{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Software - Application news", "home_page_url": "https://sharemaestro.com/newsreel/br/technology/software-application/", "feed_url": "https://sharemaestro.com/newsreel/br/technology/software-application/feed.json", "description": "Latest Software - Application company headlines from Brazil, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:f48f1f18ccc316671bad2c0d7927c0175a201d5bae32e3fbdcbecb3c88de4e9f", "url": "https://news.google.com/rss/articles/CBMiUkFVX3lxTE43WUoyU2tiUWlkZ0lIR1RzRHVJT245V3hUY29fT29rdThFUDZqeDRtdDJ3MjY3UHdybGVPNVdCM2ZBQkY0QWtCbkRDWVpKTW1TWFE?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiUkFVX3lxTE43WUoyU2tiUWlkZ0lIR1RzRHVJT245V3hUY29fT29rdThFUDZqeDRtdDJ3MjY3UHdybGVPNVdCM2ZBQkY0QWtCbkRDWVpKTW1TWFE?oc=5", "title": "TOTS3 - Totvs - Resultados, Dividendos, Cota\u00e7\u00e3o e Indicadores", "content_text": "TOTS3 - Totvs - Resultados, Dividendos, Cota\u00e7\u00e3o e Indicadores", "date_published": "2026-08-14T16:34:21+00:00", "authors": [{"name": "Investidor10"}], "tags": ["Market update", "TOTS3"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TOTS3", "name": "TOTVS S.A.", "sentiment_url": "https://sharemaestro.com/sentiment/1e4cf916-b1b7-4315-9f55-6b8ea818e606/"}]}}, {"id": "source:2e3cecf0fcfae5e009d57d0487ef0daad6c35804b38b23e0fa1f67fad43a1f4e", "url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "title": "Software M&A heats up: Which SaaS stocks could be next for private equity?", "content_text": "Investing.com -- Workday (WDAY) shares surged nearly 18% on Wednesday, August 13, their best single-day gain since 2016, after Reuters reported that private equity firm Silver Lake is in talks to acquire the enterprise software company in a deal that would rank among the largest software buyouts in history. The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transiti", "date_published": "2026-08-14T14:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "T1AM34", "H2UB34", "P2CO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1AM34", "name": "Atlassian Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/931d16c6-4f74-485c-8345-ab8ce091f6ad/"}, {"symbol": "H2UB34", "name": "HubSpot, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7dbee89a-f7d7-43c6-bb58-2070ea3f47d9/"}, {"symbol": "P2CO34", "name": "Procore Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/59a8e5c4-9e24-43dc-af57-f6e68530e8e6/"}]}}, {"id": "source:fc1b9108a102233d86601e52ee7a96624e516abedd411030550273531d4945d8", "url": "https://finance.yahoo.com/m/d7d9e06f-8998-3fca-a2f1-45cb0bb37f84/a-workday-takeover-bid-could.html", "external_url": "https://finance.yahoo.com/m/d7d9e06f-8998-3fca-a2f1-45cb0bb37f84/a-workday-takeover-bid-could.html", "title": "A Workday Takeover Bid Could End the Software Stocks Selloff", "content_text": "Silver Lake\u2019s takeover of Workday would send a clear signal to investors that private-equity firms are circling software. Continue Reading", "date_published": "2026-08-14T13:48:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "P2CO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "P2CO34", "name": "Procore Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/59a8e5c4-9e24-43dc-af57-f6e68530e8e6/"}]}}, {"id": "source:bd18cd41ec20709cd34c9c3207708c1d3e06fd1045ce9c141ef40196c26c03e1", "url": "https://finance.yahoo.com/markets/article/stocks-subdued-as-earnings-season-begins-to-wind-down-alphacheck-134418155.html", "external_url": "https://finance.yahoo.com/markets/article/stocks-subdued-as-earnings-season-begins-to-wind-down-alphacheck-134418155.html", "title": "Stocks subdued as earnings season begins to wind down: AlphaCheck", "content_text": "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 line after retail sales unexpectedly fell in July. Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data. Most sectors started the day in the green, though tech \u2014 August's top performing sector so far \u2014 declined slightly. Communication Services (XLC) and Energy (XLE) stoc", "date_published": "2026-08-14T13:44:18+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1OC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1OC34", "name": "DocuSign, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2c4c3ef-e574-49e3-a192-99d98383d3f4/"}]}}, {"id": "source:1e6377a46d2c1ab3864fa7e1f482b562e47ad78fab674713aa1f7699a3f8fb1c", "url": "https://finance.yahoo.com/markets/article/workday-takeover-chatter-could-mark-a-turning-point-for-software-stocks-115257707.html", "external_url": "https://finance.yahoo.com/markets/article/workday-takeover-chatter-could-mark-a-turning-point-for-software-stocks-115257707.html", "title": "Workday takeover chatter could mark a turning point for software stocks", "content_text": "A big buyout of Workday (WDAY) could send an important signal on software stocks, which have been hammered over the past 12 months. \"We believe that the reported discussions highlights that the terminal risk related to AI for certain enterprise software companies (i.e. those with scale) is potentially overdone,\" Evercore ISI analyst Kirk Materne wrote in a note on Friday. Reports surfaced late Thursday that the tech-focused private equity firm Silver Lake has held preliminary discussions in recent months about acquiring enterprise software player Workday. Shares finished yesterday's session up", "date_published": "2026-08-14T11:52:57+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "D1OC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "D1OC34", "name": "DocuSign, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2c4c3ef-e574-49e3-a192-99d98383d3f4/"}]}}, {"id": "source:a799825a196816a9b994d67f128d60dae1a5725fbced743136c63b8ba7d08a56", "url": "https://finance.yahoo.com/m/d77ca588-1019-36e1-8065-a36ae0ce7b6c/dow-jones-futures%3A-sandisk%2C.html", "external_url": "https://finance.yahoo.com/m/d77ca588-1019-36e1-8065-a36ae0ce7b6c/dow-jones-futures%3A-sandisk%2C.html", "title": "Dow Jones Futures: Sandisk, Memory Stocks Extend Gains; Applied Materials Tumbles", "content_text": "The S&P 500 hits a new high after a constructive pause. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings. Continue Reading", "date_published": "2026-08-14T11:08:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"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", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:d2c3db0a1c4040b3979df928c0221a86951c4e1f138667a7e9fc21d7b45fcd5c", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081225077.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081225077.html", "title": "US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Watch Intensifies", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Friday, Aug, 14 2026 US stock futures edge higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors focus on fresh inflation clues and rising government borrowing. The key data point is July producer prices, which are projected to rise 0.2% for overall PPI and 0.3% for core PPI that strips out food and energy. This matters because it shows what companies are paying to make goods, which can l", "date_published": "2026-08-14T08:12:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:6bb8d94cc3e8b982701850057610df91b606699dd9902c77b3165ca48f2e5d34", "url": "https://www.nasdaq.com/articles/elastic-estc-soars-115-further-upside-left-stock", "external_url": "https://www.nasdaq.com/articles/elastic-estc-soars-115-further-upside-left-stock", "title": "Elastic (ESTC) Soars 11.5%: Is Further Upside Left in the Stock?", "content_text": "ElasticESTC shares rallied 11.5% in the last trading session to close at $86.03. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 24% gain over the past four weeks. The optimism surrounding the stock can be attributed to strong demand for Elastic\u2019s search and observability solutions, supported by growing adoption of its Elasticsearch platform and AI-powered capabilities. The company is benefiting from rising demand for AI-driven search, real-time data analytics and cloud-based workloads, which ar", "date_published": "2026-08-14T05:48:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "E2ST34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "E2ST34", "name": "Elastic N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/7fb4fd0a-e16e-4553-a45d-d8986b282663/"}]}}, {"id": "source:b980fcf4b11782dfe8fabe7e06c74b61992e05ad929bf8187d2074c9ac399497", "url": "https://finance.yahoo.com/markets/stocks/articles/5-most-interesting-analyst-questions-020500582.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-most-interesting-analyst-questions-020500582.html", "title": "The 5 Most Interesting Analyst Questions From HubSpot\u2019s Q2 Earnings Call", "content_text": "The 5 Most Interesting Analyst Questions From HubSpot's Q2 Earnings Call HubSpot's Q2 results drew a negative market response, despite surpassing Wall Street's revenue and non-GAAP earnings expectations. Management attributed the quarter's underwhelming outcome to delayed customer purchases and softer net new customer growth, as businesses required more time and proof points before adopting HubSpot's AI-driven offerings. CEO Yamini Rangan acknowledged that deliberate changes to pricing and product trials slowed conversions, stating, \"April got off to a slow start and the quarter we expected di", "date_published": "2026-08-14T02:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "H2UB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "H2UB34", "name": "HubSpot, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7dbee89a-f7d7-43c6-bb58-2070ea3f47d9/"}]}}, {"id": "source:47d4c7319d35892b33e633ed41fda380dfa9297adb761e578fe1ac2c078ae87e", "url": "https://finance.yahoo.com/markets/stocks/articles/shopify-q2-earnings-call-top-001300557.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/shopify-q2-earnings-call-top-001300557.html", "title": "Shopify\u2019s Q2 Earnings Call: Our Top 5 Analyst Questions", "content_text": "Shopify's Q2 Earnings Call: Our Top 5 Analyst Questions Shopify's second quarter saw a significant positive market reaction, with results surpassing Wall Street's revenue and adjusted profit expectations. Management attributed performance to broad-based growth across merchant sizes and geographies, as well as increasing adoption of new AI-powered tools like Sidekick and the Catalog API. President Harley Finkelstein highlighted that \"AI searches powered by Catalog converted twice the rate of those using scraped data,\" emphasizing the growing value of Shopify's infrastructure. Notably, gains wer", "date_published": "2026-08-14T00:13:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "S2HO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "S2HO34", "name": "Shopify Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/28d6a84d-0901-44f2-899f-8519d59f65b9/"}]}}, {"id": "source:18da91cf8b3794e0a2eceff89a4f59f02c10e08b0a9b535b8e5f687cc997ba2d", "url": "https://www.nasdaq.com/articles/atlassian-team-q4-2026-earnings-call-transcript", "external_url": "https://www.nasdaq.com/articles/atlassian-team-q4-2026-earnings-call-transcript", "title": "Atlassian (TEAM) Q4 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Head of Investor Relations - Martin LamChief Executive Officer and Co-Founder - Michael Cannon-BrookesChief Financial Officer - James Chuong TAKEAWAYS Total Revenue -- $1,766 million, growing 28% year over year driven by cloud and enterprise expansion.Cloud Revenue -- $1,213 million, representing 31% year-over-year growth due to migrations and seat expansion.Subscription ARR -- $6.6 billion, growing 23% year over year reflecting momentum across the enterprise segment.Remaining Performance Obligations -", "date_published": "2026-08-13T23:44:25+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "T1AM34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "T1AM34", "name": "Atlassian Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/931d16c6-4f74-485c-8345-ab8ce091f6ad/"}]}}, {"id": "source:196a538e97a05ea2a7ee716441c92f8ff211ca46875c4ab4c1ef5152d7049dfc", "url": "https://finance.yahoo.com/markets/stocks/articles/stoneco-ltd-stne-q2-earnings-225003842.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stoneco-ltd-stne-q2-earnings-225003842.html", "title": "StoneCo Ltd. (STNE) Q2 Earnings Beat Estimates", "content_text": "StoneCo Ltd. (STNE) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +2.17%. A quarter ago, it was expected that this company would post earnings of $0.42 per share when it actually produced earnings of $0.42, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates two times. StoneCo, which belongs to the Zacks Internet - So", "date_published": "2026-08-13T22:50:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:d178b462b2e0760c17479d837b9310fb6f4e1615ec488825e642e0c53728c8fb", "url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-hubs-stock-still-looks-221247132.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-hubs-stock-still-looks-221247132.html", "title": "HubSpot (HUBS) Stock Still Looks Above Fair Value After Guidance Cut", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. HubSpot stock has had a difficult run over the past few years, yet current valuation checks still suggest the shares are not obviously cheap. Investors are weighing a weak long term share price record against signals that the market may still be paying a premium for the company. Over the past 5 years, HubSpot shareholders have seen the stock decline 62.9%, which raises questions about how much long term value the market expects from here. The recent rese", "date_published": "2026-08-13T22:12:47+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "H2UB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "H2UB34", "name": "HubSpot, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7dbee89a-f7d7-43c6-bb58-2070ea3f47d9/"}]}}, {"id": "source:c80fb14bfad06db44fdc5ca16810047a9bb3a4c2ecd146f8b406874d040654c5", "url": "https://finance.yahoo.com/m/86c4a70a-670d-3795-b275-37ab39a8f2e5/workday-stock-soars-to-best.html", "external_url": "https://finance.yahoo.com/m/86c4a70a-670d-3795-b275-37ab39a8f2e5/workday-stock-soars-to-best.html", "title": "Workday Stock Soars to Best Day Since 2016 After Report of Potential Acquisition", "content_text": "Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a possible deal in recent months. Barron\u2019s has reached out to Workday and Silver Lake for comment. Continue Reading", "date_published": "2026-08-13T21:12:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:62c149f83f26d0bad35d2d924d6dfc0cc5d5c8e2e3a55722d6296b25e6a6d302", "url": "https://finance.yahoo.com/m/d77ca588-1019-36e1-8065-a36ae0ce7b6c/dow-jones-futures%3A-s%26p-500.html", "external_url": "https://finance.yahoo.com/m/d77ca588-1019-36e1-8065-a36ae0ce7b6c/dow-jones-futures%3A-s%26p-500.html", "title": "Dow Jones Futures: S&P 500 Hits High On Workday, Sandisk, Oil Prices; Applied Materials Earnings Late", "content_text": "The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings. Continue Reading", "date_published": "2026-08-13T20:47:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:34fa45cdc578ad8f7b8dd37d96b5eee4a10df0af26ff94a4b7602cf712977d10", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-rises-record-producer-204454316.