Sharemaestro Newsreel

Amazon, Alphabet, and Microsoft Are Dropping Nearly $600 Billion on Capital Expenditures: 1 Clear Winner Emerges

Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), and Microsoft (NASDAQ: MSFT) are the world's three biggest cloud computing providers. They are spending a ton of money on adding more computing capacity this year, with Amazon leading the way, on track to spend $220 …

Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’

Quick Read Three major hedge funds piled into TSM while dumping AVGO, with TSM gaining 41% YTD versus AVGO's 8% single-week drop. Druckenmiller exited Intel and Micron while opening new positions in LRCX, AMD, and Entegris, signaling selective bets on process equipment over legacy …

What Is Alphabet (GOOGL) Betting On With Gemini 3.7 Flash?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Alphabet (NasdaqGS:GOOGL) has released its Gemini 3.7 Flash AI model, aimed at speeding up productivity tasks and coding automation. The rollout of Alphabet's higher …

Kinsale Capital Group Q2 Earnings Analysis

NetJets owner ups stake in Wheels Up backer Delta Air Lines

Berkshire Hathaway, owner of NetJets, increased its stake in Delta Air Lines by 44% in the second quarter, bringing its total to 57.3 million shares valued at about $5.4 billion. Delta Air Lines is the largest shareholder in Wheels Up, owning 36% of the …

Micron Is Worth $1.1 Trillion and Sits 23% Below Its 52-Week High. Is the Stock a Buy?

Micron Technology (NASDAQ: MU) hasn't reported a quarter since late June. The memory specialist's stock has still given back about 23% from its 52-week high. For a company valued at $1.1 trillion today, that drawdown works out to more than $300 billion of market …

Warren Buffett's Berkshire raises stake in world's largest airline

Warren Buffett spent years telling anyone who would listen that airlines were a terrible business to own. Buffett called them a "capital trap," a place where fuel costs and fare wars could erase profits almost overnight. Then Covid hit, and Berkshire Hathaway dumped its …

Is RTX’s Seven-Year SM-3 Deal Reshaping the Investment Case for RTX (RTX)?

Raytheon Technologies (RTX) has secured a seven-year framework agreement with the Pentagon for SM-3 Block IB and Block IIA interceptors, aiming to stabilize supply chains and support missile defense procurement. This deal enhances the visibility of RTX's defense manufacturing workload, though the company's investment …

Berkshire Hathaway (BRK.B), Why Is It Getting Attention Now?

What BBB Foods' Long Growth Runway Means, and Why a Director's Latest Insider Transaction Doesn't Detract From It

Rose Nicole Dominique Reich Sapire, a director at BBB Foods Inc. (NYSE:TBBB), disposed of 4,754 shares of Class A Common Shares on August 7, according to a recent SEC Form 4 filing. Transaction summary Metric Value Transaction value ~$193,345 Shares sold 4,754 Post-transaction shares …

Yalla Q2 Earnings Preview

* 7Yalla (YALA [https://seekingalpha.com/symbol/YALA]) is scheduled to announce Q2 earnings results on Monday, August 1th, after market close. * Over the last 2 years, YALA has beaten EPS estimates [https://seekingalpha.com/symbol/YALA/earnings/eps-surprise-summary] 100% of the time and has beaten revenue estimates 88% of the time. MORE …

Flexsteel Q4 2026 Earnings Preview

* Flexsteel (FLXS [https://seekingalpha.com/symbol/FLXS]) is scheduled to announce Q4 earnings results on Monday, August 17th, after market close. * The consensus EPS Estimate is $1.15 [https://seekingalpha.com/symbol/FLXS/earnings/estimates] (-17.9% Y/Y) and the consensus Revenue Estimate is $109.51M (-4.4% Y/Y). * Over the last 2 years, FLXS …

Wendy's Traders Smell a Buyout Cooking — Nelson Peltz Preps a Bid

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Wendy's Co. jumped Wednesday after the Financial Times reported that activist investor Nelson Peltz is laying groundwork for a bid to take the fast-food chain …

Insider Sale: Monolithic Power Systems Interim CFO Sells 105 Shares for $141,148

Nvidia’s neocloud funding could drive significant revenue stream - Morgan Stanley

Morgan Stanley analysts are optimistic about Nvidia's recent announcement of securing $500 billion in third-party capital for AI infrastructure, viewing it as a potential significant annuity revenue stream. They believe this initiative, which involves partnerships with major financial players like Apollo and BlackRock, will …

Shopify Shines and Uber Declines

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Uber's results Disney's parks growth Where does ESPN go? Shopify's blowout To catch full episodes of all The Motley Fool's free podcasts, check out …

Clean Harbors (CLH), What Is Drawing Fresh Attention Now?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Recent coverage of Clean Harbors (CLH) has focused on its 13.5% five year compounded annual sales growth and stronger free cash flow margins, which together …

Bank of America sees ‘great convergence’ across America’s two economies

Back in July, I wrote an article titled "Bank of America warns America now has 2 economies." At the time, the bank's analysts saw an increasingly uncomfortable split beneath what has otherwise been a resilient U.S. economy. BofA used the popular term "K-shaped recovery" …

Cenovus pushes back toward its 52-week high, but light volume and negative pressure temper the breakout case

Cenovus Energy rose 9.8% in the week to 14 August and closed only 2.7% below its yearly high, outpacing integrated oil peers, while participation stayed below average and Market Dynamics remained unconfirmed.

