{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Mexico Software - Infrastructure news", "home_page_url": "https://sharemaestro.com/newsreel/mx/technology/software-infrastructure/", "feed_url": "https://sharemaestro.com/newsreel/mx/technology/software-infrastructure/feed.json", "description": "Latest Software - Infrastructure company headlines from Mexico, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:2e3cecf0fcfae5e009d57d0487ef0daad6c35804b38b23e0fa1f67fad43a1f4e", "url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/software-m-heats-saas-stocks-144100864.html", "title": "Software M&A heats up: Which SaaS stocks could be next for private equity?", "content_text": "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 largest software buyouts in history. The surge rippled immediately across the software sector, reigniting a debate that has dogged the industry for months: whether the deal reflects a genuine valuation floor for beaten-down SaaS names, or signals that even blue-chip software companies are struggling to navigate the AI transiti", "date_published": "2026-08-14T14:41:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "PATH"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PATH", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec3ba6cb-5f9c-4219-854b-b091e5c74447/"}]}}, {"id": "source:da5fdbca2e58c10287957137233a8a2cd6091ae287ee542fad5f60f816b3092b", "url": "https://finance.yahoo.com/markets/stocks/articles/u-stock-futures-mixed-heads-142900442.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/u-stock-futures-mixed-heads-142900442.html", "title": "U.S. Stock Futures Mixed, Heads for a Winning Week", "content_text": "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 0.2%. However, retail sales increased 5% annually in July. Retail sales (excluding auto) decreased 0.3% last month. The Zacks Consensus Estimate was for an increase of 0.1%. The metric for June decreased 0.2%. Earnings News: AMAT, NKTR, STNE Applied Materials Inc. AMAT came up with quarterly adjusted earnings of $3.5 per share, beating the Zacks Cons", "date_published": "2026-08-14T14:29:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "STNEN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "STNEN", "name": "StoneCo Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/392eac1c-0986-41ea-81ba-a0320abe83e9/"}]}}, {"id": "source:8fcdcb24829aa755a6ac34eb41421f403b255b456090eb939d1bcb1cce503643", "url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/microsoft-msft-ai-strategy-cloud-135455507.html", "title": "Microsoft\u2019s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks", "content_text": "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 of 8\u201312% after fees over a 5\u20137-year market cycle. During the June quarter, international equity markets, as represented by the MSCI AC World Accumulation Index ex Australia, returned 13.8% in AUD terms. In local currencies, the return 15.1%. The Portfolio's Class A (Unhedged) returned ", "date_published": "2026-08-14T13:54:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:fc1b9108a102233d86601e52ee7a96624e516abedd411030550273531d4945d8", "url": "https://finance.yahoo.com/m/d7d9e06f-8998-3fca-a2f1-45cb0bb37f84/a-workday-takeover-bid-could.html", "external_url": "https://finance.yahoo.com/m/d7d9e06f-8998-3fca-a2f1-45cb0bb37f84/a-workday-takeover-bid-could.html", "title": "A Workday Takeover Bid Could End the Software Stocks Selloff", "content_text": "Silver Lake\u2019s takeover of Workday would send a clear signal to investors that private-equity firms are circling software. Continue Reading", "date_published": "2026-08-14T13:48:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "PATH"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PATH", "name": "UiPath, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ec3ba6cb-5f9c-4219-854b-b091e5c74447/"}]}}, {"id": "source:fb9d924daa628651f331f74dfbda5c79b8610311ce3ac25df113b34d75ca86cb", "url": "https://www.nasdaq.com/articles/rubrik-cto-arvind-nithrakashyap-sells-30-million-stock", "external_url": "https://www.nasdaq.com/articles/rubrik-cto-arvind-nithrakashyap-sells-30-million-stock", "title": "Rubrik CTO Arvind Nithrakashyap Sells $3.0 Million Stock", "content_text": "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 the underlying shares liquidated immediately. The activity was conducted under a Rule 10b5-1 trading plan adopted on October 15, 2025, which pre-schedules trades to manage insider liquidity.10 stocks we like better than Rubrik \u203a Chief Technology Officer Arvind Nithrakashyap sold 38,460 shares of Rubrik, Inc.