Sharemaestro Newsreel

Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2

Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2 Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported Q2 CY2026 results beating Wall Street's revenue expectations , with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter's revenue guidance ($10.25 billion …

Earnings Snapshot: Applied Materials AI, DRAM growth drive Q3 beat; Q4 outlook tops consensus

[Applied Materials campus in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images [Applied Materials Q3 2026 Earnings Snapshot] Earnings Snapshot (Seeking Alpha) MORE ON APPLIED MATERIALS * Applied Materials: Strong Fundamentals, But I'm Downgrading Ahead Of Earnings [https://seekingalpha.com/article/4929357-applied-materials-strong-fundamentals-downgrading-ahead-of-earnings] * Applied Materials: July Purged Positioning, …

StoneCo GAAP EPS of R$2.40, revenue of R$3.59B

* StoneCo press release [https://seekingalpha.com/filing/309948356] (STNE [https://seekingalpha.com/symbol/STNE]): Q2 GAAP EPS of R$2.40. * Revenue of R$3.59B (+2.6% Y/Y). MORE ON STONECO * StoneCo: A Guidance Cut Could Be The Next Shoe To Drop [https://seekingalpha.com/article/4924075-stoneco-stock-guidance-cut-next-shoe-to-drop] * StoneCo: Fear Is Creating A Massive Valuation Disconnect [https://seekingalpha.com/article/4908438-stoneco-fear-is-creating-a-massive-valuation-disconnect] …

StoneCo Reports Second Quarter 2026 Results

George Town, Grand Cayman--(Newsfile Corp. - August 13, 2026) - StoneCo Ltd. (NASDAQ: STNE) ("Stone" or the "Company") today reported its financial results for the second quarter ended June 30, 2026, in a Earnings Release which is now posted to the company's Investor Relations …

nCino Announces Timing of its Second Quarter Fiscal Year 2027 Financial Results Conference Call

nCino, Inc. WILMINGTON, N.C., Aug. 13, 2026 (GLOBE NEWSWIRE) -- nCino, Inc. (NASDAQ: NCNO), the platform for agentic AI banking, will report financial results for its second quarter ended July 31, 2026, after the market close on Tuesday, August 25, 2026. nCino will host …

Docusign to Announce Second Quarter Fiscal 2027 Financial Results on September 3, 2026

SAN FRANCISCO, Aug. 13, 2026 /PRNewswire/ -- Docusign (Nasdaq: DOCU) today announced that it will release its second quarter fiscal 2027 financial results after the U.S. markets close on Thursday, September 3, 2026. The company will host a conference call and live webcast at …

dLocal Reports Second Quarter 2026 Financial Results

DLocal Limited TPV reached nearly US$18 billion (+92% year-over-year), the 7th consecutive quarter of 50%+ growth, and continued acceleration over the last 5 quarters. Record gross profit: US$127 million (+29% year-over-year). Operating profit: US$64 million (+15% year-over-year), with Operating Profit/Gross Profit ratio reaching 50% …

Applied Materials sees revenue above estimates, shares fall on high expectations

Aug 13 (Reuters) - Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting ‌that unabated demand for advanced AI chips ‌will continue to fuel robust spending on its semiconductor manufacturing ​equipment. Yet, its shares fell 5% in extended trading on high …

Resultados trimestrales: Applied Materials registra unos ingresos de 9.120 millones USD en el tercer trimestre, por encima de las previsiones

Applied Materials Announces Third Quarter 2026 Results

Applied Materials, Inc. Record revenue $9.12 billion, up 25 percent year over year GAAP gross margin 50.3 percent and non-GAAP gross margin 50.4 percent GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively EPIC Center …

Workday stock surges on report of acquisition talks with Silver Lake

What happened: Workday (WDAY) stock surged as much as 21% and was halted for volatility on Thursday. What's behind the move: A Reuters report said private equity firm Silver Lake was in talks to acquire the software company. The report, citing people familiar with …

