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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 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. …

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 …

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 …

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 …

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 …

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 …

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 …

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, …

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, …

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 …

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, …

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 …

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 …

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 …

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, …

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 …

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 …

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 …

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 …

Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Applied Materials stock has surged over the past few years and is now trading near US$534, yet the company only scores well on a small …

CSCO|Cisco Systems Inc|Precio:113.150|Variación %:-0.320

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

Shopify's Q2 Earnings Call: Our Top 5 Analyst Questions Shopify's second quarter saw a significant positive market reaction, with results surpassing Wall Street's revenue and adjusted profit expectations. Management attributed performance to broad-based growth across merchant sizes and geographies, as well as increasing adoption …

Atlassian (TEAM) Q4 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 5:00 p.m. ET CALL PARTICIPANTS Head of Investor Relations - Martin LamChief Executive Officer and Co-Founder - Michael Cannon-BrookesChief Financial Officer - James Chuong TAKEAWAYS Total Revenue -- $1,766 million, growing 28% year …

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 …