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/p-500-rises-record-producer-204454316.html", "title": "Update: S&P 500 Rises to Record as Producer Inflation Cools", "content_text": "(Updates with market moves after the close.) The S&P 500 rose to a record on Thursday as traders PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-13T20:44:54+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:00d6d3dcf0d360f1b2aac6870f09ca8f1c6af99afb149aeb017401b3b29ac9ce", "url": "https://finance.yahoo.com/markets/stocks/articles/elastic-announce-first-quarter-fiscal-201500409.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/elastic-announce-first-quarter-fiscal-201500409.html", "title": "Elastic to Announce First Quarter Fiscal 2027 Earnings Results on Thursday, August 27, 2026", "content_text": "SAN FRANCISCO, August 13, 2026--(BUSINESS WIRE)--Elastic (NYSE: ESTC) announced that it will release its financial results for its first quarter fiscal 2027 ended July 31, 2026, after the U.S. market close on Thursday, August 27, 2026. The company will host a conference call at 2:00 p.m. PT / 5:00 p.m. ET that day to review its financial results and business outlook. A live webcast of the conference call will be accessible from the Elastic investor relations website at ir.elastic.co. A replay of the webcast will be available for two months. About Elastic Elastic (NYSE: ESTC) integrates its dee", "date_published": "2026-08-13T20:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "E2ST34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "E2ST34", "name": "Elastic N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/7fb4fd0a-e16e-4553-a45d-d8986b282663/"}]}}, {"id": "source:acf29eef5c9eac3c913e56deedd042ee8ef516260d88a945cf6568f25bd0806e", "url": "https://finance.yahoo.com/markets/stocks/articles/docusign-announce-second-quarter-fiscal-200500122.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/docusign-announce-second-quarter-fiscal-200500122.html", "title": "Docusign to Announce Second Quarter Fiscal 2027 Financial Results on September 3, 2026", "content_text": "SAN FRANCISCO, Aug. 13, 2026 /PRNewswire/ -- Docusign (Nasdaq: DOCU) today announced that it will release its second quarter fiscal 2027 financial results after the U.S. markets close on Thursday, September 3, 2026. The company will host a conference call and live webcast at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) on the same day to discuss its financial performance and business outlook.(PRNewsfoto/DocuSign, Inc.) Conference Call Details Live Webcast: Webcast Link Domestic Toll-Free Dial-In: (877) 407-0784 International Dial-In: (201) 689-8560 An archived replay of the webcast will be ", "date_published": "2026-08-13T20:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1OC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1OC34", "name": "DocuSign, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2c4c3ef-e574-49e3-a192-99d98383d3f4/"}]}}, {"id": "source:f9adec61df28227467091b059929a0230bceb3fbb8041edbe1ea720093c4b0ae", "url": "https://finance.yahoo.com/m/e28e9397-ed50-398f-a006-889bd53bd377/s%26p-500-rides-ai-stock-rally.html", "external_url": "https://finance.yahoo.com/m/e28e9397-ed50-398f-a006-889bd53bd377/s%26p-500-rides-ai-stock-rally.html", "title": "S&P 500 Rides AI Stock Rally to Fresh Record High", "content_text": "The S&P 500 cruised through the latest round of earnings reports and inflation data to close at a record high on Thursday. The Nasdaq Composite was up 0.8%. Artificial intelligence stocks were once again at the vanguard, but a broad collection of S&P 500 stocks closed higher. Continue Reading", "date_published": "2026-08-13T20:01:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:b851cd89e1d4308b47414b2427486d84a4cf949e60958f04154820e468806123", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-markets-end-higher-200001560.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-markets-end-higher-200001560.html", "title": "US Equity Markets End Higher Amid Weak Producer Inflation Print, Drop in Crude Oil Prices", "content_text": "US equity indexes ended higher Thursday after a weak producer price inflation report and a drop in c PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-13T20:00:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:3633290cd8d7edfd5720f19829376af16633750995bb83e5d3cf498547bdb55c", "url": "https://finance.yahoo.com/markets/stocks/article/workday-stock-surges-on-report-of-acquisition-talks-with-silver-lake-193728087.html", "external_url": "https://finance.yahoo.com/markets/stocks/article/workday-stock-surges-on-report-of-acquisition-talks-with-silver-lake-193728087.html", "title": "Workday stock surges on report of acquisition talks with Silver Lake", "content_text": "What happened: Workday (WDAY) stock surged as much as 21% and was halted for volatility on Thursday. What's behind the move: A Reuters report said private equity firm Silver Lake was in talks to acquire the software company. The report, citing people familiar with the matter, said the two parties have held discussions about a potential deal in recent months, but the sources said the talks are ongoing and there is no guarantee of a deal. (WDAY ) Go deeper with AlphaSpace 206.45 +31.16 (+17.78%) At close: August 13 at 4:00:00 PM EDT What else you need to know: Workday shares recovered from a sel", "date_published": "2026-08-13T19:37:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:9d5ae77c33f611664eefe18fa58439df617706c435c4535732d32bf4969ea044", "url": "https://seekingalpha.com/news/4632683-workday-jumps-on-report-silver-lakes-in-talks-to-acquire?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632683-workday-jumps-on-report-silver-lakes-in-talks-to-acquire?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Workday jumps on report Silver Lake in talks to acquire", "content_text": "[M&A Mergers And Acquisitions] narvo vexar Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) soared 25% on a report that private equity firm Silver Lake is in talks to buy the software company. Silver Lake and Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) have held talks in recent months about a possible deal, according to a Reuters report o [https://www.reuters.com/world/silver-lake-talks-buy-workday-sources-say-2026-08-13/]n Thursday, which cited people familiar with the matter. The talks are continuing, though it's possible no deal comes to fruition. Silver Lake and Workday didn", "date_published": "2026-08-13T18:48:44+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Deals and strategy", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:65bf7da193ad94bfa1e835a0dedec1e446832860a3394c939a92125d48b8d1a6", "url": "https://finance.yahoo.com/markets/stocks/articles/exclusive-silver-lake-talks-buy-183537331.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/exclusive-silver-lake-talks-buy-183537331.html", "title": "Exclusive-Silver Lake in talks to buy Workday, sources say", "content_text": "By Milana Vinn Aug 13 (Reuters) - Private equity firm Silver Lake is in talks to acquire Workday in a deal that would rank among the largest software buyouts in history, according to people familiar with the \u200cmatter. News of the talks sent Workday shares nearly 18% higher on Thursday. Silver Lake and the human-resources and financial management \u200csoftware company have held discussions about a potential deal in recent months, the people said. The talks are ongoing and there is no guarantee a \u200bdeal will materialize, said the sources, who spoke on condition of anonymity because the discussions are", "date_published": "2026-08-13T18:35:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:843429afe3610035d4a4b5e347579238a11a245d08d5d4e99d1299934a5818cb", "url": "https://finance.yahoo.com/markets/stocks/articles/design-software-stocks-q2-earnings-163700272.