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seekingalpha.com Earnings

Government contracts and the quantum computing sector

[Quantum computing concept. Digital communication network. Technological abstract.] metamorworks/iStock via Getty Images INVESTORS SHOULD KNOW: Quantum Computing Inc. (QUBT [https://seekingalpha.com/symbol/QUBT]) is emerging as a key public-market pure-play in quantum and photonics technology. With its latest earnings release, the company disclosed that roughly 70–80% of its revenue is tied to government contracting. This underlines the ways in which public …

Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

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 …

MSFT main company
Sharemaestro market context Price above Trend Line 52 weeks -12.3% MSFT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Apple in Focus as New Houston AI Manufacturing Hub Opens

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +23.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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External headlines link to their original source. Market context comes from stored weekly company data, not from an opinion about the article.

Rubrik CTO Arvind Nithrakashyap Sells $3.0 Million Stock

Key Points The transaction involved the sale of 38,460 shares at a weighted average price of $79.19, totaling ~$3 million. This disposition reduced the executive's direct stake in the company by ~12%. The sale was executed through the exercise of 38,460 stock options, with …

RBRK main company
Sharemaestro market context Trend signal active 52 weeks -13.2% · Next-week setup negative 35.6% RBRK stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Gary Black Warns Elon Musk: Tesla Can’t Match Apple's Marketing Relying Only on ‘Word-of-Mouth and the CEO’s Posts on X’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +23.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Why Quantinuum Is Teaming Up with Apple Manufacturer Quanta Computer

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

AAPL main company RGTI mentioned
Sharemaestro market context Trend signal active 52 weeks +23.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Quantinuum Is Working With This Apple Partner to Scale Quantum Computing

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

AAPL main company RGTI mentioned
Sharemaestro market context Trend signal active 52 weeks +23.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Waste Management (WM) Fell Behind the Rally. Is It an Opportunity?

Parnassus Investments, an investment management company, released the "Parnassus Core Equity Fund" second quarter of 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500's 15.20% gain. Performance …

WMI main company
Sharemaestro market context Price below Trend Line 52 weeks -8.8% WMI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Is Capital One Financial (COF) A Bargain Following Its Arena Naming Rights Extension?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Capital One Financial (COF) is back in focus after agreeing to a 20 year naming rights extension for Capital One Arena, in connection …

COF main company
Sharemaestro market context Price above Trend Line 52 weeks -5.5% · Next-week setup negative 32.5% COF stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Zacks Investment Ideas feature highlights: CoreWeave, Nebius and NVIDIA

For Immediate Release Chicago, IL – August 14, 2026 – Today, Zacks Investment Ideas feature highlights CoreWeave CRWV, Nebius Group NBIS and NVIDIA NVDA. Neoclouds CRWV & NBIS Soar (Why they have room to run) CoreWeave and Nebius Group are specialized AI cloud infrastructure …

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Biggest stock movers Friday: AMAT, NU, and more

[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret Stock futures were largely unchanged early Friday, as investors evaluated cooling inflation data alongside a fresh batch of tech-sector earnings reports. Here are some of Friday's biggest stock movers: BIGGEST STOCK GAINERS * REDDIT …

NUN mentioned
Sharemaestro market context Price below Trend Line 52 weeks -3.2% · Next-week setup positive 58.7% NUN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Apple Unveils Advanced Manufacturing Center In Houston To Train Small, Medium-sized Businesses

(RTTNews) - Tech major Apple Inc. (AAPL) late Thursday announced that it has opened its new Advanced Manufacturing Center or AMC in Houston, offering free training and educational sessions for small- and medium-sized businesses. With the AMC, Apple plans to equip American workers with …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +23.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Bekaert: Update on the Share Buyback Program and the Liquidity Agreement

Bekaert Update on the Share Buyback Program and the Liquidity Agreement Period from 6 August 2026 to 12 August 2026 Share Buyback Program On 26 February 2026, Bekaert announced the start of the next tranche of its share buyback program, for a total maximum …

BAYNN mentioned
Sharemaestro market context Price above Trend Line 52 weeks +47.4% · Next-week setup negative 19.6% BAYNN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

AFARAK GROUP: INTERIM REPORT H1 2026

Afarak Group SE 07:00 London, 09:00 Helsinki, 14 August 2026 - Afarak Group SE ("Afarak" or "the Company") (LSE: AFRK, NASDAQ: AFAGR) FINANCIAL INTERIM RELEASE H1 2026 H1/26 H1/25 2025 Revenue EUR million 57.1 77.1 141.3 EBITDA EUR million 1.6 6.9 -0.2 EBIT EUR …

BAYNN mentioned
Sharemaestro market context Price above Trend Line 52 weeks +47.4% · Next-week setup negative 19.6% BAYNN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Bleeding-Edge AI Meets Cutting-Edge Finance. Is This Peak AI?

