{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Austria financial news", "home_page_url": "https://sharemaestro.com/newsreel/at/", "feed_url": "https://sharemaestro.com/newsreel/at/feed.json", "description": "Latest financial and company news from Austria, newest first, with sector and industry sections and links to every source article.", "language": "en", "items": [{"id": "source:3bd40e9918d086117c7f525889632feca7159ef9998a5a74408d90a20f01b742", "url": "https://finance.yahoo.com/markets/stocks/articles/corning-lumentum-applied-optoelectronics-shares-161730869.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/corning-lumentum-applied-optoelectronics-shares-161730869.html", "title": "Corning, Lumentum And Applied Optoelectronics Shares Popping To End The Week", "content_text": "Quick Read Applied Optoelectronics surged 15% and Lumentum jumped 6%, with the intraday rally building on recent earnings strength and no confirmed same-day catalyst. Broadcom dropped 5% as component suppliers rallied, with Wolfe Research flagging its $30B in residual value guarantees as a longer-term AI oversupply risk. Applied Optoelectronics is up 465% and Lumentum 632% over one year, making position sizing the primary risk for investors entering these names now. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Corning didn't make the cut. Grab the names ", "date_published": "2026-08-14T16:17:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "GLW"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GLW", "name": "Corning Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/31d8f458-c711-4291-ab04-02ee682cba87/"}]}}, {"id": "source:8cab0d5cd7c9f50d06ab94d3d337e3734796e5a0f60ef36ffaf4a75181c9b236", "url": "https://finance.yahoo.com/markets/stocks/articles/lactalis-fires-m-engine-deal-133710436.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/lactalis-fires-m-engine-deal-133710436.html", "title": "Lactalis fires up M&A engine with deal for Saputo\u2019s UK business", "content_text": "Lactalis has entered a \"definitive\" agreement to acquire the UK business of Canadian peer Saputo in the French dairy giant's fourth deal in two months. While the privately-owned company did not reveal the purchase price in a statement today (14 August), Saputo tagged the transaction at around \u00a3988m ($1.33bn). The deal is expected to close by the end of the first quarter next year, subject to regulatory approval, Toronto-listed Saputo added. Lactalis said in its own announcement that Saputo UK, which generated revenue in its latest financial year of \u00a3800m, comes with five production facilities,", "date_published": "2026-08-14T16:03:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "SAP"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SAP", "name": "SAP SE", "sentiment_url": "https://sharemaestro.com/sentiment/ca73e466-44b0-483c-ae46-1631d48b4ebf/"}]}}, {"id": "source:01ff5f5a9accc9259ab0996ff99dedde35a069a6e2f6b17581be40e2fcc29b01", "url": "https://seekingalpha.com/news/4633389-sp-financial-index-eyes-record-11th-straight-weekly-gain-here-are-its-top-10-holdings?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633389-sp-financial-index-eyes-record-11th-straight-weekly-gain-here-are-its-top-10-holdings?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "S&P financial index eyes record 11th straight weekly gain: Here are its top 10 holdings", "content_text": "[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images Financial Select Sector SPDR Fund (XLF [https://seekingalpha.com/symbol/XLF]) is on pace to extend its record-setting winning streak, with the fund heading toward an 11th straight weekly gain, its longest streak ever. XLF has gained 6.2% year to date and was on track to finish the week ended Aug. 14 up 0.8% as of Thursday\u2019s close. The continued advance highlights the strength across the financial sector, with major banks, payment networks and diversified financial companies among the fund\u2019s largest holdings. JPMorgan C", "date_published": "2026-08-14T15:46:13+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "AXP"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AXP", "name": "American Express Company", "sentiment_url": "https://sharemaestro.com/sentiment/0d48467c-03b1-4130-821b-b0b39675aa84/"}]}}, {"id": "source:eaaf45302a0c96d3a1e4372124aa0128f56568b9ba28e764575497097cddf602", "url": "https://news.google.com/rss/articles/CBMiqgFBVV95cUxOd09UZ0IzYzNIcFJ5VE5oWXk1SGhXYmU3dUs3dkhwdmV2R2ZnTmFiNXBXLUhVT1E2YU4xNVg0SGlSY0RXMEYyWTNraTVvZHh5XzBjZUNPbHhUU3VDVFYwUy1fRmZ6UW03X0tYMmVHZ2VKbzFpbWlTV0Z0Y0ktbkItX0pKRTJnUldhWV9nOTBmVnhyOE9GR3JQenJZNlZfSlQtNm50bEUwWXp4Zw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiqgFBVV95cUxOd09UZ0IzYzNIcFJ5VE5oWXk1SGhXYmU3dUs3dkhwdmV2R2ZnTmFiNXBXLUhVT1E2YU4xNVg0SGlSY0RXMEYyWTNraTVvZHh5XzBjZUNPbHhUU3VDVFYwUy1fRmZ6UW03X0tYMmVHZ2VKbzFpbWlTV0Z0Y0ktbkItX0pKRTJnUldhWV9nOTBmVnhyOE9GR3JQenJZNlZfSlQtNm50bEUwWXp4Zw?oc=5", "title": "Is Western Digital Stock a Buy After Q4 Earnings? Here\u2019s What You Need to Know.", "content_text": "Is Western Digital Stock a Buy After Q4 Earnings? Here\u2019s What You Need to Know.", "date_published": "2026-08-14T15:43:02+00:00", "authors": [{"name": "TIKR.com"}], "tags": ["Earnings", "WDC"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "WDC", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/170fc0cd-22ce-4ee6-89f8-d0573d277cee/"}]}}, {"id": "source:1bf07c29bc9dda0333e6756ad5f350ddfafb8da753b2698434d69d578e35fd8a", "url": "https://finance.yahoo.com/markets/crypto/articles/morgan-stanley-jpmorgan-increase-crypto-153100825.html", "external_url": "https://finance.yahoo.com/markets/crypto/articles/morgan-stanley-jpmorgan-increase-crypto-153100825.html", "title": "Morgan Stanley, JPMorgan Increase Crypto ETF Holdings in Q2", "content_text": "Major US banks Morgan Stanley (NYSE: $MS) and JPMorgan (NYSE: $JPM) increased their holdings of cryptoinvestment products in the second quarter, adding to their exposure to Bitcoin (CRYPTO: $BTC) and Ethereum (CRYPTO: $ETH) ETFs despite market volatility during the period. Morgan Stanley increased its holdings of BlackRock's iShares Bitcoin Trust ETF (IBIT) by 23% from the previous quarter. The investment bank held about 16.5 million IBIT shares at the end of June, up from 13.4 million three months earlier, according to a Form 13F filing submitted to the US Securities and Exchange Commission o", "date_published": "2026-08-14T15:31:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BLK2"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK2", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/264b308c-a8d4-48cc-8ae1-c2a6b3dbcc2e/"}]}}, {"id": "source:fcf690c7051892ba5a73b9fae6e0ec30f8ea0ed6a8d36dc2b10ee58a085064a3", "url": "https://finance.yahoo.com/markets/stocks/articles/oracle-gets-cheaper-only-megawatts-150646530.