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/design-software-stocks-q2-earnings-163700272.html", "title": "Design Software Stocks Q2 Earnings: Unity (NYSE:U) Firing on All Cylinders", "content_text": "Design Software Stocks Q2 Earnings: Unity (NYSE:U) Firing on All Cylinders As the Q2 earnings season wraps, let's dig into this quarter's best and worst performers in the design software industry, including Unity (NYSE:U) and its peers. The demand for rich, interactive 2D, 3D, VR and AR experiences is growing, and while the ubiquitous metaverse might still be more of a buzzword than a real thing, what is real is the demand for the tools to create these experiences, whether they are games, 3D tours or interactive movies. The 6 design software stocks we track reported a strong Q2. As a group, re", "date_published": "2026-08-13T16:37:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "U2ST34", "P2CO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "U2ST34", "name": "Unity Software Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/74ee6956-6710-4053-a98a-31dc2af90930/"}, {"symbol": "P2CO34", "name": "Procore Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/59a8e5c4-9e24-43dc-af57-f6e68530e8e6/"}]}}, {"id": "source:0b7474da477bd750a7b31a0ce7fa6737a017464cc7889cd485e4e8a30a53e98a", "url": "https://finance.yahoo.com/technology/ai/articles/ubers-robotaxi-deal-japans-hinomaru-162100583.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ubers-robotaxi-deal-japans-hinomaru-162100583.html", "title": "Is Uber's Robotaxi Deal With Japan's Hinomaru Kotsu a Growth Catalyst?", "content_text": "Uber Technologies UBER announced that Uber Japan has entered into an operational partnership with taxi operator Hinomaru Kotsu Co., Ltd. Hinomaru Kotsu will manage daily fleet operations for Uber's autonomous-vehicle pilot in Tokyo, which is scheduled to launch in late 2026. Its responsibilities will include depot management, vehicle cleaning, maintenance, inspections, charging and ensuring vehicle availability. Uber will make the rides accessible through its global ride-hailing app. The initiative follows the robotaxi partnership Memorandum of Understanding signed on March 12, 2026, by Uber, ", "date_published": "2026-08-13T16:21:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "U1BE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "U1BE34", "name": "Uber Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e380e4d3-0614-47fd-88ff-95763fcca62e/"}]}}, {"id": "source:354ee3f72ce952979031188ee4336e94115d99d1e1d44fce659c4751606fb01d", "url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-q2-earnings-beat-ai-161500952.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-q2-earnings-beat-ai-161500952.html", "title": "HubSpot Q2 Earnings Beat: Can AI Growth Offset Slower Buying Cycles?", "content_text": "HubSpot, Inc. HUBS delivered a second-quarter earnings beat, with revenues and earnings topping the Zacks Consensus Estimate. Revenue increased 20% year over year, while AI adoption continued across its agent portfolio. However, management also pointed to longer sales cycles, larger buying committees and greater scrutiny of AI spending. The earnings beat supports the growth case, but investors must determine whether AI monetization can offset slower purchase decisions. HUBS Beats on Revenue and Earnings HubSpot reported second-quarter revenues of $911.7 million, up 20% year over year and above", "date_published": "2026-08-13T16:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "H2UB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "H2UB34", "name": "HubSpot, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7dbee89a-f7d7-43c6-bb58-2070ea3f47d9/"}]}}, {"id": "source:53aca3f48731948f7e82fddc8ff87de60e7015c7c4eb61abc87a6b3cf130194d", "url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-stock-buy-hold-wait-161400827.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-stock-buy-hold-wait-161400827.html", "title": "HubSpot Stock: Buy, Hold or Wait as Growth Meets Valuation Pressure", "content_text": "HubSpot, Inc. HUBS combines 20% second-quarter revenue growth with improving cash generation, expanding enterprise adoption and rising AI usage. At the same time, customer buying decisions are taking longer, net revenue retention has eased and pricing changes are creating near-term execution pressure. With a Zacks Rank #3 (Hold), the setup favors a measured approach as investors assess whether AI monetization and enterprise growth can support the valuation. HUBS Shows Durable Revenue Growth HubSpot reported second-quarter revenue of $911.7 million, up 20% year over year, while subscription rev", "date_published": "2026-08-13T16:14:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "H2UB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "H2UB34", "name": "HubSpot, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7dbee89a-f7d7-43c6-bb58-2070ea3f47d9/"}]}}, {"id": "source:6a0f8074a855b34620eb2b7246c427fe08143a872e81e34d992ae7ea600a70bc", "url": "https://finance.yahoo.com/technology/ai/articles/atlassian-team-code-context-subtly-161317672.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/atlassian-team-code-context-subtly-161317672.html", "title": "Is Atlassian\u2019s (TEAM) New Code Context Subtly Redefining Its AI-Native Cloud Workflow Strategy?", "content_text": "In early August 2026, Atlassian Corporation introduced Code Context, a new Atlassian Teamwork Graph capability that securely connects and indexes large, multi-repository codebases for use across IDEs, AI coding tools, Jira, Rovo Chat, and the wider Atlassian ecosystem. By allowing AI agents and developers to combine code with Jira issues, Confluence content, Loom recordings, and dozens of third-party data sources, Code Context pushes Atlassian further toward an AI-native software development lifecycle centered on its cloud platform. Next, we'll examine how Atlassian's new Code Context capabili", "date_published": "2026-08-13T16:13:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T1AM34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "T1AM34", "name": "Atlassian Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/931d16c6-4f74-485c-8345-ab8ce091f6ad/"}]}}, {"id": "source:cb82c3bfb6a908397c931879ca0a91ed8c42c721bffdf66b6ab02be1bf6755f4", "url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-stock-fell-11-3-160900923.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/hubspot-stock-fell-11-3-160900923.html", "title": "HubSpot Stock Fell 11.3% in a Week. Is the Weakness an Opportunity?", "content_text": "HubSpot, Inc. HUBS has come under pressure even as its second-quarter results showed continued revenue growth, customer expansion and rising AI adoption. The stock's decline puts greater focus on whether the company can convert its AI investments and enterprise momentum into durable growth. The near-term picture is less clear. Management expects slower customer additions, pressure on net upgrade rates and longer buying cycles through the rest of 2026, while pricing changes are designed to lower barriers to AI adoption. HUBS Faces Slower Buying Decisions HubSpot said larger buying committees, m", "date_published": "2026-08-13T16:09:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "H2UB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "H2UB34", "name": "HubSpot, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7dbee89a-f7d7-43c6-bb58-2070ea3f47d9/"}]}}, {"id": "source:0bc353e12bd9ccc769fa83ea4e77ba0ddb9645490b18c1b1fbafa04f4e419c29", "url": "https://finance.yahoo.com/technology/ai/articles/shopifys-ai-driven-commerce-gains-155000318.