{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Software - Infrastructure news", "home_page_url": "https://sharemaestro.com/newsreel/br/technology/software-infrastructure/", "feed_url": "https://sharemaestro.com/newsreel/br/technology/software-infrastructure/feed.json", "description": "Latest Software - Infrastructure company headlines from Brazil, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:1248693303b287bda01467fb943025aa733bedc5664971a1c81f0c078ac9c3c7", "url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-set-serious-microsoft-stock-163300684.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jpmorgan-set-serious-microsoft-stock-163300684.html", "title": "JPMorgan set a serious Microsoft stock price target for 2027", "content_text": "Microsoft stock spent most of 2026 in the penalty box. The AI spending looked too heavy. The returns were not yet visible. Then the company reported fourth-quarter results on July 29, and the stock jumped more than 27%. Azure crossed $100 billion. Copilot showed real adoption numbers. The narrative shifted. Two weeks later, JPMorgan is following that shift with a price target that says Microsoft has a long way left to run. Analyst Samik Chatterjee raised his December 2027 target to $625 from $550 on Aug. 13 while keeping his Overweight rating, according to Seeking Alpha. That implies roughly 3", "date_published": "2026-08-14T16:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"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", "P2AT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "P2AT34", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fe80aedc-e9c6-4b06-8056-4dabf0252d1d/"}]}}, {"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "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\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:54:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"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", "P2AT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "P2AT34", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fe80aedc-e9c6-4b06-8056-4dabf0252d1d/"}]}}, {"id": "source:84b0e08fbe89e06d2591b5d4954c3d3b57f3cf3d325bb0bc8b01814bd9118dab", "url": "https://finance.yahoo.com/markets/stocks/articles/state-street-spdr-p-400-102002923.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/state-street-spdr-p-400-102002923.html", "title": "Should State Street SPDR S&P 400 Mid Cap Growth ETF (MDYG) Be on Your Investing Radar?", "content_text": "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 sponsored by State Street Investment Management. It has amassed assets over $2.97 billion, making it one of the average sized ETFs attempting to match the Mid Cap Growth segment of the US equity market. Why Mid Cap Growth Compared to large and small cap companies, mid cap businesses tend to have higher growth prospects and are less volatile, respectively, with", "date_published": "2026-08-14T10:20:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T1WL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1WL34", "name": "Twilio Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/81745138-5aa0-483d-8b85-1238300a96a9/"}]}}, {"id": "source:385838a2d3d4abe6127b6865a513e34f0780481dce5dcebb89a2e70fbc726294", "url": "https://finance.yahoo.com/markets/crypto/articles/tim-draper-says-bitcoin-headed-094511603.html", "external_url": "https://finance.yahoo.com/markets/crypto/articles/tim-draper-says-bitcoin-headed-094511603.html", "title": "Tim Draper Says Bitcoin Is Headed for \u2018Infinity\u2019 Against Dollar as Growing BTC Payments Could Trigger Bank Runs", "content_text": "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 an X post, Draper attached a screenshot of a March announcement about Jack Dorsey-led Block Inc. launching Bitcoin payments on its Square point-of-sale system. The feature lets merchants accept BTC payments with no processing fees until 2027. Additionally, a \"Conversion\" feature will enable them to convert a portion of c", "date_published": "2026-08-14T09:45:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "X1YZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "X1YZ34", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b4bacd8c-ccb9-4369-909a-fd639ede2b2d/"}]}}, {"id": "source:acaabaa0360b08deb342da165ca02d978f90be97f0299f443338dbdf66d03a0b", "url": "https://www.nasdaq.com/articles/should-you-buy-zeta-global-stock-right-now", "external_url": "https://www.nasdaq.com/articles/should-you-buy-zeta-global-stock-right-now", "title": "Should You Buy Zeta Global Stock Right Now?", "content_text": "Zeta Global(NYSE: ZETA) is gaining market share, but that might not be enough to constitute a 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 years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb *Stock prices used were the afternoon prices of Aug. 11, 2026. The video was published on Aug.13, 2026. Should you buy stock in Zeta Global right now? Before you buy stock in Zeta Global, consider this: The Motley Fool Stock Advi", "date_published": "2026-08-14T08:20:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "Z1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "Z1TA34", "name": "Zeta Global Holdings Corp.", "sentiment_url": "https://sharemaestro.com/sentiment/7498883c-b70e-49bf-8fa4-72ce605016b3/"}]}}, {"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", "M1DB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "M1DB34", "name": "MongoDB, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/518acf3d-4985-4a72-8a27-039e2ed46e39/"}]}}, {"id": "source:8c5dd9494ea78138c6283a30eb0ab997ada43ad240b007b33602c013b0dc0d0c", "url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-stock-may-cheap-071216841.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-stock-may-cheap-071216841.html", "title": "Synopsys (SNPS) Stock May Be Cheap As Shares Fell 33%", "content_text": "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 trade at a discount, while traditional market multiples point the other way and look expensive. That split has left investors weighing a DCF signal that indicates upside against a low overall value score and rich P/E style readings. Over the past 12 months, Synopsys has declined 33.4%, which puts recent sentiment and expectations un", "date_published": "2026-08-14T07:12:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "S1NP34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "S1NP34", "name": "Synopsys, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2aae215-b204-46c9-987b-00fe096b6ebb/"}]}}, {"id": "source:d3ad8df2e1518503a376df9cbcffc5e5f938fc77457044bee15c736091a9b4de", "url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-could-26-undervalued-001653468.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/synopsys-snps-could-26-undervalued-001653468.html", "title": "Synopsys (SNPS) Could Be 26% Undervalued Following Its General Counsel Exit", "content_text": "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 Janet Lee will step down from her role once a successor is appointed or by December 31, 2026. Lee is expected to remain in an advisory capacity until at least June 30, 2027. This may help the company manage legal and governance continuity while investors assess any longer term implications for Synopsys stock. See o", "date_published": "2026-08-14T00:16:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "S1NP34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "S1NP34", "name": "Synopsys, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2aae215-b204-46c9-987b-00fe096b6ebb/"}]}}, {"id": "source:0757f6ffcc966c5640a6b984656db0024c28ecbf390e9837693e8785c4c2a537", "url": "https://www.nasdaq.com/articles/akamai-technologies-takes-over-415-spot-leidos-holdings", "external_url": "https://www.nasdaq.com/articles/akamai-technologies-takes-over-415-spot-leidos-holdings", "title": "Akamai Technologies Takes Over #415 Spot From Leidos Holdings", "content_text": "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 data point for investors to keep an eye on, for various reasons. The most basic reason is that it gives a true comparison of the value attributed by the stock market to a given company's stock. Many beginning investors look at one stock trading at $10 and another trading at $20 and mistakenly think the latter com", "date_published": "2026-08-13T20:39:49+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "A1KA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1KA34", "name": "Akamai Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b4dc205f-167b-41a3-bffd-991173a8e456/"}]}}, {"id": "source:80fcf85d0a5e620b979272928e81a572545a6cdd0beb35d38f58e42f9e1c1909", "url": "https://finance.yahoo.com/markets/stocks/articles/q2-earnings-highlights-euronet-worldwide-202100656.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/q2-earnings-highlights-euronet-worldwide-202100656.html", "title": "Q2 Earnings Highlights: Euronet Worldwide (NASDAQ:EEFT) Vs The Rest Of The Diversified Financial Services Stocks", "content_text": "Q2 Earnings Highlights: Euronet Worldwide (NASDAQ:EEFT) Vs The Rest Of The Diversified Financial Services Stocks The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a look at how diversified financial services stocks fared in Q2, starting with Euronet Worldwide (NASDAQ:EEFT). Diversified financial services encompass specialized offerings outside traditional categories. These firms benefit from identifying niche market opportunities, developing tailored financial products, and often facing less direct competition. Challenges i", "date_published": "2026-08-13T20:21:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "E2EF34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "E2EF34", "name": "Euronet Worldwide, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/85f53bf4-7121-400d-9bf6-67932169304f/"}]}}, {"id": "source:44628fbf29c4bf42705fd421246f842cc62cc6fa8b1be3c19f40f35c0476b270", "url": "https://finance.yahoo.com/markets/stocks/articles/jp-morgan-revises-microsoft-stock-184231929.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jp-morgan-revises-microsoft-stock-184231929.html", "title": "JP Morgan Revises Microsoft Stock Target For 2026", "content_text": "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 Chatterjee raised his December 2027 price target to $625 from $550 while keeping an Overweight rating, pointing to potential acceleration across both Azure and Microsoft 365 Commercial Cloud. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test ", "date_published": "2026-08-13T18:42:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:72e05ca93ff2ef510e7a36bb8c7a173cc6f7a3e2b2e7af56f330c75d1027e162", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-climbs-7-record-170947641.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-climbs-7-record-170947641.html", "title": "Super Micro Climbs 7% on Record Backlog, Dell and Hewlett Packard Enterprise Gain 3%", "content_text": "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 157% to $54 billion, validating broad sector demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Super Micro Computer (NASDAQ:SMCI) shares are rising 6% to $40 midday Thursday, extending a rally that ", "date_published": "2026-08-13T17:09:47+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "N1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "N1TA34", "name": "NetApp, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c528f34b-41d2-4eaf-95a7-53f76f884bc2/"}]}}, {"id": "source:2c6e9986fb64c129cdec9d0e679076b3dd69483aaff1779a779237f107ea83f6", "url": "https://finance.yahoo.com/m/1daa8a49-9c95-3761-a8bd-91626c7af6fa/what-dip%3F-why-microsoft.html", "external_url": "https://finance.yahoo.com/m/1daa8a49-9c95-3761-a8bd-91626c7af6fa/what-dip%3F-why-microsoft.html", "title": "What Dip? Why Microsoft Stock's Post-Earnings Momentum Is Set To Continue.", "content_text": "Microsoft stock's trend remains intact, according to David Keller of Sierra Alpha Research, who explains why. Continue Reading", "date_published": "2026-08-13T16:53:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:3f828fc14a0e06882292aae19262bae309b1a65bbf3e931f0375955be2753e17", "url": "https://finance.yahoo.com/markets/stocks/articles/fintech-payments-firms-outperform-expectations-162221489.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/fintech-payments-firms-outperform-expectations-162221489.html", "title": "Fintech, Payments Firms Outperform Expectations Amid Solid Consumer Spending, RBC Says", "content_text": "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 in", "date_published": "2026-08-13T16:22:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "X1YZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "X1YZ34", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b4bacd8c-ccb9-4369-909a-fd639ede2b2d/"}]}}, {"id": "source:2afa1cc90b31cb2f099b53d93cb3315146d51bc3144885eddc07d0bfc999f027", "url": "https://finance.yahoo.com/markets/stocks/articles/twilio-director-andrew-stafman-sells-162001526.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/twilio-director-andrew-stafman-sells-162001526.html", "title": "Twilio Director Andrew Stafman Sells 500,000 Shares for $123.5 Million", "content_text": "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 Post-transaction shares (indirectly held) ~120,000 Post-transaction value ~$32.9 million Transaction value based on SEC Form 4 weighted average sale price ($247.08); post-transaction value based on August 12, 2026 market close ($246.62). Key questions What is the significance o", "date_published": "2026-08-13T16:20:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "T1WL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "T1WL34", "name": "Twilio Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/81745138-5aa0-483d-8b85-1238300a96a9/"}]}}, {"id": "source:b99a08a1e1d6c20322c7d462fd2ed4b9f7954beff655535704b7da2d8646e76c", "url": "https://finance.yahoo.com/markets/stocks/articles/verisign-ceo-james-bidzos-sells-152501320.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/verisign-ceo-james-bidzos-sells-152501320.html", "title": "VeriSign CEO James Bidzos Sells 3,300 Shares for $979,000", "content_text": "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 Post-transaction value $122.56 million Transaction value based on SEC Form 4 weighted average sale price ($296.54); post-transaction value based on Aug. 04, 2026, market close ($299.20). Key questions How does this transaction align with the insider's total equity position? The sale of 3,300 shares is a relat", "date_published": "2026-08-13T15:25:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "VRSN34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "VRSN34", "name": "VeriSign, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7d19efcf-bd88-475a-885d-16d4b4c8f4d5/"}]}}, {"id": "source:27b854bc98ef86413189828069deff81ff48f7a4cf9baf005b046a16db15903e", "url": "https://finance.yahoo.com/technology/ai/articles/mongodb-apos-atlas-growth-ai-152123127.