Sharemaestro Newsreel

Top economist warns that the AI math doesn’t make sense: ‘Profits are currently being funded by investors rather than earned from customers’

"Is there an AI bubble?" is such a tired thought. Here's something altogether more wired: The AI boom is paying off, but not in a way that the current equities market has accounted for. The success of the technology in one area of the …

LegalZoom.com (LZ) Could Be 32% Undervalued Following Copilot Launch And Guidance Cut

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Why LegalZoom.com Stock Is Back In Focus LegalZoom.com (LZ) is drawing fresh attention after launching an agent inside Microsoft 365 Copilot while cutting its full year revenue …

Why Palantir Stock Skyrocketed This Past Week

Key Points Palantir is helping its customers reap the benefits of AI without sacrificing control over their data. Management says its fast-growing U.S. commercial business has plenty of room for further expansion.10 stocks we like better than Palantir Technologies › Shares of Palantir Technologies …

IREN (IREN) vs. CORZ and APLD: Can Its AI Cloud Buildout Turn Contracted Demand Into Profits?

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Compounding Your Wealth's Substack by Sergey. In this article, we will summarize the bulls' thesis on IREN. IREN Limited's share was trading at $37.93 as of August …

Is CPI FIM (BDL:ORCL) Undervalued As Its Recent Rebound Meets An 8.7x P/E?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Recent price move and context for CPI FIM CPI FIM (BDL:ORCL) shares recently closed at €0.75, with the stock down over the past …

Palantir vs. Salesforce: Two Visions of Enterprise AI, One Clear Winner

Quick Read PLTR's 93% revenue surge and 149% U.S. commercial growth contrast sharply with CRM's steadier 13% lift and a P/E of 139 versus 22. Salesforce's Agentforce ARR hit $1.2 billion, up 205%, signaling a real product pivot beneath what looks like modest topline …

'Very little to like': Wall Street assesses surprise July jobs report as stocks jump

Wall Street is increasingly betting the latest jobs report will take a Fed rate hike off the table and give stocks room to climb. The Bureau of Labor Statistics' July labor market report showed the economy lost 23,000 jobs, far short of expectations. The …

Geron (GERN) Is Up 14.7% After Issuing First RYTELO Revenue Guide And Narrowing Losses - Has The Bull Case Changed?

In the second quarter of 2026, Geron Corporation reported revenue of US$57.48 million versus US$49.04 million a year earlier, a net loss of US$16.68 million, first-half revenue of US$109.32 million, and a reduced first-half net loss of US$20.32 million, while also filing a US$6.03 …

Earnings beats ease concerns over record U.S. stock rally - WSJ

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported. About 86% of the more than …

Is the Worst Finally Over for Palantir Stock?

Key Points The company delivered outstanding growth and raised guidance again. Explosive commercial AI adoption, accelerating revenue growth, and improving profitability suggest Palantir's long-term investment thesis remains intact. Palantir's Q2 results may have marked a turning point in investor sentiment.10 stocks we like better …

Palantir Is Worth $413 Billion. The $500 Billion Line Sits Almost Exactly at Its Record High.

Key Points At Palantir's current share count of about 2.4 billion, a $500 billion valuation implies a stock price of about $208. The stock's record high of $207.52, set in early November, sits less than 1% below that level. Second-quarter revenue rose 93% year …

What Does Oracle (ORCL) Gain From Bringing New AI Models Into Its Apps?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI …

Doximity (DOCS) Is Up 31.0% After Raising Revenue Outlook On Clinical AI Adoption - Has The Bull Case Changed?

Doximity, Inc. recently reported fiscal first-quarter 2027 results, with revenue rising to US$156.62 million from US$145.91 million a year earlier, while net income and earnings per share declined year on year. Management emphasized rapid uptake and monetization of its clinical AI tools, updating guidance …

Tenable (TENB) Widens Its AI Security Net Just As Profits Turn A Corner

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI's ChatGPT Enterprise, and Microsoft Copilot. It is a bet …

LegalZoom (LZ) Integrates Microsoft Copilot Amid Growth Shifts

LegalZoom.com (NASDAQ:LZ) had one of the roughest weeks in its history, and it happened almost right on top of a product launch. On August 4, the company announced a new agent integrated into Microsoft 365 Copilot, putting business formation, compliance filings, and attorney consultations …

Palantir vs. ServiceNow: Which Is the Better Long-Term AI Stock?

Palantir (NASDAQ: PLTR) and ServiceNow (NYSE: NOW) are competing to become essential operating layers for the modern enterprise. One controls complex data and strategic decisions, while the other coordinates everyday workflows. Their battle could determine who captures the most durable advantage as AI moves …

Massive News: Palantir's Newest Partnership Could Strengthen Its AI Moat

Palantir (NASDAQ: PLTR) is pairing its mission-critical software with advanced AI hardware from Nvidia (NASDAQ: NVDA) to create a secure operating system for governments and enterprises. This deep dive examines whether sovereign AI could strengthen Palantir's moat enough to support its premium valuation. Stock …

Wall Street Can't Agree on Palantir. Here's What Investors Should Do Next

A Palantir office building in Tokyo_ Image by Hiroshi-Mori-Stock via Shutterstock_ Palantir Technologies (PLTR) is a leading American software company specializing in big data analytics and artificial intelligence platforms. Founded in 2003 and headquartered in Miami, Florida, Palantir develops powerful data integration systems like …

