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Arista Networks (ANET) Is In Focus Again, So What Is The Market Weighing?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Arista Networks (ANET) is back in focus after reporting second quarter 2026 results on 4 August, highlighted by its first quarter above US$3b …

Apple (AAPL) Cancels All Glass iPhone Ahead Of CEO Transition

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Apple (NasdaqGS:AAPL) has cancelled its planned all-glass iPhone model after production challenges with the design and manufacturing process. Management is reviewing the product …

Salesforce (CRM): Do Leadership Shifts Cloud Its Positioning in Sensitive Government AI Workloads?

In early August 2026, Salesforce announced that President and Chief Engineering and Customer Success Officer Srini Tallapragada had stepped down, moving into a one-year Special Advisor role to support product, technology, business development, and customer transitions while his existing equity awards continue to vest. …

IBD Stock Of The Day: The AI Ties Driving Amphenol's Post-Earnings Recovery

Amphenol is Tuesday's IBD Stock Of The Day. Shares of the AI data-center tied play are forming a cup base after a second-quarter dive. Continue Reading

NVIDIA Corporation (NVDA) and Naver: A $1 Billion AI Bet in South Korea

NVIDIA Corporation (NASDAQ:NVDA) will invest about $1.01 billion in South Korean internet company Naver to help finance an AI data center, taking a 4.5% stake in Naver once the deal closes. Nvidia, Naver, and U.S. private equity firm Brookfield are also in talks for …

Jim Cramer Highlights Arista Networks (ANET) Following Q2 Beat and 50% Rally

Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million. Non-GAAP earnings per share came in at $1.02, topping expectations by $0.13. The top-line expansion pulled …

VulnCheck Ranks No. 478 on the 2026 Inc. 5000 List of America’s Fastest-Growing Private Companies

717% Three-Year Revenue Growth Places VulnCheck in the Top 10% Overall and Among the Top 10 Cybersecurity Companies LEXINGTON, Mass., August 11, 2026--(BUSINESS WIRE)--VulnCheck, The Exploit Intelligence Company, today announced that it ranked No. 478 on the 2026 Inc. 5000 list, the annual list …

TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration

TWLO Q2 Deep Dive: AI Adoption and Platform Expansion Drive Revenue Acceleration Customer engagement platform Twilio (NYSE:TWLO) reported Q2 CY2026 results topping the market's revenue expectations , with sales up 22% year on year to $1.50 billion. On top of that, next quarter's revenue …

Euronet Worldwide Inc E2EF34 Titulares - Distribuição de Posse de Ações

Brevo Named No. 1306 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies

Brevo Logo Company Recognized for 100% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses Austin, TX, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Brevo today announced it has been ranked No. 1306 on the 2026 Inc. 5000 list, the annual …

Is Broadcom’s (AVGO) Next Big Bet Hidden in Plain Sight?

On August 4, Broadcom (NASDAQ:AVGO) said its software business had joined NVIDIA (NASDAQ:NVDA) and other industry partners as a founding member of the Open Secure AI Alliance, an effort to build open, collaborative defenses against AI-driven cyberattacks. It is a modest headline next to …

Atlassian and Doximity Just Surged 30% After Earnings: 3 Software Stocks with the Same Setup

It's a great feeling when a stock you own absolutely skyrockets higher after reporting earnings. Two software-as-a-service (SaaS) stocks, Atlassian (NASDAQ: TEAM) and Doximity (NYSE: DOCS), gave their investors something to cheer about when both companies' share prices skyrocketed more than 30% this past …

Apple Executive in Charge of Pay and Wallet Services Is Leaving

(Bloomberg) -- Apple Inc.'s Jennifer Bailey, the longtime head of Pay and Wallet services, is retiring after more than two decades at the company, adding to a sweeping changing of the guard at the iPhone maker. Most Read from Bloomberg Five Takeaways From Zuckerberg's …

Michael Burry Doubles Down Again Against Major AI Stock

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is betting against Palantir Technologies (NASDAQ:PLTR)again, adding March 2027 put options with strike prices in the low-to-mid $100s as the famed investor challenges one of the market's richest AI valuations. The trade puts renewed …

Is Cisco Systems Stock Poised for New Highs as Q4 Earnings Approach?

Cisco Systems CSCO) is set to report its fiscal fourth-quarter results after the closing bell on Wednesday, Aug. 12, putting the networking giant back in the spotlight as investors assess whether its impressive momentum can continue. CSCO has been one of the market's stronger …

Wedbush Flags Surprise AMD Catalyst From Anthropic

This article first appeared on GuruFocus. AMD Gets Fresh AI Demand Signal From Anthropic Data Center Deal Advanced Micro Devices (NASDAQ:AMD) is getting another potentially important signal that its Anthropic partnership could translate into substantial real-world AI infrastructure demand. Wedbush says Anthropic's reported 191-megawatt …

Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is …

Sector Update: Tech Stocks Mixed Tuesday Afternoon

Tech stocks were mixed Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (X 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 …

Bandwidth Q2 Results Raise the Stakes for Its AI Growth Strategy

Bandwidth Inc. BAND reported second-quarter results that exceeded expectations and raised its full-year 2026 outlook, giving investors a clearer test of whether AI-driven communications can become a larger contributor to enterprise growth and profitability. Revenue reached $220 million, up 22% year over year, while …

She Spent $200 to Start a Side Hustle From Her Closet While Working at NASA. It Now Outearns Her Six-Figure Salary

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Many people dream about finding a second source of income that could one day match their regular paycheck. For one NASA engineer, that journey began with just …

QumulusAI (QMLS) Signs Nvidia DRW Blackwell Deal: Can Contract Momentum Translate Into Revenue?