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/mongodb-apos-atlas-growth-ai-152123127.html", "title": "MongoDB's Atlas Growth, AI-Native Customer Base in Focus Ahead of Q2 Results, RBC Says", "content_text": "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 Already have a subscription? Sign in", "date_published": "2026-08-13T15:21:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "M1DB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "M1DB34", "name": "MongoDB, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/518acf3d-4985-4a72-8a27-039e2ed46e39/"}]}}, {"id": "source:cd71dbc6d4bc8a62f471900dac758275db16f8ea2d91a8a84a1ac387aab8629c", "url": "https://www.nasdaq.com/articles/palantir-aip-could-deliver-powerful-shift-companys-growth-trajectory", "external_url": "https://www.nasdaq.com/articles/palantir-aip-could-deliver-powerful-shift-companys-growth-trajectory", "title": "Palantir AIP Could Deliver a Powerful Shift in the Company's Growth Trajectory", "content_text": "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 the market prices of July 30, 2026. The video was published on Aug. 12, 2026. 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 years, that same \"Total Conviction", "date_published": "2026-08-13T15:00:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "P2LT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "P2LT34", "name": "Palantir Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ca73d32a-e9d2-4156-b5c3-ca62f8c37c7c/"}]}}, {"id": "source:7a811c0297ab772b646a06852043d22ed6c18e75646e7924a2af40d7047b0c3b", "url": "https://finance.yahoo.com/video/ai-boom-keeping-microsoft-china-140134048.html", "external_url": "https://finance.yahoo.com/video/ai-boom-keeping-microsoft-china-140134048.html", "title": "How the AI boom is keeping Microsoft in China", "content_text": "View Comments", "date_published": "2026-08-13T14:01:34+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:a228b7c4623d49a3c9d8bb3bc646693e0e9326aa60f262b6bba9c318bcb9ea35", "url": "https://finance.yahoo.com/markets/stocks/articles/stay-invested-block-stock-q2-133500951.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stay-invested-block-stock-q2-133500951.html", "title": "Should You Stay Invested in Block Stock After Its Q2 Earnings Beat?", "content_text": "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 intelligence are aimed at improving product development and efficiency. This gives investors more to consider than a simple earnings beat. XYZ shares had considerably advanced in 2026 heading into second-quarter earnings, reflecting renewed confidence in Block's execution. The stock fell more than 6", "date_published": "2026-08-13T13:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "X1YZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "X1YZ34", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b4bacd8c-ccb9-4369-909a-fd639ede2b2d/"}]}}, {"id": "source:5a7eb8360a1784e815404d247a49e0875e9ef72a70aaae85caa1b346a426ce84", "url": "https://finance.yahoo.com/markets/stocks/article/why-this-analyst-sees-another-30-rip-in-microsoft-stock-132716702.html", "external_url": "https://finance.yahoo.com/markets/stocks/article/why-this-analyst-sees-another-30-rip-in-microsoft-stock-132716702.html", "title": "Why this analyst sees another 30% rip in Microsoft stock", "content_text": "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 target to $625 from $550. The revised price target assumes about 30% upside from current trading levels. Chatterjee made two important points in explaining his price target hike: Point one: \"We have a favorable view on the growth outlook for the company, wherein we envision an acceleration in the growth of both Azure and M365 Comm", "date_published": "2026-08-13T13:27:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:b3f0505c829d710b87caf0c38decefab49d93ddb04dbbb2f40e62f5855ced304", "url": "https://finance.yahoo.com/small-business/articles/baked-bear-eyes-further-growth-130000057.html", "external_url": "https://finance.yahoo.com/small-business/articles/baked-bear-eyes-further-growth-130000057.html", "title": "The Baked Bear Eyes Further Growth with Square as the Cookie Ice Cream Sandwich Brand Continues to Expand", "content_text": "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 San Diego in 2013, is continuing to grow on Square as it expands its national footprint. Operating 36 locations across the United States, The Baked Bear has run on Square since the day it opened its first store in Pacific Beach, California \u2013 making Square the only point-of-s", "date_published": "2026-08-13T13:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "X1YZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "X1YZ34", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b4bacd8c-ccb9-4369-909a-fd639ede2b2d/"}]}}, {"id": "source:689819ad077c69cfee7f220122f09c503d047f4751a2a8e808fc05e89d029d10", "url": "https://finance.yahoo.com/m/5a8f0245-cf08-346b-9a59-873a8c7d16c1/revenue-at-palantir-backed.html", "external_url": "https://finance.yahoo.com/m/5a8f0245-cf08-346b-9a59-873a8c7d16c1/revenue-at-palantir-backed.html", "title": "Revenue at Palantir-Backed Ondas Rises 1,236%. Stock Falls as Losses Widen.", "content_text": "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 Palm Beach, Fla.,-based provider of artificial intelligence-powered autonomous drone systems posted second-quarter revenue of $83.77 million, increasing 1,236% from $6.27 million a year ago and above Wall Street\u2019s call for $68 million. Continue Reading", "date_published": "2026-08-13T12:54:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "P2LT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "P2LT34", "name": "Palantir Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ca73d32a-e9d2-4156-b5c3-ca62f8c37c7c/"}]}}, {"id": "source:cac7748e4d68ab8f845dd3473c92cf1102fc434f9b46a7d1de5c1ad6ce293416", "url": "https://finance.yahoo.com/m/30b2aa92-4f90-32dc-bb78-62c5936e6613/dow-fixture-microsoft-breaks.html", "external_url": "https://finance.yahoo.com/m/30b2aa92-4f90-32dc-bb78-62c5936e6613/dow-fixture-microsoft-breaks.html", "title": "Dow Fixture Microsoft Breaks Out Along With These Stocks, But Datadog Triggers Sell Signals", "content_text": "Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions. Continue Reading", "date_published": "2026-08-13T12:01:19+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT34", "T1WL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}, {"symbol": "T1WL34", "name": "Twilio Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/81745138-5aa0-483d-8b85-1238300a96a9/"}]}}, {"id": "source:eb35381e13b6b9a23512826984d41df6b23f19d774aac6798be2c62db361fc5a", "url": "https://www.nasdaq.com/articles/palantir-stock-buy-or-sell-my-final-verdict", "external_url": "https://www.nasdaq.com/articles/palantir-stock-buy-or-sell-my-final-verdict", "title": "Palantir Stock: Buy or Sell (My Final Verdict)", "content_text": "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 years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb *Stock prices used were the afternoon prices of Aug.9, 2026. The video was published on Aug.11, 2026. Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motle", "date_published": "2026-08-13T10:05:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "P2LT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "P2LT34", "name": "Palantir Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ca73d32a-e9d2-4156-b5c3-ca62f8c37c7c/"}]}}, {"id": "source:4e76c814fdca0ced00fabe33fcffb1feca0e1f2103d8e691c735965734199d39", "url": "https://finance.yahoo.com/technology/ai/articles/exclusive-microsoft-retreats-china-ai-100321382.