Sharemaestro Newsreel

Dynatrace Says AI Workloads Fuel Observability Demand, Consumption Growth

Key Points Interested in Dynatrace, Inc.? Here are five stocks we like better. AI workloads are driving demand for observability as enterprises need end-to-end monitoring of AI performance, accuracy, security and outputs. Dynatrace says AI-related customers consume its platform at roughly 1.5 times the …

Hock Tan Reaffirmed Broadcom's $100 Billion AI Forecast. Six Customers Carry Nearly All of It.

Key Points Broadcom's AI semiconductor revenue rose 143% year over year to $10.8 billion in its fiscal second quarter. CEO Hock Tan reiterated that fiscal 2027 AI semiconductor revenue should be "in excess of $100 billion." Six core custom-chip customers, with Google, Meta, Anthropic, …

Intel's Foundry Grew 31% Last Quarter and Lost $2.1 Billion Doing It.

Key Points Intel Foundry's second-quarter operating loss narrowed to $2.1 billion from $3.2 billion a year earlier, on revenue that rose 31% to $5.8 billion. External customers supplied $293 million of the foundry's quarterly revenue; the rest came from Intel's own chips. Intel has …

Is Snowflake’s (SNOW) New AI Security Push Quietly Redefining Its Competitive Moat?

In late July and early August 2026, Alteryx, Aembit, and 1Password announced new integrations with Snowflake's AI Data Cloud and security ecosystem, while Snowflake launched Cortex AI Gateway to help enterprises govern, secure, and orchestrate both first- and third-party AI agents at scale. Together, …

GoPro Inc (GPRO) Gewinnprognose: Zukünftige EPS & Umsatzwachstumsprognosen

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of …

Cancom: Ergebnis legt kräftig zu - Cashflow rutscht tief ins Minus

Intel upsizes stock offering to $20B, prices at $95

[Intel Headquarters] JasonDoiy Intel (INTC [https://seekingalpha.com/symbol/INTC]) announced Tuesday the pricing of its upsized $20B public stock offering, selling over 210 million shares at $95 per share, according to a statement [https://seekingalpha.com/pr/20613961-intel-announces-upsize-and-pricing-of-20-billion-common-stock-offering]. The chipmaker has granted to the underwriters a 30-day option to purchase up …

TotalEnergies SE: Disclosure of Transactions in Own Shares

PARIS, August 11, 2026--(BUSINESS WIRE)--Regulatory News: In accordance with the authorizations given by the shareholders' general meeting on May 29, 2026, to trade on its shares and pursuant to applicable law on share repurchase, TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) (LEI: 529900S21EQ1BO4ESM68) declares the following …

Transaction in Own Shares

PARIS, August 11, 2026--(BUSINESS WIRE)-- In accordance with the authorizations given by the shareholders' general meeting on May 29, 2026, to trade on its shares and pursuant to applicable law on share repurchase, TotalEnergies SE (Paris:TTE) (LSE:TTE) (NYSE:TTE) (LEI: 529900S21EQ1BO4ESM68) declares the following purchases …

CANCOM SE baut Profitabilität in H1.26 weiter deutlich aus

Margins Under Pressure, Demand Accelerating — Is TE Connectivity (TEL) at a Critical Inflection Point?

The accelerating AI infrastructure buildout, along with the ongoing electric vehicle adoption and industrial automation, is driving huge demand for electronic connectors and sensors. Expanding data center capex is driving this demand. The top five US hyperscalers are projected to spend around $730 billion …

Jim Cramer’s AI Security Play: Why CrowdStrike (CRWD) and Palo Alto (PANW) Are Dominating the Market

Wall Street's early-year assumption that generative AI would commoditize cybersecurity led short sellers to bet heavily against specialized software platforms. However, as autonomous AI tools scale, enterprise networks face increasingly complex threat vectors that require dedicated platform security. During the August 6 episode of …

Jim Cramer Recommends Goldman Sachs and Morgan Stanley to Profit From Accelerating M&A Deals

During Mad Money's August 6 episode, host Jim Cramer highlighted why investors should target elite advisory firms rather than speculating on acquisition targets, as he said: Here's a big theme that right now really only impacts two large companies: pent-up demand for mergers and …

Amkor Technology mulls stake sale in $1.5B China unit amid U.S. expansion - report

[Amkor Technology headquarters in Tempe, Arizona, USA.] Amkor Technology is exploring a potential sale of a stake in its China business, which could value the unit at about $1B to $1.5B, Bloomberg reported, citing people familiar with the matter. The semiconductor testing company is …

Jim Cramer Discusses Retailers He Likes: Williams-Sonoma (WSM) and Ralph Lauren (RL)

During the August 6 episode of Mad Money, host Jim Cramer highlighted the power of investing in strong retail themes supported by resilient consumers. Grouping together two premier names in the luxury and home furnishings space, Cramer pointed out: I love themes. They help …

