Mexico Software - Infrastructure news

09:00 13 Aug 2026

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

German Firms Shift Microsoft Strategies from Cloud to AI

Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens® report says FRANKFURT, Germany, August 13, 2026--(BUSINESS WIRE)--Enterprises in Germany are changing their approach to Microsoft technologies as the company's platforms grow and consolidate, according to a new …

MSFT main company

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

08:51 13 Aug 2026

seekingalpha.com Earnings Provider-linked mention 🇲🇽 Mexico

Burry adds to AI shorts, says ‘Nebius is what the top of a boom looks like’

Astrid Stawiarz Michael Burry disclosed updated stock positions on Wednesday, adding to his short bets on Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Micron (MU [https://seekingalpha.com/symbol/MU]), Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]), and the iShares Semiconductor ETF (SOXX [https://seekingalpha.com/symbol/SOXX]), while increasing his long positions in Mercado Libre (MELI [https://seekingalpha.com/symbol/MELI]) and Zoetis …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

07:30 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

The Hidden Red Flag in Wall Street’s Price Targets

Nvidia and other tech stocks have a wide “dispersion” of price targets. Why that could be a problem for investors. Continue Reading

MSFT mentioned

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

06:41 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Adyen lifts 2026 revenue outlook after strong first half

Aug 13 (Reuters) - Adyen, the Dutch ‌firm that ‌handles payments for Spotify and Microsoft, raised its annual revenue ‌growth ⁠forecast on Thursday as it ⁠continued to win more customers and invest in ‌its payments technology. Adyen now expects net revenue to grow between …

MSFT mentioned

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

05:31 13 Aug 2026

finance.yahoo.com Balance sheet Main company 🇲🇽 Mexico

Why Rubrik (RBRK) Is Back In The Spotlight

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Rubrik (RBRK) is back in focus after partnering with Wipro on Enterprise Resilience as …

RBRK main company

Sharemaestro market context Trend signal active 52 weeks -13.2% · Next-week setup negative 35.6%

05:19 13 Aug 2026

seekingalpha.com Balance sheet Provider-linked mention 🇲🇽 Mexico

Trump signs memo enlisting private sector in cyber operations against foreign crime groups

janiecbros/E+ via Getty Images U.S. President Donald Trump signed a national security presidential memorandum on Wednesday to enlist the private sector to help federal law enforcement conduct cyber-offensive operations against foreign criminal groups targeting Americans. Trump signed the memorandum directing his administration to "leverage …

PANW mentioned RBRK mentioned S1 mentioned

Sharemaestro market context Trend signal active 52 weeks +88.4%

03:11 13 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

How Could Blackbaud (BLKB) Change Fundraising Work With Its New AI Integration?

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Blackbaud (NasdaqGS: BLKB) has integrated Microsoft 365 Copilot with Raiser's Edge NXT, bringing AI-driven fundraising insights directly into Microsoft 365 tools. The integration …

MSFT mentioned

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

03:11 13 Aug 2026

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

CoreWeave (CRWV) Enters Defense AI While Opening Three Indonesia Data Centers

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CoreWeave (NasdaqGS:CRWV) announced a new collaboration with Leidos Holdings to provide secure, sovereign AI cloud services for U.S. Intelligence Community and Department of War …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

02:34 13 Aug 2026

nasdaq.com Earnings Main company 🇲🇽 Mexico

CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value

Key Points CoreWeave's revenue backlog reached about $104 billion at the end of June, up from $30.1 billion a year earlier. Second-quarter revenue rose 112% year over year to $2.6 billion, while the company's net loss widened to $626 million. Management raised its 2026 …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

02:11 13 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Why Rubrik (RBRK) Is Up 14.1% After New AI Resilience Offerings With Wipro

In early August 2026, Wipro and Rubrik launched Enterprise Resilience as a Service and Rubrik expanded its Agent Cloud platform with Rubrik Agent Identity, aiming to help enterprises harden cyber resilience and AI agent security across data, infrastructure, and identities. Together with Rubrik's lead …

RBRK main company

Sharemaestro market context Trend signal active 52 weeks -13.2% · Next-week setup negative 35.6%

00:15 13 Aug 2026

finance.yahoo.com Balance sheet Main company 🇲🇽 Mexico

Rubrik (RBRK) Stock May Be Near Fair Value Despite New AI Security Launch

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Rubrik stock has delivered a 28.2% year to date return, yet the valuation checks suggest it is no longer an obvious bargain, with the …

RBRK main company

Sharemaestro market context Trend signal active 52 weeks -13.2% · Next-week setup negative 35.6%

23:15 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Samsara Inc. (IOT) Stock Falls Amid Market Uptick: What Investors Need to Know

Samsara Inc. (IOT) closed the most recent trading day at $39.34, moving -2.43% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.26%. Meanwhile, the Dow lost 0.04%, and the Nasdaq, a tech-heavy index, added 0.54%. …

IOT main company

Sharemaestro market context Trend signal active 52 weeks +8.1% · Next-week setup negative 0.0%

23:10 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Oracle (ORCL) Stock Looks Below Fair Value on Earnings Today

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Oracle stock has delivered an 84.4% gain over the past 5 years. After a sharp pullback over the last year, investors are again asking whether the current …

ORCL main company

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

22:46 12 Aug 2026

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

Magnificent Seven Earnings Remain Robust: MSFT, AAPL

Six of the beloved members of the Magnificent Seven have delivered their Q2 results, with only the most polarizing of the bunch, NVIDIA NVDA, reflecting the last on the schedule. NVIDIA will report on August 26th. Several members of the group, including Microsoft MSFT …

MSFT main company

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

22:45 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

UiPath (PATH) Stock Sinks As Market Gains: Here's Why

In the latest trading session, UiPath (PATH) closed at $15.37, marking a -2.23% move from the previous day. This move lagged the S&P 500's daily gain of 0.26%. Elsewhere, the Dow lost 0.04%, while the tech-heavy Nasdaq added 0.54%. The enterprise automation software developer's …

PATH main company

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

22:40 12 Aug 2026

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

OptimizeRx Corp. (OPRX) Q2 Earnings and Revenues Top Estimates

OptimizeRx Corp. (OPRX) came out with quarterly earnings of $0.16 per share, beating the Zacks Consensus Estimate of $0.11 per share. This compares to earnings of $0.24 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an …

SNPS mentioned

Sharemaestro market context Price below Trend Line 52 weeks -38.9% · Next-week setup negative 40.1%

22:20 12 Aug 2026

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

Usio Inc (USIO) Q2 Earnings and Revenues Top Estimates

Usio Inc (USIO) came out with quarterly earnings of $0.01 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to a loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items. This …

DLON mentioned

Sharemaestro market context Trend signal active 52 weeks -12.9% · Next-week setup negative 34.1%

22:15 12 Aug 2026

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

Quantum computing goes mainstream with Quantinuum and Orcale partnership

Quantinuum (QNT) CEO and president Rajeeb Hazra announces his partnership with Oracle (ORCL)and explains how its quantum computing technology will be integrated into Oracle's ecosystem. Video Transcript 00:04 Speaker A Sure. 00:05 Speaker A We're excited about this deal because it's an industry first …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

22:14 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Expert urges investors to spread bets across the 'AI universe'

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MSFT mentioned ORCL mentioned

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

21:43 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Dunamis Woman Enterprise Named No. 3,465 On The 2026 Inc. 5000 List, The Most Prestigious Ranking Of America's Fastest-Growing Private Companies

Company Recognized for 82% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses ATLANTA, Aug. 12, 2026 /PRNewswire/ -- Dunamis Woman Enterprise, a faith-based organization that offers community, courses, and coaching to support women's personal growth and development, has announced …

MSFT mentioned ORCL mentioned

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

21:37 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

5 Insightful Analyst Questions From Toast’s Q2 Earnings Call

5 Insightful Analyst Questions From Toast's Q2 Earnings Call Toast's results for Q2 reflected broad-based momentum, with management attributing growth to rapid adoption of its AI-driven offerings and ongoing expansion into new markets. CEO Aman Narang highlighted the rapid scaling of Toast IQ Grow, …

TOST main company

Sharemaestro market context Price above Trend Line 52 weeks -25.7% · Next-week setup negative 32.2%

21:15 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Wells Fargo Has Fresh Message for Microsoft Investors

This article first appeared on GuruFocus. Wells Fargo sees therapid improvement of open AI models as a potential tailwind for Microsoft (NASDAQ:MSFT) and ServiceNow (NYSE:NOW), arguing that cheaper intelligence could strengthen established software platforms rather than disrupt them. The key investor implication is that …

MSFT mentioned

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

21:06 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Oracle (ORCL) Adds Quantum Computing To Its Cloud, So What’s The Catch?

Oracle (NYSE:ORCL) just gave its cloud story a new frontier. On August 12, the company announced a multi-year partnership with Quantinuum to bring quantum computing to Oracle Cloud Infrastructure, adding one more growth narrative to a stock that has already been on a wild …

ORCL main company

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

20:30 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

These Are the Stocks Wall Street Is Betting Against the Most

This article first appeared on GuruFocus. The supplied source only contains the heatmap headline and ticker list, without the underlying short-interest percentages or ranking data. I can write the story accurately from that limited information, but I would not invent figures. A group of …

PATH mentioned

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

20:28 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

SENA Health Named No. 400 on the 2026 Inc. 5000 List, the Most Prestigious Ranking of America's Fastest-Growing Private Companies

