Sharemaestro Newsreel

India's Larsen and Toubro secures order to build AI factory for Nvidia

Aug 13 (Reuters) - Larsen and ‌Toubro on ‌Thursday said it ​secured an order to build ‌an ⁠AI factory for ⁠Nvidia. The order is ​in ​the ​range of ‌100 billion rupees to 150 billion rupees (($1.05 ‌billion - $1.57 ​billion), ​the ​company ‌said. ($1 …

What Could Amazon.com (AMZN) Gain From Leading The Decart AI Bidding?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Amazon.com (NasdaqGS:AMZN) has reportedly emerged as a leading bidder to acquire Decart AI, according to discussions disclosed in August 2026. The potential deal …

Uber Partners with Hinomaru Kotsu for Robotaxi Pilot Deployment in Tokyo

TOKYO, August 13, 2026--(BUSINESS WIRE)--Uber Technologies, Inc. (NYSE: UBER) today announced that Uber Japan has signed an operational partnership agreement with one of its taxi operators, Hinomaru Kotsu Co., Ltd., to manage day-to-day fleet operations for its autonomous vehicle pilot deployment in Tokyo, scheduled …

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 …

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What Is Micron Technology (MU) Up Against In The New AI Stock Race?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like …

Cisco Systems Inc (CSCO) (Q4 2026) Earnings Call Highlights: Record Revenue and AI Super Cycle ...

This article first appeared on GuruFocus. Revenue: Record $17.3 billion in Q4, up 18% year-over-year; full-year record revenue of $63.3 billion, up 12%. Product Revenue: $13.5 billion in Q4, up 24% year-over-year. Services Revenue: $3.8 billion in Q4, flat year-over-year. Non-GAAP Net Income: $4.9 …

Apple reportedly in talks to pay publishers to boost AI-powered Siri

[White Apple logo on glass, office window, modern tech store shop, sleek branding, iconic symbol, Milan, Italy - May 21, 2025] Victor Golmer * Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) is discussing new deals with publishers to use their content to deliver current news and information, part …

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 …

Tim Cook Warned of a "100-Year Flood" in Memory Chip Pricing on His Last Earnings Call. Should Apple Investors Be Worried About Margins?

Key Points Apple demonstrated robust growth and strong margins, with iPhone sales up 22% in the third quarter. Gross margins were wider in the quarter, but that included a tariff benefit. Management expects memory prices to continue rising and is planning price increases to …

Anthropic reportedly in talks to buy AI startup Decart for $6B

[Data Science and Big Data Analytics concept. Analyst uses AI technology for Complex Data Analysis, Data mining, and Business analytics. Data flow,machine learning automation, and AI analytics system.] Khanchit Khirisutchalual * Anthropic (ANTHRO [https://seekingalpha.com/symbol/ANTHRO]) is in talks to buy the artificial intelligence startup Decart …

Anthropic in talks to buy Decart AI, source says

By Sumedha Mukherjee Aug 12 (Reuters) - Anthropic is in talks to buy Nvidia-backed startup Decart AI, according to a source ‌familiar with the matter, as the Claude maker explores ‌acquisitions that could help it handle growing demand ahead of its public listing. Bloomberg …

e.l.f. Beauty (ELF) Q1 2027 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 5, 2026 at 4:30 p.m. ET CALL PARTICIPANTS Vice President of Corporate Development and Investor Relations - Kristina Casey KattenChairman and Chief Executive Officer - Tarang AminSenior Vice President and Chief Financial Officer - Mandy Fields …

Super Micro Guided Fiscal 2027 Revenue $16 Billion Above Wall Street and Missed the Quarter Anyway

Key Points Supermicro's fiscal fourth-quarter revenue of $11.1 billion nearly doubled from a year ago but came in below the $11.55 billion analysts expected. Gross margin reached 17.5%, above even the preliminary 15% to 17% range the company flagged in July. Management guided fiscal …

Asian shares mostly rise after AI leads rally on Wall Street

TOKYO (AP) — Asian shares mostly rose in early Thursday trading, as global market optimism continued on prospects for AI stocks and the semiconductor sector. Japan's benchmark Nikkei 225 jumped 1.6% in early trading to 68,609.92. Australia's S&P/ASX 200 slipped 0.6% to 9,155.80. South …

Lip-Bu Tan Investing $12 Million of His Own Money into Intel Raise: Daniel Newman Calls It a ‘Strong Sign of Confidence’ in Chipmaker’s Future

