Sharemaestro Newsreel

Coca-Cola's Volume vs Price Mix: What's Driving Growth Now?

Coca-Cola's Q2 2026 results show a more balanced growth, with volume playing a larger role alongside pricing, contrasting with previous quarters where pricing bore most of the growth. This shift is driven by broad-based volume momentum, brand activation, and disciplined revenue growth management, although …

Devon Energy (NYSE:DVN) Given Buy Rating at Argus

Argus has reiterated its "buy" rating for Devon Energy (NYSE:DVN) and set a $45.85 price target. This aligns with a "Moderate Buy" consensus among analysts, with an average target of $59.15 for the energy company. Devon Energy recently exceeded quarterly earnings expectations, reporting $1.57 …

Costco Shares Ease 0.7% as 48x P/E Faces Membership Expansion Challenge

Microsoft Vs. Alphabet: How and Why They Stand Head-and-Shoulders Above Other Hyperscalers

Quick Read Azure crossed $100B in annual revenue with 43% growth, while Google Cloud surged 82%, leaving every other hyperscaler well behind. Microsoft generated $20B in free cash flow despite $36B in capex, while Alphabet went FCF-negative and suspended buybacks to fund AI buildout. …

American Express (NYSE: AXP) shows July card delinquencies and 1.7% write-offs

American Express reported its monthly credit performance statistics for U.S. Consumer and U.S. Small Business Card balances for July 2026. U.S. Consumer card balances reached $113.1 billion with a 1.1% delinquency rate and 1.7% write-off rate, while U.S. Small Business card balances were $46.1 …

STMicroelectronics Stock Down 12% in a Month: Buy the Dip or Wait?

STMicroelectronics N.V. STM stock has fallen 12.1% in a month despite a strong second quarter. The decline reflects concerns over margins and rising costs. In the same time frame, the industry has gained 9.6%. Investors are also cautious about near-term growth. Personal Electronics is …

Will Stereolabs Help Ouster Capitalize on Robotics Growth?

Ouster, Inc. OUST acquired Stereolabs SAS in February 2026, strengthening its position in the rapidly expanding Physical AI and robotics markets by combining lidar, cameras, AI compute and perception software into an integrated sensing platform. The acquisition is already delivering strategic benefits. Stereolabs' ZED …

Bill Ackman Is Buying Netflix. Should Investors Load Up, Too?

Bill Ackman and his hedge fund, Pershing Square Capital Management, recently disclosed that it increased its stake in Netflix (NASDAQ: NFLX). The last time Ackman's funds owned Netflix, all the way back in 2022, the position was exited at a hefty loss. The new …

What's Going On With Kratos Defense Stock Monday?

PepsiCo's Brand Refresh: Is it Enough to Win Back Consumers?

PepsiCo Inc. PEP is stepping up efforts to refresh its portfolio as changing consumer preferences and tighter household budgets reshape demand, particularly in North America. The company's strategy combines brand restaging, product innovation, affordability initiatives and sharper marketing to reconnect with consumers. A major …

American Express posts July consumer write-off rise; total U.S. card balances $159.2B

American Express reported an increase in July's net write-off rates for U.S. Consumer cards, rising to 1.7% from 1.4% in June, though the June figure benefited from a portfolio sale. Total U.S. card balances remained at $159.2 billion. U.S. Consumer card balances were $113.1 …

Apple upgraded at Rothschild to Buy on product strength (AAPL:NASDAQ)

Rothschild has upgraded Apple (AAPL) to Buy from Hold, citing the company's strong product lineup and potential entry into the foldable handset market. Despite the firm acknowledging that "Apple Intelligence has been disappointing," the overall outlook on Apple's product strength led to the upgrade. …

Why Medexus Pharmaceuticals Inc stock is sliding today

Nvidia’s Circular Financing Web Gets Even Wider

Quick Read Nvidia invested $1.5 billion in SB Energy, funding the data center OpenAI will fill with Nvidia GPUs and booking revenue twice on one deal. Off-balance-sheet AI obligations across major hyperscalers have ballooned to $3 trillion, all resting on AI revenue assumptions no …

INTU Targets a Massive Mid-Market Opportunity: Buy, Hold or Sell?

Intuit Inc. INTUis increasingly positioning the mid-market as more than an extension of its traditional QuickBooks franchise. The company views larger and more complex businesses as one of its most important emerging growth engines. Management believes the opportunity is substantial, describing the mid-market as …

What's Going On With Automotive Properties Real Estate Investment Trust Stock Monday?

Prediction: Micron Is Up 240% This Year, and Here Is the Next Catalyst

Quick Read Micron (MU) surged 240% in 2026 on an AI memory boom, with $100 billion in customer commitments anchoring a $964.63 HOLD price target. Sandisk's steeper NAND growth curve and Western Digital's steady HDD gains make MU's 6x forward multiple look defensible against …

Dell Technologies (DELL) Is Up 8.16% in One Week: What You Should Know

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; …

What Makes Salzgitter (SZGPY) a New Buy Stock

Salzgitter AG (SZGPY) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The sole determinant …

Oceaneering International (OII) Is Up 8.82% in One Week: What You Should Know

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; …

Broadcom Inc. (AVGO) Upgraded to Buy: What Does It Mean for the Stock?