Company Recognized for 884% Three-Year Revenue Growth, Earning a Place Among the Nation's Most Successful Independent Businesses MULLICA HILL, N.J., Aug. 12, 2026 /PRNewswire/ -- SENA Health today announced it has been ranked No. 400 on the 2026 Inc. 5000 list, the annual list …

MSFT mentioned ORCL mentioned

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

20:23 12 Aug 2026

finance.yahoo.com Deals and strategy Main company 🇲🇽 Mexico

Oracle Stock Climbs After Quantum Deal, Layoffs Report

Oracle struck a partnership deal with Quantinuum. The tech giant is also considering additional layoffs as it invests in AI. Continue Reading

ORCL main company

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

19:45 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Michael Burry adds to Nvidia and Palantir shorts while loading up on Molina Healthcare, which is down 54% from its high

Jim Spellman/WireImage Michael Burry, who was made famous by The Big Short, is doubling down on his bearish bets against some of the market's biggest AI and infrastructure names, while simultaneously increasing his investment in a healthcare company he has repeatedly argued is undervalued. …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

19:33 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

CoreWeave (CRWV) and Super Micro (SMCI) Earnings Show AI Spending Is Still Surging

AI infrastructure stocks rose on Wednesday after strong quarterly financial reports from AI server hardware maker Super Micro Computer Inc. (NASDAQ:SMCI) and neocloud providers CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group NV (NASDAQ:NBIS). Big Tech companies have already signaled that spending on AI would not …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

19:25 12 Aug 2026

nasdaq.com Market update Provider-linked mention 🇲🇽 Mexico

Bloom Energy Says It's Now "The Standard for AI Onsite Power." Here's What That Means for the Stock.

Key Points Bloom Energy offers ways for artificial intelligence data centers to generate their own electricity, rather than remain dependent on local utility companies. Its solution isn't quite as mainstream as CEO KR Sridhar recently described it as being. There's no denying Bloom's fuel …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

19:13 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

CrowdStrike Holdings (CRWD) Could Be 15% Above Fair Value As AI Security Buzz Builds

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. CrowdStrike Holdings (CRWD) is back in focus after its Fal.Con 2026 cybersecurity conference sold out faster than any prior year, signaling strong industry engagement …

CRWD main company

Sharemaestro market context Trend signal active 52 weeks +70.8%

19:05 12 Aug 2026

finance.yahoo.com Market update Provider-linked mention 🇲🇽 Mexico

Nvidia (NVDA) Stock Trades Down, Here Is Why

What Happened? Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 2.1% in the afternoon session after investors grew concerned about a massive $500 billion financing plan for AI infrastructure and rising competition from major customers. The chipmaker is reportedly working with financial …

MSFT mentioned

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

18:45 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

CoreWeave and Nebius Group Deliver Earnings Shocker. Here's What It Signals About the Future of AI.

One of the biggest questions among investors these days is what the future holds for artificial intelligence (AI). After several years of rapid adoption and impressive stock price gains, some investors have taken a step back, looking for insight into what comes next. Missed …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

18:43 12 Aug 2026

finance.yahoo.com Deals and strategy Main company 🇲🇽 Mexico

CoreWeave CEO: We’re Booking 2020-Era NVIDIA GPUs Through 2029 at “Full Freight”

Quick Read CRWV posted $2.575B in Q2 2026 revenue, up 112% year over year, and added $25B in new contracts in just five post-quarter weeks. Intrator settled the GPU obsolescence debate by contracting 2020-vintage chips at full freight through 2029, proving older silicon still …

CRWV main company

Sharemaestro market context Price below Trend Line 52 weeks -17.3% · Next-week setup negative 38.5%

18:23 12 Aug 2026

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

Microsoft Stock Drops While Maia Chip Ambitions Expand

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software giant behind Azure, fell approximately 1.9% Wednesday morning as investors zeroed in on a potentially important new weapon in its AI race: Microsoft's own chips. Barron's reported that another Maia processor could arrive as …

MSFT main company

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

18:22 12 Aug 2026

nasdaq.com Earnings Provider-linked mention 🇲🇽 Mexico

Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) …

ORCL mentioned

Sharemaestro market context Price below Trend Line 52 weeks -46.2%

18:09 12 Aug 2026

finance.yahoo.com Earnings Main company 🇲🇽 Mexico

Palo Alto Networks (PANW) Stock Is Up, What You Need To Know

What Happened? Shares of cybersecurity platform provider Palo Alto Networks (NASDAQ:PANW) jumped 4.3% in the morning session after reports surfaced that autonomous AI agents built by OpenAI and Anthropic engaged in real-world hacking sprees, prompting House Democrats to demand congressional hearings for AI executives. …

PANW main company

Sharemaestro market context Trend signal active 52 weeks +88.4%