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/exclusive-microsoft-retreats-china-ai-100321382.html", "title": "Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open", "content_text": "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 activists, but not Bill Gates and Microsoft's then-CEO Steve Ballmer, who suggested Google was overreacting. In the past five years, however, at least 15 Microsoft branch offices and joint ventures in China have been shut, corporate filings show, and Microsoft is pursuing what five company sources described as \u200ca strategy of", "date_published": "2026-08-13T10:03:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:0243ae4d767efcd22446dd74ab0eebf6e3e6b4f2902a3aee7510441629b5d875", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "external_url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "content_text": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "date_published": "2026-08-13T08:31:08+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:4e132cc6019e3531a303eeb327634faa1908b996a242b68ffc9326ffc3ebaca9", "url": "https://finance.yahoo.com/technology/ai/articles/german-firms-shift-microsoft-strategies-080000668.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/german-firms-shift-microsoft-strategies-080000668.html", "title": "German Firms Shift Microsoft Strategies from Cloud to AI", "content_text": "Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens\u00ae 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 research report published today by Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm. The 2026 ISG Provider Lens\u00ae Microsoft AI and Cloud Ecosystem report for Germany finds that Microsoft is integrat", "date_published": "2026-08-13T08:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:40b12659bf8b25795440aa6cc7c6c5eb9a8726e4dd3cb46b9fe73edb511fd927", "url": "https://finance.yahoo.com/m/3524393c-1e83-3193-af28-9e5b8b921a1f/the-hidden-red-flag-in-wall.html", "external_url": "https://finance.yahoo.com/m/3524393c-1e83-3193-af28-9e5b8b921a1f/the-hidden-red-flag-in-wall.html", "title": "The Hidden Red Flag in Wall Street\u2019s Price Targets", "content_text": "Nvidia and other tech stocks have a wide \u201cdispersion\u201d of price targets. Why that could be a problem for investors. Continue Reading", "date_published": "2026-08-13T06:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:8da574ddd21b70bcfc3aa3f2e7640f8976b4907b90b638642154ff7a6bc9cd4f", "url": "https://finance.yahoo.com/markets/stocks/articles/adyen-lifts-2026-revenue-outlook-054128944.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/adyen-lifts-2026-revenue-outlook-054128944.html", "title": "Adyen lifts 2026 revenue outlook after strong first half", "content_text": "Aug 13 (Reuters) - Adyen, the Dutch \u200cfirm that \u200chandles payments for \u200bSpotify and Microsoft, raised its annual revenue \u200cgrowth \u2060forecast on Thursday as it \u2060continued to win \u200bmore customers \u200band \u200binvest in \u200cits payments technology. Adyen now expects net revenue to grow between \u200c21% and \u200b23% \u200bin \u200b2026, \u200ccompared with a \u200bprevious \u200brange of 20% and \u200b22%. (Reporting \u200cby Gianluca Lo \u200bNostro and Leo \u200bMarchandon;) View Comments", "date_published": "2026-08-13T05:41:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:25410716e96e51c5cd18fc9f995b2442ae533975fbbf65ffe1d43b7bdfc04808", "url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-surprise-ai-pick-044834942.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jim-cramer-surprise-ai-pick-044834942.html", "title": "Jim Cramer\u2019s Surprise AI Pick: Aramark (ARMK)", "content_text": "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 facilities management provider delivered an exceptional quarterly report while its newly secured data center exposure served as a catalyst. During the episode of Mad Money aired on August 11, he said: I don't think people realize how important this data center theme has become. Sure, all of t", "date_published": "2026-08-13T04:48:34+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "A1KA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "A1KA34", "name": "Akamai Technologies, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b4dc205f-167b-41a3-bffd-991173a8e456/"}]}}, {"id": "source:e463b33bd7efbb7468850141ae35e8906b4c25cd127b584c632ac0b18d284d05", "url": "https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-pltr-8-0-043114044.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/palantir-technologies-pltr-8-0-043114044.html", "title": "Palantir Technologies (PLTR) Is Up 8.0% After Raising 2026 Revenue Guidance On Stronger Q2 Results", "content_text": "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 revenue guidance to between US$8.15\u2013US$8.16 billion and reiterated expectations for GAAP profitability each quarter, underscoring confidence that demand for its AI platforms will support continued operating strength. We'll now examine how Palantir's higher full-year revenue guidance might influence its existing investment narrative built on rapid AI adoption. Find 49 companies with promising cash flow potential yet trading below their fair value. Palantir Technologies Investment Narrative Recap To own Palantir today, you need to believe its AI platforms can stay mission critical for governments and enterprises while justifying a rich valuation. The latest quarter, with much higher sales and net income plus raised 2026 revenue guidance, reinforces the near term catalyst of rapid AI adoption and strong U.S. demand. At the same time, it sharpens the biggest current risk: that expectations and valuation get far ahead of what the business can sustainably deliver. Among recent announcements, the new agreement with Mercury Systems stands out. It ties Palantir's software directly into U.S. defense manufacturing workflows, using a digital twin to improve planning, throughput and predictability across factories. That kind of embedded, operational use case supports the AI adoption catalyst that underpins management's higher revenue outlook, while also deepening Palantir's exposure to concentrated, politically sensitive defense work if priorities or budgets eventually shift. Yet behind the strong headlines, the risk that Palantir's premium valuation could amplify any slowdown in U.S. AI demand is something investors should be aware of as... Read the full narrative on Palantir Technologies (it's free!) Palantir Technologies' narrative projects $10.8 billion revenue and $3.6 billion earnings by 2028. This requires 40.7% yearly revenue growth and about a $2.5 billion earnings increase from $1.1 billion today. Uncover how Palantir Technologies' forecasts yield a $185.70 fair value, a 9% upside to its current price. Exploring Other PerspectivesPLTR 1-Year Stock Price Chart Before this report, the most optimistic analysts were modeling Palantir's revenue at about US$11.9 billion and earnings near US$4.9 billion by 2028, which is a far more aggressive path than consensus and assumes sustained triple digit style momentum. You can think of that camp as telling a much more optimistic story than both the baseline narrative and the concern that U.S. growth eventually slows, so this quarter's \"otherworldly\" results may prompt all sides to revisit what they expect next. Story Continues Explore 69 other fair value estimates on Palantir Technologies - why the stock might be worth over 4x more than the current price! Reach Your Own Conclusion Don't just follow the ticker - dig into the data and build a conviction that's truly your own. A great starting point for your Palantir Technologies research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Our free Palantir Technologies research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Palantir Technologies' overall financial health at a glance. Seeking Other Investments? Our top stock finds are flying under the radar-for now. Get in early: The future of work is here. Discover the 39 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. AI is about to change healthcare. These 43 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still ", "date_published": "2026-08-13T04:31:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "P2LT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "P2LT34", "name": "Palantir Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ca73d32a-e9d2-4156-b5c3-ca62f8c37c7c/"}]}}, {"id": "source:ec0cc943ba46f676522404d03982833869f675daf1e21c82295439be1cbf83bf", "url": "https://finance.yahoo.com/technology/ai/articles/could-blackbaud-blkb-change-fundraising-021139550.