{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Austria Technology news", "home_page_url": "https://sharemaestro.com/newsreel/at/technology/", "feed_url": "https://sharemaestro.com/newsreel/at/technology/feed.json", "description": "Latest Technology company headlines from Austria, newest first, with industry sections, source links and company research.", "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: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: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: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: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: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: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: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: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: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:1e1f1905b166e5b8d4f0f6670debc9605f79cc846abcc992a3f12da8984bcfe8", "url": "https://finance.yahoo.com/technology/articles/following-lg-samsungs-expansion-one-093500752.html", "external_url": "https://finance.yahoo.com/technology/articles/following-lg-samsungs-expansion-one-093500752.html", "title": "Following LG and Samsung's Expansion of All-in-One Ventless Heat Pump Dryers, New Study Projects 15.4% CAGR for Heat Pump Dryer Segment", "content_text": "Company Logo Accelerating urbanization, expanding residential infrastructure, and stringent energy efficiency regulations, highlighted by market leader Whirlpool Corporation's (>13.4% share) portfolio expansion, LG Electronics' and Samsung Electronics' rapid rollout of ventless heat pump technology, and European market strength across Electrolux AB, BSH Home Appliances Group, and Miele & Cie.\u2014are propelling the global cloth drying machine market from $21.7 billion in 2025 to a projected $41.6 billion by 2035, growing at a 6.8% CAGR. This 220-page study delivers a comprehensive evaluation acros", "date_published": "2026-08-14T09:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "SSU", "SSUN"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SSU", "name": "Samsung Electronics Co., Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/bbc7f4c8-7264-4c84-b0dc-a0572bbf654b/"}, {"symbol": "SSUN", "name": "Samsung Electronics Co., Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/3c47e80e-9436-4b1d-a3aa-f0c94be20221/"}]}}, {"id": "source:491cbcd3ea063fc33979c9fa24516fd586dfabf1feb512cddf6e8a08f5c3b9fa", "url": "https://finance.yahoo.com/technology/ai/articles/computerized-maintenance-management-system-cmms-092500271.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/computerized-maintenance-management-system-cmms-092500271.html", "title": "Computerized Maintenance Management System (CMMS) Market Analysis and Growth Forecast 2026-2032: AI and IoT Drive Predictive Maintenance Demand", "content_text": "Company Logo Key CMMS market players include IBM, SAP, Oracle, Rockwell Automation, Hexagon, eMaint, Limble CMMS, Accruent, Samsara, and Aptean Computerized Maintenance Management System MarketComputerized Maintenance Management System Market Dublin, Aug. 14, 2026 (GLOBE NEWSWIRE) -- The \"Computerized Maintenance Management System Market by Offering, Application - Global Forecast to 2032\" has been added to ResearchAndMarkets.com's offering. The global computerized maintenance management system market is projected to grow from USD 1.54 billion in 2026 to USD 2.67 billion by 2032, registering a ", "date_published": "2026-08-14T09:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "IBM", "SAP"], "_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/"}, {"symbol": "SAP", "name": "SAP SE", "sentiment_url": "https://sharemaestro.com/sentiment/ca73e466-44b0-483c-ae46-1631d48b4ebf/"}]}}, {"id": "source:56dfdd25680d8559d2830b7742c5e670a211caeca0871b6bded1d1c8711556e9", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-slips-investors-seek-085840731.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-slips-investors-seek-085840731.html", "title": "Applied Materials slips as investors seek faster growth after stellar run", "content_text": "Aug 14 (Reuters) - Applied Materials shares fell about 5% in premarket trading on Friday, as the \u200cchip equipment maker's upbeat outlook failed to \u200csoothe investors worried about the threat from intensifying competition. The muted reaction \u200billustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a \u200csharp rally that \u2060has more than doubled Applied's shares this year, investors want clearer signals that the \u2060company's growth is outpacing rivals in the wafer-fab-equipment market. Summit Insig", "date_published": "2026-08-14T08:58:40+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "KLAC"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/eddc1828-ac06-4add-8bea-9158d65a5620/"}]}}, {"id": "source:09539947f84a9726ff8f5f4d6a280b125e123cb8c6a9c6b5622476eed5ba187c", "url": "https://finance.yahoo.com/markets/stocks/articles/strong-buy-stocks-august-14th-084300856.