Broadcom Inc. (AVGO) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The Zacks rating relies …

Anheuser-Busch Inbev (BUD) Upgraded to Buy: What Does It Mean for the Stock?

Anheuser-Busch Inbev (BUD) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The Zacks …

Accendra Health (ACH) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 10, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Vice President, Strategy, Corporate Development and Investor Relations - Will Parrish President and Chief Executive Officer - Edward Pesicka Chief Financial Officer - Jonathan Leon Chief Operating Officer …

N-able (NABL) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Monday, Aug. 10, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Director of Investor Relations - Griffin Gyr President and Chief Executive Officer - John Pagliuca Executive Vice President and Chief Financial Officer - Tim O'Brien Full Conference Call …

Here's Why Investors Must Hold WCN Stock in Their Portfolios Now

Waste Connections, Inc. WCN shares have gained 4.9% in the past three months. Meanwhile, the industry and the Zacks S&P 500 Composite have returned 2.3% and 4.2%, respectively. 3-Month Share Price PerformanceZacks Investment Research Image Source: Zacks Investment Research The Zacks Consensus Estimate for …

Oracle drops lawsuit against Wisconsin regulators over data center rules

Oracle has dropped its lawsuit against Wisconsin utility regulators regarding new rules designed to protect ratepayers from the costs associated with data centers' energy demands. The lawsuit challenged a Public Service Commission (PSC) requirement that data center companies with credit ratings below A- post …

Rockwell Automation: Durable Margin Expansion And Reshoring Momentum Support $564 Price Target

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Should Investors Hold Enbridge as Growth Faces a Premium Valuation?

Enbridge Inc. ENB pairs long-term contracted infrastructure cash flows with a C$41 billion secured backlog and a 5.4% dividend yield. Management also sees about C$50 billion of organic opportunities through 2030, supporting a visible growth runway. The trade-off is valuation. ENB trades above its …

Can Visa Direct Give Visa's Growth Story a New Direction?

Visa Inc. V is expanding its role in money movement as Visa Direct gains traction across domestic and cross-border use cases. In third-quarter fiscal 2026, Visa Direct transactions grew 21% year over year, while commercial and money-movement solutions revenues increased 17% in constant dollars. …

Marie Brizard Wine & Spirits Monthly declaration of the total number of voting rights and shares

Marie Brizard Wine & Spirits MONTHLY DECLARATION OF THE TOTAL NUMBER OF VOTING RIGHTS AND SHARES (ARTICLE L233-8II THE COMMERCIAL CODE and 223-16 OF THE GENERAL REGULATIONS OF THE FINANCIAL MARKETS AUTHORITY (AMF)) Charenton-le-Pont, 17th August 2026 MARIE BRIZARD WINE & SPIRITS ISIN Code: …

Petrobras Finds Hydrocarbons in Amapa, Boosting Offshore Prospects

Petrobras (PBR), a Brazil-based integrated energy company, has confirmed the presence of hydrocarbons in the Morpho exploratory well in Block FZA-M-59, marking an important development in exploration along Brazil's equatorial margin. The discovery was made in deep waters off the coast of Amapá, within …

Could Nvidia Be Worth $10 Trillion by 2030?

Nvidia (NASDAQ: NVDA) has become an iconic company over the years, with its chips playing an integral role in the build-out taking place in the tech sector, as businesses invest heavily in artificial intelligence (AI). At around $5.5 trillion in market cap, it's easily …

Can Sterling's Backlog Strengthen Its Infrastructure Growth Prospects?

Sterling Infrastructure, Inc. STRL has built a larger base of contracted work as demand for data centers, semiconductor facilities and other mission-critical infrastructure remains strong. The expanding backlog could provide support for revenue growth while giving Sterling greater exposure to infrastructure markets with strong …

SMCI Surges 67% in a Month: Time to Hold or Fold the Stock?

Super Micro Computer's SMCI shares have gained 67.1% in the past month compared with the Zacks Computer and Technology sector and Zacks Computer – Storage Devices industry's appreciation of 5.8% and 14.9%, respectively SMCI One-Month Performance ChartZacks Investment Research Image Source: Zacks Investment Research …

Alibaba Stock Gains as It Adds to Its War Chest for AI Race

Alibaba stock has dropped this year even as the company directs its resources toward AI infrastructure. Continue Reading

Synchrony, credit card issuer to Amazon and Walmart, partners with OpenAI for ChatGPT shopping

Synchrony Financial, the credit card issuer for brands including Amazon, Walmart and Lowe's, is working with OpenAI to allow shoppers to buy products directly inside ChatGPT using their store cards. The deal is one of the first major moves by a U.S. consumer lender …