Sharemaestro Newsreel

Is Snowflake’s (SNOW) New AI Security Push Quietly Redefining Its Competitive Moat?

In late July and early August 2026, Alteryx, Aembit, and 1Password announced new integrations with Snowflake's AI Data Cloud and security ecosystem, while Snowflake launched Cortex AI Gateway to help enterprises govern, secure, and orchestrate both first- and third-party AI agents at scale. Together, …

Projeções de Resultados: Atlassian Corp (TEAM) — LPA e Crescimento de Receita

Projeções de Resultados: Datadog Inc (DDOG) — LPA e Crescimento de Receita

Projeções de Resultados: PagSeguro Digital Ltd (PAGS) — LPA e Crescimento de Receita

Projeções de Resultados: MongoDB Inc (MDB) — LPA e Crescimento de Receita

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of …

Intel upsizes stock offering to $20B, prices at $95

[Intel Headquarters] JasonDoiy Intel (INTC [https://seekingalpha.com/symbol/INTC]) announced Tuesday the pricing of its upsized $20B public stock offering, selling over 210 million shares at $95 per share, according to a statement [https://seekingalpha.com/pr/20613961-intel-announces-upsize-and-pricing-of-20-billion-common-stock-offering]. The chipmaker has granted to the underwriters a 30-day option to purchase up …

Intel Announces Upsize and Pricing of $20 Billion Common Stock Offering

SANTA CLARA, Calif., August 11, 2026--(BUSINESS WIRE)--Intel Corporation (Nasdaq: INTC) today announced the pricing of its previously announced registered public offering of common stock. Intel priced the underwritten public offering of 210,526,315 shares of common stock at a public offering price of $95 per …

CoreWeave Earnings Will Test Its Speedrun to AI Hyperscale

CoreWeave earnings are expected to show another quarter of triple-digit sales growth as the AI cloud company spends billions on data centers and inches toward profitability. Continue Reading

Margins Under Pressure, Demand Accelerating — Is TE Connectivity (TEL) at a Critical Inflection Point?

The accelerating AI infrastructure buildout, along with the ongoing electric vehicle adoption and industrial automation, is driving huge demand for electronic connectors and sensors. Expanding data center capex is driving this demand. The top five US hyperscalers are projected to spend around $730 billion …

Jim Cramer Discusses Retailers He Likes: Williams-Sonoma (WSM) and Ralph Lauren (RL)

During the August 6 episode of Mad Money, host Jim Cramer highlighted the power of investing in strong retail themes supported by resilient consumers. Grouping together two premier names in the luxury and home furnishings space, Cramer pointed out: I love themes. They help …

Making Sense of the Multibillion-Dollar Numbers of Nvidia Deal, Intel Share Sale

Nvidia is becoming the "banker of choice to the AI ecosystem" as it seals $500 billion commitments from Wall Street giants. Meanwhile, Intel is looking at its first share sale since the 1970s. Bloomberg's reporters and market watchers make sense of the multibillion-dollar figures, …

Jim Cramer Endorses Lockheed Martin as “Sensational”

During the lightning round of the August 6 episode of Mad Money, a caller inquired about the long-term outlook for Lockheed Martin Corporation (NYSE:LMT), highlighting its prominent position as a major defense contractor and pointing out its steady dividend payout of $3.45 per share. …

Jim Cramer Picks CoreWeave (CRWV) as the Better Buy Over IREN

When a caller asked about IREN Limited (NASDAQ:IREN) during the lightning round of the August 6 episode of Mad Money, Jim Cramer remarked, "If you like IREN… you got to go buy CoreWeave. CoreWeave is cheaper and better, okay?" Capital Models and Historical Commentary …

Why Akamai (AKAM) Shares Are Trading Lower Today

Why Akamai (AKAM) Shares Are Trading Lower Today What Happened? Shares of cloud technology company Akamai Technologies (NASDAQ:AKAM) fell 6.4% in the afternoon session after the company reported second-quarter 2026 earnings that revealed a steep drop in profitability and a weak forward-looking forecast. While …

Why Is Atlassian (TEAM) Stock Soaring Today

What Happened? Shares of collaboration software company Atlassian (NASDAQ:TEAM) jumped 37.4% in the afternoon session after the company reported second-quarter results that surpassed Wall Street's expectations and provided a strong forecast for the upcoming quarter. During the earnings call, management attributed the 27.6% surge …

Why Are Twilio (TWLO) Shares Soaring Today

Why Are Twilio (TWLO) Shares Soaring Today What Happened? Shares of customer engagement platform Twilio (NYSE:TWLO) jumped 26% in the afternoon session after the company reported second-quarter results that far exceeded analyst expectations and provided a strong outlook for the upcoming quarter. During the …

Intel nears upsizing share sale to $20B: report

[Intel headquarters in Santa Clara, California, USA] JHVEPhoto * Intel (INTC [https://seekingalpha.com/symbol/INTC]) is seeking to increase the amount it’s raising in a share sale to about $20 billion, a third more than it was targeting when it announced the deal Monday morning, according to …

