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Applied Materials cede terreno ante la exigencia de los inversores de un mayor crecimiento tras su racha alcista

Why Is Nutrien (NTR) Raising Guidance While Nitrogen Volumes Slide?

Nutrien (NYSE:NTR) held its second-quarter 2026 earnings call on August 6. The headline numbers show a company leaning on its potash strength to offset a bumpier nitrogen and phosphate picture, while still finding room to raise guidance in one segment and cut spending in …

Massive Update for Okta Stock Investors

I have had Okta(NASDAQ: OKTA) stock ranked as a buy for several years. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total …

Lemonade Cut Its Adjusted EBITDA Loss From $41 Million to $19 Million. Now It Has Promised Breakeven by Q4.

Key Points Lemonade is a fintech that uses AI to handle insurance claims. In the second quarter, it grew revenue 79% and in-force premiums by 32%. The company is targeting profitability in Q4 2026. 10 stocks we like better than Lemonade › Lemonade(NYSE: LMND) …

Keysight Technologies (KEYS) Could Be 8% Undervalued Following OCP APAC Summit

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Keysight Technologies (KEYS) is back in focus after presenting at the OCP APAC Summit 2026 in Taipei, just days before its scheduled third quarter fiscal …

Reddit (RDDT) Joins The S&P 500 In A Big Index Milestone

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Reddit (NYSE:RDDT) is set to be added to the S&P 500 index, making it the second pureplay social media company in the benchmark …

Jim Cramer Said Arista Networks, Inc. (NYSE:ANET) and Snowflake Inc. (NYSE:SNOW) Were Worth It

Networking equipment and software provider Arista Networks, Inc. (NYSE:ANET) is one of Cramer's favorite stocks. In fact, as far back as February 2025, the CNBC TV host remarked that going against Arista Networks, Inc. (NYSE:ANET) and its CEO meant an "invitation to your funeral." …

Jim Cramer Said Kimberly-Clark Corporation (NYSE:KMB) + Kenvue Could Take On P&G – But Is He Right?

Personal care products provider Kimberly-Clark Corporation (NYSE:KMB)'s shares are down by 17% over the past year and are up by 9% year-to-date. It is currently undergoing a major transformation through acquiring Kenvue. Cramer has discussed Kimberly-Clark Corporation (NYSE:KMB)'s acquisition several times and linked its …

Jim Cramer Said T-Mobile US Inc. (NASDAQ:TMUS)’s Shares Reflected A Fear Of The Future

T-Mobile US Inc. (NASDAQ:TMUS)'s shares are down by 26% over the past year and by 8% year-to-date. As with other carriers, the firm's narrative depends on its subscriber growth, and more recently, on its ability to compete with SpaceX. The rocket firm, which now …

Best Growth Stocks to Buy for August 14th

Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, August 14: Match Group, Inc. MTCH: This digital technologies company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing …

Jim Cramer Admitted ‘Trimming’ Palo Alto & CrowdStrike Holdings For His Charitable Trust

Jim Cramer has consistently recommended buying cybersecurity stocks for more than a year. Two firms that regularly cross his radar are Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD). While the pair operates in the same industry, in today's AI-driven software era, …

DLocal targets 60%–70% TPV growth and 25%–30% gross profit growth in 2026 as operating leverage is expected to improve

Earnings Call Insights: dLocal (DLO) Q2 2026 MANAGEMENT VIEW * “TPV reached $17.7 billion, accelerating to 92% year-over-year… our net revenue retention was 153%… Our gross profit hit $127 million… [and] operating profit as a percentage of gross profit… reach[ed] 50%.” (CEO & Director …

Jim Cramer Wondered Whether Sandisk Is No Longer Cyclical & Expected Western Digital To Raise Guidance More

Sandisk Corporation (NASDAQ:SNDK) and Western Digital Corporation (NASDAQ:WDC) are two of the strongest-performing stocks in today's AI era. The two companies' shares are up 455% and 159% year-to-date, respectively. Both of the firms' shares have responded to the aggressive demand for their storage products …

Jim Cramer Wonders Whether AppLovin Corporation (NASDAQ:APP) Is Facing Off With Google

AppLovin Corporation (NASDAQ:APP) is a software company that operates in the digital advertising space. Its shares are down by 27% over the past year and by 49% year-to-date. AppLovin Corporation (NASDAQ:APP) has been one of the more interesting firms in today's AI-driven era due …

Jim Cramer Explains Datadog, Inc. (NASDAQ:DDOG)’s Share Price Movement

Datadog, Inc. (NASDAQ:DDOG) is a cloud infrastructure and application monitoring platform. Its shares are up by 102% over the past year and by 88% year-to-date. The shares closed a stunning 19% lower on August 6th after Datadog, Inc. (NASDAQ:DDOG) reported its second quarter earnings. …

5 Revealing Analyst Questions From eBay’s Q2 Earnings Call

5 Revealing Analyst Questions From eBay's Q2 Earnings Call eBay's second quarter results were met with a negative market reaction despite surpassing Wall Street expectations for both revenue and non-GAAP profit. Management pointed to strong execution in focused categories, such as collectibles and fashion, …

Alphabet and Amazon Are Spending $420 Billion on Infrastructure. These 2 Stocks Are Primed to Cash in on It.

Key Points Nvidia's GPUs are widely used by AI clients. Amazon called out the memory industry as the reason why its capital expenditure guidance increased. 10 stocks we like better than Nvidia › Amazon and Alphabet are two of the biggest spenders in artificial …

Global Payments (GPN) Stock Looks Discounted On Returns But Premium Priced On Earnings

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Global Payments has rebounded over the past year but sits on a weak five year share price record, and the latest valuation checks …

Meta (META) Stock Could Be 37% Undervalued On Teen Safety Ruling

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Meta Platforms stock has pulled back over the past year, yet the latest valuation work suggests the current price may still sit well …

Synopsys (SNPS) Stock May Be Cheap As Shares Fell 33%

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Synopsys stock has fallen 33.4% over the past year, yet an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach suggests the shares …

Stellantis (BIT:STLAM) Expands Grand Cherokee Lineup, Is The Stock Still Cheap?

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Stellantis (BIT:STLAM) is back in focus after Jeep announced an expanded 2027 Grand Cherokee lineup. The company is adding new Trailhawk, Overland and Upland trims …

Charter-Cox merger gets final state approval

[Cable Giants Cox And Charter Communications Agree To $34.5 Billion Merger] Kevin Dietsch/Getty Images News California has greenlit Charter Communications' (CHTR [https://seekingalpha.com/symbol/CHTR]) $34.5B deal to buy cable TV and broadband provider Cox Communications, with the merger expected to close next week. The California Public …

Are Innovative Beverages Enough to Turn McDonald's Around?

Key Points McDonald's stock has struggled this year, down nearly 10%. The fast-food chain is finding innovative ways to bring back cost-conscious customers. McDonald's remains a solid buy for income-focused investors.10 stocks we like better than McDonald's › McDonald's(NYSE: MCD) is making a bold …

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 …

Reddit shares jumps on S&P 500 entry; SUI joins MidCap 400

[Stock market boom, financial gains, safe investment concept. Green arrow soaring over financial figures. Digital 3D render.] hernan4429 * Reddit (RDDT [https://seekingalpha.com/symbol/RDDT]) will replace AvalonBay Communities (AVB [https://seekingalpha.com/symbol/AVB]) in the S&P 500 effective prior to the opening of trading on Tuesday, August 18. * …

Uber, Pony.ai Expand Partnership To Deploy More Than 2,000 Robotaxis Across Europe

(RTTNews) - Uber Technologies Inc. (UBER) said it is expanding its partnership with Pony AI Inc. (Pony.ai), an autonomous driving technology company, to deploy more than 2,000 Pony.ai Robotaxis across Europe, with plans to extend the collaboration to the Middle East. The partnership will …

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 …

B2Gold (BTG) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Friday, Aug. 7, 2026 at 11:00 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer - Mike CinnamondChairman - Kelvin Paul DushniskyChief Financial Officer - Michael McDonald TAKEAWAYS Consolidated Gold Production -- 204,000 ounces in the second quarter, …

Five9 (FIVN) Is Up 19.1% After Raising 2026 Guidance And Adding Regal AI Integration – Has The Bull Case Changed?

In early August 2026, Five9 reported stronger second-quarter and first-half results alongside updated guidance for third-quarter and full-year 2026 revenue and GAAP profitability, while Regal announced an integration that brings its autonomous AI voice agents into the Five9 AI Agent Connect program for automated, …

Keysight (KEYS) Stock Looks Fully Valued Following Its 136% Run

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Keysight Technologies stock has delivered a strong 135.8% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and the market …

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 …

Dara Khosrowshahi Hails Uber's Japan Robotaxi Expansion, Says Country Has Been a 'Terrific' Market for the Ride-Hailing Giant

Uber Technologies Inc.(NYSE:UBER) CEO Dara Khosrowshahi hailed the expansion of the ride-hailing giant's Robotaxi exploits in Japan as the global autonomous driving race heats up. Japan Is a Terrific Market For Uber, Dara Khosrowshahi Says Quoting a post from the official Uber handle on …

Elastic (ESTC) Soars 11.5%: Is Further Upside Left in the Stock?

ElasticESTC shares rallied 11.5% in the last trading session to close at $86.03. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 24% gain over the past …

Citi's U.S. Consumer Cards Business To Buy Kard Financial For Undisclosed Terms

(RTTNews) - Banking major Citigroup Inc. (C) announced late Thursday that its U.S. Consumer Cards business has agreed to acquire Kard Financial, a commerce media and rewards platform. The terms of the acquisition were undisclosed and are not material to Citi's financial results. The …

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

Applied Materials expects $10.25B Q4 revenue amid projected 2026 packaging growth of more than 70%

Earnings Call Insights: Applied Materials (AMAT) Q3 fiscal 2026 MANAGEMENT VIEW * "In our third fiscal quarter of 2026, Applied Materials delivered another set of record-breaking results, including the highest quarter-on-quarter revenue growth in the company's history," said (President, CEO & Executive Director Gary …