Stock Market Week Ahead: Bullish Signals Amid 'Dirty' Volume

The market rides some bullish signals into the coming week, but sorting the signals required some careful detective work. Continue Reading

Palantir (PLTR) Posted Record 93% Growth, Here’s Why Analysts Think It Won’t Last

Palantir Technologies Inc. (NASDAQ:PLTR) delivered the strongest revenue growth in its history on its Aug 3 earnings, surpassing guidance across every key metric, and fueling a double-digit rally the next day. Results like these would normally be enough to win over even the stock's …

Synopsys Inc (SNPS) Aktienanalyse & Prognose

How Chevron became the AI darling of Big Oil

Welcome to rural Reeves County, which counts about 4,000 households over 2,600 square miles, in barren and arid West Texas. Soon, courtesy of Chevron, the county will possess enough gas-fired electricity to power more than 2 million homes—though in this case, all of that …

7 Reasons Pershing Square (PS) Looks Pricey After Ackman Spotlighted AI Holdings

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Pershing Square stock reacts to focus on concentrated portfolio and AI-linked holdings Pershing Square …

Block CEO Jack Dorsey Says New Slack-Like Platform Buzz Takes Company's Core Technologies to a 'Different Level'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Block Inc. CEO Jack Dorsey said on Wednesday that the firm's new workspace collaboration platform, Buzz, elevates its core technologies to a new height. AI Tech Part …

Osisko Metals (TSX:OM) Is Up 20.8% After Reporting Deepening 2026 Losses Has The Bull Case Changed?

Osisko Metals Incorporated reported second-quarter 2026 results showing a net loss of C$84.13 million, versus net income of C$0.796 million in the same period a year earlier, with basic and diluted loss per share from continuing operations of C$0.11. Over the first six months …

Q2 Earnings: Robust Results and Positive Estimate Revisions Validate Market Fundamentals

The Q2 earnings season continues to validate our constructive view on corporate fundamentals. Rather than simply clearing reduced consensus hurdles, reporting companies are offering encouraging reads on order trends, margin resilience, and full-year demand. This fundamental health is filtering directly into analyst models, driving …

Michael Kratsios Says Some Companies Blame AI for Layoffs Because 'It Plays Better in the Press'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. White House Science and Technology Advisor Michael Kratsios said some companies are blaming artificial intelligence (AI) for layoffs they likely would have carried out anyway, arguing the …

Stock Market Today, Aug. 7: Palantir Surges on Bank of America Upbeat View After Strong Earnings

Palantir Technologies(NASDAQ:PLTR), an AI-powered decision software provider, closed at $172.01, up 10.32%. Today’s gains built on its post-earnings strength and Bank of America’s (NYSE:BAC) upbeat view, while investors are watching further upside after the quarter and commercial AI demand. Trading volume reached 76.2 million …

A Volatile Week for Tech Revealed New Stock Narratives—and 1 Bargain

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptical investors and flip a negative narrative. Continue Reading

S&P 500 Posts Weekly Gain as Tech Giants Surge

The Standard & Poor's 500 index rose 3.6% this week after technology heavyweights jumped and optimism increased that the Strait of Hormuz will reopen following a deal between Iran and Oman. The market benchmark ended the week at 7,757.64. The index is now up …

AI theme has 'a long way to run': Strategist

Yahoo Finance host Jared Blikre and The Wealth Consulting Group Chief Market Strategist Talley Léger discuss market leadership shifting from tech concentration to diffusion, explaining why investors must take a 'leap of faith' on massive AI capital spending by tech hyperscalers like Alphabet (GOOG), …

US Equity Indexes Rise This Week as Technology Mega-Caps Advance, Hormuz Reopening Deal in Works

US equity indexes jumped this week amid gains in technology heavyweights and growing expectations of 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 …

Michael Burry Sounds Alarm on Major AI Stocks

This article first appeared on GuruFocus. Michael Burry (Trades, Portfolio) is betting against Oracle (NYSE:ORCL) and Nebius Group (NASDAQ:NBIS), sharpening his broader warning that the AI infrastructure boom is becoming dangerously dependent on leverage and long-dated financial commitments. The new shorts put two of …

Borrowing to the Brink: How Oracle’s AI Expansion Put Its Credit Rating on Life Support

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Oracle Corp. stock fell more than 3% in Thursday's premarket session as investors reassessed the software giant's aggressive AI spending strategy amid a mixed broader market. Nasdaq …

Congress Eyes Boosting Quantum Funds as Global Race Heats Up

(Bloomberg) -- US lawmakers from both parties are seeking to boost federal funding for quantum computing as China and other countries race to transition from research to deployment of the nascent technology across defense, intelligence and cybersecurity. Most Read from Bloomberg OpenAI's New Device …

Beyond NVIDIA and GPUs: The Next AI & Quantum Winners Leading 2026

The artificial intelligence boom has created enormous wealth over the past three years, with NVIDIA NVDA emerging as the undisputed leader of the AI infrastructure revolution. But as the market matures, investors are asking a different question: where will the next wave of AI …