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Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the June quarter, international …

Should State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) Be on Your Investing Radar?

The State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) was launched on November 8, 2005, and is a passively managed exchange traded fund designed to offer broad exposure to the Mid Cap Growth segment of the US equity market. The fund is …

T1WL34 mentioned
Sharemaestro market context Trend signal active 52 weeks +114.7% T1WL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Tim Draper Says Bitcoin Is Headed for ‘Infinity’ Against Dollar as Growing BTC Payments Could Trigger Bank Runs

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Venture capitalist Tim Draper projected on Tuesday that Bitcoin will go to infinity against the dollar in a fundamental global shift. Draper Confident About Bitcoin Adoption In …

X1YZ34 mentioned
Sharemaestro market context Trend signal active 52 weeks -2.0% X1YZ34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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US Stock Market Today: S&P 500 Futures Edge Higher As Inflation Watch Intensifies

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 …

M1DB34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks +71.9% · Next-week setup negative 44.4% M1DB34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Synopsys (SNPS) Stock May Be Cheap As Shares Fell 33%

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Synopsys stock has fallen 33.4% over the past year, yet an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares …

S1NP34 main company
Sharemaestro market context Price below Trend Line 52 weeks -37.2% S1NP34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Synopsys (SNPS) Could Be 26% Undervalued Following Its General Counsel Exit

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Leadership change and what it could mean for Synopsys stock Synopsys (SNPS) has drawn fresh attention after announcing that General Counsel and Corporate Secretary …

S1NP34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -37.2% S1NP34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Akamai Technologies Takes Over #415 Spot From Leidos Holdings

In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Akamai Technologies Inc (Symbol: AKAM) has taken over the #415 spot from Leidos Holdings Inc (Symbol: LDOS), according to The Online Investor. Market capitalization is an important …

A1KA34 main company
Sharemaestro market context Trend signal active 52 weeks +47.4% · Next-week setup negative 40.9% A1KA34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

MSFT34 main company
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%

Quick Read Super Micro Computer's FY2027 revenue guide of $65 to $72 billion far exceeded the $53 billion consensus, sending SMCI up 7% and pulling Dell higher alongside it. Goldman Sachs named NetApp a top U.S. hardware pick as Lenovo's AI server pipeline surged …

N1TA34 mentioned
Sharemaestro market context Trend signal active 52 weeks +65.2% N1TA34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Fintech, Payments Firms Outperform Expectations Amid Solid Consumer Spending, RBC Says

Financial technology and payments companies outperformed quarterly estimates as consumer spending tu 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 …

X1YZ34 mentioned
Sharemaestro market context Trend signal active 52 weeks -2.0% X1YZ34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Twilio Director Andrew Stafman Sells 500,000 Shares for $123.5 Million

Andrew Stafman, Director at Twilio Inc. (NYSE:TWLO), sold ~500,000 shares of Class A Common Stock on August 12, 2026. SEC Form 4 filing. Transaction summary Metric Value Transaction value $123.5 million Shares sold (indirectly held) ~500,000 Post-transaction shares ~133,000 Post-transaction shares (directly held) 13,492 …

T1WL34 main company
Sharemaestro market context Trend signal active 52 weeks +114.7% T1WL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

VeriSign CEO James Bidzos Sells 3,300 Shares for $979,000

D. James Bidzos, Exec. Chairman, Pres, & CEO of VeriSign (NASDAQ:VRSN), sold 3,300 shares of common stock on Aug. 4, 2026, according to a recent SEC Form 4 filing. Transaction summary Metric Value Shares sold 3,300 Transaction value $979,000 Post-transaction shares (directly held) 409,639 …

VRSN34 main company
Sharemaestro market context Trend signal active 52 weeks -5.8% · Next-week setup negative 31.7% VRSN34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

MongoDB's Atlas Growth, AI-Native Customer Base in Focus Ahead of Q2 Results, RBC Says

MongoDB (MDB) is expected to see continued Atlas growth when it reports fiscal Q2 results, with inve 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 …

M1DB34 main company
Sharemaestro market context Price above Trend Line 52 weeks +71.9% · Next-week setup negative 44.4% M1DB34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Palantir AIP Could Deliver a Powerful Shift in the Company's Growth Trajectory

Palantir (NASDAQ: PLTR) is transforming from a government-focused contractor into a commercial AI platform with trillion-dollar ambitions. This video examines whether AIP can become the operating system for enterprise AI and whether Palantir's accelerating growth can justify its demanding valuation. Stock prices used were …

P2LT34 main company
Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1% P2LT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Should You Stay Invested in Block Stock After Its Q2 Earnings Beat?