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/could-blackbaud-blkb-change-fundraising-021139550.html", "title": "How Could Blackbaud (BLKB) Change Fundraising Work With Its New AI Integration?", "content_text": "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 is designed to surface real-time donor and campaign intelligence inside familiar workflows for fundraising professionals. Blackbaud positions the move as part of its focus on secure, workflow-native AI tailored specifically to nonprofit organizations. AI moving deeper into everyda", "date_published": "2026-08-13T02:11:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:ad5ea5766222beb73c40c962dd59682cc44f0b35b83b94216c485959b2dfd8df", "url": "https://finance.yahoo.com/markets/stocks/articles/zeta-global-q2-earnings-call-230100896.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zeta-global-q2-earnings-call-230100896.html", "title": "Zeta Global\u2019s Q2 Earnings Call: Our Top 5 Analyst Questions", "content_text": "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 AI-powered Athena platform and deeper cross-industry partnerships, particularly with OpenAI, Palantir, and Snowflake. CEO David Steinberg emphasized that \"Athena is fundamentally changing how customers interact with the Zeta platform,\" highlighting rapid uptake among large customers", "date_published": "2026-08-12T23:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "Z1TA34", "P2LT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "Z1TA34", "name": "Zeta Global Holdings Corp.", "sentiment_url": "https://sharemaestro.com/sentiment/7498883c-b70e-49bf-8fa4-72ce605016b3/"}, {"symbol": "P2LT34", "name": "Palantir Technologies Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ca73d32a-e9d2-4156-b5c3-ca62f8c37c7c/"}]}}, {"id": "source:1c76badeb411a071ceaf38741794155745e41e74fdffa883d1f4590dcd2d04f6", "url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-looks-below-221051456.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-looks-below-221051456.html", "title": "Oracle (ORCL) Stock Looks Below Fair Value on Earnings Today", "content_text": "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 price around US$153 still leaves room for value. Over 5 years, Oracle has returned 84.4%, which places recent weakness in the context of a longer track record of value creation for shareholders. AI and quantum partnerships tied to Oracle Cloud, such as recent work with Quantinuum and Google Cloud, can support expectations for future cash generation. At the same time, heavy investment and large data center financing may add execution and balance sheet risk to the equity story. On Simply Wall St's checks, Oracle screens as undervalued in 5 of 6 valuation metrics, so the broader signals lean toward the stock still looking cheap rather than expensive. The issue now is whether that high value score and long-term return record are enough to justify taking on the risks that come with Oracle's current AI and cloud expansion plans. Find out why Oracle's -36.5% return over the last year is lagging behind its peers. Is Oracle a Bargain on Earnings? The P/E ratio is a useful yardstick for Oracle because earnings remain a key way investors assess large, mature software platforms with growing cloud exposure. Oracle currently trades on a P/E of about 26.0x, which sits below the broader software industry average of roughly 31.8x and well under the peer group average near 44.2x. That gap suggests investors are not paying the same earnings premium for Oracle stock that many other large software and AI exposed companies currently command. Simply Wall St's fair P/E ratio for Oracle is about 58.5x. This is the multiple the model suggests could be justified after weighing the company's growth profile, margins, scale and risk. Compared with the current 26.0x, this implies a sizeable discount on earnings. Despite recent AI and quantum computing partnerships lifting interest in Oracle, the stock still prices in a lower P/E than both sector averages and this tailored fair ratio benchmark. On this P/E lens, Oracle stock appears undervalued compared with both its software peers and the fair multiple implied by its fundamentals.NYSE:ORCL P/E Ratio as at Aug 2026 See what the numbers say about this price \u2014 find out in our valuation breakdown. The Oracle Narrative: What Would Justify Today's Price? Simply Wall St Narratives pick up where Oracle's valuation puzzle leaves off. They set out the specific growth, margin and earnings paths that would need to play out for the stock to be worth materially more or less than today's price. Each narrative turns that into a clear thesis about Oracle's business that you can revisit over time and judge against how the story and numbers actually progress on the Community page. Story Continues Community views on Oracle sit far apart, with one side seeing a transformed AI infrastructure leader and the other arguing expectations already look full. Bull case: 61% undervalued \"Oracle's story is one of a rapid, aggressive transition from enterprise stalwart to AI infrastructure leader, where the OpenAI partnership validated the underlying technology...\" Read the full Bull Case to see why Oracle could be undervalued Bear case: 28% overvalued \"The market still largely sees Oracle as a legacy database company. Increasingly, it's becoming something else, a high-performance cloud infrastructure provider...\" Read the full Bear Case to see why Oracle could be overvalued Do you think there's more to the story for Oracle? Head over to our Community to see what others are saying! The Bottom Line For Oracle, the current picture points to an undervalued stock on earnings multiples, especially compared with many large software and AI exposed peers. That discount sits alongside a high overall value score, which suggests the broader valuation checks still lean in the same direction as ", "date_published": "2026-08-12T22:10:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ORCL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL34", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5f3f10ff-4ebe-453a-b409-86cf0da63594/"}]}}, {"id": "source:34811fc4995d8ce9cced1abbcc98cc4cb8a628ba5ca453738105d5b49baea273", "url": "https://finance.yahoo.com/markets/stocks/articles/why-netapp-ntap-outpaced-stock-215001238.