Here's How to Read BBB Foods' Latest Insider Filings as Chain Grows 39% Despite Soft Economy

Juan Pablo Cappello, a director at BBB Foods Inc. (NYSE:TBBB), reported the disposition of 7,660 shares valued at $312,000 on August 7, according to an SEC Form 4 filing. Transaction summary Metric Value Transaction value ~$312,000 Shares sold 7,660 Post-transaction shares (directly held) 97,295 …

BBB Foods Shows a Net Loss but Its Cash Flow Surged. Here's How to Read an Insider's Trade Before Last Week's Earnings

Sami Gabriel Khouri, a director at BBB Foods Inc. (NYSE:TBBB), disclosed a non-discretionary disposition of 14,101 Class A Common Shares on August 7, according to an SEC Form 4 filing. Transaction summary Metric Value Transaction value ~$573,500 Shares sold 14,101 Post-transaction shares (total) ~3.6 …

Gilead Sciences (GILD): Buy, Sell, or Hold Post Q2 Earnings?

Gilead Sciences (GILD): Buy, Sell, or Hold Post Q2 Earnings? Over the last six months, Gilead Sciences's shares have sunk to $137.77, producing a disappointing 11.3% loss - a stark contrast to the S&P 500's 13.1% gain. This might have investors contemplating their next …

AeroVironment Stock Faces Key Earnings Test as Analysts Remain Divided

3 Reasons to Sell PCTY and 1 Stock to Buy Instead

3 Reasons to Sell PCTY and 1 Stock to Buy Instead What a time it's been for Paylocity. In the past six months alone, the company's stock price has increased by a massive 41.8%, reaching $152.67 per share. This was partly thanks to its …

Chili’s Parent Wants a Bigger Slice of Fast Food’s Digital Business — CEO Calls Takeout the ‘Next Big Frontier’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Brinker International, Inc. stock jumped Wednesday after the Chili's parent reported mixed fiscal fourth-quarter results but issued a stronger-than-expected fiscal 2027 outlook. The rally was likely magnified …

Moderna (MRNA): Buy, Sell, or Hold Post Q2 Earnings?

Moderna (MRNA): Buy, Sell, or Hold Post Q2 Earnings? What a fantastic six months it's been for Moderna. Shares of the company have skyrocketed 44.2%, hitting $63.36. This was partly due to its solid quarterly results, and the performance may have investors wondering how …

NVIDIA’s $3 Billion Bet on the Power Behind AI

NVIDIA Corporation (NASDAQ:NVDA)'s latest push into the infrastructure supporting AI chips extends all the way to the power grid. According to a report from The Information, published on August 7, NVIDIA will spend up to $3 billion in Lancium, a power infrastructure developer and …

DoorDash (DASH): 3 Reasons We Love This Stock

DoorDash (DASH): 3 Reasons We Love This Stock DoorDash's 33.7% return over the past six months has outpaced the S&P 500 by 20.5%, and its stock price has climbed to $217.00 per share. This was partly thanks to its solid quarterly results, and the …

DAL Stock | Delta Air Lines Inc Q2 2021 Earnings Call Gençlerbirliği Vs Trabzonspor (8CGuJrxyUS)

3 Reasons SCHL is Risky and 1 Stock to Buy Instead

3 Reasons SCHL is Risky and 1 Stock to Buy Instead Scholastic has had an impressive run over the past six months as its shares have beaten the S&P 500 by 9.5%. The stock now trades at $41.58, marking a 22.7% gain. This performance …

Stellantis’ (STLA) Big Turnaround Bet Hits A North American Snag

On August 14, autoworkers at Stellantis (NYSE:STLA) learned their union had been told the company is weighing the sale of its Brampton, Ontario plant, a move Unifor tied directly to US tariffs on Canadian goods. The timing is awkward. Days earlier, Stellantis had posted …

Google’s (GOOGL) Latest AI Model Arrives Amid A Bigger Balancing Act

On August 13, Alphabet's (NASDAQ:GOOGL) Google unveiled Gemini 3.7 Flash, a new AI model built for coding and automated business tasks. The launch came without word on when the company's flagship Gemini 3.5 Pro model will arrive, a gap investors have watched closely as …

What Three Encompass Health Insiders Selling Signals After a Rate Increase

John Patrick Darby, EVP and general counsel of Encompass Health Corporation (NYSE:EHC), sold 8,906 shares of common stock on August 10, according to an SEC Form 4 filing. Transaction summary Metric Value Shares sold (directly held) 8,906 Transaction value $1.1 million Post-transaction shares (directly …