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/oracle-gets-cheaper-only-megawatts-150646530.html", "title": "Oracle Gets Cheaper Only If The Megawatts Arrive", "content_text": "Image by Jonathan Hammond from Pixabay Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building. Oracle (ORCL) trades at about $156, or roughly 22.7 times the last twelve months of adjusted earnings, and on the earnings analysts expect two years out that falls to about 13.7 times. The question is not the size of that fall but its source: it rests not on margins improving but on data centers being finished. Fiscal 2027 Consensus Is Just Oracle's Own Guide On what analysts expect ", "date_published": "2026-08-14T15:06:46+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/b2f3a700-90a0-4621-b0bb-b253787467be/"}]}}, {"id": "source:b8cf45eeb89cff71d72209ed0dbffc642a59414870ea6820fe2278e3fe592a7d", "url": "https://finance.yahoo.com/markets/stocks/articles/workday-silver-lake-discussions-over-150400236.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/workday-silver-lake-discussions-over-150400236.html", "title": "Workday, Silver Lake in discussions over potential $43B deal", "content_text": "Workday, Silver Lake in discussions over potential $43B deal Proactive uses images sourced from Shutterstock Workday Inc (NASDAQ:WDAY) has held discussions with private equity firm Silver Lake in recent months about a potential acquisition, Reuters reported, with the enterprise software company carrying a market value of about $43 billion. While talks are ongoing and there is no guarantee a deal will be reached, Jefferies analysts said they see several reasons why Silver Lake might be interested. Following the stock's move on the news, Workday's valuation of 4 times calendar year 2027 revenue ", "date_published": "2026-08-14T15:04:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "SAP"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SAP", "name": "SAP SE", "sentiment_url": "https://sharemaestro.com/sentiment/ca73e466-44b0-483c-ae46-1631d48b4ebf/"}]}}, {"id": "source:0090a800846ec4d8d397ce0af7ea05f1d732aabb72cd8b107236add70d98c8be", "url": "https://finance.yahoo.com/technology/ai/articles/shuffle-board-target-taps-first-150000634.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/shuffle-board-target-taps-first-150000634.html", "title": "Shuffle Board: Target Taps First AI Chief, Kontoor Elevates CFO", "content_text": "The latest HR moves made by leading textile and apparel companies. Brands Kontoor Brands Wrangler and Lee owner Kontoor Brands has promoted Joseph Alkire to president and chief financial officer. Alkire's expanded role includes global responsibility for Helly Hansen and Wrangler brands, while continuing as CFO overseeing global operations. More from WWD Kontoor Brands Boosts 2026 Outlook on Wrangler, Helly Hansen Strength Shuffle Board: Genesco and Kohl's Announce Retirements, and Niber Names Commercial Lead Genesco Chief Strategy and Digital Officer Parag Desai to Retire \"I am energized by th", "date_published": "2026-08-14T15:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SAP"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SAP", "name": "SAP SE", "sentiment_url": "https://sharemaestro.com/sentiment/ca73e466-44b0-483c-ae46-1631d48b4ebf/"}]}}, {"id": "source:124a8d9d93d40201b8f85acc594383938b088b37fe693d83048642a0dc651f14", "url": "https://finance.yahoo.com/technology/ai/articles/zscaler-increases-capex-ai-led-145300536.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/zscaler-increases-capex-ai-led-145300536.html", "title": "Zscaler Increases CapEx: Can AI-Led Demand Justify Higher Spending?", "content_text": "Zscaler, Inc. ZS is preparing for higher capital expenditures as the rapid adoption of artificial intelligence (AI) creates new cybersecurity demands. The company needs to expand its infrastructure to handle increasing data volumes and secure AI workloads, but the added spending could pressure free cash flow in the near term. Management previously indicated that fiscal 2026 capital expenditures could reach the high-single-digit percentage range of revenues, up from its earlier mid-single-digit forecast. CapEx could increase by another 200 basis points as a percentage of revenues in fiscal 2027", "date_published": "2026-08-14T14:53:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "PANW"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PANW", "name": "Palo Alto Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c3a88b35-9394-4717-b470-8be15fa037bf/"}]}}, {"id": "source:ef20150b3701333c5e8b7759c46a24a81ff3e4b0c4c7aa084393547f4599163e", "url": "https://finance.yahoo.com/technology/ai/articles/ai-security-operations-center-soc-144500073.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ai-security-operations-center-soc-144500073.html", "title": "AI Security Operations Center (SOC) Market Surges to $47.07 billion at a CAGR 21.1% by 2031 | Report by MarketsandMarkets\u2122", "content_text": "MarketsandMarkets Research Pvt. Ltd. Delray Beach, FL, Aug. 14, 2026 (GLOBE NEWSWIRE) -- According to MarketsandMarkets\u2122, the global AI Security Operations Center (SOC) Market is projected to grow from USD 18.10 billion in 2026 to USD 47.07 billion by 2031, at a CAGR of 21.1%. Rising adoption of cloud-native, SaaS, endpoint, and identity environments is driving demand for AI-powered SOC solutions. These platforms unify security data, improve threat correlation, and enable faster investigations. Automation, behavioral analytics, and agentic AI are further enhancing detection and response capabi", "date_published": "2026-08-14T14:45:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "IBM"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/b2f3a700-90a0-4621-b0bb-b253787467be/"}]}}, {"id": "source:2e3cecf0fcfae5e009d57d0487ef0daad6c35804b38b23e0fa1f67fad43a1f4e", "url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "title": "Software M&A heats up: Which SaaS stocks could be next for private equity?", "content_text": "Investing.com -- Workday (WDAY) shares surged nearly 18% on Wednesday, August 13, their best single-day gain since 2016, after Reuters reported that private equity firm Silver Lake is in talks to acquire the enterprise software company in a deal that would rank among the largest software buyouts in history. The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transiti", "date_published": "2026-08-14T14:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "SAP"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SAP", "name": "SAP SE", "sentiment_url": "https://sharemaestro.com/sentiment/ca73e466-44b0-483c-ae46-1631d48b4ebf/"}]}}, {"id": "source:d3eba93e65f979f2b5dcda656e78f3192ba1adb73c68b38e127ce56026e06ef1", "url": "https://finance.yahoo.com/markets/stocks/articles/intuitive-machines-virgin-galactic-jump-141215618.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intuitive-machines-virgin-galactic-jump-141215618.html", "title": "Intuitive Machines and Virgin Galactic Jump 10% While Rocket Lab, AST SpaceMobile Sit Out the Space Stock Rally", "content_text": "Quick Read LUNR surged 10% on record $1.8 billion backlog despite missing Q2 estimates, while SPCE bounced 10% after Thursday's 8% drop on a delayed launch. Stifel upgraded LUNR to Buy while Rocket Lab and AST SpaceMobile gained just 1%, confirming the space sector rally is narrow. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks \u2014 and Virgin Galactic didn't make the cut. Grab the names FREE today. Shares of Intuitive Machines (NASDAQ:LUNR) are surging 10% to $19 and change on Friday morning, and Virgin Galactic (NYSE:SPCE) shares are gaining 10% as it approaches ", "date_published": "2026-08-14T14:12:15+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MWD"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MWD", "name": "Morgan Stanley", "sentiment_url": "https://sharemaestro.com/sentiment/fc80e93c-33bf-4711-a197-4a16c8e56191/"}]}}, {"id": "source:e0e358076ae76786918248ddcbd37984ecb5ae3932944fb85fa79bfdbfd4f4a4", "url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intel-stocks-real-opportunity-demand-141030004.html", "title": "Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship", "content_text": "Photo by Andrey Matveev on Unsplash Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg. Intel (INTC) stock has returned about 380% over the trailing twelve months and still sits 26% below its 52-week high. It has run more than 30% inside two months nine times since 2011, so the question is not whether it can move but what would move it. The answer is duller than a new product: demand its factories cannot meet and the capital going in to meet it. The Revenue Ceiling Sits In The", "date_published": "2026-08-14T14:10:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "QCOM"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "QCOM", "name": "QUALCOMM Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/c8de4d70-f944-4a69-8e31-e77f68d97ccd/"}]}}, {"id": "source:bbfd7b3a18c5889be908be6902989ab0dcc4a66726d66e4663a7d6f93d4b8170", "url": "https://finance.yahoo.com/technology/ai/articles/amphenols-ai-interconnect-opportunity-broadens-140100513.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/amphenols-ai-interconnect-opportunity-broadens-140100513.html", "title": "Amphenol's AI Interconnect Opportunity Broadens: What's Next?", "content_text": "Amphenol APH is broadening its AI interconnect opportunity as rising data-center requirements drive demand for high-speed copper, fiber-optic and power interconnect solutions. The company's IT datacom business, which represented 43% of sales in the second quarter of 2026, grew 89% year over year and 63% organically. AI-related products drove virtually all of the 22% sequential growth, underscoring the increasing role of AI applications in Amphenol's interconnect business. APH's positioning across multiple connectivity technologies gives it exposure to the increasing interconnect content requir", "date_published": "2026-08-14T14:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:54:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/0711f7ab-5fe6-4584-97b7-560b6540e1ab/"}]}}, {"id": "source:209c7ec5a3bdfb62d9476f6af4aa8804531855d96c1744e17ad789a7b9de2d79", "url": "https://finance.yahoo.com/healthcare/articles/3-large-cap-stocks-watch-135000158.html", "external_url": "https://finance.yahoo.com/healthcare/articles/3-large-cap-stocks-watch-135000158.html", "title": "3 Large-Cap Stocks to Watch as Pharma Recovery Takes Hold", "content_text": "The drug and biotechnology sector has had a strong recovery so far in 2026, driven by innovation, robust quarterly performances, optimistic full-year outlooks, positive regulatory updates and a major wave of M&A activity. However, it faces its share of headwinds like slower-than-expected launches of newer therapies, looming patent expirations for several blockbuster drugs and ongoing policy and pricing uncertainty in major markets. Competitive pressure, particularly in fast-growing areas like obesity/cardiometabolicand cancer treatments, also remains intense. Despite these headwinds, the indus", "date_published": "2026-08-14T13:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "LLYC"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LLYC", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/445698db-0930-4e3d-97d8-e06e548856f7/"}]}}, {"id": "source:5b79e24f7c8e4b3c43134e49819564c68c213ec72428d4abb16f7f240b79dcf8", "url": "https://finance.yahoo.com/markets/stocks/articles/5-must-read-analyst-questions-134900690.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-must-read-analyst-questions-134900690.html", "title": "5 Must-Read Analyst Questions From Motorola Solutions\u2019s Q2 Earnings Call", "content_text": "5 Must-Read Analyst Questions From Motorola Solutions's Q2 Earnings Call Motorola Solutions' second quarter results received a strong positive response from the market, underpinned by double-digit sales growth across both core business segments and all three technology lines. Management attributed the company's performance to robust demand for land mobile radio (LMR) systems, successful execution on mission-critical network orders, and continued momentum in the Silvus and video security businesses. CEO Gregory Brown highlighted that record orders and a growing backlog supported the company's o", "date_published": "2026-08-14T13:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MOSI"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MOSI", "name": "Motorola Solutions, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f192140a-ab38-4572-8b34-598e9064ff44/"}]}}, {"id": "source:8635cd3507067f6f18eb49e7311f6064858a30d49349690b8f42ee22e2b6ec21", "url": "https://finance.yahoo.com/markets/stocks/articles/kyndryl-q2-earnings-call-top-134100275.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/kyndryl-q2-earnings-call-top-134100275.html", "title": "Kyndryl\u2019s Q2 Earnings Call: Our Top 5 Analyst Questions", "content_text": "Kyndryl's Q2 Earnings Call: Our Top 5 Analyst Questions Kyndryl's second quarter results saw a negative market reaction, as sales declined and missed Wall Street's revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring IBM hardware and software directly. CEO Martin Schroeter cited positive momentum in Kyndryl Consult and hyperscaler partnerships, but acknowledged that lengthening sales cycles and workforce rebalancing charges weighed on profitability. He stated, \"AI, modernization and cyber prepar", "date_published": "2026-08-14T13:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/b2f3a700-90a0-4621-b0bb-b253787467be/"}]}}, {"id": "source:371f4ed8cff99113447fb0e01ab0d9b44bdd967d80fde62385879d3366a08339", "url": "https://finance.yahoo.com/markets/article/why-taco-bells-former-ceo-just-dissed-mcdonalds-133600091.html", "external_url": "https://finance.yahoo.com/markets/article/why-taco-bells-former-ceo-just-dissed-mcdonalds-133600091.html", "title": "Why Taco Bell's former CEO just dissed McDonald's", "content_text": "Taco Bell's former CEO is dishing out a spicy take on his longtime competitor McDonald's (MCD). \"McDonald's just announced a new beverage line up of 'Refreshers' and a Red Bull collaboration,\" former Yum! Brands (YUM) CEO Greg Creed said in a new LinkedIn post. \"I get that beverages are hot right now and they are definitely very profitable but 6-8 new drinks adds a lot of operational complexity but the bigger point is what's distinctively 'McDonalds' about these drinks \u2026 and the answer is I can't think of anything that is , any brand could have come up with these flavors and I think that Red B", "date_published": "2026-08-14T13:36:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MCD"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MCD", "name": "McDonald's Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/fe863c40-0d0a-4191-b4e3-a54f9d341dbc/"}]}}, {"id": "source:022cb3e0d47d16ad5b004c9548e003abdc7af221d9cad61c7d6a94adb3a79d8c", "url": "https://finance.yahoo.com/markets/stocks/articles/pmgc-holdings-inc-nasdaq-elab-133100612.