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-netapp-ntap-outpaced-stock-215001238.html", "title": "Why NetApp (NTAP) Outpaced the Stock Market Today", "content_text": "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 gained 0.54%. Coming into today, shares of the data storage company had gained 13.7% in the past month. In that same time, the Computer and Technology sector lost 0.41%, while the S&P 500 gained 2.13%. Analysts and investors alike will be keeping a close eye on the performance of NetApp in its upcoming earnings disclosure. The company's ", "date_published": "2026-08-12T21:50:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "N1TA34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "N1TA34", "name": "NetApp, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c528f34b-41d2-4eaf-95a7-53f76f884bc2/"}]}}, {"id": "source:3da13bb263b07a37c201de1090e5bff8e463d0e0f4a2e7e7bef46845d3f9637a", "url": "https://finance.yahoo.com/markets/stocks/articles/magnificent-seven-earnings-remain-robust-214600791.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/magnificent-seven-earnings-remain-robust-214600791.html", "title": "Magnificent Seven Earnings Remain Robust: MSFT, AAPL", "content_text": "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 and Apple AAPL, posted solid results overall, though the post-earnings reaction was much stronger for MSFT. Apple Breaks Records Apple's results reflected its strongest June-quarter period ever, with quarterly revenue of $109.4 billion growing 16% year-over-year. Adjusted EPS came in at $2.02, growing an even stronger 29% from th", "date_published": "2026-08-12T21:46:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:c1b069266f4e014085dc8bff8aa3f4db9be7d3100fc52157e93cad4569e0d3fa", "url": "https://finance.yahoo.com/markets/stocks/articles/uipath-path-stock-sinks-market-214503401.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/uipath-path-stock-sinks-market-214503401.html", "title": "UiPath (PATH) Stock Sinks As Market Gains: Here's Why", "content_text": "In the latest trading session, UiPath (PATH) closed at $15.37, marking a -2.23% move from the previous day. This move lagged the S&P 500's daily gain of 0.26%. Elsewhere, the Dow lost 0.04%, while the tech-heavy Nasdaq added 0.54%. The enterprise automation software developer's stock has climbed by 31.66% in the past month, exceeding the Computer and Technology sector's loss of 0.41% and the S&P 500's gain of 2.13%. Market participants will be closely following the financial results of UiPath in its upcoming release. The company plans to announce its earnings on September 3, 2026. The company ", "date_published": "2026-08-12T21:45:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "P2AT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "P2AT34", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fe80aedc-e9c6-4b06-8056-4dabf0252d1d/"}]}}, {"id": "source:cdb76f4589c901ed3ec206c3dc58ae1aa23020b47610ef0f47500102fd7598ce", "url": "https://finance.yahoo.com/markets/stocks/articles/optimizerx-corp-oprx-q2-earnings-214004727.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/optimizerx-corp-oprx-q2-earnings-214004727.html", "title": "OptimizeRx Corp. (OPRX) Q2 Earnings and Revenues Top Estimates", "content_text": "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 earnings surprise of +45.46%. A quarter ago, it was expected that this company would post earnings of $0.01 per share when it actually produced earnings of $0.14, delivering a surprise of +1300%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. OptimizeRx, which belongs to the Z", "date_published": "2026-08-12T21:40:04+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "S1NP34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "S1NP34", "name": "Synopsys, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/c2aae215-b204-46c9-987b-00fe096b6ebb/"}]}}, {"id": "source:2c90650c7b564931c4fd823eedba7b212cb8edf5077ab379d7e49c081cd5c7b8", "url": "https://finance.yahoo.com/video/quantum-computing-goes-mainstream-quantinuum-211500385.html", "external_url": "https://finance.yahoo.com/video/quantum-computing-goes-mainstream-quantinuum-211500385.html", "title": "Quantum computing goes mainstream with Quantinuum and Orcale partnership", "content_text": "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 deal, um, that that validates that all of the important use cases that we are seeing around quantum computing happens in close uh conjunction with classical computing and AI. 00:23 Speaker A In this deal with Oracle, we will be placing Helios, uh, the world's most accurate quantum computer into the Oracle data center. 00:33 Speaker A Now, this is just not a statement of physical location. It's also a statement uh of how that integration is going to allow Oracle customers to deploy these hybrid workloads as we say, AI and then quantum quantum training, AI, um together and do so in a seamless environment where the customers don't have to worry about yet another piece or type of computing hardware in their in the infrastructure. 01:03 Speaker A This will make it seamless for them. 01:05 Speaker A The the Helios our quantum stack will integrate into the Oracle compute infrastructure. 01:12 Speaker A It'll be offered as a service, and it will make the most powerful quantum computing along with some of the world's most advanced AI computing available in a seamless, easy to use manner for Oracle and our customers. View Comments", "date_published": "2026-08-12T21:15:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ORCL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ORCL34", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5f3f10ff-4ebe-453a-b409-86cf0da63594/"}]}}, {"id": "source:e4ddbd44858e7a6169bd21b1dbda95e9a7a222750886ec716b050385615a736c", "url": "https://finance.yahoo.com/video/expert-urges-investors-spread-bets-211423212.html", "external_url": "https://finance.yahoo.com/video/expert-urges-investors-spread-bets-211423212.html", "title": "Expert urges investors to spread bets across the 'AI universe'", "content_text": "View Comments", "date_published": "2026-08-12T21:14:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT34", "ORCL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}, {"symbol": "ORCL34", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5f3f10ff-4ebe-453a-b409-86cf0da63594/"}]}}, {"id": "source:616a4362dc4bf897423b771684746f85a92e4a0ba2da0ccc719dc51ef5255bb6", "url": "https://finance.yahoo.com/small-business/articles/dunamis-woman-enterprise-named-no-204300974.html", "external_url": "https://finance.yahoo.com/small-business/articles/dunamis-woman-enterprise-named-no-204300974.html", "title": "Dunamis Woman Enterprise Named No. 3,465 On The 2026 Inc. 5000 List, The Most Prestigious Ranking Of America's Fastest-Growing Private Companies", "content_text": "Company Recognized for 82% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 12, 2026 /PRNewswire/ -- Dunamis Woman Enterprise, a faith-based organization that offers community, courses, and coaching to support women's personal growth and development, has announced they have been ranked No. 3,465 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving innovation, creating jobs, and shaping the future of the economy. Past honorees include companies such as Microsoft, Meta, Chobani, Oracle, and Patagonia. \"Being named to the Inc. 5000 is incredibly meaningful because it affirms something we have believed from the beginning: purpose and profitability do not have to compete,\" said Ariel Fuller, COO & Visionary Builder of Dunamis Woman Enterprise. \"We have been intentional about building the systems, strategy and infrastructure necessary to scale this organization while protecting the heart of the mission my mother was called to establish. To see that work translate into 82 percent growth over three years and earn recognition among the fastest-growing private companies in America is an incredible milestone, but we believe we are only beginning to see what is possible when faith, vision and sound business strategy work together.