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/shopifys-ai-driven-commerce-gains-155000318.html", "title": "Shopify's AI-Driven Commerce Gains Momentum: A Sign of More Upside?", "content_text": "Shopify's SHOP AI-driven commerce opportunity is strengthening the company's growth prospects as artificial intelligence reshapes how consumers discover and purchase products. During the second quarter of 2026, AI-driven traffic and orders to Shopify stores each tripled year over year, while new buyer orders through AI channels grew at nearly twice the rate of other channels, signaling that AI is emerging as a meaningful new discovery surface for merchants. Shopify's Catalog infrastructure is reinforcing this opportunity by making merchant product information more accessible to AI agents. Cata", "date_published": "2026-08-13T15:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "S2HO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "S2HO34", "name": "Shopify Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/28d6a84d-0901-44f2-899f-8519d59f65b9/"}]}}, {"id": "source:02ae49aa690783431a89639164e24cd0af57e582183c8e2f546deceb73a87d99", "url": "https://finance.yahoo.com/markets/stocks/articles/1-growth-stock-add-roster-142900750.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/1-growth-stock-add-roster-142900750.html", "title": "1 Growth Stock to Add to Your Roster and 2 We Turn Down", "content_text": "1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. Luckily for you, our job at StockStory is to help you avoid short-term fads by pointing you toward high-quality businesses that can generate sustainable long-term growth. On that note, here is one growth stock with significant upside potential and two that could be down big. Two Growth Stocks to Sell: Sunrun (RUN) One-Year Revenue Growth: +63.2% Help", "date_published": "2026-08-13T14:29:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "H2UB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "H2UB34", "name": "HubSpot, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7dbee89a-f7d7-43c6-bb58-2070ea3f47d9/"}]}}, {"id": "source:2310474dcc5e1e9b22d65a0fdf827cdc9b7b9b89dff6a149aa30cf9a93241cbb", "url": "https://finance.yahoo.com/markets/stocks/articles/soundhounds-q2-results-fuel-estimate-141600337.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/soundhounds-q2-results-fuel-estimate-141600337.html", "title": "SoundHound's Q2 Results Fuel Estimate Hikes: Is the Stock a Buy Now?", "content_text": "SoundHound AI, Inc. SOUN has given Wall Street fresh reasons to become more positive after a record second quarter, highlighted by faster revenue growth, improving margins and strong adoption of its OASYS platform. The better-than-expected performance has led to upward estimate revisions, strengthening the investment case even as the stock remains sharply down in 2026. Over the past 30 days, the Zacks Consensus Estimate for SoundHound's 2026 loss has narrowed to 14 cents per share from 15 cents, while the estimated 2027 loss has narrowed to 15 cents from 17 cents. The consensus estimate calls ", "date_published": "2026-08-13T14:16:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "N1IC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "N1IC34", "name": "NICE Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/306359ae-4acc-4163-ab95-f38de237f4a6/"}]}}, {"id": "source:1d42ee49f5c5220df4ef21acabda4265cd3c95ac7d9b9312b4f17fa09dd08c1d", "url": "https://finance.yahoo.com/markets/stocks/articles/datadogs-large-customer-grows-revenue-135000073.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/datadogs-large-customer-grows-revenue-135000073.html", "title": "Datadog's Large Customer Base Grows: Is Revenue Momentum Building?", "content_text": "Datadog DDOG is seeing strong growth in its large customer base, with customers generating at least $100,000 in ARR rising 23% year over year to approximately 4,720 as of June 30, 2026. These accounts contributed about 91% of total ARR, up from 89% a year earlier, strengthening the company's high-value recurring revenue base. Datadog is also gaining momentum in enterprise sales. New-logo annualized bookings in the enterprise segment more than doubled year over year, while new customers contributed about 30% of year-over-year revenue growth in the second quarter. The company's AI customer base ", "date_published": "2026-08-13T13:50:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1DG34", "E2ST34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1DG34", "name": "Datadog, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/10a63fd4-788d-402c-9aaa-1da390831b49/"}, {"symbol": "E2ST34", "name": "Elastic N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/7fb4fd0a-e16e-4553-a45d-d8986b282663/"}]}}, {"id": "source:7cea114ef0c9ecea88e25d3437c3cf4dcdd2bc8d1337449b0d386cc0313159e9", "url": "https://finance.yahoo.com/technology/ai/articles/lhh-wins-career-development-innovation-121500247.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/lhh-wins-career-development-innovation-121500247.html", "title": "LHH Wins Career Development Innovation Award at Inaugural 2026 HR Tech Breakthrough Awards for LHH Career Studio", "content_text": "AI-powered career transition platform recognized for combining labor market insights, human coaching, and job search tools in one system. Users in LHH's Career Transition program find new roles 32 days faster with the platform. NEW YORK CITY, NY / ACCESS Newswire / August 13, 2026 / Overview LHH Career Transition & Mobility, the leading talent transformation solutions business within the Adecco Group, today announced that LHH Career Studio has won the Career Development Innovation Award in the inaugural 2026 HR Tech Breakthrough Awards program. LHH was selected from hundreds of nominations spa", "date_published": "2026-08-13T12:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "W1DA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "W1DA34", "name": "Workday, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/88059450-3500-4f1e-8f98-fe5fe314be8b/"}]}}, {"id": "source:266c320225d5bf2efe20ae43783b6cf0cfe1e26a0955dbed150fcddf9589949f", "url": "https://finance.yahoo.com/markets/stocks/articles/1-unpopular-stock-more-attention-113300366.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/1-unpopular-stock-more-attention-113300366.html", "title": "1 Unpopular Stock That Should Get More Attention and 2 We Find Risky", "content_text": "1 Unpopular Stock That Should Get More Attention and 2 We Find Risky Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory. At StockStory, we look beyond the headlines with our independent analysis to determine whether these bearish calls are justified. That said, here is one stock where Wall Street's pessimism is creating a buying opportunity and two where the outlook is warranted.", "date_published": "2026-08-13T11:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "P1YC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "P1YC34", "name": "Paycom Software, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/3bffc2ff-0d43-4949-abeb-b1087dc13e3d/"}]}}, {"id": "source:1cb3888b2b3860bad7038238d095cefb8904b3b6c4e40bacee22875b6565b7ab", "url": "https://finance.yahoo.com/markets/stocks/articles/atlassian-team-beat-earnings-lifted-080853314.