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/pmgc-holdings-inc-nasdaq-elab-133100612.html", "title": "PMGC Holdings Inc. [NASDAQ: ELAB] Reports Q2 2026 Results and Files Form 10-Q; Total Assets Reach $36.6 Million, Up 184% from Year-End 2025 and 290% Year-over-Year, as Quarterly Revenue Nearly Doubles Sequentially", "content_text": "PMGC Holdings Inc. NEWPORT BEACH, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) -- PMGC Holdings Inc. (Nasdaq: ELAB) (\"PMGC\" or the \"Company\"), a diversified holding company, has filed its Quarterly Report on Form 10-Q (the \"Quarterly Report\") for the three and six months ended June 30, 2026, with the U.S. Securities and Exchange Commission (\"SEC\"). The Quarterly Report is available on the SEC's website at www.sec.gov under the Company's filings. Q2 2026 was a quarter of meaningful revenue and balance sheet growth, driven by the Company's operating platform and continued M&A execution, including the ", "date_published": "2026-08-14T13:31:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BA", "name": "The Boeing Company", "sentiment_url": "https://sharemaestro.com/sentiment/203caa71-5341-43aa-a038-62f1ecb03ddb/"}]}}, {"id": "source:3b35a4810fc8178b789fe8f83c16775401aa64d0684cf40931d84483909e6773", "url": "https://finance.yahoo.com/technology/ai/articles/evaluating-amphenol-aph-ai-infrastructure-132631920.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/evaluating-amphenol-aph-ai-infrastructure-132631920.html", "title": "Evaluating Amphenol\u2019s (APH) AI Infrastructure Play", "content_text": "Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for \"Aoris International Fund\". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:26:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:626c20b3b8f541dd70750a0fc8265698c4c6c018a9a7dce2add1facf98ee0681", "url": "https://finance.yahoo.com/markets/stocks/articles/ab-inbevs-volumes-return-growth-132200813.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ab-inbevs-volumes-return-growth-132200813.html", "title": "AB InBev's Volumes Return to Growth: Is a Bigger Recovery Brewing?", "content_text": "Anheuser-Busch InBev SA/NV BUD, popularly known as AB InBev, delivered encouraging volume performance in the second quarter of 2026, signaling improving momentum across its global business. The company benefited from market share gains, continued investment in its megabrands and growth across emerging markets. Management believes its more diversified portfolio, spanning core and premium beer, non-alcoholic offerings and Beyond Beer, has positioned BUD to capture demand across more consumer occasions. Beer volumes increased 1.1% year over year in the second quarter, while total volumes rose 0.9", "date_published": "2026-08-14T13:22:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ABIN", "KO"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ABIN", "name": "Anheuser-Busch InBev SA/NV", "sentiment_url": "https://sharemaestro.com/sentiment/ecc4ae0a-49b7-438d-880d-3106b074335d/"}, {"symbol": "KO", "name": "The Coca-Cola Company", "sentiment_url": "https://sharemaestro.com/sentiment/4db4fed3-d5fd-4d71-a34a-e226e759e389/"}]}}, {"id": "source:0a0fea6db980736bac2f17d0917a8637a8af7e6c360afd2b7ed26e58adf6c0c8", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-sell-hold-adi-stock-132200614.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/buy-sell-hold-adi-stock-132200614.html", "title": "Should You Buy, Sell or Hold ADI Stock Before Q3 Earnings?", "content_text": "Analog Devices ADI is scheduled to report third-quarter fiscal 2026 results on Aug. 19. For the fiscal third quarter, Analog Devices expects revenues to be $3.9 billion (+/- $100 million). The Zacks Consensus Estimate for revenues is pegged at $3.92 billion, suggesting growth of 36.3% from the year-ago quarter's reading. Analog Devices projects non-GAAP earnings to be $3.30 (+/-$0.15). The Zacks Consensus Estimate for earnings is pegged at $3.33 per share, indicating a rise of 62.4% from the year-ago quarter's reported figure. The figure has been revised downward by a penny in the past 30 days", "date_published": "2026-08-14T13:22:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "TXN"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "TXN", "name": "Texas Instruments Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/acd24237-3965-4c70-b8d9-2fcd17179b79/"}]}}, {"id": "source:122c29743626407bb5a1df99d45e90d57d2d16d21d1b42b0da48c4a2410e035a", "url": "https://finance.yahoo.com/markets/stocks/article/sandisk-stock-surges-as-wall-street-cheers-flash-memory-makers-bullish-outlook-131502540.html", "external_url": "https://finance.yahoo.com/markets/stocks/article/sandisk-stock-surges-as-wall-street-cheers-flash-memory-makers-bullish-outlook-131502540.html", "title": "Sandisk stock surges as Wall Street cheers flash memory maker's bullish outlook", "content_text": "What happened: Sandisk (SNDK) stock popped 3% on Friday, extending gains from a 12% rise in the prior session. What's behind the move: Wall Street was overwhelmingly bullish on the NAND flash memory maker's long-term growth targets for 2028 through 2030, announced at the company's investor day. Sandisk sees annual revenue growth in the mid-to-high teens between 2028 and 2030. The company also sees non-GAAP gross margins at about 80%. Analysts cheered the company's improved business model and the sustainability of its pricing, backed by various US hyperscalers. (SNDK ) Go deeper with AlphaSpace", "date_published": "2026-08-14T13:15:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "WDC"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "WDC", "name": "Western Digital Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/170fc0cd-22ce-4ee6-89f8-d0573d277cee/"}]}}, {"id": "source:34a20dcd4bc71d40285521c14edd597f39a6762a1ccf9f78241a1fc3a6343579", "url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-corporation-aph-rebounds-investors-130423121.