(NYSE:RBRK) from ", "date_published": "2026-08-14T12:50:01+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "RBRK"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RBRK", "name": "RUBRIK INC", "sentiment_url": "https://sharemaestro.com/sentiment/b066e211-7161-40c8-85d9-cdda37507e7f/"}]}}, {"id": "source:a968ad7052751f668c1a320e93609f751ef2a035f15eeca7ae0778d65f1ac824", "url": "https://seekingalpha.com/news/4633058-dlocal-targets-60-percent-70-percent-tpv-growth-and-25-percent-30-percent-gross-profit-growth?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633058-dlocal-targets-60-percent-70-percent-tpv-growth-and-25-percent-30-percent-gross-profit-growth?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "DLocal targets 60%\u201370% TPV growth and 25%\u201330% gross profit growth in 2026 as operating leverage is expected to improve", "content_text": "Earnings Call Insights: dLocal (DLO) Q2 2026 MANAGEMENT VIEW * \u201cTPV reached $17.7 billion, accelerating to 92% year-over-year\u2026 our net revenue retention was 153%\u2026 Our gross profit hit $127 million\u2026 [and] operating profit as a percentage of gross profit\u2026 reach[ed] 50%.\u201d (CEO & Director Pedro Arnt) * \u201cWe are now also starting to serve some of the world's preeminent AI companies and digital asset exchanges.\u201d (CEO & Director Arnt) * \u201cWe will soon launch dMore, our merchant of record solution\u2026 And our buy now, pay later offering continues to expand and improve and is now live in eight markets.\u201d (CE", "date_published": "2026-08-14T07:47:52+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:aa482406cd988fa6cf030ae890861d166d8e1707b3a2232e5b36a655c1b42510", "url": "https://finance.yahoo.com/technology/ai/articles/five9-fivn-19-1-raising-061144692.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/five9-fivn-19-1-raising-061144692.html", "title": "Five9 (FIVN) Is Up 19.1% After Raising 2026 Guidance And Adding Regal AI Integration \u2013 Has The Bull Case Changed?", "content_text": "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, compliant customer follow-ups. The Regal integration, which can resolve very large proportions of conversations without human intervention and synchronize rich call data across platforms, reinforces Five9's role at the center of AI-driven contact center automation for regulated and da", "date_published": "2026-08-14T06:11:44+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "FIVN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "FIVN", "name": "Five9, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/296b6ba5-3597-4449-9033-621c883315d2/"}]}}, {"id": "source:6dac7b38b348c558d3b8c6d180c30c4f8e4129abe2f420c7f7abbec97f4443e1", "url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-ltd-dlo-q2-2026-050049016.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-ltd-dlo-q2-2026-050049016.html", "title": "DLocal Ltd (DLO) (Q2 2026) Earnings Call Highlights: Record TPV Growth and Raised Guidance ...", "content_text": "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, up 15% year over year and 22% sequentially. Operating Profit as % of Gross Profit: 50%, up 6 percentage points quarter over quarter. Net Income: $55 million, up 28% year over year. Diluted EPS: $0.18. Adjusted Free Cash Flow: $69 million, up 41% year over year, with a conversion rate of 125% of net income. Tot", "date_published": "2026-08-14T05:00:49+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:f6e08c7b682ad55c63ac37791de4699031d7fd2d0a51d32be08a725665a5a62b", "url": "https://finance.yahoo.com/markets/stocks/articles/investors-reacting-dlocal-dlo-raising-031641026.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/investors-reacting-dlocal-dlo-raising-031641026.html", "title": "How Investors Are Reacting To DLocal (DLO) Raising Payment Volume Guidance After Q2 2026 Results", "content_text": "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, underscoring confidence in scaling its payments platform efficiently. With strong payment volume guidance now in place, we'll explore what this means for DLocal's investment narrative and future growth drivers. The future of work is here. Discover the 40 top robotics and automation stocks leading", "date_published": "2026-08-14T03:16:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:d229dff31979074abf452e5b0fc15c0b9b94be355a415248befdb58efc6e4afa", "url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-dlo-could-71-undervalued-011031242.