Sandisk Stock Soars 15% After Company Unveils Powerful FY2030 Targets

This article first appeared on GuruFocus. Sandisk (NASDAQ:SNDK) shares climbed more than 15% Thursday after the company laid out its financial targets through fiscal 2030 at its Investor Day. For fiscal 2028 to fiscal 2030, Sandisk expects revenue to increase at a mid-to-high teens …

Micron and Sandisk Stock Have Plummeted. Here's Why Now Is the Perfect Time to Buy

Key Points Memory chips continue to be a damper on the AI build-out. Wall Street expects huge growth for both companies over the next year. 10 stocks we like better than Micron Technology › Micron Technology(NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been up …

Micron Stock Extends Winning Streak on Strong AI Memory Demand

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) shares climbed about 5% Thursday, extending a three-session rebound as investors continued to focus on AI-related memory demand. The rally comes as Micron remains exposed to strong demand for high-bandwidth memory and data-center storage. The …

Sandisk Soars 14% on New Long-Term Profit Targets

This article first appeared on GuruFocus. Sandisk Corp. (SNDK, Financials), the data storage and flash-memory company, surged nearly 14% after unveiling a long-term financial framework that points to sharply higher margins and stronger cash generation. Warning! GuruFocus has detected 2 Warning Sign with SNDK. …

Notable Thursday Option Activity: DLO, AAP, OMER

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in DLocal Ltd (Symbol: DLO), where a total of 23,399 contracts have traded so far, representing approximately 2.3 million underlying shares. That amounts to about 138.5% of DLO's …

Nvidia Credit Risk Eases, Still Elevated After $500B Plan

Bloomberg's James Crombie joins Emily Graffeo on "Real Yield." Bond traders dialed back measures of credit risk associated with Nvidia after the company said it would limit its exposure in a $500 billion plan to finance the type of AI investments that are driving …

Neoclouds CRWV & NBIS Soar (Why they have room to run)

CoreWeave (CRWV) and Nebius Group (NBIS) are specialized AI cloud infrastructure providers often referred to as neoclouds or GPU hyperscalers. Unlike legacy cloud providers like Amazon Web Services (AWS), Microsoft Azure, and Google Cloud, which were designed for web servers and enterprise IT, Nebius …

Workday stock surges on Silver Lake buyout talks report

Investing.com -- Workday (NASDAQ:WDAY) shares surged 25% Thursday afternoon following a Reuters report that private equity firm Silver Lake is in talks to acquire the company. The stock was halted three times on circuit breakers as trading volatility spiked on the news. According to …

Sandisk Investors Just Got a New Signal

This article first appeared on GuruFocus. Sandisk (NASDAQ:SNDK) shares surged more than 10% Thursday after the flash-memory company laid out a long-term financial model that points to unusually high margins, strong cash generation and aggressive shareholder returns. The Investor Day targets suggest management believes …

Rigetti Stock's Bullish Signal Could Mean More Upside

Rigetti Computing Inc (NASDAQ:RGTI) stock is clearing a trendline with historically bullish implications. The trendline in question is the stock's 50-day moving average. Per Schaeffer's Senior Quantitative Analyst Rocky White, this "crossover" event happened nine other times in the last 10 years, after which …

2 Quantum Stocks With 75%+ Upside in August After Q2 Earnings

The quantum computing industry made further progress toward commercialization in the second quarter of 2026, with enterprise adoption, government support and capital availability strengthening across the space. McKinsey's April 2026 Quantum Technology Monitor points to accelerating commercialization, with more than 300 organizations worldwide engaging …

Coherent Stock Reverses Higher as AI Optics Forecast Beats Estimates

This article first appeared on GuruFocus. Coherent (NYSE:COHR), a photonics manufacturer riding the AI data-center buildout, reported a monster fiscal fourth quarter. Revenue surged 33.8% to $2.05 billion. Adjusted earnings hit $1.74 per share. Wall Street was looking for $1.99 billion and $1.61, respectively, …

