Sharemaestro Newsreel

Is Carvana (CVNA) a Clear Bargain at 13x EBITDA?

Optimist Fund, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter is available to download here. Fund performance improved significantly in Q2, achieving a return of 36.3% as tensions in Iran eased. Since inception, it has met its …

Beyond Meat Implements Reverse Stock Split To Regain Nasdaq Compliance

(RTTNews) - Friday, Beyond Meat, Inc. (BYND) announced that it has filed a Certificate of Amendment to its Restated Certificate of Incorporation with the Delaware Secretary of State, formally implementing the previously announced 1-for-30 reverse stock split of its common stock, with a par …

Airbnb Sales Gains, Guidance Boost Shares 25.3% in Last Month

ABNB operates an online marketplace for travelers to book spaces to stay, covering a wide range of options like apartments, houses, hotels, and more. The company's second-quarter fiscal 2026 report showed $3.6 billion in revenue (a 17% year-over-year rise), gross booking value of $27.2 …

TBBB Crosses Above Average Analyst Target

In recent trading, shares of BBB Foods Inc (Symbol: TBBB) have crossed above the average analyst 12-month target price of $43.80, changing hands for $49.20/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade …

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 …

ServiceNow CFO: Trillions are being spent on AI initiatives. Are companies asking these 3 key questions?

The hardest investment decisions in business are rarely between a good idea and a bad one. More often than not, they're between many good ideas, all backed by smart people, credible data, and a convincing argument for why they need to happen now. This …

5 Insightful Analyst Questions From Occidental Petroleum’s Q2 Earnings Call

5 Insightful Analyst Questions From Occidental Petroleum's Q2 Earnings Call Occidental Petroleum delivered a quarter that surpassed Wall Street's expectations, with management attributing the strong performance to operational efficiency gains and disciplined cost control across its U.S. and international assets. CEO Richard Jackson cited …

Intel's capital raise could imply foundry progress, expanding customer base: GF

Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $23B [https://x.com/LipBuTan1/status/2088029999748321326?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet] capital raise [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week could imply that the semiconductor giant has made progress in its all-important foundry unit, and as such, an expanding customer base, GF Securities said. Shares rose fractionally in premarket trading on Friday. “We view …

Reddit Stock Pops After S&P 500 Inclusion

This article first appeared on GuruFocus. Reddit (NYSE:RDDT) is heading into the S&P 500 after meeting the benchmark's eligibility requirements, sending its shares higher. Shares surged more than 10% on early Friday following the index inclusion news. The change takes effect before the Aug. …

AI Sales Push Fortinet Shares to New Heights

FTNT provides cybersecurity solutions to enterprises, communications providers, governments, and small- to medium-sized businesses – its AI solutions are under heavy demand. The company's second-quarter fiscal 2026 earnings report showed $2.05 billion in quarterly revenue (a 26% year-over-year jump) with AI-related business growing 25%, …

JPMorgan values the New York Knicks at $11.75 billion following bombshell Lakers deal

The New York Knicks may be this year's NBA champions, but the team's valuation is still a touch short in the wake of the bombshell deal for the Los Angeles Lakers. At least, according to the number-crunchers at JPMorgan (JPM). Analyst David Karnovsky slapped …

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

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

Applied Materials Stock Falls After Earnings Beat -- Here's Why

This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares fell about 5% early Friday after the semiconductor equipment maker reported fiscal third-quarter results above Wall Street expectations and lifted its outlook. Revenue increased 25% from a year earlier to $9.12 billion, topping the …

Marriott International (MAR) Could Be 12% Overvalued On Higher EPS Guidance

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Marriott International (MAR) is back in focus after its latest Q2 earnings release, which combined revenue growth and higher full-year EPS guidance with softness in …

Tesla Stock Is on Track for a 2-Week Winning Streak

Lower borrowing costs tend to benefit growth stocks like the EV maker, but shares are still struggling for the year. Continue Reading

Insider Buying at Pool Corp (POOL) Signals Confidence

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the "Insiders Fund". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% …

Credo Stock On The Mend After Tech Sell-Off, But Needs More Work To Break Out

Credo stock is making headway toward a buy point. But the AI play is still recovering from a steep slide from its all-time high. Continue Reading

Eli Lilly Stock Nears Buy Point After Earnings-Fueled Gains

While Eli Lilly isn't a perfect technical setup, it's still a fundamental powerhouse that could be worth considering. Continue Reading

Barclays says cooling U.S. data could stabilize tech stocks

Investing.com -- Barclays told investors in a note on Friday that softer U.S. growth and inflation data are easing pressure on the Federal Reserve to tighten further, with a shift that should cap yields and the dollar while helping steady technology and momentum stocks. …