Trump Media Expands Bitcoin Holdings to $900 Million While Reporting H1 Unrealized Losses — What to Know About Truth Social Owner's BTC Stash

Trump Media & Technology Group Corp.(NASDAQ:DJT) reported Monday that it held more than $900 million worth of Bitcoin (CRYPTO: BTC) at the end of July. 'Exciting' Unlock For Square Sellers The disclosure appeared in the "Subsequent Events" section of Trump Media's earnings report. The …

What Does Dell Technologies (DELL) Full North America Distribution Reach Mean?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Dell Technologies (NYSE:DELL) expanded its partnership with D&H Distributing Co., which is now a fully authorized distributor for Dell's complete storage and server …

Dell (DELL) Stock May Be Undervalued On A Huge Five Year Run

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dell Technologies stock has delivered very strong long term returns, yet current valuation checks still suggest the shares may trade below an estimate …

Apollo Global Management (APO) Joins $500 Billion AI Infrastructure Fund

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Apollo Global Management (NYSE:APO) is part of a planned US$500b AI infrastructure fund alongside Nvidia and other large Wall Street investors. The fund …

Dow Jones Futures: Trump Claims 'Control' Of Strait Of Hormuz; SpaceX Rival Rocket Lab Dives On Earnings

Dow Jones Futures: Trump claimed "control" of the Strait of Hormuz. SpaceX rival Rocket Lab tumbled on earnings late. Continue Reading

Adeia (ADEA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 3, 2026 at 5 p.m. ET CALL PARTICIPANTS Vice President and Investor Relations - Chris ChaneyPresident and Chief Executive Officer - Paul DavisChief Financial Officer - Keith Jones TAKEAWAYS Revenue -- $96.1 million, driven by the …

World-First Work From Home Laws Delayed After Business Outcry

(Bloomberg) -- The Australian state of Victoria has postponed world-leading working from home laws less than a month before they were due to start, following fierce opposition from business groups and calls for more consultation. Most Read from Bloomberg China Unleashes $28 Trillion Capital …

What Does Super Micro Computer (SMCI) Winning A Gigawatt AI Data Center Mean?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Super Micro Computer (NasdaqGS: SMCI) has announced a new collaboration to build a gigawatt-scale data center for SpaceX and xAI. The project is positioned …

Why Corning (GLW) Is Up 7.6% After Strong Q2 Results And AI-Focused Guidance

Corning Incorporated recently reported second-quarter 2026 results showing higher sales of US$4,505 million and improved earnings per share compared with a year earlier, while also completing a multi-year share repurchase program totaling 48,600,078 shares for about US$2.03 billion. The company paired these results with …

Sony Group (TSE:6758), What Is Behind The Fresh Attention?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Sony Group (TSE:6758) has drawn fresh attention after unveiling its compact FE 100-400mm f/5.6-8 OSS super telephoto lens, expanding its camera ecosystem just …

RXO, BrightView, SiteOne, ServiceNow, and Rocket Lab Shares Are Soaring, What You Need To Know

RXO, BrightView, SiteOne, ServiceNow, and Rocket Lab Shares Are Soaring, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists …

What Could Intuit (INTU) New AI ERP Push Mean For Mid Market Growth?

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. Intuit (NasdaqGS:INTU) launched an AI powered Enterprise Suite with Citrin Cooperman Advisors focused on …

Anthropic Strikes $9 Billion Cloud Deal With Riot Platforms

(Bloomberg) -- Anthropic PBC has struck a $9.1 billion deal with Riot Platforms Inc., a Bitcoin mining company that recently began selling AI data center capacity, people familiar with the matter said, underscoring the Claude maker's efforts to secure enough computing to meet its …

Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know

Corning, Sunrun, Coinbase, Builders FirstSource, and Blue Bird Shares Skyrocket, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after the July jobs report showed an unexpected loss of 23,000 jobs, signaling a cooling labor market. Economists …

QUALCOMM (QCOM) Issued Q4 Guidance, Is The 17% Discount Enough?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. QUALCOMM (QCOM) shares are back in focus after the company issued fourth quarter 2026 revenue guidance of US$9.7b to US$10.5b, alongside third quarter …

Intel Is Said to Near Share Sale Upsize to Raise $20 Billion

(Bloomberg) -- Intel Corp. is seeking to increase the amount it's raising in a share sale to about $20 billion, according to people familiar with the matter, a third more than it was targeting when it announced the deal Monday morning. Most Read from …

Trump Media targets closing TAE merger by end of 2026 while signing 10+ Truth API deals at $60k-$100k per month

Earnings Call Insights: Trump Media & Technology Group (DJT) Q2 2026 MANAGEMENT VIEW * "Starting with this call, you should expect an evolving approach on how we communicate as a company. More regular updates, more context around our strategy, and more openness about where …

Wall Street ends down as expectations of Hormuz deal fade

View Comments