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/strong-buy-stocks-august-14th-084300856.html", "title": "New Strong Buy Stocks for August 14th", "content_text": "Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today: Western Digital Corporation WDC: This data storage solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 11.5% over the last 60 days. Western Digital Corporation Price and ConsensusWestern Digital Corporation Price and Consensus Western Digital Corporation price-consensus-chart | Western Digital Corporation Quote CECO Environmental Corp. CECO: This environmental solutions company has seen the Zacks Consensus Estimate for its current year earnings increasing 16.5% over the last 60", "date_published": "2026-08-14T08:43:00+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:468f0d26deea0bf2303518d2d84bf9bf8a9d746bff40811113fbd6c126703916", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-admitted-trimming-palo-075043010.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-admitted-trimming-palo-075043010.html", "title": "Jim Cramer Admitted \u2018Trimming\u2019 Palo Alto & CrowdStrike Holdings For His Charitable Trust", "content_text": "Jim Cramer has consistently recommended buying cybersecurity stocks for more than a year. Two firms that regularly cross his radar are Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD). While the pair operates in the same industry, in today's AI-driven software era, they have taken opposite approaches to their products and business models. The two firms' shares are up by 120% and 98% year-to-date, respectively. On August 6th, Cramer revealed that he had trimmed some of the positions in the firms that the CNBC Investing Club holds in the Charitable Trust: \"We d", "date_published": "2026-08-14T07:50:43+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:1fa5abaa06085e17529d95291fc687a6d5ce50fc621befa9efbade10e1ab40d8", "url": "https://www.nasdaq.com/articles/apple-unveils-advanced-manufacturing-center-houston-train-small-medium-sized-businesses", "external_url": "https://www.nasdaq.com/articles/apple-unveils-advanced-manufacturing-center-houston-train-small-medium-sized-businesses", "title": "Apple Unveils Advanced Manufacturing Center In Houston To Train Small, Medium-sized Businesses", "content_text": "(RTTNews) - Tech major Apple Inc. (AAPL) late Thursday announced that it has opened its new Advanced Manufacturing Center or AMC in Houston, offering free training and educational sessions for small- and medium-sized businesses. With the AMC, Apple plans to equip American workers with the required critical skills to lead the next generation of technology. The center, which is Apple's second U.S. manufacturing learning site, provides direct experience with state-of-the-art equipment, interactive labs, and tools they need to accelerate innovation. Inside the center, Apple experts will share thei", "date_published": "2026-08-14T06:59:16+00:00", "authors": [{"name": "nasdaq.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:529b4aff938144f6009d063df280bef82d51c45ec04bd6b7fcad64a8c7673c76", "url": "https://finance.yahoo.com/markets/stocks/articles/blackline-bl-stock-fairly-priced-001530789.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/blackline-bl-stock-fairly-priced-001530789.html", "title": "Is BlackLine (BL) Stock Fairly Priced for Its Growth?", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. BlackLine stock has had a difficult run over the last few years, yet current valuation checks and market multiples suggest the shares now sit closer to a middle ground rather than looking clearly cheap or clearly expensive. Over the past 5 years, BlackLine has declined 70.3%, which puts more focus on whether the current share price around US$31 fairly reflects its long term prospects. Future expectations for revenue growth and cash flow generation can support the current valuation", "date_published": "2026-08-14T00:15:30+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:123bca17f78348be476151de5c06ff7e73ae41331c91ec827fd673e43af079c1", "url": "https://finance.yahoo.com/markets/stocks/articles/adyen-nv-adyyf-h1-2026-230458278.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/adyen-nv-adyyf-h1-2026-230458278.html", "title": "Adyen NV (ADYYF) (H1 2026) Earnings Call Highlights: Strong Revenue Growth and Strategic ...", "content_text": "This article first appeared on GuruFocus. Net Revenue: EUR1.3 billion in H1 2026, up 19% year-over-year, or 21% on a constant currency basis. Processed Volume: EUR804 billion in the first half of 2026. EBITDA: EUR642 million for H1 2026, up 18% year-over-year, with an EBITDA margin of 49% (50% excluding one-time transaction costs). Capital Expenditures: EUR64 million, or 5% of net revenue in H1 2026; full-year CapEx expected at approximately 7% of net revenue. Employee Count: Added 249 net new joiners in H1 2026, bringing total FTEs to 5,020; on track for full-year goal of 550 to 650 net-new h", "date_published": "2026-08-13T23:04:58+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "ADYE"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ADYE", "name": "Adyen N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/42f73617-20f8-40d7-90ad-8fc39ed08e95/"}]}}, {"id": "source:af5424f50f051c7c65f9417388238ca6d459705d3fa89cb4680b673bedb5bd8b", "url": "https://finance.yahoo.com/markets/stocks/articles/why-rapid7-rpd-stock-trading-222100202.