Block, Inc. XYZ has entered the second half of 2026 with stronger operating momentum, improving profitability and several growth initiatives across Cash App and Square. The fintech company is also putting more focus on connecting its consumer and merchant ecosystems, while investments in artificial …

X1YZ34 mentioned
Sharemaestro market context Trend signal active 52 weeks -2.0% X1YZ34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why this analyst sees another 30% rip in Microsoft stock

Microsoft's (MSFT) revitalized stock price may have further room to run, simply based on signals the company sent in its latest earnings report. The big call JPMorgan analyst Samik Chatterjee came out bullish on Microsoft stock in a note on Thursday, taking his price …

MSFT34 main company
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Baked Bear Eyes Further Growth with Square as the Cookie Ice Cream Sandwich Brand Continues to Expand

The handcrafted ice cream sandwich concept plans to add at least five locations to its 36-location national portfolio over the coming year DISTRIBUTED-WORKFORCE/OAKLAND, Calif., August 13, 2026--(BUSINESS WIRE)--Square today announced that The Baked Bear, the beloved handcrafted cookie ice cream sandwich concept founded in …

X1YZ34 mentioned
Sharemaestro market context Trend signal active 52 weeks -2.0% X1YZ34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Revenue at Palantir-Backed Ondas Rises 1,236%. Stock Falls as Losses Widen.

Shares of Ondas declined Thursday after the autonomous drone maker and Palantir partner posted a wider-than-expected second-quarter loss, overshadowing a more than 1,200% increase in revenue. Ondas stock fell 4.2% to $9.36 in premarket trading on Thursday after ending Wednesday up 0.3%. The West …

P2LT34 main company
Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1% P2LT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Dow Fixture Microsoft Breaks Out Along With These Stocks, But Datadog Triggers Sell Signals

Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions. Continue Reading

MSFT34 main company T1WL34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Palantir Stock: Buy or Sell (My Final Verdict)

In this video, I will answer whether I think Palantir(NASDAQ: PLTR) is an excellent stock to buy. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in …

P2LT34 main company
Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1% P2LT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open

By Eduardo Baptista and Casey Hall BEIJING/SHANGHAI, Aug 13 (Reuters) - Microsoft once regarded the idea of quitting China as unthinkable. The year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy …

MSFT34 main company
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

MSFT34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

German Firms Shift Microsoft Strategies from Cloud to AI

Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens® report says FRANKFURT, Germany, August 13, 2026--(BUSINESS WIRE)--Enterprises in Germany are changing their approach to Microsoft technologies as the company's platforms grow and consolidate, according to a new …

MSFT34 main company
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

The Hidden Red Flag in Wall Street’s Price Targets

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors. Continue Reading

MSFT34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Adyen lifts 2026 revenue outlook after strong first half

Aug 13 (Reuters) - Adyen, the Dutch ‌firm that ‌handles payments for ​Spotify and Microsoft, raised its annual revenue ‌growth ⁠forecast on Thursday as it ⁠continued to win ​more customers ​and ​invest in ‌its payments technology. Adyen now expects net revenue to grow between …

MSFT34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Jim Cramer’s Surprise AI Pick: Aramark (ARMK)

Jim Cramer has spent months tracking the expanding ripple effects of the artificial intelligence infrastructure boom. He has repeatedly pointed out how secondary beneficiaries are emerging in unexpected places. The theme took center stage when he highlighted Aramark (NYSE:ARMK) after the food services and …

A1KA34 mentioned
Sharemaestro market context Trend signal active 52 weeks +47.4% · Next-week setup negative 40.9% A1KA34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Palantir Technologies (PLTR) Is Up 8.0% After Raising 2026 Revenue Guidance On Stronger Q2 Results

In early August 2026, Palantir Technologies reported second-quarter results showing sales of US$1.94 billion and net income of US$1.06 billion, alongside stronger performance for the first half of the year and higher earnings per share than a year earlier. Management also raised full-year 2026 …

P2LT34 main company
Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1% P2LT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Could Blackbaud (BLKB) Change Fundraising Work With Its New AI Integration?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration …

MSFT34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Zeta Global’s Q2 Earnings Call: Our Top 5 Analyst Questions

Zeta Global's Q2 Earnings Call: Our Top 5 Analyst Questions Zeta Global's second quarter saw robust top-line growth, surpassing Wall Street's revenue and profit expectations. Despite this, the market reacted negatively following the results. Management attributed the strong quarter to accelerated adoption of Zeta's …

P2LT34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -8.9% · Next-week setup positive 56.1% P2LT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Oracle (ORCL) Stock Looks Below Fair Value on Earnings Today

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current …

ORCL34 main company
Sharemaestro market context Price below Trend Line 52 weeks -44.0% ORCL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why NetApp (NTAP) Outpaced the Stock Market Today

NetApp (NTAP) ended the recent trading session at $202.02, demonstrating a +1.79% change from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 0.26%. At the same time, the Dow lost 0.04%, and the tech-heavy Nasdaq …

N1TA34 main company
Sharemaestro market context Trend signal active 52 weeks +65.2% N1TA34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT …

MSFT34 mentioned
Sharemaestro market context Price above Trend Line 52 weeks -9.3% · Next-week setup positive 55.6% MSFT34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

OptimizeRx Corp. (OPRX) Q2 Earnings and Revenues Top Estimates

OptimizeRx Corp. (OPRX) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

S1NP34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -37.2% S1NP34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Quantum computing goes mainstream with Quantinuum and Orcale partnership

Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem. Video Transcript 00:04 Speaker A Sure. 00:05 Speaker A We're excited about this deal because it's an industry first …

ORCL34 mentioned
Sharemaestro market context Price below Trend Line 52 weeks -44.0% ORCL34 stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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