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/atlassian-team-beat-earnings-lifted-080853314.html", "title": "Atlassian (TEAM) Beat Earnings And Lifted Guidance, Is The AI Upside Already Priced In?", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Atlassian (TEAM) has just reported quarterly results that exceeded analyst expectations, paired with strong guidance that leans heavily on the adoption of its Rovo AI platform and the new Code Context capability. See our latest analysis for Atlassian. Atlassian's earnings beat and strong Rovo AI narrative have coincided with sharp recent momentum, with a 30 day share price return of 61.44% and a 90 day share price return of 91.99%, even though the 1 year total shareholder return i", "date_published": "2026-08-13T08:08:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T1AM34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "T1AM34", "name": "Atlassian Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/931d16c6-4f74-485c-8345-ab8ce091f6ad/"}]}}, {"id": "source:8cf78569bf2e24ad90c6167e675761ee8f57fde9489e8d898133b9c39faf6c7b", "url": "https://www.nasdaq.com/articles/uber-japan-partners-hinomaru-kotsu-robotaxi-pilot-deployment-tokyo", "external_url": "https://www.nasdaq.com/articles/uber-japan-partners-hinomaru-kotsu-robotaxi-pilot-deployment-tokyo", "title": "Uber Japan Partners With Hinomaru Kotsu For Robotaxi Pilot Deployment In Tokyo", "content_text": "(RTTNews) - Uber Technologies, Inc. (UBER), the ride hailing application, Thursday announced that its Japan unit has inked an operational partnership agreement with one of its taxi operators, Hinomaru Kotsu Co., Ltd. to manage day-to-day fleet operations for its autonomous vehicle pilot deployment in Tokyo, scheduled to launch in late 2026. The financial details of the operational partnership have not been divulged. Hinomaru Kotsu will monitor depot operations, vehicle cleaning, maintenance, inspections, charging, and vehicle uptime, with Uber making these rides available to customers through ", "date_published": "2026-08-13T07:33:46+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Deals and strategy", "U1BE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "U1BE34", "name": "Uber Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e380e4d3-0614-47fd-88ff-95763fcca62e/"}]}}, {"id": "source:c9c5141bb062e884764094bee199aa39a809179f9426c1b0aee95893c88cae34", "url": "https://www.nasdaq.com/articles/uber-due-rally-fundamentals-improve", "external_url": "https://www.nasdaq.com/articles/uber-due-rally-fundamentals-improve", "title": "Uber Is Due for a Rally as Fundamentals Improve", "content_text": "Key Points Uber's fundamentals are improving, but the stock is underperforming. Delivery services are driving the majority of Uber's growth, and its top competitor, DoorDash, carries a much higher valuation. If Uber continues to deliver solid financial growth, the market should eventually notice and re-rate the stock.10 stocks we like better than Uber Technologies \u203a Amid a rising stock market, Uber(NYSE: UBER) is down by about 8% year to date, but the company's fundamentals reflect a different reality. It is the leader in the ride-hailing industry, and it continues to gain market share. Furthe", "date_published": "2026-08-13T07:30:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "U1BE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "U1BE34", "name": "Uber Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e380e4d3-0614-47fd-88ff-95763fcca62e/"}]}}, {"id": "source:9992ac560e09b04bcc1ccf3d0b81b8ebfb5bec1fbdc2f9a1af8f57a884ef3a0c", "url": "https://finance.yahoo.com/technology/ai/articles/shopify-shop-puts-shop-app-061204409.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/shopify-shop-puts-shop-app-061204409.html", "title": "Shopify (SHOP) Puts Shop App At The Center Of Its 2026 Holiday Push", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Shopify (NasdaqGS:SHOP) is centering its upcoming 2026 holiday push on the Shop app as a key channel for merchants and shoppers. The company is promoting new AI-powered features in Shop, aimed at tailoring product discovery and recommendations during peak season. Management is positioning the app as a primary hub for merchant engagement, rather than only a checkout extension on individual online stores. The holiday focus on Shop signals a broader effort to", "date_published": "2026-08-13T06:12:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "S2HO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "S2HO34", "name": "Shopify Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/28d6a84d-0901-44f2-899f-8519d59f65b9/"}]}}, {"id": "source:a071f5b0ff5bd0a6ad3e4a1c4d1734ffbc5ada614808c92be73543f69cb4c73e", "url": "https://finance.yahoo.com/technology/ai/articles/uber-partners-hinomaru-kotsu-robotaxi-060000774.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/uber-partners-hinomaru-kotsu-robotaxi-060000774.html", "title": "Uber Partners with Hinomaru Kotsu for Robotaxi Pilot Deployment in Tokyo", "content_text": "TOKYO, August 13, 2026--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) today announced that Uber Japan has signed an operational partnership agreement with one of its taxi operators, Hinomaru Kotsu Co., Ltd., to manage day-to-day fleet operations for its autonomous vehicle pilot deployment in Tokyo, scheduled to launch in late 2026. Hinomaru Kotsu will oversee depot operations, vehicle cleaning, maintenance, inspections, charging, and vehicle uptime, with Uber making these rides available to customers through its leading global ridehailing app. This initiative is based on the Memorandum of Understanding (MOU) for a robotaxi partnership in Japan signed on March 12, 2026, by Uber Technologies (Headquarters: California, USA; CEO: Dara Khosrowshahi), Wayve (Headquarters: London, UK; CEO: Alex Kendall), and Nissan Motor Co., Ltd. (Headquarters: Yokohama, Kanagawa; President and CEO: Ivan Espinosa). By deploying Nissan LEAF equipped with Wayve's AI Driver technology, the project aims to provide a seamless environment where riders can experience cutting-edge robotaxi services as an everyday transportation option. Under Japanese law, passenger transport services must be operated by authorized taxi companies. This initiative is strictly designed to comply with domestic laws, regulations, and licensing requirements. Uber will provide its matching platform and operational support tools, while Hinomaru Kotsu will serve as the authorized operator responsible for fleet management. In the initial phase of the pilot rollout, safety will be the highest priority; experienced Hinomaru Kotsu drivers will be on board as safety operators to monitor behind the wheel and ensure reliable operations, as part of our phased introduction, before fully driverless operations begin in the future, subject to regulatory approval. Comment from Sarfraz Maredia, Global Head of Autonomous Mobility & Delivery, Uber: \"We are very happy to partner with Hinomaru Kotsu\u2014a deeply trusted operator\u2014to bring this pilot deployment to life in Tokyo. Japan's capital features one of the most complex driving environments in the world. Hinomaru Kotsu's extensive operational experience and rigorous safety standards, as well as Nissan's exceptional automotive engineering and Wayve's advanced AI technology, are vital to the success of this project. We look forward to continuing our close collaboration between relevant ministries and our partners to responsibly deliver a safe, seamless, and futuristic transportation choice to riders in Japan.\" Story Continues Comment from Kazutaka Tomita, President and Representative Director, Hinomaru Kotsu: \"We are deeply honored to embark on this new challenge alongside Uber and our partners toward the commercialization of robotaxis. By fully leveraging the safety management expertise and operational know-how we have cultivated over the years, we aim to build an operational framework where both human-driven taxis and robotaxis maximize their respective strengths. As we address the pressing societal challenge of driver shortages, we are committed to building a sustainable mobility service that everyone can rely on with confidence\u2014one where people and technology complement and enhance each other.