Mexico Technology news | Sharemaestro Newsreel

15:53 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Zscaler Increases CapEx: Can AI-Led Demand Justify Higher Spending?

Zscaler, Inc. ZS is preparing for higher capital expenditures as the rapid adoption of artificial intelligence (AI) creates new cybersecurity demands. The company needs to expand its infrastructure to handle increasing data volumes and secure AI workloads, but the added spending could pressure free …

ZS main company

Sharemaestro market context Price above Trend Line 52 weeks -45.0%

15:50 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?

Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong …

MSFT main company

Sharemaestro market context Price above Trend Line 52 weeks -12.3%

15:41 14 Aug 2026

seekingalpha.com Earnings Main company 🇲🇽 Mexico

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 …

RGTI main company QUBT main company

Sharemaestro market context Price below Trend Line 52 weeks -2.1%

15:41 14 Aug 2026

finance.yahoo.com Deals and strategy Provider-linked mention 🇲🇽 Mexico

Software M&A heats up: Which SaaS stocks could be next for private equity?

Investing.com -- Workday (WDAY) shares surged nearly 18% on Wednesday, August 13, their best single-day gain since 2016, after Reuters reported that private equity firm Silver Lake is in talks to acquire the enterprise software company in a deal that would rank among the …

PATH mentioned

Sharemaestro market context Price above Trend Line 52 weeks +27.0% · Next-week setup negative 44.9%

15:40 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Michael Burry Ramped Up His Bets Against Micron and the QQQ ETF. Is the ‘Big Short’ Investor Asking for Trouble?

Quick Read Burry pressed his MU short as the stock soared 671% in 2026 and rolled his QQQ ETF puts to June 2027, betting on a larger market fall. Burry covered his Tesla short for a gain but kept NVIDIA and Palantir puts, raising …

MU main company

Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4%

15:34 14 Aug 2026

seekingalpha.com Market update Main company 🇲🇽 Mexico

Apple proposes 15% commission on link-out app purchases as Epic legal saga continues

[Seventh Annual Amazing Las Vegas Comic Con] Paul Butterfield Apple (AAPL [https://seekingalpha.com/symbol/AAPL]) submitted its proposal for commissions related to link-out purchases from its App Store to the U.S. District Court for the Northern District of California in Oakland [https://cand.uscourts.gov/locations/oakland] on Thursday. It's the latest …

AAPL main company

Sharemaestro market context Trend signal active 52 weeks +23.8%

15:29 14 Aug 2026

finance.yahoo.com Earnings Provider-linked mention 🇲🇽 Mexico

U.S. Stock Futures Mixed, Heads for a Winning Week

Wall Street is headed for a winning week in which the S&P 500 has recorded a new all-time high. The Department of Commerce reported that retail sales decreased 0.6% in July. The Zacks Consensus Estimate was for a breakeven. The metric for June was …

STNEN mentioned

Sharemaestro market context New activity signal 52 weeks -35.5% · Next-week setup negative 31.1%

15:25 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Why Accenture (ACN) Lost Its Place in This Portfolio

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

ACNN main company

Sharemaestro market context New activity signal 52 weeks -36.2%

15:21 14 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

Stock Market Hits Highs; Cisco, Lumentum, Super Micro, Sandisk Key Movers: Weekly Review

The stock market cleared a tight range, with the S&P 500 and Russell 2000 hitting new highs. Lumentum, Cisco, Super Micro, Sandisk were key movers. Continue Reading

CSCO main company LITE main company

Sharemaestro market context Trend signal active 52 weeks +68.0% · Next-week setup positive 60.3%

15:12 14 Aug 2026

finance.yahoo.com Regulatory and legal Main company 🇲🇽 Mexico

Fair Isaac (FICO) Adds AI Fraud Intelligence To Its Marketplace

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Fair Isaac (NYSE:FICO) added Alogram's AI-powered fraud intelligence suite to the FICO Marketplace, expanding tools available to clients on the FICO Platform ecosystem. …

FICO1 main company

Sharemaestro market context Price below Trend Line 52 weeks -29.9% · Next-week setup negative 34.9%

15:10 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Intel Stock's Real Opportunity Is Demand It Cannot Yet Ship

Photo by Andrey Matveev on Unsplash Demand for Intel's server chips is running ahead of what its factories can build, and the capital now going in to close that gap is what could drive the stock's next leg. Intel (INTC) stock has returned about …

INTC main company

Sharemaestro market context Trend signal active 52 weeks +275.1%

15:07 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Can NVIDIA (NVDA) Keep Dominating the AI Infrastructure Boom?

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

NVDA main company

Sharemaestro market context Trend signal active 52 weeks +13.0%

14:54 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

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%

14:52 14 Aug 2026

finance.yahoo.com Analyst action Main company 🇲🇽 Mexico

Micron: New Street upgrades to buy, says memory is no longer a cyclical story

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern. The firm noted that "Micron's stock is up more than 10x …

MU main company

Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4%

14:49 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers

On this episode of Stock Movers:Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components.Applied Matierals (AMAT) fell …

AMAT main company

Sharemaestro market context Trend signal active 52 weeks +205.8% · Next-week setup positive 58.5%

14:48 14 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

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

WDAY main company PATH mentioned

Sharemaestro market context Price above Trend Line 52 weeks -26.2% · Next-week setup negative 24.8%

14:44 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

AMKR Stock Slides 18% in Three Months: Is the Dip Worth Buying?