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/amphenol-corporation-aph-rebounds-investors-130423121.html", "title": "Amphenol Corporation (APH) Rebounds as Investors Look Past Copper Displacement Fears", "content_text": "Baron Capital, an investment management company, released its Q2 2026 investor letter for the \"Baron Asset Fund\". A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing remarkable performance. The Baron Asset Fund rose 18.98% in the quarter, outperforming the Russell Midcap Growth Index's 14.55% return, driven by positive stock selection, despite challenges from underexposure to strong Beta and Momentum fact", "date_published": "2026-08-14T13:04:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "APH"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "APH", "name": "Amphenol Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/c924a1e6-e50b-4b85-a869-49749fef6ef0/"}]}}, {"id": "source:871038a816a1eed4322e3988e10f1b00cfca0dd09a6f48dd46d5b3825328231f", "url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-focus-houston-ai-manufacturing-125105466.html", "title": "Apple in Focus as New Houston AI Manufacturing Hub Opens", "content_text": "This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the company already builds and ships advanced AI servers. Production of the Mac mini is also scheduled to begin at the location later this year. Warning! GuruFocus has detected 3 Warning Signs with MU. Is AAPL fairly valued? Test your thesis with our free DCF calculator. Progr", "date_published": "2026-08-14T12:51:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d7f1260c-9681-460c-a6dc-b30e0baf2056/"}]}}, {"id": "source:716db2c758fe7563d890b3fd84cd08700f39c2dc0800cb2ca92c80723134e873", "url": "https://seekingalpha.com/news/4633188-lantheus-tau-pet-imaging-agent-approved-alzheimers?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633188-lantheus-tau-pet-imaging-agent-approved-alzheimers?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Lantheus gains FDA nod for tau PET imaging agent in Alzheimer\u2019s", "content_text": "[US Food and Drug Administration (FDA)] Lantheus Holdings (LNTH [https://seekingalpha.com/symbol/LNTH]) on Friday announced the FDA approval of Tauklarify, a radiodiagnostic agent designed to identify tau pathology of the brain in adults with Alzheimer\u2019s disease through positron emission tomography (PET). Specifically, the approval allows the use of Tauklarify in cognitively impaired adults who are investigated for Alzheimer\u2019s disease to detect if there is any tau neurofibrillary tangle pathology causing the condition. Patients should undergo diagnostic tests, such as PET scans, to determine t", "date_published": "2026-08-14T12:31:50+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Regulatory and legal", "LLYC"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LLYC", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/445698db-0930-4e3d-97d8-e06e548856f7/"}]}}, {"id": "source:8f3c6a6eb9ffcc3594715e0de1f3c678829feb233496478b5f2c1bad1531b734", "url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/gary-black-warns-elon-musk-123117823.html", "title": "Gary Black Warns Elon Musk: Tesla Can\u2019t Match Apple's Marketing Relying Only on \u2018Word-of-Mouth and the CEO\u2019s Posts on X\u2019", "content_text": "Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on \"word-of-mouth and the CEO's posts on X,\" while calling for an urgent shift toward professional marketing leadership. Call for Marketing Leadership In a detailed analysis shared on X, Black argued that despite Tesla's $1.3 trillion market cap, the automaker has repeatedly failed to invest in the marketing leadership needed to exp", "date_published": "2026-08-14T12:31:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AAPL"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d7f1260c-9681-460c-a6dc-b30e0baf2056/"}]}}, {"id": "source:936af5885c41494bca8135bf51b07d78f3af3cd7a5e73241cd466c5326d302cb", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/why-quantinuum-is-teaming-up.html", "title": "Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d7f1260c-9681-460c-a6dc-b30e0baf2056/"}]}}, {"id": "source:43fd2302ba641a4b8b4d0862d1752639f25fecbe72c7151ee80fdfaf9749b03a", "url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/quantinuum-is-working-with.html", "external_url": "https://finance.yahoo.com/m/645d06ea-177b-34fc-8486-e499edaa1c62/quantinuum-is-working-with.html", "title": "Quantinuum Is Working With This Apple Partner to Scale Quantum Computing", "content_text": "Just days after Quantinuum\u2019s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan\u2019s Quanta Computer. Continue Reading", "date_published": "2026-08-14T12:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AAPL"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AAPL", "name": "Apple Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/d7f1260c-9681-460c-a6dc-b30e0baf2056/"}]}}, {"id": "source:dc8b37b9f1329642068fc32b0c9f60c1280a71102d611e12f600e99df9468452", "url": "https://finance.yahoo.com/technology/ai/articles/ibm-ibm-openai-together-ai-121144216.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ibm-ibm-openai-together-ai-121144216.html", "title": "Should IBM\u2019s (IBM) OpenAI and Together AI Deals Recast Its Role in Enterprise AI Infrastructure?", "content_text": "Earlier this week, International Business Machines Corporation announced a wide-ranging partnership with OpenAI and a multi\u2011year US$240 million agreement with Together AI to deploy NVIDIA-powered AI infrastructure on IBM Cloud for large\u2011scale open\u2011source model inference. By embedding OpenAI's frontier models directly into IBM Consulting and standing up a dedicated OpenAI Practice, IBM is signaling an intensified push to become a core enterprise AI implementation partner across regulated industries and complex legacy environments. We'll now examine how IBM's decision to embed OpenAI models into", "date_published": "2026-08-14T12:11:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IBM"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IBM", "name": "International Business Machines Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/b2f3a700-90a0-4621-b0bb-b253787467be/"}]}}, {"id": "source:feb4c10773207b089470a45f64ed6c862c294f24a43dcb044c603c039d23c4d0", "url": "https://finance.yahoo.com/m/c7509af1-9542-320b-b10c-f73523ccdd58/eli-lilly-stock-nears-buy.html", "external_url": "https://finance.yahoo.com/m/c7509af1-9542-320b-b10c-f73523ccdd58/eli-lilly-stock-nears-buy.html", "title": "Eli Lilly Stock Nears Buy Point After Earnings-Fueled Gains", "content_text": "While Eli Lilly isn't a perfect technical setup, it's still a fundamental powerhouse that could be worth considering. Continue Reading", "date_published": "2026-08-14T12:00:27+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "LLYC"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LLYC", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/445698db-0930-4e3d-97d8-e06e548856f7/"}]}}, {"id": "source:b0d22f692cdd455f03a193091a97f3b45c626a0130bd42e6c4c117450e28624d", "url": "https://www.nasdaq.com/articles/all-it-takes-50-shares-high-yielding-dividend-stock-generate-over-200-year-dividends", "external_url": "https://www.nasdaq.com/articles/all-it-takes-50-shares-high-yielding-dividend-stock-generate-over-200-year-dividends", "title": "All It Takes Is 50 Shares of This High-Yielding Dividend Stock to Generate Over $200 in Year Dividends", "content_text": "Key Points Coca-Cola Femsa is often overlooked in the consumer defensive high-yield dividend