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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 …

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

Is Micron (MU) Using Its New AI Fund to Quietly Redefine Its Memory Strategy?

In August 2026, Micron Technology launched the Micron Ventures Paradigm Fund, a US$250 million vehicle that invests across the AI technology stack, covering model architectures, compute infrastructure, enterprise applications, and physical AI, to deepen partnerships and gain earlier insight into future memory and storage …

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 …

HubSpot (HUBS) Stock Still Looks Above Fair Value After Guidance Cut

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. HubSpot stock has had a difficult run over the past few years, yet current valuation checks still suggest the shares are not obviously …

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 …

Palo Alto Networks (PANW) Outperforms Broader Market: What You Need to Know

Palo Alto Networks (PANW) ended the recent trading session at $396.00, demonstrating a +2.32% change from the preceding day's closing price. 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 …

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 …

Applied Materials (AMAT) Beats Q3 Earnings and Revenue Estimates

Applied Materials (AMAT) came out with quarterly earnings of $3.5 per share, beating the Zacks Consensus Estimate of $3.38 per share. This compares to earnings of $2.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

Workday Stock Soars to Best Day Since 2016 After Report of Potential Acquisition

Workday stock jumped on Thursday after a published report that private-equity firm Silver Lake is in talks to acquire the enterprise software company. According to the Reuters report, which cited people familiar with the matter, Silver Lake and Workday have held discussions about a …

Applied Materials Q3 Profit Rises As Revenue Jumps 25%

(RTTNews) - Applied Materials, Inc. (AMAT) reported on Thursday a 43% increase in third-quarter profit, driven by strong demand for semiconductor manufacturing equipment fueled by artificial intelligence. Net income rose to $2.54 billion, or $3.17 per share, from $1.78 billion, or $2.22 per share, …

Cathie Wood Bought $59.9 Million of Nvidia Stock Before Earnings. Here's What Investors Should Know.

Key Points Cathie Wood has added more Nvidia shares to five Ark Invest ETFs. Analysts are expecting another strong quarter from the chipmaker, with revenue growth anticipated to exceed 90%. Nvidia's earnings report is scheduled for Aug. 26.10 stocks we like better than Nvidia …

Stocks making big moves yesterday: Everpure, Palo Alto Networks, Ridgepost Capital, Nabors Industries, and Hewlett Packard Enterprise

Stocks making big moves yesterday: Everpure, Palo Alto Networks, Ridgepost Capital, Nabors Industries, and Hewlett Packard Enterprise Check out the companies making headlines yesterday: Everpure (NYSE:P): Data storage solutions provider Everpure (NYSE:P) rose by 9.7% on Monday after Susquehanna upgraded the stock to Positive …