Nevada Corporation FNV reported adjusted earnings of $1.81 per share in the second quarter of 2026, up 46% year over year. However, the bottom line missed the Zacks Consensus Estimate of $1.95. Revenues climbed 57.3% year over year to $581 million, aided by stronger …

Duke Energy Foundation awards emergency grants to support severe weather recovery in Ohio and Kentucky

Funding will help local organizations provide critical assistance and resources to communities impacted by recent storms CINCINNATI, Aug. 13, 2026 /PRNewswire/ -- In response to the severe storms that swept across Ohio and Kentucky, causing widespread damage, power outages, and fallen trees, the Duke …

Here's Where the Fed May Take Interest Rates Under Chairman Kevin Warsh

Federal Reserve Chairman Kevin Warsh began leading the U.S.'s central bank in March, and since then, the Fed has kept interest rates unchanged at both of its meetings. This past meeting, however, presented the largest Fed dissent in a decade, with nine policymakers voting …

Here's Why Investors Should Hold EFX in Their Portfolios Now

Equifax Inc. EFX shares have moved up 14.8% in the past three months. The industry and the Zacks S&P 500 Composite have rallied 17.7% and 2%, respectively, over the same period. 3-Month Stock Price PerformanceZacks Investment Research Image Source: Zacks Investment Research The Zacks …

UnitedHealth faces shareholder suit accusing corporate governance failures

[UnitedHealthcare headquarters in Minnetonka, Minnesota, USA] JHVEPhoto/iStock Editorial via Getty Images UnitedHealth Group (UNH [https://seekingalpha.com/symbol/UNH]) is facing an amended shareholder lawsuit that accuses the insurer of knowing about serious governance issues and doing little to ensure compliance, leading to significant losses in stock value. …

Can Humana Improve Caregiver Retention With HealthStream Deal?

Humana Inc.'s HUM Medicaid managed care plan, Humana Healthy Horizons, is teaming up with HealthStream in Indiana to strengthen the state's home-care workforce. Under the initiative, Humana is sponsoring 1,000 Home Health Aide scholarships, helping remove financial barriers for people entering the caregiving field. …

IREN Jumps 10% as Microsoft Accepts First AI Data Center Under $9.7 Billion Deal

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. IREN Ltd.(NASDAQ:IREN) shares jumped over 10% Thursday after Microsoft Corp.(NASDAQ:MSFT) formally approved Horizon 1, clearing the first of four AI data centers IREN is building under their …

Beauty and cosmetics retailer Douglas’ stores “under review” after Q3 loss

Douglas Group is reviewing stores against profitability targets after posting a net loss in its third quarter to June 2026, as weak demand in Germany, France and the Netherlands and tougher price competition weighed on performance. The European beauty retailer reported Q3 revenue of …

Lazard's AUM Rises in July: Will the Growth Momentum Continue?

Lazard, Inc. LAZ reported a preliminary asset under management (AUM) balance of $286.9 billion as of July 31, 2026, reflecting a marginal increase from the prior month. The monthly increase was driven by $1.5 billion in market appreciation, $0.4 billion in net inflows, and …

Do Options Traders Know Something About American Tower Stock We Don't?

Investors in American Tower Corporation AMT need to pay close attention to the stock based on moves in the options market lately. That is because the Jan. 15, 2027 $90.00 Call had some of the highest implied volatility of all equity options today. What …

Can FANG's Higher 2026 Output Guidance Keep Earnings Momentum Alive?

Diamondback Energy, Inc. FANG raised its 2026 production outlook after a second quarter that topped earnings expectations, while leaving its full-year capital budget unchanged. That combination puts capital efficiency at the center of the investment case. Higher volumes could extend earnings momentum if operating …

Albemarle (ALB) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Vice President of Investor Relations and Sustainability - Meredith BandyChief Executive Officer - Kent MastersChief Financial Officer - Neal SheoreyChief Operations Officer - Mark MummertChief Commercial Officer - …

Broadcom (AVGO) Stock Trades Near Fair Value But At A Premium On Earnings

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom stock has delivered a very large 5 year gain yet current checks suggest it is no longer obviously cheap, with a Discounted Cash Flow (DCF) estimate …

Why Is Coherent (COHR) Drawing Attention After A Q4 Beat And Raised Outlook?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Coherent (NYSE: COHR) reported fourth quarter results that exceeded expectations, supported by strong AI infrastructure demand in its data center optical networking business. The company …

Zerohash Fails To Secure U.S. Trust Bank Charter

Zerohash Fails To Secure U.S. Trust Bank Charter Zerohash has fallen short in its quest to secure a U.S. Trust Bank Charter. Privately held Zerohash is a Chicago-based financial technology company founded in 2017 that provides infrastructure for trading in digital assets such as …

Invitation to the presentation of ALK’s first six months (Q2) 2026 results on Thursday, 20 August 2026

ALK Abello ALK (ALKB:DC / Nasdaq Copenhagen: ALK B) will publish its results for the first six months of 2026 in the morning on Thursday, 20 August 2026. Later on the same day, the company will host a presentation for investors and analysts at …