conversation. Its five-year performance may surprise some investors.10 stocks we like better than Coca-Cola Femsab. De C.v. \u203a The consumer staples sector is prime real estate for dividend investors, with select beverage stocks ranking among the most venerable dividend names in the U.S. Payout seekers can also be rewarded by adopting a global perspective. Coca-Cola Femsa (NYSE: KOF) proves as much. Often overlooked in the consumer staples dividend conversation, this small large-cap (it has a market capi", "date_published": "2026-08-14T11:50:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Capital return", "KO"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KO", "name": "The Coca-Cola Company", "sentiment_url": "https://sharemaestro.com/sentiment/4db4fed3-d5fd-4d71-a34a-e226e759e389/"}]}}, {"id": "source:e6793ea00b43a8209175c2cdffd939d23887d050c43a1a645355d97124e49d99", "url": "https://www.nasdaq.com/articles/fidelity-healthcare-etf-vs-ishares-pharma-fund-which-wins", "external_url": "https://www.nasdaq.com/articles/fidelity-healthcare-etf-vs-ishares-pharma-fund-which-wins", "title": "Fidelity Healthcare ETF vs. iShares Pharma Fund: Which Wins?", "content_text": "Key Points Fidelity MSCI Health Care Index ETF offers a lower expense ratio of 0.08% compared to the 0.37% fee for iShares U.S. Pharmaceuticals ETF. iShares' fund provides concentrated exposure to 56 pharmaceutical stocks, while Fidelity's holds 338 stocks across the broader healthcare sector. The iShares fund delivered a higher one-year total return of 60% as of Aug. 10, 2026.10 stocks we like better than Fidelity Covington Trust - Fidelity Msci Health Care Index ETF \u203a While Fidelity MSCI Health Care Index ETF(NYSEMKT:FHLC) provides broad healthcare exposure at a very low cost, iShares U.S. P", "date_published": "2026-08-14T11:35:01+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "LLYC"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LLYC", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/445698db-0930-4e3d-97d8-e06e548856f7/"}]}}, {"id": "source:5b61db1d43e6491846b391ab5ec929d04147488894f87e9316adf6c381011163", "url": "https://u.today/banking-behemoth-morgan-stanley-confirms-various-xrp-etf-holdings", "external_url": "https://u.today/banking-behemoth-morgan-stanley-confirms-various-xrp-etf-holdings", "title": "Banking Behemoth Morgan Stanley Confirms Various XRP ETF Holdings", "content_text": "Banking giant Morgan Stanley has confirmed exposure to several XRP exchange-traded funds.", "date_published": "2026-08-14T11:22:00+00:00", "authors": [{"name": "u.today"}], "tags": ["Market update", "MWD"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MWD", "name": "Morgan Stanley", "sentiment_url": "https://sharemaestro.com/sentiment/fc80e93c-33bf-4711-a197-4a16c8e56191/"}]}}, {"id": "source:c5598eae6b59e94191d681f26b04c4a4871e184cb190b88a1e3be16268c3900b", "url": "https://www.nasdaq.com/articles/avolon-holdings-sell-7-boeing-737-8200-aircraft-indias-akasa-air", "external_url": "https://www.nasdaq.com/articles/avolon-holdings-sell-7-boeing-737-8200-aircraft-indias-akasa-air", "title": "Avolon Holdings To Sell 7 Boeing 737-8200 Aircraft To India's Akasa Air", "content_text": "(RTTNews) - On Friday, Avolon Holdings Ltd. has agreed a sale and leaseback transaction with Akasa Air, India's fastest-growing airline, for up to seven Boeing 737-8200 aircraft. The terms of the transaction were undisclosed. The deal further strengthens Avolon's partnership with Akasa, supporting its fleet expansion and network growth in India's rapidly growing aviation market. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.", "date_published": "2026-08-14T11:20:19+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "BA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BA", "name": "The Boeing Company", "sentiment_url": "https://sharemaestro.com/sentiment/203caa71-5341-43aa-a038-62f1ecb03ddb/"}]}}, {"id": "source:a70cae582178023f97c17d47a0839120926b87bdd694780e1f452e8d69dbcac0", "url": "https://finance.yahoo.com/healthcare/articles/mark-cuban-says-401-k-111500193.html", "external_url": "https://finance.yahoo.com/healthcare/articles/mark-cuban-says-401-k-111500193.html", "title": "Mark Cuban says your 401(k) is \u2018part of the cost of health care problem.\u2019 Do you dump Big Insurance and own your values?", "content_text": "Photo by Nicola Gell / Getty Images Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. If your retirement savings are invested in a broad index fund, Mark Cuban says you may be helping America's largest health insurers put profits ahead of patients. \"If you own shares in a fund that owns any of the biggest insurance carriers, you are part of the cost of health care problem in this country,\" the billionaire entrepreneur wrote on X (1). Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 \u2014 6 ways to b", "date_published": "2026-08-14T11:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "UNH"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "UNH", "name": "UnitedHealth Group Incorporated", "sentiment_url": "https://sharemaestro.com/sentiment/1a38f959-2410-4284-989a-697dc884b739/"}]}}, {"id": "source:918f670972647d484496d3891529917fd83a59a7ff08ac1154b4c9985b69590e", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-quarterly-revenue-guidance-111248313.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-quarterly-revenue-guidance-111248313.html", "title": "Applied Materials Quarterly Revenue Guidance Implies Slower Systems Shipment Growth, Morgan Stanley Says", "content_text": "Applied Materials AMAT -Shutterstock Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shipment growth than previously estimated, Morgan Stanley said in a client note Friday. The brokerage was expecting the semiconductor-equipment manufacturer to issue a revenue Silver 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 now", "date_published": "2026-08-14T11:12:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MWD"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MWD", "name": "Morgan Stanley", "sentiment_url": "https://sharemaestro.com/sentiment/fc80e93c-33bf-4711-a197-4a16c8e56191/"}]}}, {"id": "source:c9a6c4aee6b32c7b19d4c132b845df08c9856e571bbc4346b3ad8ee861747cb1", "url": "https://finance.yahoo.com/markets/stocks/articles/saputo-enters-agreement-sell-united-110500395.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/saputo-enters-agreement-sell-united-110500395.html", "title": "Saputo Enters Agreement to Sell its United Kingdom Operations", "content_text": "Saputo Inc. MONTR\u00c9AL, Aug. 14, 2026 (GLOBE NEWSWIRE) -- Saputo Inc. (TSX: SAP) (\"we\", \"Saputo\" or the \"Company\") today announced that it has entered into a definitive agreement with B.S.A. SAS (Lactalis), to sell its Dairy Division (UK), valuing the business at an enterprise value of approximately \u00a3988 million. The closing of the transaction is expected to occur by the end of the first quarter of calendar 2027, subject to certain customary closing conditions, including the receipt of applicable regulatory approvals. The transaction includes five manufacturing facilities as well as local brands", "date_published": "2026-08-14T11:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "SAP"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "SAP", "name": "SAP SE", "sentiment_url": "https://sharemaestro.com/sentiment/ca73e466-44b0-483c-ae46-1631d48b4ebf/"}]}}, {"id": "source:902279bf7f3dc4b8a17e7d9ef6a2f1419cc6148bbbaf42f4e342eb31a989ceec", "url": "https://finance.yahoo.com/markets/stocks/articles/aercap-boeing-aerom-xico-celebrate-110000261.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/aercap-boeing-aerom-xico-celebrate-110000261.html", "title": "AerCap, Boeing and Aerom\u00e9xico Celebrate Dreamliner Milestones", "content_text": "DUBLIN, Aug. 14, 2026 /PRNewswire/ -- AerCap Holdings N.V. (\"AerCap\" or the \"Company\") (NYSE: AER) today announced that it has delivered its tenth Boeing 787 aircraft on lease to Grupo Aerom\u00e9xico, S.A.B. de C.V. (\"Aerom\u00e9xico\"). The delivery marks AerCap's 100th Boeing 787 delivery from its direct orderbook with Boeing and represents Aerom\u00e9xico's 25th Dreamliner. AerCap is the world's largest owner of Boeing 787 aircraft and has the largest 787 order book of any lessor, with approximately 140 aircraft owned and on order. \"We are delighted to deliver this Boeing 787-9 to Aerom\u00e9xico, a valued lon", "date_published": "2026-08-14T11:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "BA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BA", "name": "The Boeing Company", "sentiment_url": "https://sharemaestro.com/sentiment/203caa71-5341-43aa-a038-62f1ecb03ddb/"}]}}, {"id": "source:4fef61690af7f022cb89a9445f1a21e2ef47ddf7857ececdb2f335f99ae9b700", "url": "https://finance.yahoo.com/markets/stocks/articles/boeing-analysts-turn-most-bullish-103001501.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/boeing-analysts-turn-most-bullish-103001501.html", "title": "Boeing Analysts Turn Most Bullish Since 2022 on \u2018Momentum Shift\u2019", "content_text": "(Bloomberg) -- Boeing Co.'s efforts to turn around its business are getting a loud cheer from Wall Street, as analysts this week turned the most bullish on the company in nearly four years. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Anthropic in Talks to Buy AI Startup Decart for $6 Billion 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 Buy recommendations on the planemaker reached the highest", "date_published": "2026-08-14T10:30:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "BA", "AIR"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BA", "name": "The Boeing Company", "sentiment_url": "https://sharemaestro.com/sentiment/203caa71-5341-43aa-a038-62f1ecb03ddb/"}, {"symbol": "AIR", "name": "Airbus SE", "sentiment_url": "https://sharemaestro.com/sentiment/03b59aa7-437d-4694-88c7-ad6b400ffb59/"}]}}, {"id": "source:db444d97a0a614acbf3aaa4f76a2b3832796e3451371eaa19d16dd2ef00c6e0b", "url": "https://www.nasdaq.com/articles/if-i-could-teach-all-investors-1-attitude-about-stock-market-its", "external_url": "https://www.nasdaq.com/articles/if-i-could-teach-all-investors-1-attitude-about-stock-market-its", "title": "If I Could Teach All Investors 1 Attitude About the Stock Market, It's This", "content_text": "Key Points Buying a diversified portfolio of stocks can help investors stay grounded and humble through the ups and downs of investing. The Vanguard Morningstar Total Stock Market ETF holds more than 3,500 U.S. stocks and has delivered almost 15% annualized returns for 10 years. The Vanguard International High Dividend Yield ETF holds more than 1,500 international value stocks, often from overlooked industries, that pay strong dividends. 10 stocks we like better than Vanguard Morningstar Total Stock Market ETF \u203a A big part of investing is psychological. It's not just about math; it's about man", "date_published": "2026-08-14T10:30:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Capital return", "TOM", "FP"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "TOM", "name": "Toyota Motor Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/da6e928f-85a9-46dc-95a5-ec0968a5f3db/"}, {"symbol": "FP", "name": "TotalEnergies SE", "sentiment_url": "https://sharemaestro.com/sentiment/ec4a4adb-e650-4763-a61f-6e39055356eb/"}]}}, {"id": "source:ea1d0a0826fc49f4fe57b56709e1ee1c8eb269415dcd46541e365b77d44630b2", "url": "https://www.nasdaq.com/articles/archer-aviation-has-fallen-over-20-and-looks-long-term-buying-opportunity", "external_url": "https://www.nasdaq.com/articles/archer-aviation-has-fallen-over-20-and-looks-long-term-buying-opportunity", "title": "Archer Aviation Has Fallen Over 20% and Looks Like a Long-Term Buying Opportunity", "content_text": "Key Points Archer trades at more than 50% lower than its 52-week high, yet the company is making meaningful progress. It unveiled a jointly developed autonomous platform with Anduril and acquired three businesses from Boeing. Archer still needs FAA type certification for its eVTOL, but the risk-reward balance is shifting. 10 stocks we like better than Archer Aviation \u203a Archer Aviation(NYSE: ACHR) stock is down over 20% in 2026 and trades roughly 56% below its 52-week high of $14.60. Those glaring red numbers, however, don't tell you the full story. Indeed, the irony in Archer's recent decline ", "date_published": "2026-08-14T10:25:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Deals and strategy", "BA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BA", "name": "The Boeing Company", "sentiment_url": "https://sharemaestro.com/sentiment/203caa71-5341-43aa-a038-62f1ecb03ddb/"}]}}, {"id": "source:8dff86ff2a703ea16054a4699c862122a344d5356407b3a7d79e70e29e93d992", "url": "https://finance.yahoo.com/markets/stocks/articles/waste-management-wm-fell-behind-102431546.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/waste-management-wm-fell-behind-102431546.html", "title": "Waste Management (WM) Fell Behind the Rally. Is It an Opportunity?", "content_text": "Parnassus Investments, an investment management company, released the \"Parnassus Core Equity Fund\" second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500's 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as well as the fund's lack of Energy exposure, while Financials and Health Care detracted. The fund is positioning for long-term growth through AI infrastructure, semiconductors, electrification and industrial automation, while", "date_published": "2026-08-14T10:24:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "WM"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "WM", "name": "Waste Management, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/013f0bda-309f-4f4d-a875-bba7eea9e6db/"}]}}, {"id": "source:1727d07403ce3361ba2b8936720782a840445ebedbd242a66c1cf35af34c3025", "url": "https://finance.yahoo.com/markets/stocks/articles/salesforce-crm-loses-favor-ai-102342649.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/salesforce-crm-loses-favor-ai-102342649.html", "title": "Salesforce (CRM) Loses Favor as AI Opportunities Shift", "content_text": "Parnassus Investments, an investment management company, released the \"Parnassus Core Equity Fund\" second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500's 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as well as the fund's lack of Energy exposure, while Financials and Health Care detracted. The fund is positioning for long-term growth through AI infrastructure, semiconductors, electrification and industrial automation, while", "date_published": "2026-08-14T10:23:42+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CRM"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "CRM", "name": "Salesforce, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/77dfe11c-f3ed-4d00-aeaa-615e8631353c/"}]}}, {"id": "source:036f42e4e974fd2a2270028ae7313cfc4ef5a40c0cbcf6259fdfb0c64763cf97", "url": "https://finance.yahoo.com/markets/stocks/articles/5-must-read-analyst-questions-102100482.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-must-read-analyst-questions-102100482.html", "title": "5 Must-Read Analyst Questions From Disney\u2019s Q2 Earnings Call", "content_text": "5 Must-Read Analyst Questions From Disney's Q2 Earnings Call Disney's Q2 results were marked by a positive market reaction, despite missing Wall Street's revenue and profit expectations. Management attributed the quarter's momentum to strong performance from the Disney Experiences segment, which saw record revenue and operating income growth driven by increased attendance and higher per capita spending at domestic parks and cruise lines. CEO Josh D'Amaro emphasized that the company's strategy of integrating creative content, technology, and fan engagement was translating into meaningful financ", "date_published": "2026-08-14T10:21:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DIS"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "DIS", "name": "The Walt Disney Company", "sentiment_url": "https://sharemaestro.com/sentiment/bbf9017c-a304-46ae-8af4-a45d9a16bd03/"}]}}, {"id": "source:0d6fccf07148d383a34e95905eec0b17d439fc652fc1ba92844a1cd3cdcdf175", "url": "https://finance.yahoo.com/markets/stocks/articles/capital-one-financial-cof-bargain-100949572.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/capital-one-financial-cof-bargain-100949572.html", "title": "Is Capital One Financial (COF) A Bargain Following Its Arena Naming Rights Extension?", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Capital One Financial (COF) is back in focus after agreeing to a 20 year naming rights extension for Capital One Arena, in connection with a planned US$1 billion plus transformation and expanded cardholder benefits. See our latest analysis for Capital One Financial. For context, Capital One Financial's share price has a 30 day share price return of 9.03% and a 90 day share price return of 19.59%. Its 3 year total shareholder return of 122.37% and 5 year to", "date_published": "2026-08-14T10:09:49+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "COFI"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "COFI", "name": "Capital One Financial Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/b76881af-9768-46ef-8b24-6d6baf71f3f9/"}]}}, {"id": "source:ffa041f9f07429c93c08778ff3a947ca56826bd797b2cecdc07a47e286e17e6c", "url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-companies-bigger-smallest-100000295.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-companies-bigger-smallest-100000295.html", "title": "AI will make the biggest companies bigger and the smallest more powerful. Hotels show who gets squeezed", "content_text": "In 1988, eight people squeezed into a single room in New York to start an investment firm around an unusual premise: data and technology could give investors a clearer view of risk. That firm became BlackRock. Its Aladdin system grew from an internal risk tool into a platform connecting portfolio construction, trading, operations and accounting. BlackRock ended 2025 with $14 trillion under management after attracting $698 billion of net inflows in a single year. The revealing number, though, is eight. Today the average SEC-registered investment adviser focused on individual clients also employ", "date_published": "2026-08-14T10:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "BLK2"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BLK2", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/264b308c-a8d4-48cc-8ae1-c2a6b3dbcc2e/"}]}}, {"id": "source:3f40b07206e67baff322604b3398b3fad5c0d62ae3fa4a79e33c48f0e592713b", "url": "https://finance.yahoo.com/markets/article/the-next-ai-winners-may-look-nothing-like-nvidia-or-micron-one-big-investment-idea-095700607.html", "external_url": "https://finance.yahoo.com/markets/article/the-next-ai-winners-may-look-nothing-like-nvidia-or-micron-one-big-investment-idea-095700607.html", "title": "The next AI winners may look nothing like Nvidia or Micron: One Big Investment Idea", "content_text": "The next AI winners may look nothing like Nvidia (NVDA) or Micron (MU). The first phase of the trade rewarded companies building the AI infrastructure, from chips to data centers. As the AI rally broadens, the next hunting ground may be businesses using those tools to cut costs, lift sales, or improve productivity. The travel industry offers a good case study. Travel stocks took off broadly from their May lows, with airlines leading the first leg. Then the leadership changed. Airbnb (ABNB), Booking Holdings (BKNG), and Expedia (EXPE) kept climbing into August while hotels stalled and airlines ", "date_published": "2026-08-14T09:57:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "BOOK"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BOOK", "name": "Booking Holdings Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/a3744cb5-c3b0-47a0-9774-3c2162938b1d/"}]}}, {"id": "source:611afc124f8050101341d9e439dfff56e86f554ce8b5efa091422270526dd3ce", "url": "https://www.nasdaq.com/articles/larry-finks-blackrock-just-crossed-153-trillion-assets-heres-what-scale-actually-earns", "external_url": "https://www.nasdaq.com/articles/larry-finks-blackrock-just-crossed-153-trillion-assets-heres-what-scale-actually-earns", "title": "Larry Fink's BlackRock Just Crossed $15.3 Trillion in Assets. Here's What That Scale Actually Earns.", "content_text": "Key Points BlackRock is a dominant player in asset management with $15 trillion in assets under management. In the recent quarter, BlackRock saw AUM increase 22%, while its profit margins expanded to their highest in nearly five years. The company is seeing strong growth in higher-margin alternative assets and active investment strategies. 10 stocks we like better than BlackRock \u203a In the world of asset management, BlackRock(NYSE: BLK) stands out among the rest. BlackRock ushered in the era of passive investing and exchange-traded funds (ETFs) and has become a powerhouse in financial services, ", "date_published": "2026-08-14T09:52:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "BLK2"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "BLK2", "name": "BlackRock, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/264b308c-a8d4-48cc-8ae1-c2a6b3dbcc2e/"}]}}]}