These new futures contracts would allow investors to hedge and speculate on the cost of renting chips that machines need to train and run AI models. Continue Reading

NBISN mentioned
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nu Holdings Ltd. Reveals Advance In Q2 Profit

(RTTNews) - Nu Holdings Ltd. (NU) reported a profit for its second quarter that Increased, from the same period last year The company's earnings totaled $1.060 billion, or $0.2162 per share. This compares with $636.84 million, or $0.1300 per share, last year. The company's …

NUN main company
Sharemaestro market context Price below Trend Line 52 weeks -3.2% · Next-week setup positive 58.7% NUN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Is Rigetti Computing (RGTI) Fully Valued Following Grant And Quantum Progress News?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Rigetti Computing (RGTI) is back in focus after outlining a potential US$100 million U.S. government grant, reporting fresh progress on its 108 qubit …

RGTI main company
Sharemaestro market context Price below Trend Line 52 weeks -2.1% RGTI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius (NBIS) Stock Looks Fully Valued Despite Its 274% Run

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Nebius Group stock has delivered a very strong 5 year run, yet the broader valuation checks lean expensive rather than clearly cheap. Recent headlines around rapid AI …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

RWE AG (RWEOY) (Q2 2026) Earnings Call Highlights: Record H1 Results and Raised Guidance Signal ...

This article first appeared on GuruFocus. Adjusted EPS: EUR1.77 for H1 2026, up more than 60% year over year. Adjusted EBITDA: EUR3 billion, an increase of more than EUR900 million compared to H1 2025. Offshore Wind Adjusted EBITDA: EUR810 million, up EUR167 million, driven …

RWEN mentioned
Sharemaestro market context Trend signal active 52 weeks +54.2% · Next-week setup negative 6.2% RWEN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nebius Group NV (NBIS) (Q2 2026) Earnings Call Highlights: Revenue Surges 454% as AI Capacity ...

This article first appeared on GuruFocus. Revenue: Group revenue grew 454% year over year to $582 million in Q2 2026, up 46% from the previous quarter. Nebius AI Revenue: Increased 514% year over year to $575 million, representing 98% of group revenue. Annualized Run …

NBISN main company
Sharemaestro market context Trend signal active 52 weeks +142.0% NBISN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nu Holdings Ltd. (NU) Surpasses Q2 Earnings and Revenue Estimates

Nu Holdings Ltd. (NU) came out with quarterly earnings of $0.22 per share, beating the Zacks Consensus Estimate of $0.2 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents …

NUN mentioned
Sharemaestro market context Price below Trend Line 52 weeks -3.2% · Next-week setup positive 58.7% NUN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Could Arcus Biosciences (RCUS) and Summit Therapeutics (SMMT)’s Cancer Drug Partnership Create a New Treatment Standard?

On July 22, Arcus Biosciences, Inc. (NYSE:RCUS) and Summit Therapeutics Inc. (NASDAQ:SMMT) announced a major clinical trial collaboration to combine Arcus's casdatifan (an investigational HIF-2α inhibitor) with Summit's ivonescimab (an investigational PD-1/VEGF bispecific antibody). The study aims to evaluate the safety and efficacy of …

SMMT main company
Sharemaestro market context Price below Trend Line 52 weeks -31.8% · Next-week setup negative 7.6% SMMT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Could AbbVie Inc. (ABBV) Win as Genmab A/S (GMAB) Faces a New Regulatory Test for Epcoritamab?

On July 23, Genmab A/S (NASDAQ:GMAB) and AbbVie Inc. (NYSE:ABBV) clarified a key clinical setback regarding their jointly developed T-cell engaging bispecific antibody, epcoritamab (DuoBody-CD3xCD20). The Phase 3 EPCORE DLBCL-1 study evaluated epcoritamab monotherapy against investigator's choice of chemoimmunotherapy in transplant-ineligible adults with relapsed/refractory …

ABBV main company
Sharemaestro market context Trend signal active 52 weeks +8.3% ABBV stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Coca-Cola’s Raised Guidance And Margin Gains Might Change The Case For Investing In Coca-Cola (KO)

Coca-Cola recently posted a strong second quarter, with healthy global demand, improving margins, broad-based volume growth, and management raising full-year revenue and earnings guidance. This upgraded outlook, alongside ongoing market-share gains and disciplined cost control, has reinforced investor confidence in the company's ability to …

KO main company
Sharemaestro market context Trend signal active 52 weeks +13.7% KO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

MLP SE (WBO:MLP) (Q2 2026) Earnings Call Highlights: Record Revenue and EBIT Fuel Optimistic Outlook

This article first appeared on GuruFocus. Total Revenue: Increased by 10% to a record EUR583 million in the first half of 2026. EBIT: Reached a new record high of EUR64 million in the first half of 2026. Revenue by Competence Field: Property & Casualty …

BAYNN mentioned
Sharemaestro market context Price above Trend Line 52 weeks +47.4% · Next-week setup negative 19.6% BAYNN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Johnson & Johnson (JNJ)’s $5.5B Talc Settlement: Turning Point or Temporary Relief?

