{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Communication Services news", "home_page_url": "https://sharemaestro.com/newsreel/br/communication-services/", "feed_url": "https://sharemaestro.com/newsreel/br/communication-services/feed.json", "description": "Latest Communication Services company headlines from Brazil, newest first, with industry sections, source links and company research.", "language": "en", "items": [{"id": "source:b1e571accda587eed40f28cb905ceb3eb6e66f7ab791ef08d5cdc04b5e6f7da2", "url": "https://finance.yahoo.com/markets/stocks/articles/wells-fargo-downgrades-roku-equal-142949594.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/wells-fargo-downgrades-roku-equal-142949594.html", "title": "Wells Fargo downgrades Roku to equal weight after strong second quarter", "content_text": "Investing.com -- Wells Fargo downgraded Roku to Equal Weight from Overweight on Friday, saying the streaming platform's strong second-quarter results had lifted its estimates but left limited upside to its valuation as the company moves toward its planned acquisition by Fox Corp. Wells Fargo cut its price target to $165 from $167. It values the stock at $96 per share in cash and $69 in Fox stock under the proposed deal, which it expects to close in the first half of 2027 with limited risk and no new bidder emerging. Roku closed at $154.08 on Aug. 13. The brokerage raised its 2026 and 2027 reve", "date_published": "2026-08-14T14:29:49+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "R1KU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "R1KU34", "name": "Roku, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/45dc268d-02dc-4be8-8a7e-2b0f7fb67978/"}]}}, {"id": "source:17eaa9e80091cd2456a1a3d0f50b0a4e09c183a7d7687b527b1957fce81ceaf8", "url": "https://finance.yahoo.com/technology/ai/articles/analyst-says-meta-meta-ai-125909120.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/analyst-says-meta-meta-ai-125909120.html", "title": "Analyst Says Meta\u2019s (META) AI Gains Are an \u2018Illusion,\u2019 Company Isn\u2019t Well Positioned in AI Race", "content_text": "Meta shares are under pressure amid fears about heavy AI spending. Roger McNamee, co-founder of Elevation Partners, recently said in a program on CNBC that Zuckerberg is trying to create an \"illusion\" that the company is positioned well in the AI race. He thinks the company is losing the race and criticized Zuckerberg's latest manifesto on AI. Meta is down 23% over the past year. Is Meta (NASDAQ:META) really losing the AI race? Let's look at the strengths and weaknesses of the stock. The bull case The core ad business is still firing. In Q2, ad revenue rose 27% year over year, ad impressions g", "date_published": "2026-08-14T12:59:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:fbdcb3b9d8bc5396ea1fed9d7bc7a4cc03b9901cd57b2c60ee4023e721840e1e", "url": "https://finance.yahoo.com/media-advertising/articles/fox-upgraded-overweight-roku-deal-124444097.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/fox-upgraded-overweight-roku-deal-124444097.html", "title": "Fox upgraded to overweight as Roku deal, ad strength lift outlook", "content_text": "Investing.com -- Fox Corp. was upgraded to Overweight from Neutral by J.P. Morgan and Wells Fargo, which also raised their price targets, citing stronger earnings prospects, robust advertising trends and the pending acquisition of Roku. J.P. Morgan raised its price target to $82 from $70, while Wells Fargo lifted its target to $80 from $65. J.P. Morgan raised its fiscal 2027 and 2028 adjusted EBITDA estimates by 7% and 9%, respectively, following the company's fourth-quarter results. The brokerage cited strong FIFA World Cup economics, an upbeat political advertising outlook, continued adverti", "date_published": "2026-08-14T12:44:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "R1KU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R1KU34", "name": "Roku, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/45dc268d-02dc-4be8-8a7e-2b0f7fb67978/"}]}}, {"id": "source:69562178304da3830858b0aae9b4c0c3551bf810832bd450a7e48fc32faaf04e", "url": "https://www.cnbc.com/2026/08/14/stocks-making-the-biggest-moves-premarket-rddt-amat-sndk-w.html", "external_url": "https://www.cnbc.com/2026/08/14/stocks-making-the-biggest-moves-premarket-rddt-amat-sndk-w.html", "title": "Stocks making the biggest moves premarket: Reddit, Applied Materials, Sandisk, Wayfair & more", "content_text": "Check out the companies making the biggest moves premarket: Reddit \u2014 The social media platform surged 12% after S & P Dow Jones Indices said Reddit would join the S & P 500, starting Aug. 18. The company will replace AvalonBay Communities. Applied Materials \u2014 Shares lost more than 5% in premarket trading after the semiconductor manufacturing equipment maker posted Q2 results that failed to impress investors. The company earned an adjusted $3.50 per share on revenue of $9.12 billion. Sales within its key semiconductor systems division came in at $7.04 billion, only slightly above a FactSet cons", "date_published": "2026-08-14T10:46:55+00:00", "authors": [{"name": "cnbc.com"}], "tags": ["Earnings", "R1KU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R1KU34", "name": "Roku, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/45dc268d-02dc-4be8-8a7e-2b0f7fb67978/"}]}}, {"id": "source:e9b779bf3821de8a304ced81b22e6d81c58846c45377d612577ddcdadcfd2aa2", "url": "https://www.nasdaq.com/articles/tech-stock-1-most-shorted-stocks-2026-now-time-buy", "external_url": "https://www.nasdaq.com/articles/tech-stock-1-most-shorted-stocks-2026-now-time-buy", "title": "This Tech Stock Is 1 of the Most Shorted Stocks of 2026: Is Now the Time to Buy?", "content_text": "Key Points Oracle stock was one of the most shorted stocks in the first half of 2026. The stock price has dropped some 53% since hitting an all-time high last September. Is Oracle stock at a discount a buy?10 stocks we like better than Oracle \u203a Oracle(NYSE: ORCL) was one of the most shorted stocks by hedge funds in the first half of 2026, according to the Data Insights Crowding Report. This meant that a lot of investors were betting that the shares will fall. Only two companies were more heavily shorted, Data Insights found: Charter Communications(NASDAQ: CHTR) and Super Micro Computer(NASDAQ:", "date_published": "2026-08-14T10:05:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "CHCM34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "CHCM34", "name": "Charter Communications, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4eb2f1f5-57fa-48ac-a8d6-bac3161ea80e/"}]}}, {"id": "source:bf8dd66b7b79e78729ac49aac645b8dacb914e35a6b0179fe8da65899d9c475a", "url": "https://finance.yahoo.com/markets/stocks/articles/vodafone-lse-vod-stock-gets-081254357.