Workday jumps on report Silver Lake in talks to acquire

[M&A Mergers And Acquisitions] narvo vexar Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) soared 25% on a report that private equity firm Silver Lake is in talks to buy the software company. Silver Lake and Workday (WDAY [https://seekingalpha.com/symbol/WDAY]) have held talks in recent months about a possible deal, …

Nvidia Stock Gains While Norway Fund Reveals Top Holding

This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA), the AI-chip powerhouse at the center of the global computing boom, gained approximately 0.8% Thursday morning as another striking measure of its market dominance emerged. Norway's Government Pension Fund Global now counts Nvidia as its single …

JP Morgan Revises Microsoft Stock Target For 2026

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is winning a more bullish call from JPMorgan (NYSE:JPM) as accelerating Azure growth and expanding Copilot adoption strengthen the case that its massive AI infrastructure buildout is beginning to translate into higher-value software revenue. Analyst Samik …

Bernstein Makes Big Call on Super Micro Stock

This article first appeared on GuruFocus. Super Micro Computer (NASDAQ:SMCI) is winning fresh Wall Street support after issuing unusually strong fiscal 2027 guidance, but Bernstein is stopping short of turning bullish. The firm raised its price target to $42 from $37 while maintaining a …

Exclusive-Silver Lake in talks to buy Workday, sources say

By Milana Vinn Aug 13 (Reuters) - Private equity firm Silver Lake is in talks to acquire Workday in a deal that would rank among the largest software buyouts in history, according to people familiar with the ‌matter. News of the talks sent Workday …

How Infleqtion’s NASA-Driven Revenue Gives It an Edge in Quantum Computing

Infleqtion’s Infleqtion’s second-quarter numbers tell a familiar tech growth story: near-term losses continued to widen even as demand for its array of quantum technologies push revenue higher. Milestone-based payments from a NASA project drove most of the growth in the latest quarter—which was “100% …

Super Micro Stock Is on a Tear. Why the Market Loved Its Earnings More Than Cisco’s.

Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday. …

Sandisk forecasts mid-to-high-teens revenue growth through 2030

Aug 13 (Reuters) - Sandisk on Thursday said it expects revenue to grow at a mid-to-high-teens percentage rate from fiscal years 2028 to 2030, ‌encouraged by strong demand amid rapid AI infrastructure buildout. The company said ‌the projection is in line with growth in …

Intel Stock Jumps as Bank of America Sees Bigger CPU Market

This article first appeared on GuruFocus. Intel (NASDAQ:INTC) shares climbed 3% Thursday after Bank of America lifted its long-term view for server processor demand, pointing to artificial intelligence workloads as a potential source of additional CPU growth, according to a Thursday analyst note. Bank …

Axcelis (ACLS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, August 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Senior Vice President and Interim Chief Financial Officer - David RyzhikPresident and CEO - Russell Low TAKEAWAYS Revenue -- $215.2 million, exceeding company forecasts due to stronger system …

How Nvidia’s $500 Billion AI Infrastructure Financing Push Could Impact NVIDIA (NVDA) Investors

Nvidia recently unveiled memorandums of understanding with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to create independent compute financing platforms intended to mobilize over US$500.00 billion of third‑party capital for global AI infrastructure buildouts across data centers and "AI factories." This move effectively …

Why Nebius and CoreWeave Stocks Look Poised for More Gains

Nebius and CoreWeave stocks are flashing bullish technical signals as technology shares rebound, with the charts pointing to potentially significant gains by year-end. Continue Reading

Viavi Solutions Gains From AI Infrastructure Demand as Margins Expand

Viavi Solutions Inc. VIAV is benefiting from rising AI infrastructure investment as demand for data center networking, testing and cybersecurity solutions drives growth. Fourth-quarter fiscal 2026 revenues rose 52.5% year over year to $443.1 million, while non-GAAP EPS reached 34 cents. Data center demand, …