Workday takeover chatter could mark a turning point for software stocks

A big buyout of Workday (WDAY) could send an important signal on software stocks, which have been hammered over the past 12 months. "We believe that the reported discussions highlights that the terminal risk related to AI for certain enterprise software companies (i.e. those …

Applied Materials Earnings: What To Look For From AMAT

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here's what to expect. Applied Materials beat analysts' revenue expectations last quarter, reporting revenues of $7.91 billion, up 11.4% year on year. It was an exceptional quarter for the …

Better Tech Behemoth: Alphabet vs. Microsoft Stock

Key Points Alphabet's revenue and profits are increasing faster than Microsoft's. Microsoft's stock is cheaper than Alphabet's. 10 stocks we like better than Alphabet › Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) and Microsoft(NASDAQ: MSFT) are two of the biggest tech giants on the market, and the third …

South Africa's top court blocks Shell's offshore oil exploration campaign

[Shell Holds Annual General Meeting In London] Scott Barbour/Getty Images News South Africa's Constitutional ‌Court ruled Friday that offshore oil exploration ​led by Shell (SHEL [https://seekingalpha.com/symbol/SHEL]) cannot proceed [https://www.reuters.com/business/energy/south-africas-top-court-rules-shell-exploration-off-wild-coast-cannot-proceed-2026-08-14/], marking a key loss in the company's five-year legal fight with environmental activists. Shell (SHEL …

At a glance: stocks gapping down premarket

[Wall Street-Street Sign] P_Wei/E+ via Getty Images Here's a quick look at the stocks that are seeing gap-down moves before the bell on Friday. Stock index futures were muted on Friday after the S&P 500 closed at a record high in the previous session. …

SoFi Originated a Record $10.7 Billion in Personal Loans Last Quarter. Here's Where That Credit Risk Actually Sits.

Key Points As of June 30, SoFi’s balance sheet held $28 billion in personal loans, representing 57% of the total lending book. Personal loans are frequently sold or securitized to third-party investors, but this doesn’t insulate the business from possible financial losses. Although SoFi …

Avolon Holdings To Sell 7 Boeing 737-8200 Aircraft To India's Akasa Air

(RTTNews) - On Friday, Avolon Holdings Ltd. has agreed a sale and leaseback transaction with Akasa Air, India's fastest-growing airline, for up to seven Boeing 737-8200 aircraft. The terms of the transaction were undisclosed. The deal further strengthens Avolon's partnership with Akasa, supporting its …

Not Micron, Not Sandisk. This Artificial Intelligence (AI) Memory Stock Could Be the Next Nvidia.

Key Points Demand for high bandwidth memory, DRAM, and NAND flash storage is on the rise. Micron and Sandisk are two of the best-known players in the AI memory segment. A rival from Korea may offer more compelling upside in the long run as …

Reddit surges premarket on index inclusion; Applied Materials’ dips

Investing.com - U.S. stock futures were little changed on Friday, pointing to a muted open after the S&P 500 closed at a record high in the previous session, while investors weighed a fresh batch of corporate news and analyst actions. By 05:49 ET (09:49 …

The Bull Case For Arcos Dorados Holdings (ARCO) Could Change Following Record Q2 Digital And Loyalty-Driven Sales

Arcos Dorados Holdings Inc. recently reported half-year 2026 results showing revenue of US$2,521.6 million and net income of US$81.15 million, with basic earnings per share from continuing operations of US$0.39, while its second-quarter earnings and revenue surpassed analyst estimates. The company's record quarterly sales …

Workday (WDAY) Stock May Be 40% Below Fair Value Despite Buyout Talks

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Workday stock has surged in the past month, yet the valuation signals are split. An intrinsic value estimate from a Discounted Cash Flow (DCF) model …

UBS recorta el precio objetivo de Applied Materials por preocupaciones sobre márgenes

Dow Jones Futures: Sandisk, Memory Stocks Extend Gains; Applied Materials Tumbles

The S&P 500 hits a new high after a constructive pause. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings. Continue Reading

Vestas secures order with Statkraft Peru for new wind project

Statkraft Peru has selected Vestas for the development of the 72 MW Emma wind farm in Peru, located in the Piura region. Continue Reading

Coeur Mining (CDE) Just Topped $1B in Quarterly Revenue. Can It Last?

Coeur Mining (NYSE:CDE) just delivered the biggest quarter in its history on August 6. Quarterly revenue crossed $1 billion for the first time, powered by the first full quarter of contributions from the newly acquired New Afton and Rainy River mines. Free cash flow …

A Big Inflation Risk Still Looms for Stock Markets

Applied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day. Continue Reading