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/vodafone-lse-vod-stock-gets-081254357.html", "title": "Vodafone (LSE:VOD) Stock Gets Fair Value Boost As Analyst Views Split", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The latest update on Vodafone Group puts fresh attention on price targets, with the fair value estimate moving from \u00a31.04 to \u00a31.14 per share. That shift sits alongside Street research that now ranges roughly from 110 GBp to 115 GBp, where some analysts highlight upside potential while others point to ongoing operational hurdles. As you read on, you will see how these changing targets and mixed views can help you track the evolving Vodafone Group story. Analyst Price Targets don't always ", "date_published": "2026-08-14T08:12:54+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "V1OD34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "V1OD34", "name": "Vodafone Group Public Limited Company", "sentiment_url": "https://sharemaestro.com/sentiment/8084a11f-dbf9-4a02-aa8e-fa0726ed3f22/"}]}}, {"id": "source:1f9490bfd17115da3daf28a87fc1ef13f9be87ddbf4ee5d86a714b6e4e30ccb2", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-said-t-mobile-075709120.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-said-t-mobile-075709120.html", "title": "Jim Cramer Said T-Mobile US Inc. (NASDAQ:TMUS)\u2019s Shares Reflected A Fear Of The Future", "content_text": "T-Mobile US Inc. (NASDAQ:TMUS)'s shares are down by 26% over the past year and by 8% year-to-date. As with other carriers, the firm's narrative depends on its subscriber growth, and more recently, on its ability to compete with SpaceX. The rocket firm, which now also markets itself as an AI firm, also operates the largest satellite internet constellation in the world. SpaceX also aims to offer its cellular service based on its satellites. On August 6th, Cramer discussed T-Mobile US Inc. (NASDAQ:TMUS)'s latest earnings results: \"Some of these are, actually fear of, what's going to happen. I mea", "date_published": "2026-08-14T07:57:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T1MU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "T1MU34", "name": "T-Mobile US, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/46cfae10-4385-4c83-a941-00816377677a/"}]}}, {"id": "source:01d724cf58895073c61e58ad2eb401b8d33227d8fde187637a0677b61a09dcc0", "url": "https://finance.yahoo.com/markets/stocks/articles/meta-meta-stock-could-37-071223724.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/meta-meta-stock-could-37-071223724.html", "title": "Meta (META) Stock Could Be 37% Undervalued On Teen Safety Ruling", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Meta Platforms stock has pulled back over the past year, yet the latest valuation work suggests the current price may still sit well below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. At the same time, market based multiples also point to the shares screening as undervalued, which is unusual when both methods line up on the same side. Meta Platforms has returned 110.5% over the past 3 years, which means the current valuatio", "date_published": "2026-08-14T07:12:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:c769d9d0f5ec4d644f11c3e34f8584d4efa4f6f51cb78e17a04dc87d0af628e8", "url": "https://seekingalpha.com/news/4633042-california-regulator-approves-charter-cox-merger?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633042-california-regulator-approves-charter-cox-merger?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Charter-Cox merger gets final state approval", "content_text": "[Cable Giants Cox And Charter Communications Agree To $34.5 Billion Merger] Kevin Dietsch/Getty Images News California has greenlit Charter Communications' (CHTR [https://seekingalpha.com/symbol/CHTR]) $34.5B deal to buy cable TV and broadband provider Cox Communications, with the merger expected to close next week. The California Public Utilities Commission on Thursday said it approved the merger, \"subject to two settlement agreements and a comprehensive set of enforceable conditions designed to protect consumers, expand broadband access, and advance digital equity across California.\" These i", "date_published": "2026-08-14T07:11:47+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Deals and strategy", "CHCM34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CHCM34", "name": "Charter Communications, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4eb2f1f5-57fa-48ac-a8d6-bac3161ea80e/"}]}}, {"id": "source:7c1a0faa798c92155e648ca9ee961bb0993e741c1579ba5c93185e5ed003270d", "url": "https://finance.yahoo.com/technology/ai/articles/z-ai-aims-catch-anthropic-050041677.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/z-ai-aims-catch-anthropic-050041677.html", "title": "Z.ai Aims to Catch Anthropic, OpenAI in Coding With New AI Model", "content_text": "(Bloomberg) -- Z.ai Co. is set to upgrade its flagship AI model, adding to a series of Chinese open-weight offerings seeking to outcompete Anthropic PBC and OpenAI. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Anthropic in Talks to Buy AI Startup Decart for $6 Billion Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive The next iteration from the Beijing-based company, GLM-5.3, will bring improved co", "date_published": "2026-08-14T05:00:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "NETE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NETE34", "name": "NetEase, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f0fc767a-43fa-4ee0-8aa6-f0f49ed842ad/"}]}}, {"id": "source:3dec23a5b2a1e314b22bef7921cb11ca3231f0f9cad2aa84989250f5e9dd5d49", "url": "https://finance.yahoo.com/markets/stocks/articles/china-tech-earnings-renew-focus-035406451.