Intel Corp (NASDAQ:INTC) CEO Lip-Bu Tan is investing $12 million of his own capital in the chipmaker's newly upsized $20 billion stock offering, a move that Futurum Group CEO Daniel Newman sees as a strong vote of confidence. Lip-Bu Tan Invests $12 Million in …

This Chinese firm has topped Micron and Kioxia in shipments of crucial NAND memory chips

BEIJING — Yangtze Memory Technologies is rapidly gaining market share in a critical chip sector, according to Counterpoint Research. The company, also known as YMTC, landed in third place by shipments globally in the second quarter, behind South Korea's Samsung and SK hynix but …

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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 …

Anthropic Said in Talks to Buy Startup Decart for $6 Billion

(Bloomberg) -- Anthropic PBC is in talks to buy the artificial intelligence startup Decart AI for about $6 billion, according to people familiar with the matter. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates …

Belite Bio Reports Unaudited Second Quarter 2026 Financial Results and Provides a Corporate Update

Belite Bio, Inc U.S. Food and Drug Administration (FDA) accepted the New Drug Application (NDA) with Priority Review for tinlarebant for the treatment of Stargardt disease type 1 (STGD1); Prescription Drug User Fee Act (PDUFA) target action date of February 12, 2027 Company presented …

CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 …

GFT Technologies SE (WBO:GFT) (H1 2026) Earnings Call Highlights: AI-Driven Growth and ...

This article first appeared on GuruFocus. Revenue: EUR462.6 million in H1 2026, a 5% increase in both euros and constant currencies. Adjusted EBIT: EUR33 million, up 8% year-over-year, with a margin of 7.1% compared to 6.8% in H1 2025. EBT: EUR24 million, up 26% …

The 5 Most Interesting Analyst Questions From AMD’s Q2 Earnings Call

AMD's second quarter saw revenue and non-GAAP profit both exceed Wall Street expectations, yet the market reacted negatively. Management attributed the quarter's results to robust adoption of its EPYC server CPUs and Instinct accelerators, particularly within the data center segment, which now makes up …

Review & Preview: Hold Please?

A softer inflation report that was in line with expectations helped boost stocks today, but overall, it was another fairly uneventful session after a quiet start to the week. The tech-heavy Nasdaq Composite finished up 0.5% today. Outside of the cooler inflation reading this …

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Nvidia-Backed AI Infrastructure Financing Push Could Be A Game Changer For BlackRock (BLK)

Nvidia and a group of major financial firms, including BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs and KKR, recently signed memorandums of understanding to mobilize over US$500 billion of third-party capital for AI infrastructure, reframing data centers and compute hardware as long-life assets financed through …

Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions

Note: The following is an excerpt from this week's Earnings Trends report. You can access the full report that contains detailed historical actual and estimates for the current and following periods, please click here>>> Here are the key points: For the 451 S&P 500 …

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 …

5 Must-Read Analyst Questions From BlackLine’s Q2 Earnings Call

5 Must-Read Analyst Questions From BlackLine's Q2 Earnings Call BlackLine's second quarter results were met with a significant negative market reaction, as deal delays and customer hesitancy around AI adoption impacted performance. Management highlighted that elongated deal cycles, especially in mega enterprise accounts, created …

Cisco (CSCO) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended July 2026, Cisco Systems (CSCO) reported revenue of $17.25 billion, up 17.6% over the same period last year. EPS came in at $1.22, compared to $0.99 in the year-ago quarter. The reported revenue represents a surprise of +2.36% over the …

Watts Water Technologies (WTS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer - Robert PaganoVice President, Investor Relations - Ray Nash TAKEAWAYS Net Sales -- $763.2 million, representing a 19% reported increase and a 12.2% organic growth …

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 …

Adobe vs. Advanced Micro Devices: Which Technology Stock Is a Better Buy in 2026?

Key Points Adobe maintains high profitability with a software ecosystem that serves creative and marketing professionals. Advanced Micro Devices is rapidly expanding its presence in the data center market with high-performance AI accelerators. Which of these technology leaders is the better fit for your …

Coherent forecasts upbeat first quarter on robust AI demand

Aug 12 (Reuters) - Coherent beat estimates for fourth-quarter earnings on Wednesday and forecast first-quarter revenue and profit ‌above analysts' expectations, betting on strong demand for its ‌data center and communications products. Shares of the company, however, slipped 4% in ​extended trading. They have …

Cisco Earnings Beat, Revenue Outlook Above Estimates. But Shares Fall.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading