Sharemaestro Newsreel

Why Accenture (ACN) Lost Its Place in This Portfolio

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers. Continue Reading

COTY Set to Report Q4 Earnings: Essential Insights for Investors

Coty Inc. COTY is likely to witness a top-line decline when it reports fourth-quarter fiscal 2026 earnings on Aug. 19. The Zacks Consensus Estimate for revenues is pegged at around $1.2 billion, indicating a 4.8% decrease from the year-ago period level. The consensus mark …

Flowers Foods Q2 Earnings on Deck: Everything You Should Know

Flowers Foods, Inc. FLO is likely to witness a top-and bottom-line decline when it reports second-quarter 2026 earnings on Aug. 20. The Zacks Consensus Estimate for revenues is pegged at around $1.2 billion, indicating a nearly 1% decrease from the year-ago period level. The …

Will Higher EPS Guidance and New Debt Issuance Change Marriott International's (MAR) Narrative?

In early August 2026, Marriott International completed two fixed-income offerings totaling about US$1.24 billion in callable senior unsecured notes, while also reporting mixed second-quarter results with year-on-year revenue and earnings growth but sales coming in below expectations. Despite external pressures, including weaker performance in …

Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship

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 …

Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

JD Q2 Earnings Beat Estimates on Margin Gains, Revenue Miss

JD.com JD delivered a strong bottom-line performance in the second quarter of 2026 despite revenue pressure. Non-GAAP earnings per ADS rose 26.6% year over year to RMB6.29, equivalent to 93 cents, beating the Zacks Consensus Estimate of 86 cents by 8.1%. Revenues declined 2.9% …

5 Insightful Analyst Questions From Kraft Heinz’s Q2 Earnings Call

5 Insightful Analyst Questions From Kraft Heinz's Q2 Earnings Call Kraft Heinz's second quarter was marked by ongoing sales declines and a negative market reaction, reflecting persistent challenges in core packaged food categories. Management attributed the weak top-line performance to continued softness in U.S. …

Why DraftKings' prediction markets could boost sports betting this Fall

Macquarie Group senior gaming, lodging & theatres analyst Chad Beynon joins Market Domination to explain why he believes DraftKings' prediction markets could drive fresh momentum for sports betting this fall—and position the company for a strong football season. View Comments

Howmet Aerospace (HWM): A Critical Aerospace Supply Chain Play

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Amphenol's AI Interconnect Opportunity Broadens: What's Next?

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 …

Tesla plans ’flying’ Roadster stunt at SpaceX Texas site as early as August

Investing.com -- Tesla is targeting an unveiling of its long-delayed next-generation Roadster as early as this month, with a dramatic demonstration of SpaceX-developed cold gas thrusters at the rocket company's testing site in McGregor, Texas, The Information reported, citing three people familiar with the …

United Therapeutics’s Q2 Earnings Call: Our Top 5 Analyst Questions

United Therapeutics's Q2 Earnings Call: Our Top 5 Analyst Questions United Therapeutics reported second quarter results that modestly exceeded Wall Street's revenue and adjusted EPS expectations, with management highlighting the impact of competitive dynamics in the inhaled prostacyclin market. CEO Dr. Martine Rothblatt emphasized …

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 …

IAnálise: Energisa S.A. (ENGI11)

Micron: New Street upgrades to buy, says memory is no longer a cyclical story

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern. The firm noted that "Micron's stock is up more than 10x …

Dell Stock Scores Price-Target Hike After Breakout

Dell Technologies stock has room to run after its recent breakout, according to Wells Fargo Securities. Continue Reading

Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers

On this episode of Stock Movers:Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components.Applied Matierals (AMAT) fell …

Danaher Stock: Is Wall Street Bullish or Bearish?

Down day candlestick chart by Bigc Studio via Shutterstock With a market cap of $143.3 billion, Danaher Corporation (DHR) is a leading global life sciences and diagnostics innovator that combines advanced science, technology, and industry-leading businesses to help customers address complex scientific and clinical …

A Workday Takeover Bid Could End the Software Stocks Selloff

Silver Lake’s takeover of Workday would send a clear signal to investors that private-equity firms are circling software. Continue Reading

Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a “Costly Mistake”

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 …

Stocks subdued as earnings season begins to wind down: AlphaCheck

Good morning. Markets got off to a quiet start after the S&P 500 (^GSPC) notched a record high the day before. The tech-heavy Nasdaq Composite (^IXIC) led the major indexes with a 0.2% gain. The Dow Jones Industrial Average (^DJI) slipped below the flat …

Is BioMarin Pharmaceutical (BMRN) Outperforming Other Medical Stocks This Year?

Investors interested in Medical stocks should always be looking to find the best-performing companies in the group. Is BioMarin Pharmaceutical (BMRN) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Medical sector …

Why Taco Bell's former CEO just dissed McDonald's

Taco Bell's former CEO is dishing out a spicy take on his longtime competitor McDonald's (MCD). "McDonald's just announced a new beverage line up of 'Refreshers' and a Red Bull collaboration," former Yum! Brands (YUM) CEO Greg Creed said in a new LinkedIn post. …

JPMorgan Ends Banking Relationship With Polymarket

JPMorgan Ends Banking Relationship With Polymarket JPMorgan Chase (NYSE: $JPM), the largest U.S. bank, has reportedly ended its banking relationship with prediction market Polymarket. The Financial Times was the first to report that JPMorgan stopped providing its banking services to Polymarket late last year. …

Brokers Suggest Investing in Caterpillar (CAT): Read This Before Placing a Bet

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's …

Is Howmet (HWM) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before …

Why Investors Keep Doubting CoStar Group (CSGP)

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Why Lam Research (LRCX) Became This Portfolio’s Top Performer

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Evaluating Amphenol’s (APH) AI Infrastructure Play

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 …

2 Top Berkshire Executives Buy Stock in the Open Market

CFO Charles Chang purchased two Class A shares for $1.5 million. Michael O’Sullivan, the general counsel bought 488 Class B shares for a $250,000. Continue Reading

Applied Materials' Q3 Earnings Beat Estimates, Revenues Rise Y/Y

Applied Materials AMAT reported third-quarter fiscal 2026 non-GAAP earnings of $3.50 per share, which beat the Zacks Consensus Estimate of $3.38. The bottom line increased 41% from the year-ago quarter's reported figure of $2.48. AMAT reported revenues of $9.12 billion in the third quarter …

AB InBev's Volumes Return to Growth: Is a Bigger Recovery Brewing?

Anheuser-Busch InBev SA/NV BUD, popularly known as AB InBev, delivered encouraging volume performance in the second quarter of 2026, signaling improving momentum across its global business. The company benefited from market share gains, continued investment in its megabrands and growth across emerging markets. Management …

M. Dias Branco supera projeção com Ebitda de R$ 281 mi no 2º tri

Stocks making big moves yesterday: Amentum, Upwork, Aramark, HighPeak Energy, and MercadoLibre

Stocks making big moves yesterday: Amentum, Upwork, Aramark, HighPeak Energy, and MercadoLibre Check out the companies making headlines yesterday: Amentum (NYSE:AMTM): Government engineering solutions provider Amentum Holdings (NYSE:AMTM) fell by 6% on Tuesday after the company reported third-quarter financial results that fell short of …