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/china-tech-earnings-renew-focus-035406451.html", "title": "China Tech Earnings Renew Focus on Hardware Stocks Over Internet", "content_text": "(Bloomberg) -- Chinese tech firms' early earnings are giving hardware stocks renewed momentum, while internet platforms still struggle to show a full consumer\u2011demand recovery. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors 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 Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Shares of Semiconductor Manufacturing International Corp. climbed as mu", "date_published": "2026-08-14T03:54:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "BIDU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BIDU34", "name": "Baidu, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/54774a47-1774-4956-a52c-7c1e9850ecf9/"}]}}, {"id": "source:55f29a5d54706ae169834c0a67cd651c43ef1902a53c8226333ae4dc27d1d073", "url": "https://www.cnbc.com/2026/08/14/uber-partners-with-chinas-ponyai-for-2000-robotaxis-in-europe.html", "external_url": "https://www.cnbc.com/2026/08/14/uber-partners-with-chinas-ponyai-for-2000-robotaxis-in-europe.html", "title": "Uber partners with China's Pony.ai for 2,000 robotaxis in Europe", "content_text": "BEIJING \u2014 U.S. ride-hailing giant Uber is ramping up its global robotaxi coverage with operator Pony.ai. The companies plan to deploy 2,000 of Pony.ai's self-driving taxis across Europe, and expand the robotaxi partnership to the Middle East, they announced Friday. In late March, Uber and Pony.ai launched a commercial robotaxi service in Croatia's capital Zagreb \u2014 which they claim is the first in Europe. The partnership announced Friday will roll out robotaxis to four other European cities. The companies did not name the cities or share an exact timeframe. Having a large-enough vehicle fleet i", "date_published": "2026-08-14T01:02:39+00:00", "authors": [{"name": "cnbc.com"}], "tags": ["Deals and strategy", "BIDU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BIDU34", "name": "Baidu, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/54774a47-1774-4956-a52c-7c1e9850ecf9/"}]}}, {"id": "source:5780fa86f44ab9a222c23072c50b504f93642645fad2d68b76cdf52513420462", "url": "https://finance.yahoo.com/media-advertising/articles/california-regulators-approve-34-5-000729079.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/california-regulators-approve-34-5-000729079.html", "title": "California regulators approve $34.5-billion Charter-Cox merger", "content_text": "California regulators have approved the sale of Cox Communications to cable giant Charter Communications \u2014 the final hurdle in a marathon review to clear the $34.5-billion cable consolidation. With Thursday's sign-off by the California Public Utilities Commission, the mammoth merger is expected to close next week. The deal will make Charter's Spectrum the dominant broadband internet and cable television service in Southern California, with millions of customers scattered throughout Santa Barbara, Bakersfield, Los Angeles, Palos Verdes Estates, Newport Beach, Irvine, Riverside and San Diego. Ch", "date_published": "2026-08-14T00:07:29+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "CHCM34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "CHCM34", "name": "Charter Communications, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4eb2f1f5-57fa-48ac-a8d6-bac3161ea80e/"}]}}, {"id": "source:11d3ac9af4b896746bfd436a15399374e9283fa6447fe34695a4672fdbc83175", "url": "https://finance.yahoo.com/m/ae1d3e87-e4b9-302e-93b7-05e18dca9abe/berkshire-bought-alphabet.html", "external_url": "https://finance.yahoo.com/m/ae1d3e87-e4b9-302e-93b7-05e18dca9abe/berkshire-bought-alphabet.html", "title": "Berkshire Bought Alphabet Stock in Q2\u2014and Maybe Microsoft Too", "content_text": "A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase. Continue Reading", "date_published": "2026-08-13T20:07:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GOGL34", "GOGL35"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GOGL34", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/32a57de1-c199-4beb-8f73-8ad6dc64cf64/"}, {"symbol": "GOGL35", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/6f8db7fa-7929-4986-bff9-cdbafd2dab41/"}]}}, {"id": "source:e15847f1032890ad3c146598cbe7eede3937dfdbe72227732aee91ebee6dadd1", "url": "https://finance.yahoo.com/markets/stocks/articles/consumer-discretionary-wireless-cable-satellite-195700656.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/consumer-discretionary-wireless-cable-satellite-195700656.html", "title": "Consumer Discretionary - Wireless, Cable and Satellite Stocks Q2 Recap: Benchmarking AT&T (NYSE:T)", "content_text": "Consumer Discretionary - Wireless, Cable and Satellite Stocks Q2 Recap: Benchmarking AT&T (NYSE:T) The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let's take a look at how AT&T (NYSE:T) and the rest of the consumer discretionary - wireless, cable and satellite stocks fared in Q2. The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these pur", "date_published": "2026-08-13T19:57:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CHCM34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "CHCM34", "name": "Charter Communications, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/4eb2f1f5-57fa-48ac-a8d6-bac3161ea80e/"}]}}, {"id": "source:ac71046a29e804331c1b75a5a6cef089668bc773732a448020017c379b8e3109", "url": "https://finance.yahoo.com/markets/stocks/articles/consumer-subscription-stocks-q2-teardown-183700250.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/consumer-subscription-stocks-q2-teardown-183700250.html", "title": "Consumer Subscription Stocks Q2 Teardown: Match Group (NASDAQ:MTCH) Vs The Rest", "content_text": "Consumer Subscription Stocks Q2 Teardown: Match Group (NASDAQ:MTCH) Vs The Rest Let's dig into the relative performance of Match Group (NASDAQ:MTCH) and its peers as we unravel the now-completed Q2 consumer subscription earnings season. Consumers today expect goods and services to be hyper-personalized and on demand. Whether it be what music they listen to, what movie they watch, or even finding a date, online consumer businesses are expected to delight their customers with simple user interfaces that magically fulfill demand. Subscription models have further increased usage and stickiness of ", "date_published": "2026-08-13T18:37:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R1KU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R1KU34", "name": "Roku, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/45dc268d-02dc-4be8-8a7e-2b0f7fb67978/"}]}}, {"id": "source:3e247f8da537bcb81f4d7e8bb305c60f7bc60e5965842fec1e780a5606c032e8", "url": "https://finance.yahoo.com/markets/stocks/articles/netflix-stock-jumps-3-4-175150344.