Sharemaestro Newsreel

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 …

A Workday Takeover Bid Could End the Software Stocks Selloff

Silver Lake’s takeover of Workday would send a clear signal to investors that private-equity firms are circling software. Continue Reading

Globant tumbles on outlook cut, Wedbush downgrade

[Globant glass building with blue sky in the background] Arturo Rosenow * Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) tumbled 12% on Friday after it [https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut] cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm. * “We are downgrading shares of Globant …

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 …

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 …

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 …

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

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. …

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 …

Globant stock plunges after full-year outlook cut

Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) plunged nearly 15% in premarket trading Friday after the digital transformation services company reported mixed second-quarter results and cut its full-year 2026 outlook. Globant reported Q2 non-GAAP EPS of $1.40, missing [https://seekingalpha.com/news/4632790-globant-non-gaap-eps-of-1_40-misses-by-0_10-revenue-of-614_42m-beats-by-1_57m]analysts’ estimates by $0.10, while revenue of $614.42M …

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 …

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 …

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 …

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, …

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 …

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, …

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

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, …

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 …

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 …

5 Must-Read Analyst Questions From SoundHound AI’s Q2 Earnings Call

5 Must-Read Analyst Questions From SoundHound AI's Q2 Earnings Call SoundHound AI's second quarter results were marked by substantial year-on-year revenue growth and a reduction in non-GAAP losses, surpassing Wall Street's expectations. Management attributed the strong performance to rapid adoption of the OASYS agentic …

DLocal (DLO) Stock Could Be Cheap on Fair Value but Pricey on Earnings

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. DLocal's share price is still down 74.8% over the past five years, yet the latest valuation work paints a split picture, with the intrinsic …

GDS Holdings Ltd (GDS) (Q2 2026) Earnings Call Highlights: Record Bookings and Raised Guidance ...

This article first appeared on GuruFocus. New Bookings: 260 megawatts in Q2 2026, bringing first-half total to a record 470 megawatts. Full-Year Sales Target: Raised to 1 gigawatt. Reservations: 600 megawatts secured so far this year; expected to exceed 1 gigawatt by year-end. Backlog: …

StoneCo Ltd. (STNE) Q2 Earnings Beat Estimates

StoneCo Ltd. (STNE) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

Informe de resultados de DLocal: ingresos récord en el Q2 2026, pero el BPA decepciona

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 …

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 …

Globant (GLOB) Q2 Earnings Lag Estimates

Globant (GLOB) came out with quarterly earnings of $1.4 per share, missing the Zacks Consensus Estimate of $1.49 per share. This compares to earnings of $1.53 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings …

DLocal (DLO) Misses Q2 Earnings Estimates

DLocal (DLO) came out with quarterly earnings of $0.18 per share, missing 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 an earnings …

Dell Technologies (DELL) Exceeds Market Returns: Some Facts to Consider

Dell Technologies (DELL) closed at $494.51 in the latest trading session, marking a +2.07% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.65%. Elsewhere, the Dow saw an upswing of 0.13%, while the tech-heavy Nasdaq …

Why CrowdStrike Holdings (CRWD) Outpaced the Stock Market Today

CrowdStrike Holdings (CRWD) ended the recent trading session at $225.53, demonstrating a +1.69% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a gain of 0.65% for the day. At the same time, the Dow added 0.13%, and …