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Zscaler Increases CapEx: Can AI-Led Demand Justify Higher Spending?

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 …

Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

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 …

MSFT main company
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Jim Cramer Admitted ‘Trimming’ Palo Alto & CrowdStrike Holdings For His Charitable Trust

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, …

PANW mentioned
Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6% PANW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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Adyen NV (ADYYF) (H1 2026) Earnings Call Highlights: Strong Revenue Growth and Strategic ...

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 …

ADYE main company
Sharemaestro market context Price below Trend Line 52 weeks -32.5% ADYE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Rapid7 (RPD) Stock Is Trading Up Today

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 …

PANW mentioned
Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6% PANW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Palo Alto Networks (PANW) Outperforms Broader Market: What You Need to Know

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 …

PANW main company
Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6% PANW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks making big moves yesterday: Everpure, Palo Alto Networks, Ridgepost Capital, Nabors Industries, and Hewlett Packard Enterprise

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 …

PANW main company
Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6% PANW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Two AI Security Winners to Own Now

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 …

PANW mentioned
Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6% PANW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

MSFT main company
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Adyen Stock Jumps 11% as Acquisitions Lift Revenue Target

This article first appeared on GuruFocus. Adyen (ADYEY), the Dutch payments-technology company powering transactions for global merchants, published first-half results Thursdayand the market wasted no time reacting. Shares jumped roughly 11% in Amsterdam as net revenue surged 21% at constant currency to 1.30 billion. …

ADYE main company
Sharemaestro market context Price below Trend Line 52 weeks -32.5% ADYE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

S&P 500 tags an all-time high and these 20 names have helped fuel the rally

[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up …

PANW mentioned
Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6% PANW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Palantir AIP Could Deliver a Powerful Shift in the Company's Growth Trajectory

Palantir (NASDAQ: PLTR) is transforming from a government-focused contractor into a commercial AI platform with trillion-dollar ambitions. This video examines whether AIP can become the operating system for enterprise AI and whether Palantir's accelerating growth can justify its demanding valuation. Stock prices used were …

PLTR main company
Sharemaestro market context Price above Trend Line 52 weeks -3.5% PLTR stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AI Tailwinds and Faster CyberArk Integration Power Palo Alto Networks (PANW)

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the 'TCW Concentrated Large Cap Growth Fund.' A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve …

PANW mentioned
Sharemaestro market context Trend signal active 52 weeks +111.2% · Next-week setup positive 55.6% PANW stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Strategus Celebrates Ninth Consecutive Year on the Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies for 2026

Strategus Recognition reflects Strategus' successful evolution into a full service programmatic advertising partner focused on delivering measurable business results DENVER, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Strategus today announced that it has been named to the 2026 Inc. 5000 list, marking its ninth consecutive …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Close Higher on Favorable CPI Report and Positive AI News

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

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why this analyst sees another 30% rip in Microsoft stock

Microsoft's (MSFT) revitalized stock price may have further room to run, simply based on signals the company sent in its latest earnings report. The big call JPMorgan analyst Samik Chatterjee came out bullish on Microsoft stock in a note on Thursday, taking his price …

MSFT main company
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom

Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. The investor, best known for his bet against the housing market ahead of the global financial crisis, said the two AI …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Revenue at Palantir-Backed Ondas Rises 1,236%. Stock Falls as Losses Widen.

Shares of Ondas declined Thursday after the autonomous drone maker and Palantir partner posted a wider-than-expected second-quarter loss, overshadowing a more than 1,200% increase in revenue. Ondas stock fell 4.2% to $9.36 in premarket trading on Thursday after ending Wednesday up 0.3%. The West …

PLTR main company
Sharemaestro market context Price above Trend Line 52 weeks -3.5% PLTR stored weekly price path from 15 Aug 2025 to 7 Aug 2026

4 Goldman Sachs Mutual Funds to Buy for Wealth Creation

The U.S. economy is showing a mixed picture this month, with the labor market losing momentum even as some indicators remain resilient. July nonfarm payrolls fell by 23,000, far below expectations for an 83,000 gain, while previous months were revised sharply lower. The unemployment …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Ackman adds Netflix, Visa and Mastercard in portfolio revamp

Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years. The billionaire investor said he began purchasing the shares during the second quarter for his investment funds, including Pershing Square …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Zacks Investment Ideas feature highlights: NVIDIA, Microsoft and Apple

For Immediate Release Chicago, IL – August 13, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA NVDA, Microsoft MSFT and Apple AAPL Magnificent Seven Earnings Remain Robust: MSFT, AAPL Six of the beloved members of the Magnificent Seven have delivered their Q2 results, …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stock Market Today: Dow Rises Ahead Of Inflation Data; Cisco, AI Name Cerebras Plunge On Earnings (Live Coverage)

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

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years

By Svea Herbst-Bayliss NEW YORK, Aug 13 (Reuters) - Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares ‌starting in the second quarter that will be …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dow Fixture Microsoft Breaks Out Along With These Stocks, But Datadog Triggers Sell Signals

Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions. Continue Reading

MSFT main company
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Bill Ackman's Pershing Square buys Netflix, 5 other stocks in 2026

Bill Ackman's Pershing Square Inc. disclosed on Wednesday that it had taken a new position in Netflix stock, returning to the streaming company after a loss-making investment in 2022, and added five other new positions in the first half of 2026. As of June …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Corporate Earnings Season, Oil Price Movement Elevate European Bourses Midday

European bourses tracked moderately higher midday Thursday amid incoming corporate earnings and lowe PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? …

ADYE mentioned
Sharemaestro market context Price below Trend Line 52 weeks -32.5% ADYE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Sprinklr Appoints Jordi Ribas to Board of Directors

NEW YORK, August 13, 2026--(BUSINESS WIRE)--Sprinklr (NYSE: CXM), the definitive, AI-native platform for Unified Customer Experience Management (Unified-CXM), today announced that it has appointed Jordi Ribas, Ph.D., to its Board of Directors, effective August 17, 2026. Jordi is a respected global product and engineering …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

1 of Wall Street’s Favorite Stocks for Long-Term Investors and 2 Facing Challenges

1 of Wall Street's Favorite Stocks for Long-Term Investors and 2 Facing Challenges Wall Street is overwhelmingly bullish on the stocks in this article, with price targets suggesting significant upside potential. However, it's worth remembering that analysts rarely issue sell ratings, partly because their …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Three Power Apps Myths That Keep Enterprises on Legacy Systems

eSoftware Associates Inc Myth: Power Apps can't scale to support enterprise platforms. Truth: Power Apps carry enterprise volume when they're designed for it. Myth: Power Apps can't meet enterprise security and governance requirements. Truth: A governed Power Apps environment passes enterprise compliance review. Myth: …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Should Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Blend segment of the US equity market, look no further than the Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA), a passively managed exchange traded fund launched on April 5, 2022. The fund is …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?

Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco Dividend Achievers ETF (PFM) is a passively managed exchange traded fund launched on September 15, 2005. The fund is sponsored by Invesco. It has amassed assets …

MSFT mentioned
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Palantir Stock: Buy or Sell (My Final Verdict)

In this video, I will answer whether I think Palantir(NASDAQ: PLTR) is an excellent stock to buy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in …

PLTR main company
Sharemaestro market context Price above Trend Line 52 weeks -3.5% PLTR stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open

By Eduardo Baptista and Casey Hall BEIJING/SHANGHAI, Aug 13 (Reuters) - Microsoft once regarded the idea of quitting China as unthinkable. The year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy …

MSFT main company
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Rise of AI shopping pushes merchants to protect loyalty, Adyen says

By Leo Marchandon and Gianluca Lo Nostro Aug 13 (Reuters) - The increasing prevalence of AI chatbots handling consumer shopping is pushing merchants to uphold more ‌direct customer relationships over fears of losing their loyalty and repeated ‌purchases, payments firm Adyen said on Thursday. …

ADYE mentioned
Sharemaestro market context Price below Trend Line 52 weeks -32.5% ADYE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

German Firms Shift Microsoft Strategies from Cloud to AI

Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens® report says FRANKFURT, Germany, August 13, 2026--(BUSINESS WIRE)--Enterprises in Germany are changing their approach to Microsoft technologies as the company's platforms grow and consolidate, according to a new …

MSFT main company
Sharemaestro market context Trend signal started 52 weeks -1.8% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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