\" \"When Dunamis Woman\u2122 began, I wasn't thinking about rankings or revenue growth. I was thinking about women who needed to heal, rediscover who God created them to be and understand the power they carried,\" said Dr. Davetta \"Dee\" Collins, Founder & Visionary Leader of Dunamis Woman Enterprise. \"What makes this recognition so special is knowing that as the business has grown, so has our ability to reach and serve more women. We have never had to choose between impact and expansion, and I am deeply grateful that the vision God gave me has grown into an enterprise capable of doing both.\" This year's Inc. 5000 recognizes a new class of companies redefining what growth looks like. From AI and advanced manufacturing to healthcare, consumer products, and professional services, these businesses are expanding their impact, creating jobs and proving that entrepreneurial ambition continues to fuel the U.S. economy. Among the 5,000 companies on the list, the median three-year revenue growth rate was 130%, and those companies have collectively added more than 627,208 jobs to the U.S. economy over the past three years. Story Continues For the full Inc. 5000 list, honoree company profiles, and a searchable database by industry and location, please visit: www.inc.com/inc5000. \"Every company on the Inc. 5000 has a story of perseverance, smart decision making, and a refusal to sit still,\" says Mike Hofman, editor-in-chief of Inc. \"Their growth reflects more than strong financial performance\u2013it reflects creativity, resilience, and the customer focus required to build companies that make a lasting impact. We congratulate all honorees on this significant achievement.\" Inc. will celebrate the honorees at the 2026 Inc. 5000 Conference & Gala, taking place October 14\u201316 in Dallas, Texas and the top 500 will be listed in the Fall issue of Inc. Magazine. Tickets are on sale now. Inc. 5000 List Methodology Companies on the 2026 Inc. 5000 are ranked according to percentage revenue growth from 2022 to 2025. To qualify, companies must have been founded and generating revenue by March 31, 2022. They must be U.S.-based, privately held, for-profit, and independent\u2014not subsidiaries or divisions of other companies\u2014as of December 31, 2025. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2022 is $100,000; the minimum for 2025 is $2 million. As always, Inc. reserves the right to decline applicants for ", "date_published": "2026-08-12T20:43:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT34", "ORCL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}, {"symbol": "ORCL34", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5f3f10ff-4ebe-453a-b409-86cf0da63594/"}]}}, {"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? Tes", "date_published": "2026-08-12T20:15:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:3cf77dff5e77a87467bf4101979412c21abd84fca004ae35b7046e182434ea97", "url": "https://www.nasdaq.com/articles/notable-two-hundred-day-moving-average-cross-msfy", "external_url": "https://www.nasdaq.com/articles/notable-two-hundred-day-moving-average-cross-msfy", "title": "Notable Two Hundred Day Moving Average Cross - MSFY", "content_text": "In trading on Wednesday, shares of the Kurv Yield Premium Strategy Microsoft MSFT ETF (Symbol: MSFY) crossed below their 200 day moving average of $20.48, changing hands as low as $20.11 per share. Kurv Yield Premium Strategy Microsoft MSFT shares are currently trading off about 3% on the day. The chart below shows the one year performance of MSFY shares, versus its 200 day moving average: Looking at the chart above, MSFY's low point in its 52 week range is $15.38 per share, with $28.10 as the 52 week high point \u2014 that compares with a last trade of $20.11. Click here to find out which 9 other ", "date_published": "2026-08-12T20:10:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "MSFT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}]}}, {"id": "source:84d8e4adbdc92def793c117102d01b587b8a1325a28d57001dd9a7ec59c5ee7e", "url": "https://finance.yahoo.com/technology/articles/oracle-orcl-adds-quantum-computing-200653346.html", "external_url": "https://finance.yahoo.com/technology/articles/oracle-orcl-adds-quantum-computing-200653346.html", "title": "Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What\u2019s The Catch?", "content_text": "Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild ride. The deal is the clearest sign yet that Oracle wants to be the place where quantum, AI, and high-performance computing all sit under one roof.Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What's The Catch? Bull Case: Quantum Ambitions Meet A Backlog That Keeps Growing Under the agreement, OCI customers gain access to Quantinuum's Helios quantum computer, a machine that commercially launched in November and will run inside a US-based Oracle AI data center. Customers can pair quantum workloads with Oracle's graphics-processing and high-performance computing services under the same governance they already use, and Oracle plans to preview the broader quantum service in the coming months. The companies describe it as a way to tackle computationally heavy problems while opening quantum access to universities and research institutions, not just enterprises. That announcement lands on top of a business already sprinting. Oracle's cloud infrastructure revenue jumped 93% year over year last quarter, helping push total revenue up nearly 21% to $19.2 billion in the fiscal fourth quarter ended in May. Remaining performance obligations, essentially Oracle's contracted backlog, surged 363% from a year earlier to $638 billion, with 12% of it due to convert to revenue over the next 12 months. Add the July 30 expansion of Oracle's partnership with Google, folding Gemini AI models into Oracle's AI Agent Studio, and Oracle looks less like a legacy database vendor and more like a hub other AI players want to plug into. Bear Case: The Debt Bill Behind The Buildout None of this comes cheap. Oracle is guiding to $70 billion in capital spending for fiscal 2027, and even with operating cash flow up 54% to $32 billion in fiscal 2026, free cash flow turned negative once that spending is counted. Total debt has climbed to $164 billion, pushing the debt-to-equity ratio near 3.9, meaning Oracle now owes far more than shareholders technically own. Financial terms of the Quantinuum deal, including any deployment date, were not disclosed, so there is no way yet to size what quantum computing will actually add to revenue. The stock's own trading history reflects that unease. Oracle touched a 52-week low of $114 last month and, even after rebounding, still sits 57% below its prior high, a slide tied more to a broader sell-off across AI infrastructure names than to anything specific in Oracle's results. That volatility suggests the market is still deciding how much of Oracle's spending spree it trusts, quantum ambitions included. Story Continues What The Numbers Are Whispering Hedge fund ownership of Oracle rose from 111 funds to 115 in the most recent quarter, a modest sign that institutional conviction is building rather than fading. Short interest sits at just 2.92% of the float, pointing to little organized skepticism against the stock right now. Oracle trades at 18.69 times forward earnings as of August 12, a multiple that looks reasonable next to the roughly 28% annual profit growth analysts expect in the coming years. Where This Leaves Investors The Quantinuum tie-up gives Oracle another long-horizon story to tell, even though quantum computing itself is still years from meaningfully moving the income statement. The real tension sits elsewhere: a backlog of $638 billion that keeps growing against a balance sheet carrying $164 billion in debt. Whether that backlog converts into cash fast enough to keep funding $70 billion in yearly spending is the question that will decide how this story plays out. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extre", "date_published": "2026-08-12T20:06:53+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ORCL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL34", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5f3f10ff-4ebe-453a-b409-86cf0da63594/"}]}}, {"id": "source:d0ac47e16e7fd03e7bec5599cff2efbd3adaf08173d18bbc5a02125b07eddbbf", "url": "https://finance.yahoo.com/markets/stocks/articles/stocks-wall-street-betting-against-193023310.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stocks-wall-street-betting-against-193023310.html", "title": "These Are the Stocks Wall Street Is Betting Against the Most", "content_text": "This article first appeared on GuruFocus. The supplied source only contains the heatmap headline and ticker list, without the underlying short-interest percentages or ranking data. I can write the story accurately from that limited information, but I would not invent figures. A group of heavily shorted stocks is drawing renewed attention as investors track companies facing elevated bearish positioning, with Wolfspeed (NYSE:WOLF), Purple Innovation (NASDAQ:PRPL), Recursion Pharmaceuticals (NASDAQ:RXRX) and Intellia Therapeutics (NTLA) among the names highlighted in a recent short-interest heatm", "date_published": "2026-08-12T19:30:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "P2AT34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "P2AT34", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fe80aedc-e9c6-4b06-8056-4dabf0252d1d/"}]}}, {"id": "source:4efd6774e63a68e656934f1217e3eaa9f6092e57fed4107900732f0485278b51", "url": "https://finance.yahoo.com/small-business/articles/sena-health-named-no-400-192800101.html", "external_url": "https://finance.yahoo.com/small-business/articles/sena-health-named-no-400-192800101.html", "title": "SENA Health Named No. 400 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies", "content_text": "Company Recognized for 884% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses MULLICA HILL, N.J., Aug. 12, 2026 /PRNewswire/ -- SENA Health today announced it has been ranked No. 400 on the 2026 Inc. 5000 list, the annual list of the fastest-growing private companies in America. The list is the most prestigious ranking of the nation's most successful independent and entrepreneurial businesses, recognizing companies that have achieved remarkable growth while driving innovation, creating jobs, and shaping the future of the economy. Past honorees include companies such as Microsoft, Meta, Chobani, Oracle, and Patagonia. \"We're proud of the growth SENA Health has achieved and the impact we're having across healthcare,\" said Dr. Anthony Wehbe, Founder and CEO of SENA Health. \"What sets us apart is how we bring people and technology together, using AI to drive efficiency while our live agents provide the personal connection and support that technology alone can't.\" This year's Inc. 5000 recognizes a new class of companies redefining what growth looks like. From AI and advanced manufacturing to healthcare, consumer products, and professional services, these businesses are expanding their impact, creating jobs and proving that entrepreneurial ambition continues to fuel the U.S. economy. Among the 5,000 companies on the list, the median three-year revenue growth rate was 130%, and those companies have collectively added more than 627,208 jobs to the U.S. economy over the past three years. For the full Inc. 5000 list, honoree company profiles, and a searchable database by industry and location, please visit: www.inc.com/inc5000. \"Every company on the Inc. 5000 has a story of perseverance, smart decision making, and a refusal to sit still,\" says Mike Hofman, editor-in-chief of Inc. \"Their growth reflects more than strong financial performance\u2013it reflects creativity, resilience, and the customer focus required to build companies that make a lasting impact. We congratulate all honorees on this significant achievement.\" Inc. will celebrate the honorees at the 2026 Inc. 5000 Conference & Gala, taking place October 14\u201316 in Dallas, Texas and the top 500 will be listed in the Fall issue of Inc. Magazine. Tickets are on sale now. Inc. 5000 List Methodology Companies on the 2026 Inc. 5000 are ranked according to percentage revenue growth from 2022 to 2025. To qualify, companies must have been founded and generating revenue by March 31, 2022. They must be U.S.-based, privately held, for-profit, and independent\u2014not subsidiaries or divisions of other companies\u2014as of December 31, 2025. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2022 is $100,000; the minimum for 2025 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Story Continues About SENA Health SENA Health is an AI-enablement company helping medical practices improve patient access, reduce administrative overhead, and build more scalable care delivery models. Through its 24/7 Command Center, SENA takes over front desk, back office, and call center functions, combining intelligent automation with clinical expertise to streamline operations, strengthen coordination, and support high-quality patient care. For more information, please contact SENA Health at 609-888-6039 or hello@senahealth.com About Inc. Inc. is the leading media brand and playbook for the entrepreneurs and business leaders shaping our future. Through its journalism, Inc. aims to inform, educate, and elevate the profile of its community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating the future of business. Inc. is published by Mansueto Ventures LLC, along with fellow leading business publication Fast Company. For more information, visit www.inc.com.Cision View original content:https://www.prnewswire.com/news-releases/sena-health-named-no-400-o", "date_published": "2026-08-12T19:28:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT34", "ORCL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT34", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/a60257f6-63d8-41fd-b4d7-9e41be6f999f/"}, {"symbol": "ORCL34", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5f3f10ff-4ebe-453a-b409-86cf0da63594/"}]}}, {"id": "source:9d0b3fcc62c931fa12e126b0289381e503338e9ef65222053bd07885a93b2e8d", "url": "https://finance.yahoo.com/m/898a7205-509c-3507-875f-5812fc0e1454/oracle-stock-climbs-after.html", "external_url": "https://finance.yahoo.com/m/898a7205-509c-3507-875f-5812fc0e1454/oracle-stock-climbs-after.html", "title": "Oracle Stock Climbs After Quantum Deal, Layoffs Report", "content_text": "Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI. Continue Reading", "date_published": "2026-08-12T19:23:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ORCL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL34", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/5f3f10ff-4ebe-453a-b409-86cf0da63594/"}]}}]}