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-rapid7-rpd-stock-trading-222100202.html", "title": "Why Rapid7 (RPD) Stock Is Trading Up Today", "content_text": "Why Rapid7 (RPD) Stock Is Trading Up Today What Happened? Shares of cybersecurity software provider Rapid7 (NASDAQ:RPD) jumped 26.9% in the morning session after the company reported second-quarter 2026 results that featured a significant earnings beat and raised full-year profit guidance, successfully offsetting concerns over a broader corporate restructuring and slowing top-line growth. Rapid7's adjusted earnings per share of $0.44 crushed analysts' expectations of $0.35. Adjusted EBITDA of $35.85 million also beat the $31.93 million consensus, generating a robust 17% margin. While revenue o", "date_published": "2026-08-13T22:21:00+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:70a868f07c62c652b1f40b14217f651a2a2ee6ddfdfa4cc1508d19ad483f1662", "url": "https://finance.yahoo.com/technology/ai/articles/apple-houston-ai-manufacturing-hub-221322344.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/apple-houston-ai-manufacturing-hub-221322344.html", "title": "How Apple\u2019s New Houston AI Manufacturing Hub Could Reshape the AAPL Investment Narrative", "content_text": "Apple recently opened its Advanced Manufacturing Center in Houston, a 20,000-square-foot facility that offers free smart-manufacturing training to U.S. small- and medium-sized businesses while co-locating production of advanced AI servers and upcoming Mac mini assembly. The center extends Apple's American Manufacturing Program beyond Detroit's Apple Manufacturing Academy, directly linking its AI server operations with hands-on workforce development for suppliers, entrepreneurs, and local students. We'll now examine how this expanded U.S. manufacturing footprint, alongside rising component cost", "date_published": "2026-08-13T22:13:22+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:95997dd774d1aab385448e1906c8dc9bd2a716249456524829e2aa4a0449c04b", "url": "https://finance.yahoo.com/markets/stocks/articles/palo-alto-networks-panw-outperforms-214502891.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/palo-alto-networks-panw-outperforms-214502891.html", "title": "Palo Alto Networks (PANW) Outperforms Broader Market: What You Need to Know", "content_text": "Palo Alto Networks (PANW) ended the recent trading session at $396.00, demonstrating a +2.32% change from the preceding day's closing price. The stock's performance was ahead of the S&P 500's daily gain of 0.65%. Elsewhere, the Dow saw an upswing of 0.13%, while the tech-heavy Nasdaq appreciated by 0.81%. The security software maker's stock has climbed by 9.32% in the past month, exceeding the Computer and Technology sector's gain of 0.81% and the S&P 500's gain of 2.38%. Investors will be eagerly watching for the performance of Palo Alto Networks in its upcoming earnings disclosure. The compa", "date_published": "2026-08-13T21:45:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "PANW"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PANW", "name": "Palo Alto Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c3a88b35-9394-4717-b470-8be15fa037bf/"}]}}, {"id": "source:8bd485cf8dbbd76324d5ebf5ad4f9b372bd2315ea29811ba5000eab78bf44567", "url": "https://finance.yahoo.com/markets/stocks/articles/dell-technologies-dell-exceeds-market-214502252.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dell-technologies-dell-exceeds-market-214502252.html", "title": "Dell Technologies (DELL) Exceeds Market Returns: Some Facts to Consider", "content_text": "Dell Technologies (DELL) closed at $494.51 in the latest trading session, marking a +2.07% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.65%. Elsewhere, the Dow saw an upswing of 0.13%, while the tech-heavy Nasdaq appreciated by 0.81%. Coming into today, shares of the computer and technology services provider had gained 17.4% in the past month. In that same time, the Computer and Technology sector gained 0.81%, while the S&P 500 gained 2.38%. Analysts and investors alike will be keeping a close eye on the performance of Dell Technologies in its