Jim Cramer Endorses Lockheed Martin as “Sensational”

During the lightning round of the August 6 episode of Mad Money, a caller inquired about the long-term outlook for Lockheed Martin Corporation (NYSE:LMT), highlighting its prominent position as a major defense contractor and pointing out its steady dividend payout of $3.45 per share. …

Why Akamai (AKAM) Shares Are Trading Lower Today

Why Akamai (AKAM) Shares Are Trading Lower Today What Happened? Shares of cloud technology company Akamai Technologies (NASDAQ:AKAM) fell 6.4% in the afternoon session after the company reported second-quarter 2026 earnings that revealed a steep drop in profitability and a weak forward-looking forecast. While …

Tecan reports growth of 3.4% in local currencies and adjusted EBITDA margin of 15.1% for the first half of 2026, outlook confirmed

Tecan Group AG Ad hoc announcement pursuant to Article 53 of the SIX Exchange Regulation Listing Rules Tecan reports growth of 3.4% in local currencies and adjusted EBITDA margin of 15.1% for the first half of 2026, outlook confirmed Financial highlights – first half …

Why Are Twilio (TWLO) Shares Soaring Today

Why Are Twilio (TWLO) Shares Soaring Today What Happened? Shares of customer engagement platform Twilio (NYSE:TWLO) jumped 26% in the afternoon session after the company reported second-quarter results that far exceeded analyst expectations and provided a strong outlook for the upcoming quarter. During the …

Intel nears upsizing share sale to $20B: report

[Intel headquarters in Santa Clara, California, USA] JHVEPhoto * Intel (INTC [https://seekingalpha.com/symbol/INTC]) is seeking to increase the amount it’s raising in a share sale to about $20 billion, a third more than it was targeting when it announced the deal Monday morning, according to …

Super Micro Already Told Us Its Revenue, Its Margins, and Its Orders. Tuesday's Report Has One Number Left.

Key Points Supermicro's July 21 preliminary update put fiscal fourth-quarter revenue near the low end of its $11.0 billion to $12.5 billion guidance. Preliminary gross margin of 15% to 17% is roughly double the 8.2% to 8.4% management guided for the quarter. The company …

Trump Media Expands Bitcoin Holdings to $900 Million While Reporting H1 Unrealized Losses — What to Know About Truth Social Owner's BTC Stash

Trump Media & Technology Group Corp.(NASDAQ:DJT) reported Monday that it held more than $900 million worth of Bitcoin (CRYPTO: BTC) at the end of July. 'Exciting' Unlock For Square Sellers The disclosure appeared in the "Subsequent Events" section of Trump Media's earnings report. The …

Dell (DELL) Stock May Be Undervalued On A Huge Five Year Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate …

Dow Jones Futures: Trump Claims 'Control' Of Strait Of Hormuz; SpaceX Rival Rocket Lab Dives On Earnings

Dow Jones Futures: Trump claimed "control" of the Strait of Hormuz. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading

Stoke Therapeutics (STOK) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Chief Financial Officer - Thomas LeggettChief Executive Officer - Ian SmithChief Medical Officer - Barry TichoChief Patient Officer - Jason Hoitt Need a quote from a Motley Fool …

Vertex (VERX) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President of Investor Relations - Joseph CrivelliPresident and Chief Executive Officer - Christopher YoungChief Financial Officer - John Schwab TAKEAWAYS Total Revenue -- Vertex, Inc.(NASDAQ:VERX) reported revenue …

Adeia (ADEA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the …

World-First Work From Home Laws Delayed After Business Outcry

(Bloomberg) -- The Australian state of Victoria has postponed world-leading working from home laws less than a month before they were due to start, following fierce opposition from business groups and calls for more consultation. Most Read from Bloomberg China Unleashes $28 Trillion Capital …

What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned …

Why Corning (GLW) Is Up 7.6% After Strong Q2 Results And AI-Focused Guidance

Corning Incorporated recently reported second-quarter 2026 results showing higher sales of US$4,505 million and improved earnings per share compared with a year earlier, while also completing a multi-year share repurchase program totaling 48,600,078 shares for about US$2.03 billion. The company paired these results with …

Sony Group (TSE:6758), What Is Behind The Fresh Attention?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just …

RXO, BrightView, SiteOne, ServiceNow, and Rocket Lab Shares Are Soaring, What You Need To Know

RXO, BrightView, SiteOne, ServiceNow, and Rocket Lab Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists …

Redwire, Enphase, Core & Main, Republic Services, and Owens Corning Stocks Trade Up, What You Need To Know

Redwire, Enphase, Core & Main, Republic Services, and Owens Corning Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling …

What Could Intuit (INTU) New AI ERP Push Mean For Mid Market Growth?

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Intuit (NasdaqGS:INTU) launched an AI powered Enterprise Suite with Citrin Cooperman Advisors focused on …

Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know

Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists …