Sharemaestro Newsreel

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 …

Pinterest (PINS) Expands Ad Targeting With Zillow, Is The Stock Undervalued?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Pinterest (PINS) is in focus after announcing a new partnership with Zillow that links Pinterest's ad network to Zillow's home shopper data, creating fresh questions about monetization …

Lam Research Plans To Invest Over $3 Bln To Expand Research, Development Lab Network In AI Era

(RTTNews) - Lam Research Corporation (LRCX), a semiconductor manufacturing equipment and services provider, said that it intends to invest more than $3 billion over the next five years to expand its global research and development lab network. This investment will increase the company's experiment …

Globant SA (GLOB) (Q2 2026) Earnings Call Highlights: AI Pods Drive 60% Surge in Glob AI ARR, ...

This article first appeared on GuruFocus. Revenue: $614.4 million in Q2 2026, within guided range, up 1.2% sequentially and slightly up year over year. Glob AI ARR: $52.8 million as of June, up from $32.8 million in March, roughly 60% growth in a single …

DLocal Ltd (DLO) (Q2 2026) Earnings Call Highlights: Record TPV Growth and Raised Guidance ...

This article first appeared on GuruFocus. Total Payment Volume (TPV): $17.7 billion, up 92% year over year. Net Revenue Retention: 153%, marking the fifth consecutive quarter above 140%. Gross Profit: $127 million, up 29% year over year and 7% sequentially. Operating Profit: $64 million, …

Former Airbus Japan President Stéphane Ginoux Appointed as Advisor to SkyDrive

To accelerate the launch and worldwide adoption of Japan-developed eVTOL aircraft TOYOTA, Japan, August 14, 2026--(BUSINESS WIRE)--SkyDrive Inc. ("SkyDrive"), a leading compact eVTOL (*1) aircraft developer based in Japan, announced today that Stéphane Ginoux has joined SkyDrive as an advisor, effective August 1, 2026. …

Uber Stock Looks Cheap. Here’s Why.

Its stock is down, but investors shouldn’t overreact to worries about the autonomous-vehicle business. Continue Reading

Uber, China's Pony.ai plan European robotaxi push with 2,000 vehicles

[Futuristic car interior of robotaxi.] 3alexd * Pony AI (PONY [https://seekingalpha.com/symbol/PONY]) and U.S. ride-hailing giant Uber (UBER [https://seekingalpha.com/symbol/UBER]) announced an expansion of their strategic partnership, with plans to collaborate on the deployment of more than 2,000 Pony.ai robotaxis across Europe. * In late March, …

How Investors Are Reacting To Intercontinental Exchange (ICE) Pershing Stake And Bond Issuance Momentum

In August 2026, Intercontinental Exchange, Inc. completed several fixed-income offerings totaling about US$3.73 billion in callable senior unsecured and subordinated notes with fixed coupons, alongside reporting strong July trading volumes and open interest across key asset classes. The disclosure that Pershing Square has built …

Koninklijke Ahold Delhaize (ENXTAM:AD) Could Be 46% Below Fair Value As AI Gains Land

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Koninklijke Ahold Delhaize (ENXTAM:AD) is attracting fresh attention after its Delhaize banner rolled out SymphonyAI demand forecasting and replenishment tools across Belgium, reporting higher forecast …

Why Is Sandisk Stock Crashing and is it a Generational Buying Opportunity?

Sandisk(NASDAQ: SNDK) is putting investors on a roller coaster ride. 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 Conviction" signal is …

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 …

How Investors Are Reacting To DLocal (DLO) Raising Payment Volume Guidance After Q2 2026 Results

DLocal Limited reported past second-quarter 2026 results with sales of US$399.66 million and net income of US$54.64 million, alongside higher earnings per share versus a year earlier. The company also lifted its total payment volume growth guidance while keeping operating profit growth targets intact, …

Can Stryker (SYK) Still Look Undervalued After Backlog Recovery?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Stryker stock has delivered a 35.9% gain over the past five years, yet current checks suggest it is not an obvious bargain, even as …

Chuck Robbins Says AI Is Fueling a "Networking Supercycle." Cisco's Guide Puts a $7.5 Billion Number on It.

Key Points Cisco took $9.3 billion of AI infrastructure orders from hyperscalers in fiscal 2026, including $4 billion in the fourth quarter alone. Management expects $7.5 billion of AI infrastructure revenue from hyperscalers in fiscal 2027, roughly a tenth of guided revenue. Fourth-quarter gross …

¿Está USA Rare Earth (USAR) redefiniendo discretamente las cadenas de suministro occidentales de tierras raras con su apuesta por Serra Verde?

AppLovin’s Q2 Earnings Call: Our Top 5 Analyst Questions

AppLovin's Q2 Earnings Call: Our Top 5 Analyst Questions AppLovin's second quarter results were met with a significant negative market reaction as revenue and adjusted EBITDA both came in just below Wall Street expectations. Management attributed the shortfall to a slower pace of model …

Is the Reported $400 Billion AstraZeneca-Bristol Myers Squibb Megamerger a Slam Dunk -- or a Disaster Waiting to Happen?

Key Points Earlier this month, AstraZeneca and Bristol Myers Squibb became the subject of merger rumors. Investors reacted negatively to the rumors, even if on paper such a deal would create an oncology-focused big pharma powerhouse worth around $400 billion. Considering regulatory uncertainty and …

Why Lam Research (LRCX) Is Up 10.2% After $3 Billion Global R&D Lab Expansion Plan

In August 2026, Lam Research announced plans to invest more than US$3.00 billion over five years to expand its global R&D lab network, aiming to lift experiment capacity by over 50% and compress product development cycles for semiconductor customers across the US, Asia, and …

Pinterest (PINS) Opens Off Site Ad Targeting With Real Estate Data

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Pinterest (NYSE:PINS) and Zillow announced a new partnership that enables off site ad targeting using Zillow's predictive real estate data. Advertisers can now …

HP (HPQ) Heads Into Earnings With AI PC Hopes And Valuation Questions

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. HP (HPQ) heads into its August 26 fiscal third quarter earnings release with investors focused on whether AI PC demand and recent revenue trends …

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 …

Okta (OKTA) Could Be 3% Above Fair Value Following The JMP Upgrade

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Okta (OKTA) moved into focus after Citizens JMP Securities upgraded the cybersecurity company to Market Outperform, citing its role in securing identity for …

Gap (GAP) Stock May Be 44% Undervalued After Gulf Expansion Deal

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Gap stock has more than doubled over the past three years, yet current checks suggest the market price may still sit well below an …

APA (APA) Stock Fair Value Edges Higher After Q2 Analyst Revisions

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. Analysts have adjusted their price targets for APA Corp. into a range that runs …

The 5 Most Interesting Analyst Questions From HubSpot’s Q2 Earnings Call

The 5 Most Interesting Analyst Questions From HubSpot's Q2 Earnings Call HubSpot's Q2 results drew a negative market response, despite surpassing Wall Street's revenue and non-GAAP earnings expectations. Management attributed the quarter's underwhelming outcome to delayed customer purchases and softer net new customer growth, …

Hilton Hotels Across Malaysia Mark Mid-Autumn with Signature Mooncake Collections

Featuring The Hilton Mooncake Collection and exclusive hotel creations, Hilton's 2026 Mid-Autumn campaign reflects the unique character of participating hotels through handcrafted mooncakes and distinctive festive offerings. KUALA LUMPUR, Malaysia, Aug. 14, 2026 /PRNewswire/ -- Hilton [NYSE: HLT], as the Mid-Autumn Festival approaches, Hilton …

Michael Burry Calls Nvidia’s $500 Billion AI Financing Push a ‘Wall Street Stunt’: ‘Meet the New Boss…'

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Famed investor Michael Burry has targeted Nvidia Corp.'s push to unlock over $500 billion in artificial intelligence infrastructure financing, calling the initiative a "Wall Street stunt" that …

Visa’s Stablecoin Settlement Push Might Change The Case For Investing In Visa (V)

Lithic, Zerohash, and Cashi recently announced new partnerships and products that use Visa's network to enable USDC and other stablecoin settlement, cross-border payouts via Visa Direct, and everyday card spending from stablecoin balances. Visa's own onchain analytics show stablecoins processed US$4.80 trillion in the …

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 …

GE HealthCare Technologies (GEHC) Stock Still Looks Cheap After A 20% Jump

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. GE HealthCare Technologies stock has climbed 19.7% over the past month, yet its valuation checks still lean toward the shares looking cheap rather …

DLocal (DLO) Could Be 71% Undervalued On Raised Guidance And Strong Q2 Results

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. DLocal (DLO) is back in focus after reporting second quarter figures that included nearly US$18b in total payment volume and record gross profit, alongside higher full year …

Can HP (HPQ) Turn Rising Component Costs Into a Stronger AI PC Strategy?

In the past week, HP said it expects fiscal third-quarter earnings per share slightly above analyst forecasts, even as management warned that higher memory, storage, and CPU costs could pressure profitability and test the resilience of AI PC-driven demand. This tension between flat longer-term …

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 …

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 …

Uber partners with China's Pony.ai for 2,000 robotaxis in Europe

BEIJING — U.S. ride-hailing giant Uber is ramping up its global robotaxi coverage with operator Pony.ai. The companies plan to deploy 2,000 of Pony.ai's self-driving taxis across Europe, and expand the robotaxi partnership to the Middle East, they announced Friday. In late March, Uber …