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-dlo-could-71-undervalued-011031242.html", "title": "DLocal (DLO) Could Be 71% Undervalued On Raised Guidance And Strong Q2 Results", "content_text": "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 growth guidance for TPV and gross profit. See our latest analysis for DLocal. DLocal's latest guidance update and strong second quarter metrics come after a mixed share price run, with a 34.06% 90 day share price return but a 1 year total shareholder return that declined 2.20% and a 5 year total shareholder return tha", "date_published": "2026-08-14T01:10:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:0686411863aee2bae66343c86a6f5652b2e90416a77feb074593e2ef13baa764", "url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-dlo-stock-could-cheap-231310897.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-dlo-stock-could-cheap-231310897.html", "title": "DLocal (DLO) Stock Could Be Cheap on Fair Value but Pricey on Earnings", "content_text": "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 value estimate pointing to upside while traditional earnings based multiples lean the other way. The stock has declined 74.8% over five years, which means long term holders have seen a heavy drawdown that now frames any debate about upside. Strong growth in payment volumes and profits can support higher earnings expectations. However, any", "date_published": "2026-08-13T23:13:10+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:196a538e97a05ea2a7ee716441c92f8ff211ca46875c4ab4c1ef5152d7049dfc", "url": "https://finance.yahoo.com/markets/stocks/articles/stoneco-ltd-stne-q2-earnings-225003842.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stoneco-ltd-stne-q2-earnings-225003842.html", "title": "StoneCo Ltd. (STNE) Q2 Earnings Beat Estimates", "content_text": "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 earnings surprise of +2.17%. A quarter ago, it was expected that this company would post earnings of $0.42 per share when it actually produced earnings of $0.42, delivering no surprise. Over the last four quarters, the company has surpassed consensus EPS estimates two times. StoneCo, which belongs to the Zacks Internet - So", "date_published": "2026-08-13T22:50:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "STNEN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "STNEN", "name": "StoneCo Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/392eac1c-0986-41ea-81ba-a0320abe83e9/"}]}}, {"id": "source:2dbaa04a28d52df731a73e2526013bd61e96c3ef18f149c0001ecce3ec5ed335", "url": "https://news.google.com/rss/articles/CBMi5gFBVV95cUxQdmJNenBsR0dDRDQ2Vl92VlNlLWt3c3pMRkNiZ0lpOWVqaGpEXzM0WHJLR3dPcmVkZ3FCeVJwaUpVRTZVMkZhd1c0ZU9LdFRkVmN0ZjRpbTZLOWtJZzhQdDdhNk0xSDR4NDhpejVrb1E0RGlBclpuWTZjdXV6NFhWUGZwVDNlTGJBODVNMEtwM3ctVWx3WmlLTnc1V3lwVTZ0V1B4S1d2UmQ3VjF6WHVRdmtaSGZuaDgtSzd5d0tpUG10MXJKNHEwY2x1MG90ZVNhWU9CT1Fya0RiRm0yUk5lR0dYbFZvZw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi5gFBVV95cUxQdmJNenBsR0dDRDQ2Vl92VlNlLWt3c3pMRkNiZ0lpOWVqaGpEXzM0WHJLR3dPcmVkZ3FCeVJwaUpVRTZVMkZhd1c0ZU9LdFRkVmN0ZjRpbTZLOWtJZzhQdDdhNk0xSDR4NDhpejVrb1E0RGlBclpuWTZjdXV6NFhWUGZwVDNlTGJBODVNMEtwM3ctVWx3WmlLTnc1V3lwVTZ0V1B4S1d2UmQ3VjF6WHVRdmtaSGZuaDgtSzd5d0tpUG10MXJKNHEwY2x1MG90ZVNhWU9CT1Fya0RiRm0yUk5lR0dYbFZvZw?oc=5", "title": "Informe de resultados de DLocal: ingresos r\u00e9cord en el Q2 2026, pero el BPA decepciona", "content_text": "Informe de resultados de DLocal: ingresos r\u00e9cord en el Q2 2026, pero el BPA decepciona", "date_published": "2026-08-13T22:29:15+00:00", "authors": [{"name": "Investing.com Espa\u00f1a"}], "tags": ["Market update", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:7da8141075a729d75537b60aa3362ec32150d7569f2a3f2f6fb1a4a1b9a13499", "url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-dlo-misses-q2-earnings-220503691.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-dlo-misses-q2-earnings-220503691.html", "title": "DLocal (DLO) Misses Q2 Earnings Estimates", "content_text": "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 surprise of -10.00%. A quarter ago, it was expected that this online payment company would post earnings of $0.16 per share when it actually produced earnings of $0.17, delivering a surprise of +6.25%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. DLocal, which belongs to the Z", "date_published": "2026-08-13T22:05:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:bbb885ad6b76cd40996f61e49898c6edbead76e5cf4d736a421fdf0cbd340b13", "url": "https://finance.yahoo.com/markets/stocks/articles/why-crowdstrike-holdings-crwd-outpaced-214502723.