upc", "date_published": "2026-08-13T21:45:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DELL"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DELL", "name": "Dell Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2deb38a3-f78c-4d3b-ad7c-dd39f70b7512/"}]}}, {"id": "source:d49975c46b51050dd184cca0c5109dd284a7ce3daa4d483d8a19b761a15a1aad", "url": "https://www.nasdaq.com/articles/applied-materials-q3-profit-rises-revenue-jumps-25", "external_url": "https://www.nasdaq.com/articles/applied-materials-q3-profit-rises-revenue-jumps-25", "title": "Applied Materials Q3 Profit Rises As Revenue Jumps 25%", "content_text": "(RTTNews) - Applied Materials, Inc. (AMAT) reported on Thursday a 43% increase in third-quarter profit, driven by strong demand for semiconductor manufacturing equipment fueled by artificial intelligence. Net income rose to $2.54 billion, or $3.17 per share, from $1.78 billion, or $2.22 per share, in the prior-year quarter. On an adjusted basis, net income rose to $2.80 billion, or $3.50 per share, from $1.99 billion, or $2.48 per share, last year. For the quarter, the company reported revenue of $9.12 billion, up 25% from $7.30 billion a year earlier. Gross margin improved to 50.3% from 48.8%", "date_published": "2026-08-13T20:55:32+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5eb14f5a-27ba-4d1c-8dce-12039629e627/"}]}}, {"id": "source:82472b7d6e48295aa77cc00d58e22b2c29a79ec6ae8f58c96371dd35b157b7ef", "url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "external_url": "https://www.nasdaq.com/articles/cathie-wood-bought-599-million-nvidia-stock-earnings-heres-what-investors-should-know", "title": "Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.", "content_text": "Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia \u203a Nvidia(NASDAQ: NVDA) will report its second-quarter results on Aug. 26, and there's plenty of reason for optimism. The company is the leading maker of the processors that power artificial intelligence workloads, and it remains the world's largest company by market cap. Nvidia has a history of delivering quarterly result", "date_published": "2026-08-13T20:54:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "NVDA"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NVDA", "name": "NVIDIA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/e2316d9a-5adb-4bdd-b3d6-ef99137cd371/"}]}}, {"id": "source:ef8270512b55b76141b58b270cc58a0f9c14678dab383d8ab6d3f40b965a852d", "url": "https://finance.yahoo.com/markets/stocks/articles/stocks-making-big-moves-yesterday-205300253.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stocks-making-big-moves-yesterday-205300253.html", "title": "Stocks making big moves yesterday: Everpure, Palo Alto Networks, Ridgepost Capital, Nabors Industries, and Hewlett Packard Enterprise", "content_text": "Stocks making big moves yesterday: Everpure, Palo Alto Networks, Ridgepost Capital, Nabors Industries, and Hewlett Packard Enterprise Check out the companies making headlines yesterday: Everpure (NYSE:P): Data storage solutions provider Everpure (NYSE:P) rose by 9.7% on Monday after Susquehanna upgraded the stock to Positive from Neutral and raised its price target to $120 from $85. The firm pointed to rising demand for high-capacity flash storage from large cloud and AI customers. See our full article here. Is now the time to buy Everpure? Access our full analysis report here, it's free. Palo", "date_published": "2026-08-13T20:53:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "PANW"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PANW", "name": "Palo Alto Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c3a88b35-9394-4717-b470-8be15fa037bf/"}]}}, {"id": "source:8f2d4f165579d5c8ca0b998ee3851c76efe6e6aab8cb59bd719dce2e4ddc7c70", "url": "https://finance.yahoo.com/m/7cd4b24c-000e-3b96-8547-99cd655fd8ac/applied-materials-edges-above.html", "external_url": "https://finance.yahoo.com/m/7cd4b24c-000e-3b96-8547-99cd655fd8ac/applied-materials-edges-above.html", "title": "Applied Materials Edges Above Views With Fiscal Q3 Results, Outlook", "content_text": "Applied Materials beat analyst estimates for its fiscal third quarter and with its guidance for fiscal Q4. But AMAT stock slid. Continue Reading", "date_published": "2026-08-13T20:40:56+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5eb14f5a-27ba-4d1c-8dce-12039629e627/"}]}}, {"id": "source:f0196adb5faed54b4499e01d5f70778ff58613c20867470f56a86214de3b86b4", "url": "https://finance.yahoo.com/technology/ai/articles/lam-research-announces-plans-invest-203000535.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/lam-research-announces-plans-invest-203000535.html", "title": "Lam Research Announces Plans to Invest More than $3B to Expand Global Lab Network, Increase Innovation Velocity in the AI Era", "content_text": "FREMONT, Calif., Aug. 13, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that it intends to invest more than $3 billion over the next five years to expand its global research and development (R&D) lab network. The planned multi-site expansion is expected to add infrastructure and capabilities to increase experiment capacity by more than 50%. Lam's R&D approach combines specialized labs worldwide, each purpose-built to accelerate a distinct step of the innovation cycle, with deep customer collaboration that includes locations near customer facilities. Together, Lam's lab", "date_published": "2026-08-13T20:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "LRC2"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LRC2", "name": "LAM RESEARCH CORP", "sentiment_url": "https://sharemaestro.com/sentiment/5fcfdaad-b294-4861-a17e-5f5b4377cd0a/"}]}}, {"id": "source:a3d4f75e0414063674ef9e425d69dd0c5298200968e33f7def373908f126e16e", "url": "https://finance.yahoo.com/markets/stocks/articles/two-ai-security-winners-own-202732394.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/two-ai-security-winners-own-202732394.html", "title": "Two AI Security Winners to Own Now", "content_text": "So, cybersecurity matters more than ever. And market players know this. At MoneyFlows, we help investors by uncovering the leading companies in each major AI frontier. And right now, institutional money flows are highlighting two clear AI security winners. Elite AI Cybersecurity Stocks The first cybersecurity stock to own in the age of AI is Fortinet (FTNT). This $120 billion market capitalization company delivers cybersecurity solutions to enterprises, governments, and small businesses. The stock doubled this year; now it trades at a forward price-earnings ratio of 44.2:FTNT is up over 100% i", "date_published": "2026-08-13T20:27:32+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:053a2bc842ff8a44fc134203ead0fa782e5f0fda54a85ebe0bb6e9597a740f3a", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-forecast-gets-tepid-202405583.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-forecast-gets-tepid-202405583.html", "title": "Applied Materials Forecast Gets Tepid Reaction After Stock Rally", "content_text": "(Bloomberg) -- Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that's key to the AI boom. Most Read from Bloomberg 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 Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Pivots to Economic Squeeze of 'Entrenched' Iran Regime Revenue will be approximately $10.3 billion in the fi", "date_published": "2026-08-13T20:24:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "KLAC"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/eddc1828-ac06-4add-8bea-9158d65a5620/"}]}}, {"id": "source:01dba8a701b6e1f547306e170196f059a9ae410a613ba93f85b526cff1dbc3a4", "url": "https://finance.yahoo.com/technology/articles/chip-equipment-maker-lam-research-201624790.html", "external_url": "https://finance.yahoo.com/technology/articles/chip-equipment-maker-lam-research-201624790.html", "title": "Chip equipment maker Lam Research to invest more than $3 billion to expand R&D labs", "content_text": "Aug 13 (Reuters) - Lam Research said on Thursday it intends to invest more than $3 billion in \u200cthe next five years to expand its \u200cglobal research and development lab network, as it seeks to increase \u200bexperiment capacity and speed up product development. The U.S. chip equipment maker said the multi-site expansion is expected to increase its experiment capacity by over 50%. Here are some details: \u2022 \u200cAI-focused spending by \u2060major technology companies has fueled demand for advanced chips, boosting investment in the equipment \u2060used to manufacture them. \u2022 Lam Research is making the investment with t", "date_published": "2026-08-13T20:16:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "LRC2"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LRC2", "name": "LAM RESEARCH CORP", "sentiment_url": "https://sharemaestro.com/sentiment/5fcfdaad-b294-4861-a17e-5f5b4377cd0a/"}]}}, {"id": "source:c154d3d6d6aa8a4fb823a659ec1d1cb70e505c42845a5445f79a970d45c0f7f1", "url": "https://seekingalpha.com/news/4632658-earnings-snapshot-applied-materials-ai-dram-growth-drive-q3-beat-q4-outlook-tops-consensus?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632658-earnings-snapshot-applied-materials-ai-dram-growth-drive-q3-beat-q4-outlook-tops-consensus?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Earnings Snapshot: Applied Materials AI, DRAM growth drive Q3 beat; Q4 outlook tops consensus", "content_text": "[Applied Materials campus in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images [Applied Materials Q3 2026 Earnings Snapshot] Earnings Snapshot (Seeking Alpha) MORE ON APPLIED MATERIALS * Applied Materials: Strong Fundamentals, But I'm Downgrading Ahead Of Earnings [https://seekingalpha.com/article/4929357-applied-materials-strong-fundamentals-downgrading-ahead-of-earnings] * Applied Materials: July Purged Positioning, Not The Thesis [https://seekingalpha.com/article/4929197-applied-materials-july-purged-positioning-not-the-thesis] * Applied Materials: Why I'm Maintaining A '", "date_published": "2026-08-13T20:11:38+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5eb14f5a-27ba-4d1c-8dce-12039629e627/"}]}}, {"id": "source:2ccb7529a96517f98e44138b45ac552e5ce9f9243d4c59ec5a75c1142b7c7796", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-forecasts-quarterly-revenue-200500160.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-forecasts-quarterly-revenue-200500160.html", "title": "Applied Materials sees revenue above estimates, shares fall on high expectations", "content_text": "Aug 13 (Reuters) - Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting \u200cthat unabated demand for advanced AI chips \u200cwill continue to fuel robust spending on its semiconductor manufacturing \u200bequipment. Yet, its shares fell 5% in extended trading on high investor expectations heading into the results. The stock has more than doubled this year. Expectations were elevated \u200cas the chip \u2060equipment maker reports after peers such as Lam Research and KLA Corp posted solid \u2060quarterly performances and forecast revenue growth, said Stifel's Brian Chin. App", "date_published": "2026-08-13T20:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT", "KLAC"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5eb14f5a-27ba-4d1c-8dce-12039629e627/"}, {"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/eddc1828-ac06-4add-8bea-9158d65a5620/"}]}}, {"id": "source:639ca3229eb0ef175f03fef7e2d0aac6496261d5c459312e91444e6bf07751c2", "url": "https://finance.yahoo.com/technology/articles/applied-materials-announces-third-quarter-200100149.html", "external_url": "https://finance.yahoo.com/technology/articles/applied-materials-announces-third-quarter-200100149.html", "title": "Applied Materials Announces Third Quarter 2026 Results", "content_text": "Applied Materials, Inc. Record revenue $9.12 billion, up 25 percent year over year GAAP gross margin 50.3 percent and non-GAAP gross margin 50.4 percent GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively EPIC Center R&D partnerships expand to 11 engagements with leading chipmakers, universities and innovation partners SANTA CLARA, Calif., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its third quarter ended July 26, 2026. Third Quarter Results Applied generated record revenue of $9.12 bil", "date_published": "2026-08-13T20:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5eb14f5a-27ba-4d1c-8dce-12039629e627/"}]}}, {"id": "source:9beec1cd36eb347dfd4f3fe64494684c2aab90f07e2fe92d6e975371353924b5", "url": "https://finance.yahoo.com/technology/articles/analyst-sees-trouble-brewing-hot-193124128.html", "external_url": "https://finance.yahoo.com/technology/articles/analyst-sees-trouble-brewing-hot-193124128.html", "title": "Analyst Sees Trouble Brewing for Hot Chip Stocks", "content_text": "This article first appeared on GuruFocus. Semiconductor investors may have to endure more pain before the next leg of the AI chip boom takes hold. Sara Awad of Tech Contrarians expects semiconductor stocks to face additional downside during the second half of 2026, arguing that elevated expectations and shifting supply conditions are creating a tougher setup even as long-term AI demand remains compelling. Is TSM fairly valued? Test your thesis with our free DCF calculator. The warning comes after strong earnings failed to lift several industry leaders. Taiwan Semiconductor Manufacturing (NYSE:", "date_published": "2026-08-13T19:31:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "TSFA"], "_sharemaestro": {"country": "Austria", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "TSFA", "name": "Taiwan Semiconductor Manufacturing Company Limited", "sentiment_url": "https://sharemaestro.com/sentiment/e7c820da-64cc-4661-bb8f-b98848e6c93d/"}]}}, {"id": "source:a77afa2ad772cb3680d49c1661913ca06a76bb4ccc0fe699c6de45886e6924db", "url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "external_url": "https://www.nasdaq.com/articles/micron-and-sandisk-stock-have-plummeted-heres-why-now-perfect-time-buy", "title": "Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy", "content_text": "Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology \u203a Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up and down stocks. While they were incredible investments at the start of 2026, these two stocks are now trading down 25% to 42%, respectively, from their 2026 highs. However, I think they're both ready for a rebound and could easily end the year strongly. The reality is that memory chips are in short supply, and prices continue to rise. Th", "date_published": "2026-08-13T19:25:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MU"], "_sharemaestro": {"country": "Austria", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MU", "name": "Micron Technology, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/20fae473-fcdd-4eac-929a-89d3f32a57da/"}]}}]}