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/netflix-stock-jumps-3-4-175150344.html", "title": "Netflix Stock Jumps 3.4% as Ackman Returns With New Stake", "content_text": "This article first appeared on GuruFocus. Netflix (NASDAQ:NFLX), the global streaming giant, jumped approximately 3.4% Thursday morning after Bill Ackman (Trades, Portfolio)'s Pershing Square revealed it was back in the stock. Yes, back. Ackman bought Netflix during the brutal 2022 selloff, then dumped the position months later at a loss. Now he is taking another swing after Netflix crashed roughly 50% from its June 2025 high. The difference? Netflix today is a much stronger cash machine than the company Ackman walked away from four years ago. Is NFLX fairly valued? Test your thesis with our f", "date_published": "2026-08-13T17:51:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NFLX34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX34", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/87769aca-0f7e-4c32-ac8c-6759eef504d3/"}]}}, {"id": "source:b2a4aad41f356cac6a5db2c9bd202f33c034a0c8cd5a8a8e59352537a111d918", "url": "https://finance.yahoo.com/markets/stocks/articles/warner-bros-discovery-president-sells-172001993.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/warner-bros-discovery-president-sells-172001993.html", "title": "Warner Bros. Discovery President Sells $16 Million Stock After 146% Rally", "content_text": "Gerhard Zeiler, President, International at Warner Bros. Discovery, Inc. (NASDAQ:WBD), sold 591,038 shares of Series A Common Stock on August 10, 2026, as disclosed in a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value $16.0 million Shares sold 591,038 Post-transaction shares (directly held) 537,436 Post-transaction value $14.44 million Transaction value based on SEC Form 4 weighted average sale price ($27.05); post-transaction value based on August 10, 2026 market close ($26.87). Company snapshot Sector: Communication Services Industry: Entertainment Market capital", "date_published": "2026-08-13T17:20:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "W1BD34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1BD34", "name": "Warner Bros. Discovery, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/630d77a2-a4c8-4531-9ab9-b9c98b4be6a8/"}]}}, {"id": "source:6dc2b77306955036889baa70614f3295630366729d07cd575eabb44f865602bc", "url": "https://seekingalpha.com/news/4632588-meta-removes-750k-under-16-accounts-in-australiaheres-how-ai-is-helping?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632588-meta-removes-750k-under-16-accounts-in-australiaheres-how-ai-is-helping?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Meta removes 750K+ under-16 accounts in Australia\u2014Here's how AI is helping", "content_text": "[Meta European head office] Derick Hudson Meta Platforms (META [https://seekingalpha.com/symbol/META]) announced on Thursday that it has revoked access to more than 750K Facebook and Instagram accounts in Australia that it assessed as belonging to users under 16 since complying with the country\u2019s social media ban in December 2025. The company officially reported [https://about.fb.com/news/2026/08/metas-compliance-with-australias-social-media-ban/] that, as of June 30, 2026, more than 500K accounts had already been removed before the law took effect, with additional accounts removed in the foll", "date_published": "2026-08-13T16:42:43+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Market update", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:9ccbd140767b476775d8f5a15e66c2424ac0b0ee1e25f5c17deee449b2794764", "url": "https://finance.yahoo.com/markets/stocks/articles/meta-remains-deeply-discounted-giant-163653339.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/meta-remains-deeply-discounted-giant-163653339.html", "title": "Meta Remains a Deeply Discounted Giant: Wall Street Expects 30% Gains, One Analyst Expects 100%", "content_text": "Quick Read Meta trades 26% below Wall Street's $754 average price target, with 55 of 62 analysts holding Buy ratings despite a brutal post-earnings selloff. META's $31 billion quarterly capex cratered free cash flow 91%, yet analyst conviction dwarfs digital ad peers RDDT and GOOGL on a scale-adjusted basis. Rosenblatt's $1,117 Street-high target rests on WhatsApp agentic AI monetizing for small businesses, but capex guidance rising to $145 billion keeps the bear case alive. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes i", "date_published": "2026-08-13T16:36:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:081d92ed4f580aa054afbea000a9f031820fe780b6361b3f69b34eef8fa28cee", "url": "https://www.nasdaq.com/articles/bill-ackmans-pershing-square-just-bought-netflix-and-5-other-stocks-heres-what-investors", "external_url": "https://www.nasdaq.com/articles/bill-ackmans-pershing-square-just-bought-netflix-and-5-other-stocks-heres-what-investors", "title": "Bill Ackman\u2019s Pershing Square Just Bought Netflix and 5 Other Stocks. Here\u2019s What Investors Need to Know.", "content_text": "Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial intelligence.10 stocks we like better than Netflix \u203a Say what you want about the stock market being overvalued, but billionaire investor Bill Ackman is putting money to work. Fresh off a $5 billion raise through the combined initial public offering of Pershing Square USA, a closed-end fund,and Pershing Square Inc, the management ", "date_published": "2026-08-13T16:32:01+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "NFLX34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX34", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/87769aca-0f7e-4c32-ac8c-6759eef504d3/"}]}}, {"id": "source:e2cf59f1b69571858254c01decf53c83109610299a6c3ca944464a34503f5f9b", "url": "https://finance.yahoo.com/markets/stocks/articles/roku-roku-5-59-one-160003392.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/roku-roku-5-59-one-160003392.html", "title": "Roku (ROKU) Is Up 5.59% in One Week: What You Should Know", "content_text": "Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the \"long context,\" investors will essentially be \"buying high, but hoping to sell even higher.\" And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momentum in stocks, this can be very tough to define.", "date_published": "2026-08-13T16:00:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R1KU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "R1KU34", "name": "Roku, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/45dc268d-02dc-4be8-8a7e-2b0f7fb67978/"}]}}, {"id": "source:5c45ea9c11530c108d362d286b3f491c4af1ff859526c30a07223b2faadd755b", "url": "https://finance.yahoo.com/markets/stocks/articles/3-small-cap-stocks-risky-134900370.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/3-small-cap-stocks-risky-134900370.html", "title": "3 Small-Cap Stocks We Find Risky", "content_text": "3 Small-Cap Stocks We Find Risky Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats. These trade-offs can cause headaches for even the most seasoned professionals, which is why we started StockStory - to help you separate the good companies from the bad. Keeping that in mind, here are three small-cap stocks to avoid and some other investments you should consider instead.", "date_published": "2026-08-13T13:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "T2TD34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T2TD34", "name": "The Trade Desk, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/91516af5-4469-4eff-8707-5875e607386c/"}]}}, {"id": "source:603513e80209227dad05f22390e13cfcab00803c77c55416d91e3c6146a59e92", "url": "https://finance.yahoo.com/media-advertising/articles/google-meta-reddit-snap-tiktok-133000489.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/google-meta-reddit-snap-tiktok-133000489.html", "title": "Google, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne\u2122 by Kochava Ecosystem Momentum", "content_text": "Teams can streamline campaign creation, audience and creative operations, and reporting across leading platforms through a governed StationOne experience StationOne by KochavaGoogle, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne\u2122 by Kochava Ecosystem Momentum SANDPOINT, Idaho, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Kochava, the leading real-time data solutions company for omnichannel outcomes, announced continued ecosystem momentum for StationOne by Kochava with Workspaces now available for Google, Meta, Reddit, Snap, and TikTok for Business. These Workspaces bring chat-d", "date_published": "2026-08-13T13:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:b4fe3822d6be567486c18d9e6bc6025c399c3daf88648328800d12d9b31c30b6", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-com-featured-highlights-lifestance-131100892.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zacks-com-featured-highlights-lifestance-131100892.html", "title": "Zacks.com featured highlights include LifeStance Health, Tutor Perini, Valero Energy, SharkNinja and Lumentum", "content_text": "For Immediate Release Chicago, IL \u2013 August 13, 2026 \u2013 Stocks in this week's article are LifeStance Health Group LFST, Tutor Perini TPC, Valero Energy VLO, SharkNinja, Inc. SN and Lumentum LITE. 5 Low-Leverage Stocks to Buy as High Oil Prices Shake Investor Confidence Major U.S. stock indices ended lower on Aug. 12, 2026, as investor sentiment was weighed down by escalating U.S.-Iran tensions and dimming prospects for the reopening of the Strait of Hormuz. A surge in crude oil prices, combined with underperformance across key technology stocks, further pressured the broader market. In an enviro", "date_published": "2026-08-13T13:11:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ATTB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ATTB34", "name": "AT&T Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/beea800e-e74a-4bef-99bf-ea91cc583f03/"}]}}, {"id": "source:697a50a175a72f51f10d9ab526a32ec1d0ca376293fdd7bbf1593b0640424756", "url": "https://finance.yahoo.com/markets/stocks/articles/ackman-adds-netflix-visa-mastercard-124620613.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/ackman-adds-netflix-visa-mastercard-124620613.html", "title": "Ackman adds Netflix, Visa and Mastercard in portfolio revamp", "content_text": "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 USA, which started trading on the New York Stock Exchange in April. The additions also include eye care company Alcon, exchange operator Intercontinental Exchange, and financial data provider S&P Global. Netflix previously appeared in Ackman's portfolio briefly in 2022 befo", "date_published": "2026-08-13T12:46:20+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "NFLX34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "NFLX34", "name": "Netflix, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/87769aca-0f7e-4c32-ac8c-6759eef504d3/"}]}}, {"id": "source:d0234e124ce8eb6da3dd2fac3d294e624d96f257f19de4d62d937f9ba2834f1b", "url": "https://finance.yahoo.com/small-business/articles/churches-fume-40-000-bills-124517266.html", "external_url": "https://finance.yahoo.com/small-business/articles/churches-fume-40-000-bills-124517266.html", "title": "Churches Fume at $40,000 Bills to Scrap Antennas After Dish\u2019s Bankruptcy", "content_text": "(Bloomberg) -- The remnants of Charlie Ergen's soured $46 billion bet on 5G can be found on the roof of a church in suburban Boston, atop a university water tower outside Minneapolis and on buildings in Manhattan and Knoxville, Tennessee. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Anthropic Said in Talks to Buy Startup Decart for $6 Billion 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 Weighs Call for Capital Gains Tax Cuts as Midterm Boost The EchoStar C", "date_published": "2026-08-13T12:45:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "ATTB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ATTB34", "name": "AT&T Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/beea800e-e74a-4bef-99bf-ea91cc583f03/"}]}}, {"id": "source:75e05369da1d468c144220e1682cb44bfdff90dea6c8897d3d3a4aa3c082cfe8", "url": "https://finance.yahoo.com/economy/articles/inflation-stabilizes-easing-oil-prices-124200655.html", "external_url": "https://finance.yahoo.com/economy/articles/inflation-stabilizes-easing-oil-prices-124200655.html", "title": "Inflation Stabilizes on Easing Oil Prices: 5 Discretionary Stocks to Buy", "content_text": "Inflation is finally showing signs of stabilizing, as consumer prices increased marginally in July. Oil prices fell for the second straight month, much to the relief of consumers, who have been concerned about the economy's health. Although inflation remains high, signs of slowing will give consumers the much-needed confidence. The marginal rise also weakens investors' expectations of a rate hike by the Federal Reserve next month. Given this scenario, we recommend buying four consumer discretionary stocks, namely, American Outdoor Brands, Inc. AOUT, Crocs, Inc. CROX, Roku, Inc. ROKU, Lifetime ", "date_published": "2026-08-13T12:42:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R1KU34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R1KU34", "name": "Roku, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/45dc268d-02dc-4be8-8a7e-2b0f7fb67978/"}]}}, {"id": "source:942c45952dd093cb334944b97dfa94e7e4b10082fe98774bfe152d7193ea3b67", "url": "https://finance.yahoo.com/markets/stocks/articles/big-tech-drives-credit-risk-103014617.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/big-tech-drives-credit-risk-103014617.html", "title": "Big Tech Drives Up Credit Risk for Safe Firms With No AI Links", "content_text": "(Bloomberg) -- As a flood of debt sales by US tech companies ripples through the credit market, it seems to be triggering an inadvertent rise in risk metrics for some of the world's safest firms. Most Read from Bloomberg 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 Anthropic Said in Talks to Buy Startup Decart for $6 Billion Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Strategists at BNP Paribas SA say these moves are a knock", "date_published": "2026-08-13T10:30:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:9165417bb558c209aac8b4e646a97daa560c5602db84e3c8f838f5a0d2c57366", "url": "https://finance.yahoo.com/real-estate/articles/perini-management-services-inc-awarded-100000268.html", "external_url": "https://finance.yahoo.com/real-estate/articles/perini-management-services-inc-awarded-100000268.html", "title": "Perini Management Services, Inc. Awarded $42 Million Construction Completion Project at Tabuk Air Base, Saudi Arabia", "content_text": "LOS ANGELES, August 13, 2026--(BUSINESS WIRE)--Tutor Perini Corporation (NYSE: TPC) (the \"Company\"), a leading civil, building and specialty construction company, announced today that its subsidiary, Perini Management Services, Inc. (\"PMSI\"), has been awarded a contract valued at approximately $42 million by the U.S. Army Corps of Engineers (USACE), Middle East District, Southwestern Division to complete the construction of facilities at Tabuk Air Base in the Kingdom of Saudi Arabia. The scope of work includes the completion of a helicopter maintenance hangar, warehouse facility, and Ground Su", "date_published": "2026-08-13T10:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "ATTB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ATTB34", "name": "AT&T Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/beea800e-e74a-4bef-99bf-ea91cc583f03/"}]}}, {"id": "source:0243ae4d767efcd22446dd74ab0eebf6e3e6b4f2902a3aee7510441629b5d875", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "external_url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "content_text": "The S&P 500 Index ($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 closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "date_published": "2026-08-13T08:31:08+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:9e8d14d80edab0c9ae437041342c43a75408bfc36310359adcd917a0013ab4a2", "url": "https://finance.yahoo.com/markets/stocks/articles/5-revealing-analyst-questions-lumen-074100167.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-revealing-analyst-questions-lumen-074100167.html", "title": "5 Revealing Analyst Questions From Lumen\u2019s Q2 Earnings Call", "content_text": "5 Revealing Analyst Questions From Lumen's Q2 Earnings Call Lumen's second quarter was marked by a sharper-than-expected decline in sales and a negative market reaction, despite delivering revenue and non-GAAP earnings above Wall Street expectations. Management attributed the results to continued progress in shifting the business mix toward strategic and digital services, highlighted by robust growth in Network-as-a-Service (NaaS) adoption and the initial integration of Alkira. CEO Kate Johnson noted, \"Our NaaS growth rates exceeded even our own internal ambitions for the first half,\" emphasiz", "date_published": "2026-08-13T07:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "L1MN34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "L1MN34", "name": "Lumen Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/abe0165e-4be1-4b32-8d29-841c43f0b645/"}]}}, {"id": "source:bc5cdf2f24ab0f142ae7d86ea1fb215d01a8700f505b278b416ef244bc938370", "url": "https://finance.yahoo.com/technology/ai/articles/investors-may-respond-meta-platforms-061050999.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/investors-may-respond-meta-platforms-061050999.html", "title": "How Investors May Respond To Meta Platforms (META) Youth Trial Amid Expanding Open\u2011Weight AI Push", "content_text": "In recent weeks, Meta Platforms has launched a series of open\u2011weight AI models like Muse Spark 1.2 and Muse Glimmer, ramped up multibillion\u2011dollar data\u2011center commitments, and appeared at major industry events, all while facing escalating global scrutiny over its AI products and data practices. At the same time, Meta is heading into its largest youth social media trial yet, with 29 U.S. states and thousands of plaintiffs challenging the company's alleged addictive design and children's data collection, raising material questions about future platform rules, compliance costs, and product featur", "date_published": "2026-08-13T06:10:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:ebaf95d69e6b14cc93605852b17a434e9ceacf9a4298f5e6b009a109f62a6415", "url": "https://finance.yahoo.com/markets/stocks/articles/telephone-data-systems-tds-reports-061033910.