\" About Uber Uber's mission is to create opportunity through movement. We started in 2010 to solve a simple problem: how do you get access to a ride at the touch of a button? More than 79 billion trips later, we're building products to get people closer to where they want to be. By changing how people, food, and things move through cities, Uber is a platform that opens up the world to new possibilities. About Hinomaru Katsu As the core company of the Hinomaru Automobile Group with a 76-year history, Hinomaru Kotsu Co., Ltd. operates taxi and hired car services in Japan. Under our vision of \"Driving with Heart over Skill,\" we strive to bring various innovations to the taxi and limousine industry, pursuing both safety and service excellence. In response", "date_published": "2026-08-13T06:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "U1BE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "U1BE34", "name": "Uber Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e380e4d3-0614-47fd-88ff-95763fcca62e/"}]}}, {"id": "source:35269bfb56fc7ac40affd614c733a06816d8cd8a1fbbcac9a10f6d5da27593fc", "url": "https://www.nasdaq.com/articles/fastly-fsly-q2-2026-earnings-call-transcript", "external_url": "https://www.nasdaq.com/articles/fastly-fsly-q2-2026-earnings-call-transcript", "title": "Fastly (FSLY) Q2 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Investor Relations - Vernon Essi Jr.Chief Executive Officer - Charles ComptonChief Financial Officer - Richard H. Wong TAKEAWAYS Revenue -- $183.3 million, up 23% year over year and exceeding the guidance range of $170 million to $176 million.Non-GAAP Gross Margin -- 65.8%, representing a record high for the company driven by higher revenue relative to infrastructure costs and continued financial discipline.LTM Net Retention Rate -- 117%, increasing from 113% in the prior quarter and reaching its high", "date_published": "2026-08-12T23:43:44+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "F1SL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "F1SL34", "name": "Fastly, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ccb2de74-5d58-4738-b417-01f94090169c/"}]}}, {"id": "source:2f0e001b950153ec31e29a4b9ed0af6bb6e4abb39c250424dccffc5993010724", "url": "https://finance.yahoo.com/markets/stocks/articles/docusign-docu-stock-falls-amid-214502315.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/docusign-docu-stock-falls-amid-214502315.html", "title": "DocuSign (DOCU) Stock Falls Amid Market Uptick: What Investors Need to Know", "content_text": "DocuSign (DOCU) closed at $58.10 in the latest trading session, marking a -2.09% move from the prior day. This move lagged the S&P 500's daily gain of 0.26%. At the same time, the Dow lost 0.04%, and the tech-heavy Nasdaq gained 0.54%. Shares of the provider of electronic signature technology witnessed a gain of 20.17% over the previous month, beating the performance of the Computer and Technology sector with its loss of 0.41%, and the S&P 500's gain of 2.13%. Analysts and investors alike will be keeping a close eye on the performance of DocuSign in its upcoming earnings disclosure. On that da", "date_published": "2026-08-12T21:45:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "D1OC34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "D1OC34", "name": "DocuSign, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2c4c3ef-e574-49e3-a192-99d98383d3f4/"}]}}, {"id": "source:fcc2b37c612541c08757c0ad82c6e1a1bb698d2e844e5c13d67cc98e296a2915", "url": "https://finance.yahoo.com/markets/stocks/articles/a2z-cust2mate-solutions-corp-az-214002647.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/a2z-cust2mate-solutions-corp-az-214002647.html", "title": "A2Z Cust2Mate Solutions Corp. (AZ) Reports Q2 Loss, Beats Revenue Estimates", "content_text": "A2Z Cust2Mate Solutions Corp. (AZ) came out with a quarterly loss of $0.16 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.31 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this company would post a loss of $0.08 per share when it actually produced a loss of $0.18, delivering a surprise of -125%. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. A2Z Cust2Mate Solutions Corp., which belongs to the Zacks Internet - Software industry, posted revenues of $5", "date_published": "2026-08-12T21:40:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "E2ST34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "E2ST34", "name": "Elastic N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/7fb4fd0a-e16e-4553-a45d-d8986b282663/"}]}}, {"id": "source:45618ed7ed2f825d1250143e7a56706fd2357b7f9edb665df99033556e20bfff", "url": "https://finance.yahoo.com/markets/stocks/articles/uber-uber-telling-investors-freight-211502370.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/uber-uber-telling-investors-freight-211502370.html", "title": "What Is Uber (UBER) Telling Investors With Its Freight Cyber Probe And Robotics Exit?", "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. Uber Technologies (NYSE:UBER) reported that its Uber Freight unit is investigating a cyber security incident involving unauthorized access to some internal systems and code repositories. The company indicated that Uber Freight operations have not been disrupted and that the incident has been contained, while it continues to assess data security implications. Separately, Uber confirmed it has sold its entire stake in Serve Ro", "date_published": "2026-08-12T21:15:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "U1BE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "U1BE34", "name": "Uber Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e380e4d3-0614-47fd-88ff-95763fcca62e/"}]}}, {"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, you know, uh order me dinner or, you know, get me a cab and it'll be able to go out and do that for you. 00:30 Speaker A Um, that's really where these smartphones are going and I think that's a genuinely helpful way of doing things. Um, you know, so many times you're ordering an Uber and you're in a rush, at least I am. Um, and you're just like, come on, man, I just just let me get somewhere. So if I could just yell at my phone to do that, fantastic. They also have a little uh uh kind of uh LED ring on the back of of some of them that shows when Gemini is actually thinking. So it's just a visual representation of what's going on. 00:57 Speaker A And then obviously, uh there's four different phones in this lineup. You have the Pixel, the Pixel Pro, the Pixel Pro XL and then the Pixel Pro Fold or Pixel 11. Uh and yeah, I mean to to me, the the standout here is Gemini just overall because these these phones they look very similar to last year's models. There's some upgrades with as regards to the cameras, just, you know, here and there, but it it does come down to the AI and that's kind of what Google wants. They want to make AI front and center for consumers now. 01:47 Speaker B Do you think that Gemini, is that enough in and of itself to drive material upgrades, do you think? For Pixel? 01:54 Speaker A For Pixel, no. Uh I mean, I think for for Google fans, they're going to hold on probably for a little bit longer. Uh the install base for Google is also really small. I mean it's it's nothing compared to what, you know, Samsung and Apple can do. So, you know, this isn't going to be a huge volume seller for them overall. I think, you know, when it comes to the upgrade cycle, it comes I at least as far as anecdotally for me for people that I know that have Pixel phones, it's more my battery's done. I got to go get one and it's similar to to to iPhone. 02:30 Speaker A It's just I I feel like when it comes to Pixel, their their longevity is is there and that they're more customizable and that's that's what a lot of people who like Pixel want. You can fully customize them in in ways that you feel as though uh you you may want to to a degree that you can't with the iPhone and I think, you know, that'll probably allow them to stay on for a little while. View Comments", "date_published": "2026-08-12T20:59:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "U1BE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "U1BE34", "name": "Uber Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e380e4d3-0614-47fd-88ff-95763fcca62e/"}]}}, {"id": "source:9ee1b40297b2022400155fff9cd6899d2c5edbd4314a91b9164f105953401ae3", "url": "https://finance.yahoo.com/markets/stocks/articles/uber-makes-unexpected-move-younger-202138618.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/uber-makes-unexpected-move-younger-202138618.html", "title": "Uber Makes Unexpected Move With Younger Riders", "content_text": "This article first appeared on GuruFocus. Uber Technologies (NYSE:UBER) is considering expanding its ride-hailing service to children ages 10 to 12, potentially opening a new family-use case while pushing the company into a far more sensitive area of passenger safety and liability. For investors, the opportunity is straightforward: more family members and more occasions could translate into higher trip frequency. But winning parental trust will be critical if Uber moves forward. Warning! GuruFocus has detected 4 Warning Sign with UBER. Is UBER fairly valued? Test your thesis with our free DCF ", "date_published": "2026-08-12T20:21:38+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "U1BE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "U1BE34", "name": "Uber Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/e380e4d3-0614-47fd-88ff-95763fcca62e/"}]}}, {"id": "source:42428eb216c13cd100fd7195a38a4cb4517123e509d801d646df4ebbe28d1b06", "url": "https://finance.yahoo.com/technology/ai/articles/wells-fargo-fresh-message-microsoft-201551159.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/wells-fargo-fresh-message-microsoft-201551159.html", "title": "Wells Fargo Has Fresh Message for Microsoft Investors", "content_text": "This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that falling inference costs may allow incumbents to embed more AI into products customers already use, supporting adoption while reducing the risk that any single frontier model dominates the market. Warning! GuruFocus has detected 3 Warning Sign with NOW. Is NOW fairly valued? Test your thesis with our free DCF calculator. Analysts led by Michael Turrin pointed to accelerating development from DeepSeek and other open-model providers, alongside renewed U.S. efforts from companies including Meta and Nvidia. \"More market participants are arguing for embrace of open models in response to accelerating Chinese model distillation/development,\" Turrin and his team said, adding that broader adoption could lower the cost of intelligence and expand AI usage. That dynamic could particularly favor Microsoft. Wells Fargo highlighted Copilot as an example where lower-cost intelligence can be layered into an entrenched enterprise ecosystem rather than sold as a standalone model. Microsoft already has substantial AI distribution. Microsoft 365 Copilot surpassed 30 million paid seats during fiscal Q4, while Azure revenue exceeded $100 billion for the fiscal year. ServiceNow offers a similar setup because AI is increasingly embedded directly into enterprise workflows. Its AI products crossed $1 billion in annual contract value during Q2, while subscription revenue climbed 24.5% to $3.88 billion. Wells Fargo also sees lower AI costs benefiting Datadog, MongoDB, Atlassian and GitLab by encouraging more software development, while potentially putting smaller, narrower AI vendors under pressure. Investor Takeaway On Microsoft Stock For investors, the critical question is whether falling inference costs translate into higher AI usage without eroding pricing power. Watch Copilot seat growth, Azure AI consumption and ServiceNow's AI contract value. Continued acceleration would support Wells Fargo's thesis that incumbent software vendors can capture value even as the underlying models become cheaper. The risk is commoditization. If customers increasingly view AI intelligence as interchangeable, software companies will need to prove that workflow integration, proprietary data and distribution remain strong enough to preserve margins. For Microsoft and ServiceNow, cheaper models could be less of a threat than an accelerant, provided usage grows faster than AI economics deteriorate. View Comments", "date_published": "2026-08-12T20:15:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "N1OW34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "N1OW34", "name": "ServiceNow, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c12b934a-30c1-4638-b159-52f36687a1e6/"}]}}, {"id": "source:86a01325b815edeeac14b285c39fe78df2afc4122a09cc84ee2c8bfbcb4873de", "url": "https://finance.yahoo.com/markets/stocks/articles/going-servicenow-now-200932943.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/going-servicenow-now-200932943.html", "title": "What\u2019s Going On With ServiceNow (NOW)?", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. ServiceNow (NOW) is back in focus after a beat and raise second quarter, where revenue and profitability came in ahead of company guidance and annual subscription revenue expectations were lifted. See our latest analysis for ServiceNow. Recent moves in ServiceNow's share price suggest momentum has picked up again, with a 30 day share price return of 18.41% and a 90 day return of 46.51%, even though the year to date share price return is still down 13.50% and the 1 year total share", "date_published": "2026-08-12T20:09:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "N1OW34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "N1OW34", "name": "ServiceNow, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c12b934a-30c1-4638-b159-52f36687a1e6/"}]}}, {"id": "source:d9b85973c53d4d363e147b22e2e0227d9c1134aaafbdb27e824484af2a561305", "url": "https://finance.yahoo.com/markets/stocks/articles/oppenheimer-revamps-snowflake-stock-target-200242396.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/oppenheimer-revamps-snowflake-stock-target-200242396.html", "title": "Oppenheimer Revamps Snowflake Stock Target For 2026", "content_text": "This article first appeared on GuruFocus. Snowflake (NYSE:SNOW) is drawing a much more bullish view from Oppenheimer, which raised its price target to $400 from $295 as stronger consumption trends and accelerating adoption of AI coding agent CoCo point to faster growth ahead. The call matters because Snowflake's consumption-based model directly benefits when customers run more workloads, making AI usage potentially more important than simply selling another software subscription. Warning! GuruFocus has detected 5 Warning Sign with SNOW. Is SNOW fairly valued? Test your thesis with our free DCF", "date_published": "2026-08-12T20:02:42+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "S2NW34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "S2NW34", "name": "Snowflake Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/8482c08d-a799-48f5-816c-22bc0c66fb3a/"}]}}]}