On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated Nvidia Blackwell B300 cluster. The capacity will be served from QumulusAI's U.S. data center footprint, carrying an initial one-year term …

Why ASML Holding Stock Rallied Tuesday Morning

Shares of ASML Holding (NASDAQ: ASML) charged sharply higher on Tuesday, jumping as much as 5%. As of 12:54 p.m. ET, the stock was still up 3.2%. The catalyst that sent the chipmaking equipment provider higher was robust sales from one of the company's …

Market Indexes Drift Lower While Most Stocks Rise

Wall Street is saving its energy for Wednesday morning's inflation report, which should decide where this calm market goes next. Meanwhile, the top stock market indexes look pretty quiet again. The Dow Jones Industrial Average (DJINDICES: ^DJI) is down 0.08%, the S&P 500 (SNPINDEX: …

Bandwidth Stock Faces a Growth Versus Valuation Test for Investors

Bandwidth Inc. BAND enters the second half of 2026 with faster enterprise demand, rising software contribution and improving profitability. The investment question is whether those gains can support the stock's valuation or whether investors should wait for additional evidence that growth can translate into …

Bandwidth Stock Rises 21.7% in a Week: Can the Rally Still Continue?

Bandwidth Inc. BAND has gained 21.7% in a week, putting its operating progress under a brighter spotlight. The central question is whether improving fundamentals and rising demand for AI-driven communications can support further investor interest after the recent advance.Zacks Investment Research Image Source: Zacks …

Salesforce (CRM) Lost A Major Healthcare Customer To An In House AI CRM

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Curative ends a major Salesforce (NYSE:CRM) contract and rolls out its own in-house, AI-powered CRM platform for healthcare operations. The company cites cost and speed …

Apple TV eyes US broadcast rights to the Open as foray into sports broadcasting continues

New Zealand's Ryan Fox celebrates winning this year's Open.Photograph: Phil Noble/Reuters Apple TV has joined the battle to win US rights to golf's Open Championship in the streaming platform's latest move into sport. The Guardian has learned that Apple has had preliminary discussions with …

Palantir (PLTR) AI Drives US Targeting In Iran As Missile Bottleneck Emerges

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) is reported to be the primary operating system behind the U.S. military's AI driven targeting in Iran through the Pentagon's …

Intel makes another $15 billion vital move as AI demand accelerates

Time and again, I've seen the same movie at Intel, from different angles. From the layoffs, the 18A yield progress, the management restructuring, the CHIPS Act subsidies, and the Q2 beat, which was the company's strongest revenue growth in 15 years. Each piece of …

Uber Exits Serve Robotics Stake as Delivery Alliance Unravels

(Bloomberg) -- Uber Technologies Inc. has divested from long-time partner Serve Robotics Inc. as the two companies clash over how to deploy delivery robots, the latest setback in Uber's push to facilitate autonomous services on its platform. Most Read from Bloomberg Five Takeaways From …

Splitit Ranked No. 1614 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

Company Recognized for 216% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 11, 2026 /PRNewswire/ -- Splitit, the global leader in card-linked installment payments, today announced it has been ranked No. 1614 on the 2026 Inc. 5000 …

AMD Sees AI Inference Fueling Explosive Data Center Growth in 2027

Key Points Interested in Advanced Micro Devices, Inc.? Here are five stocks we like better. AMD expects data center revenue to grow by much more than 100% in 2027, driven by rising AI inference demand and agentic AI workloads. Its server business already grew …

Nvidia Taps Wall Street for $500 Billion Funding Commitment

US investment giants including Apollo Global Management Inc., Blackstone Inc., BlackRock Inc. and Brookfield Asset Management are partnering with Nvidia Corp. to source $500 billion in financing for artificial intelligence infrastructure. Bloomberg's Ed Ludlow joins to discuss this as well as Intel raised $20 …

TMX Group Equity Financing Statistics - July 2026

Toronto Stock Exchange, TSX Venture Exchange Toronto, Ontario--(Newsfile Corp. - August 11, 2026) - TMX Group today announced its financing activity on Toronto Stock Exchange (TSX) and TSX Venture Exchange (TSXV) for July 2026. TSX welcomed 19 new issuers in July 2026, compared with …

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) …

Zebra (ZBRA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Vice President of Investor Relations - Michael SteeleChief Executive Officer - William BurnsChief Financial Officer - Nathan Winters TAKEAWAYS Net Sales -- $1.5 billion, growing 20.4% or 9.2% …