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/telephone-data-systems-tds-reports-061033910.html", "title": "Telephone And Data Systems (TDS) Reports Strong Q2 Profit, Is The Valuation Gap Too Wide?", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Telephone and Data Systems (TDS) has drawn fresh attention after reporting Q2 2026 results on 7 August, with revenue of US$309.28 million and net income of US$298.37 million from continuing operations. See our latest analysis for Telephone and Data Systems. Despite the stronger Q2 earnings profile and spectrum transactions with Verizon and T-Mobile, Telephone and Data Systems' recent share price return has softened, with the stock at US$33.17 and share price performance weakening over the past quarter even as the 5-year total shareholder return remains positive. If this kind of telecom restructuring story has your attention, it can be useful to compare TDS with other operators exposed to critical infrastructure and long-term contracts through the 36 power grid technology and infrastructure stocks Telephone and Data Systems now trades well below the average analyst price target, despite a strong Q2 headline profit and a weaker recent share run. Is that discount compensation for real execution risk, or an overreaction that valuation numbers challenge next? Most Popular Narrative: 36.6% Undervalued Compared with the last close at $33.17, the most followed narrative places Telephone and Data Systems closer to a fair value of $52.33. That gap sets up a very different take on today's share price. The divestiture of UScellular and major spectrum assets has substantially deleveraged TDS's balance sheet, freeing up capital for aggressive expansion in fiber infrastructure and providing flexibility for opportunistic M&A, both of which are positioned to drive long-term revenue and earnings growth as broadband demand intensifies. Read the complete narrative. Want to see what sits behind that confidence in fiber and towers at Telephone and Data Systems? The narrative focuses on revenue mix shifts, margin pressure and a future earnings profile that depends on how this transition develops. Result: Fair Value of $52.33 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Telephone and Data Systems still faces pressure from declining legacy copper and cable revenue, as well as heavy fiber capital spending that could strain margins and cash generation. Find out about the key risks to this Telephone and Data Systems narrative. Another View on Telephone and Data Systems Valuation Story Continues The 36.6% undervaluation narrative for Telephone and Data Systems leans heavily on analyst targets and future earnings assumptions. A different lens comes from the SWS DCF model, which points to a value of just $1.63 per share, well below the current $33.17 price. If cash flows matter most to you, how comfortable does that gap feel? Look into how the SWS DCF model arrives at its fair value.TDS Discounted Cash Flow as at Aug 2026 Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Telephone and Data Systems for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 49 high quality undervalued stocks. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity. Next Steps With mixed signals around Telephone and Data Systems and its recent moves, it makes sense to review the numbers yourself and decide quickly where you stand. To help with that, you can go directly to a summary of the 2 key rewards and 2 important warning signs Looking for more investment ideas beyond Telephone and Data Systems? If you stop at Telephone and Data Systems, you might miss other stocks that better match your goals, risk comfort and income needs over the long run. Target potential mispricings by reviewing companies flagged in the 49 high quali", "date_published": "2026-08-13T06:10:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "T1MU34", "VERZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1MU34", "name": "T-Mobile US, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/46cfae10-4385-4c83-a941-00816377677a/"}, {"symbol": "VERZ34", "name": "Verizon Communications Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b8fa3283-8964-4e7c-a47f-4209c491f330/"}]}}, {"id": "source:98677a3f086edf7c41019aace61137313ed5910ecddb6d4be43ad99f81e6a1be", "url": "https://www.nasdaq.com/articles/zillow-zg-q2-2026-earnings-call-transcript", "external_url": "https://www.nasdaq.com/articles/zillow-zg-q2-2026-earnings-call-transcript", "title": "Zillow (ZG) Q2 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Investor Relations - Bradley Allen BerningChief Executive Officer - Jeremy WacksmanChief Operating Officer and Chief Financial Officer - Jeremy Hofmann TAKEAWAYS Total Revenue -- $772 million, representing 18% growth driven by performance in the rentals and mortgage segments.Adjusted EBITDA -- $176 million, reflecting a 23% margin and exceeding management expectations for the period.Adjusted Net Income -- $118 million, contributing to a diluted adjusted net income per share of $0.52.For Sale Revenue -", "date_published": "2026-08-13T05:57:58+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "Z2LL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "Z2LL34", "name": "Zillow Group, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8c853c8a-1136-4dfa-bc5d-1fd411795e08/"}]}}, {"id": "source:ee49f3a5d953c60acef57b6ba3373d872e3c66ed77ac54ddcdedddd558fa84b8", "url": "https://finance.yahoo.com/technology/ai/articles/micron-technology-mu-against-ai-051413807.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/micron-technology-mu-against-ai-051413807.html", "title": "What Is Micron Technology (MU) Up Against In The New AI Stock Race?", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like Alphabet, Amazon and Microsoft. Recent commentary in 2026 highlights that cloud hyperscalers are now converting large AI infrastructure budgets into clearer long term profit plans. 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Zoox CEO Aicha Evans backed stronger federal oversight of autonomous vehicles as the Amazon.com Inc. subsidiary began charging passengers for driverless rides in Las Vegas, weeks after a smoke-related safety incident forced a fleetwide software recall. Zoox Backs Regulation as Paid Rides Begin \"I want to unequivocally say we agree with the administrator and the administration and the regulatory agency. 