Shares of Amkor Technology AMKR have declined 17.9% over the past three months, lagging the Zacks Electronics - Semiconductors industry's 1.6% drop and the broader Computer and Technology sector's 2.2% rise. AMKR shares have also underperformed peers such as Applied Materials AMAT, Lam Research …

AMKR main company

Sharemaestro market context Stored weekly price path 28 weeks +0.2% · Next-week setup negative 38.2%

14:43 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Will Ciena's Rising Backlog Improve Revenue Visibility Into 2027?

Ciena Corporation CIEN is witnessing strong demand and a growing backlog, which is providing increased visibility into future revenue. In the second quarter of fiscal 2026, Ciena's backlog increased by more than $600 million sequentially to $7.7 billion, and the company expects it to …

CIEN main company

Sharemaestro market context Price below Trend Line 52 weeks +307.5% · Next-week setup negative 30.1%

14:42 14 Aug 2026

seekingalpha.com Analyst action Main company 🇲🇽 Mexico

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 …

GLOBN main company

Sharemaestro market context Price below Trend Line 52 weeks -63.1% · Next-week setup negative 9.7%

14:41 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

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

Kyndryl's Q2 Earnings Call: Our Top 5 Analyst Questions Kyndryl's second quarter results saw a negative market reaction, as sales declined and missed Wall Street's revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring …

KD main company

Sharemaestro market context Price below Trend Line 52 weeks -56.5% · Next-week setup negative 37.2%

14:33 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Tech Stocks Forecast – SMCI, SpaceX, and Cisco Eye Post-Earnings Levels

SMCI Technical Analysis Super Micro Computer looks like it's going to be a little bit lower at the open based on premarket trading, but we've had an explosive move since the earnings call. Quite frankly, there are more likely than not going to be …

SMCI main company

Sharemaestro market context Price above Trend Line 52 weeks -37.6%

14:30 14 Aug 2026

finance.yahoo.com Analyst action Main company 🇲🇽 Mexico

Brokers Suggest Investing in Teradyne (TER): Read This Before Placing a Bet

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Let's …

TER main company

Sharemaestro market context Trend signal active 52 weeks +210.5%

14:28 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Why Lam Research (LRCX) Became This Portfolio’s Top Performer

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

LRCX main company

Sharemaestro market context Trend signal active 52 weeks +185.4%

14:26 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Evaluating Amphenol’s (APH) AI Infrastructure Play

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 …

APH main company

Sharemaestro market context Trend signal active 52 weeks +47.7% · Next-week setup negative 32.4%

14:26 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Can Strong LEAP Demand Help ASE Technology Challenge AMKR & INTC?

ASE Technology Holding ASX is seeing strong demand for its leading-edge advanced packaging and testing (LEAP) services, driven by growing AI infrastructure needs. In the first half of 2026, the company's ATM revenues increased 35% year over year, with leading-edge advanced packaging and testing …

AMKR main company

Sharemaestro market context Stored weekly price path 28 weeks +0.2% · Next-week setup negative 38.2%

14:15 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Sandisk stock surges as Wall Street cheers flash memory maker's bullish outlook

What happened: Sandisk (SNDK) stock popped 3% on Friday, extending gains from a 12% rise in the prior session. What's behind the move: Wall Street was overwhelmingly bullish on the NAND flash memory maker's long-term growth targets for 2028 through 2030, announced at the …

SNDK1 main company

Sharemaestro market context Trend signal active 52 weeks +2240.8% · Next-week setup positive 56.3%

14:10 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Fair Isaac (FICO) Stock Jumped, So What Is Driving Attention Now?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Recent partnership news around Fair Isaac stock Fair Isaac (FICO) is back in focus after Informative Research joined the FICO Mortgage Direct License …

FICO1 main company

Sharemaestro market context Price below Trend Line 52 weeks -29.9% · Next-week setup negative 34.9%

13:54 14 Aug 2026

finance.yahoo.com Macro sensitivity Main company 🇲🇽 Mexico

A $250 Million Reason Why Micron Stock Is in Focus

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is putting $250 million behind startups working across the artificial intelligence ecosystem as it seeks earlier exposure to technologies that could shape future memory and storage demand. The Micron Ventures Paradigm Fund is the company's …

MU main company

Sharemaestro market context Trend signal active 52 weeks +561.4% · Next-week setup positive 57.4%

13:51 14 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

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%

13:50 14 Aug 2026

nasdaq.com Earnings Main company 🇲🇽 Mexico

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%

13:31 14 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

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%

13:30 14 Aug 2026

finance.yahoo.com Market update Main company 🇲🇽 Mexico

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 …

NOWW main company

Sharemaestro market context Price above Trend Line 52 weeks -33.2%

13:26 14 Aug 2026

seekingalpha.com Analyst action Main company 🇲🇽 Mexico

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 …

INTC main company

Sharemaestro market context Trend signal active 52 weeks +275.1%

13:23 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

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%, …

FTNT main company

Sharemaestro market context Trend signal active 52 weeks +84.4% · Next-week setup positive 56.3%

13:18 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

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%

13:18 14 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

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%