The World Health Organization projects that the share of the world's population aged 60 years and older will almost double from 12% in 2015 to 22% by 2050. The Population Reference Bureau expects the number of Americans aged 65 and older to climb from …

JNJ main company
Sharemaestro market context Trend signal active 52 weeks +32.5% JNJ stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Could HCA Healthcare, Inc. (HCA) Stock Rebound After Guidance Cuts and Payer Pressure?

HCA Healthcare, Inc. (NYSE:HCA) reported its second-quarter 2026 financial results on July 24, confirming the figures previewed earlier in the month. While top-line growth remained healthy, a visible deterioration in payer mix and a revision to full-year profitability guidance triggered immediate target cuts across …

SMMT mentioned
Sharemaestro market context Price below Trend Line 52 weeks -31.8% · Next-week setup negative 7.6% SMMT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

What Is Intercontinental Exchange (ICE) Signaling With Record Mortgage Equity?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Intercontinental Exchange (NYSE: ICE) reports mortgage holder equity at an all time high in its latest ICE Mortgage Monitor. The report highlights the fastest …

ICE main company
Sharemaestro market context Price below Trend Line 52 weeks -24.6% · Next-week setup negative 36.9% ICE stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Does Impinj (PI)ʼs Golden Cross and Earnings Revisions Recast Its Momentum Versus Fundamentals Story?

In recent weeks, Impinj experienced a "golden cross," with its 50-day simple moving average crossing above the 200-day average, coinciding with upward revisions to its near-term earnings outlook. This combination of a widely watched technical signal and improving earnings expectations has drawn fresh attention …

PI main company
Sharemaestro market context Trend signal active 52 weeks +15.9% · Next-week setup negative 18.3% PI stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Stellantis (BIT:STLAM) Stock Looks Reasonable On Value But Weak On Returns

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Stellantis stock has been under clear pressure in recent years, yet the valuation checks still suggest the shares screen cheap on several measures. That contrast …

STLAN main company
Sharemaestro market context Price below Trend Line 52 weeks -48.9% · Next-week setup negative 32.3% STLAN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Berkshire Hathaway (BRK.A) Sees Precision Castparts Value Reappraised On Aircraft Demand

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Berkshire Hathaway (NYSE:BRK.A) is seeing substantial value appreciation in its subsidiary Precision Castparts as aircraft industry demand remains strong. Analysts and investors are highlighting the higher estimated …

BRKB main company
Sharemaestro market context Trend signal started 52 weeks -0.4% BRKB stored weekly price path from 15 Aug 2025 to 7 Aug 2026

How Apple’s New Houston AI Manufacturing Hub Could Reshape the AAPL Investment Narrative

Apple recently opened its Advanced Manufacturing Center in Houston, a 20,000-square-foot facility that offers free smart-manufacturing training to U.S. small- and medium-sized businesses while co-locating production of advanced AI servers and upcoming Mac mini assembly. The center extends Apple's American Manufacturing Program beyond Detroit's …

AAPL main company
Sharemaestro market context Trend signal active 52 weeks +23.8% AAPL stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Reddit Set to Join S&P 500 and Sun Communities to Join S&P MidCap 400

NEW YORK, Aug. 13, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500 and S&P MidCap 400: Reddit Inc. (NYSE: RDDT) will replace AvalonBay Communities Inc. (NYSE: AVB) in the S&P 500 effective prior to the opening …

RDDT main company
Sharemaestro market context Trend signal started 52 weeks -39.7% RDDT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Reddit Shares Surge on S&P 500 Inclusion Later This Month

(Bloomberg) -- Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform's shares surging more than 10% after the bell. Most Read from Bloomberg Anthropic in Talks to …

RDDT main company
Sharemaestro market context Trend signal started 52 weeks -39.7% RDDT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Reddit Will Join the S&P 500. The Stock Jumps 11%.

Reddit will replace AvalonBay Communities before the opening of trading on Tuesday, according to S&P Dow Jones Indices, which oversees the index. The change was prompted by Equity Residential’s coming acquisition of AvalonBay, a large owner of multifamily housing. Continue Reading

RDDT main company
Sharemaestro market context Trend signal started 52 weeks -39.7% RDDT stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Nubank quarterly net profit beats estimates, topping $1 billion for first time

SAO PAULO, Aug 13 (Reuters) - Brazilian digital lender Nubank's quarterly net profit surpassed $1 billion for the first time, beating analysts' ‌estimates, and sending shares higher late on Thursday. Nu Holdings posted ‌net profit of $1.06 billion for the April-June quarter, a 49% …

NUN mentioned
Sharemaestro market context Price below Trend Line 52 weeks -3.2% · Next-week setup positive 58.7% NUN stored weekly price path from 15 Aug 2025 to 7 Aug 2026

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