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Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 capital spending plan to $35 billion to $39 billion.10 stocks we like better than CoreWeave \u203a CoreWeave(NASDAQ: CRWV) reported second-quarter results after the market closed on Tuesday, and the number that mattered wasn't revenue. It was the backlog. 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Management attributed the quarter's performance to continued user momentum, especially among Gen Z, and advancements in AI-driven personalization, which have strengthened engagement on the platform. 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(NYSE:EROC) jumped by 22.84 percent on Wednesday to finish at $13.82 apiece amid the long-term growth prospects from its recent deal with Anthropic that boosted its backlog to close to $2 billion. In an updated report on the same day, the onsite power solutions provider said that it bagged a 470-MW equipment order from Anthropic, boosting its contracted power system sales backlog to $1.7 billion and extending its production commitments into 2028. \"We believe AI infrastructure is fundamentally reshaping power markets, and the need for rapid, utility-grade power continues to accelerat", "date_published": "2026-08-13T01:30:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "M1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "M1TA34", "name": "Meta Platforms, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/31c0e5e6-7ab1-4943-9954-ade42c5ee51a/"}]}}, {"id": "source:c2fff5fcf2c17c8b6d935332575daa1bf582f7a0147839b58fdb430d8797abb7", "url": "https://finance.yahoo.com/markets/stocks/articles/credo-brands-marketing-ltd-nse-011124094.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/credo-brands-marketing-ltd-nse-011124094.html", "title": "Credo Brands Marketing Ltd (NSE:MUFTI) (Q1 2027) Earnings Call Highlights: Transformation Phase ...", "content_text": "This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue grew 5% year-on-year to approximately Rs 125 crore in Q1 FY27, reflecting steady performance despite soft discretionary spending. Gross profit increased 5% year-on-year to Rs 77 crore, with gross margins holding steady at 62%. The company opened five new stores in leading malls and high streets, while closing seven underperforming stores, improving network quality and productivity. 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Lumen Technologies (NYSE:LUMN) appointed John M. Hinshaw to its Board of Directors. Hinshaw brings experience leading global operations and transformation initiatives at HSBC. His career includes executive roles at Hewlett-Packard, Hewlett Packard Enterprise, Boeing, and Verizon Wireless. 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Join 7 million investors using Simply Wall St's investing ideas for FREE. Baidu's share price has dropped sharply year to date, yet the stock still screens as undervalued on market multiples while scoring poorly on broader valuation checks. This leaves investors weighing a potential discount against the possibility that the weak return is signaling deeper concerns. Year to date the stock is down about 30%, which suggests sentiment toward Baidu has cooled even though its 1 year return remains positive. 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Verizon Communications stock has quietly built a solid track record over the past three years, yet the current valuation checks point to a mixed picture rather than a clear bargain or obvious overvaluation. The share price has returned 72.7% over three years. This puts more weight on whether today's valuation still leaves enough room for attractive long term returns. 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You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 451 S&P 500 companies reporting Q2 results (representing 90.2% of total index membership), aggregate earnings grew +41.6% year-over-year on +14.7% higher revenues. Positive Surprises were widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates. 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The collaboration aims to feed continuous glucose monitoring insights into the Google Health app to support personalized metabolic health tracking and coaching. The companies plan to run one of the largest real world metabolic health studies using anonymized Lingo data combined with Google's AI ", "date_published": "2026-08-12T21:13:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "GOGL34", "GOGL35"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOGL34", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/32a57de1-c199-4beb-8f73-8ad6dc64cf64/"}, {"symbol": "GOGL35", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/6f8db7fa-7929-4986-bff9-cdbafd2dab41/"}]}}, {"id": "source:e2f26fa49181968f3b9f3aef7f0bc536770f23b470792bfd5e79481ed388ab2c", "url": "https://finance.yahoo.com/video/google-pixel-11-isn-t-205900374.html", "external_url": "https://finance.yahoo.com/video/google-pixel-11-isn-t-205900374.html", "title": "Google\u2019s Pixel 11 isn\u2019t the story; Gemini AI is", "content_text": "Yahoo Finance Tech Editor joins Josh Lipton on Market Domination Overtime to discuss Google's (GOOG, GOOGL) new Pixel 11 smartphone lineup and its deeper integration of Gemini AI. Video Transcript 00:00 Speaker A This is their kind of, you know, big push that they're making in in the consumer space when it comes to AI. They allow their Gemini AI models to be used on Samsung phones, also in the new Apple Siri AI. Uh that is also going to be powered by some aspects of Gemini. But I think that's really the the biggest upgrade here. Uh the idea is that you'll be able to tell your phone to uh, okay", "date_published": "2026-08-12T20:59:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "GOGL34", "GOGL35"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GOGL34", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/32a57de1-c199-4beb-8f73-8ad6dc64cf64/"}, {"symbol": "GOGL35", "name": "Alphabet Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/6f8db7fa-7929-4986-bff9-cdbafd2dab41/"}]}}]}