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-crowdstrike-holdings-crwd-outpaced-214502723.html", "title": "Why CrowdStrike Holdings (CRWD) Outpaced the Stock Market Today", "content_text": "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 the tech-heavy Nasdaq gained 0.81%. Shares of the cloud-based security company witnessed a gain of 7.26% over the previous month, beating the performance of the Computer and Technology sector with its gain of 0.81%, and the S&P 500's gain of 2.38%. The investment community will be closely monitoring the performance of CrowdStrike Hold", "date_published": "2026-08-13T21:45:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CRWD"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRWD", "name": "CrowdStrike Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/52921aeb-c7c9-45ef-a73b-484e77abb735/"}]}}, {"id": "source:ef8270512b55b76141b58b270cc58a0f9c14678dab383d8ab6d3f40b965a852d", "url": "https://finance.yahoo.com/markets/stocks/articles/stocks-making-big-moves-yesterday-205300253.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stocks-making-big-moves-yesterday-205300253.html", "title": "Stocks making big moves yesterday: Everpure, Palo Alto Networks, Ridgepost Capital, Nabors Industries, and Hewlett Packard Enterprise", "content_text": "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 from Neutral and raised its price target to $120 from $85. The firm pointed to rising demand for high-capacity flash storage from large cloud and AI customers. See our full article here. Is now the time to buy Everpure? Access our full analysis report here, it's free. Palo", "date_published": "2026-08-13T20:53:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "PANW"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PANW", "name": "Palo Alto Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ee23eb12-3549-4219-9411-9152abb63f99/"}]}}, {"id": "source:875fa1a38f735c5950b7d2c1371ff30bbbc7ac3490f971a36d42d596adc44e21", "url": "https://seekingalpha.com/news/4632780-stoneco-gaap-eps-of-r240-revenue-of-r359b?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632780-stoneco-gaap-eps-of-r240-revenue-of-r359b?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "StoneCo GAAP EPS of R$2.40, revenue of R$3.59B", "content_text": "* 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 Ltd. (STNE) Q1 2026 Earnings Call Transcript [https://seekingalpha.com/article/4906311-stoneco-ltd-", "date_published": "2026-08-13T20:11:24+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "STNEN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "STNEN", "name": "StoneCo Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/392eac1c-0986-41ea-81ba-a0320abe83e9/"}]}}, {"id": "source:ec3b1cc3214d3c2ed8bb28e1f59224646d7056707db3418f3d592be42e707374", "url": "https://finance.yahoo.com/markets/stocks/articles/stoneco-reports-second-quarter-2026-201000199.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stoneco-reports-second-quarter-2026-201000199.html", "title": "StoneCo Reports Second Quarter 2026 Results", "content_text": "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 website https://investors.stone.co/. Conference Call Stone will discuss its 2Q26 results during a teleconference today, August 13th, 2026, at 5:00 PM ET (6:00 PM BRT). The conference call can be accessed live over the Zoom webinar (ID: 811 1885 5067 | Password: 785025). You can also access the meeting over the phone by d", "date_published": "2026-08-13T20:10:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "STNEN"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "STNEN", "name": "StoneCo Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/392eac1c-0986-41ea-81ba-a0320abe83e9/"}]}}, {"id": "source:73cf1ebd9b8caede7887a69c1330f3cf0261ac0670359534bb13f7c6645d3752", "url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-reports-second-quarter-2026-200500132.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-reports-second-quarter-2026-200500132.html", "title": "dLocal Reports Second Quarter 2026 Financial Results", "content_text": "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% (+6 p.p. quarter-over-quarter); operating leverage to improve in the second half of 2026. Net income at US$55 million (+28% year-over-year), diluted EPS $0.18 (vs. $0.14 in 1Q26). Adj. Free Cash Flow US$69 million (+41% year-over-year), Adj. FCF/Net income convers", "date_published": "2026-08-13T20:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:90c3fb16a9dd46d959248da9c5a748aae879539527af4b46cc1c437b799dfa4b", "url": "https://www.nasdaq.com/articles/notable-thursday-option-activity-dlo-aap-omer", "external_url": "https://www.nasdaq.com/articles/notable-thursday-option-activity-dlo-aap-omer", "title": "Notable Thursday Option Activity: DLO, AAP, OMER", "content_text": "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 average daily trading volume over the past month of 1.7 million shares. Particularly high volume was seen for the $17 strike call option expiring December 18, 2026, with 10,185 contracts trading so far today, representing approximately 1.0 million underlying shares of DLO. Below is a chart showing DLO's trailing t", "date_published": "2026-08-13T19:19:17+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:1821caf8a39e8975a0a7a2b6349e6f94f98b3f0e2fa66d630e46697477468926", "url": "https://finance.yahoo.com/technology/ai/articles/neoclouds-crwv-nbis-soar-why-191800915.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/neoclouds-crwv-nbis-soar-why-191800915.html", "title": "Neoclouds CRWV & NBIS Soar (Why they have room to run)", "content_text": "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 and CoreWeave build cloud infrastructure engineered specifically for high-density AI training. The two leading AI infrastructure companies reported earnings this week that impressed Wall Street. Following their earnings releases, CoreWeave shares jumped nearly 20% while Nebius shares bolted 34%. B", "date_published": "2026-08-13T19:18:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CRWV"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRWV", "name": "COREWEAVE INC", "sentiment_url": "https://sharemaestro.com/sentiment/f0c56911-640f-40f0-b0b1-8ecda8ee646a/"}]}}, {"id": "source:44628fbf29c4bf42705fd421246f842cc62cc6fa8b1be3c19f40f35c0476b270", "url": "https://finance.yahoo.com/markets/stocks/articles/jp-morgan-revises-microsoft-stock-184231929.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jp-morgan-revises-microsoft-stock-184231929.html", "title": "JP Morgan Revises Microsoft Stock Target For 2026", "content_text": "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 Chatterjee raised his December 2027 price target to $625 from $550 while keeping an Overweight rating, pointing to potential acceleration across both Azure and Microsoft 365 Commercial Cloud. Warning! GuruFocus has detected 3 Warning Sign with MSFT. Is MSFT fairly valued? Test ", "date_published": "2026-08-13T18:42:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:2afa1cc90b31cb2f099b53d93cb3315146d51bc3144885eddc07d0bfc999f027", "url": "https://finance.yahoo.com/markets/stocks/articles/twilio-director-andrew-stafman-sells-162001526.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/twilio-director-andrew-stafman-sells-162001526.html", "title": "Twilio Director Andrew Stafman Sells 500,000 Shares for $123.5 Million", "content_text": "Andrew Stafman, Director at Twilio Inc. (NYSE:TWLO), sold ~500,000 shares of Class A Common Stock on August 12, 2026. SEC Form 4 filing. Transaction summary Metric Value Transaction value $123.5 million Shares sold (indirectly held) ~500,000 Post-transaction shares ~133,000 Post-transaction shares (directly held) 13,492 Post-transaction shares (indirectly held) ~120,000 Post-transaction value ~$32.9 million Transaction value based on SEC Form 4 weighted average sale price ($247.08); post-transaction value based on August 12, 2026 market close ($246.62). Key questions What is the significance o", "date_published": "2026-08-13T16:20:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "TWLO"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TWLO", "name": "Twilio Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7b043f33-3635-4b9d-9032-da86250d60f0/"}]}}, {"id": "source:27b854bc98ef86413189828069deff81ff48f7a4cf9baf005b046a16db15903e", "url": "https://finance.yahoo.com/technology/ai/articles/mongodb-apos-atlas-growth-ai-152123127.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/mongodb-apos-atlas-growth-ai-152123127.html", "title": "MongoDB's Atlas Growth, AI-Native Customer Base in Focus Ahead of Q2 Results, RBC Says", "content_text": "MongoDB (MDB) is expected to see continued Atlas growth when it reports fiscal Q2 results, with inve PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-13T15:21:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MDB"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MDB", "name": "MongoDB, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b1cee630-74e8-4502-84f8-63d3ffce6a19/"}]}}, {"id": "source:b8c02440b03449de98a0d897db380044bba1ad9ae37e65fa95ac78aa844efebf", "url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-35-39b-capex-plan-150400194.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/coreweaves-35-39b-capex-plan-150400194.html", "title": "CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?", "content_text": "CoreWeave (CRWV is aggressively expanding its AI infrastructure to meet increasing customer demand, necessitating massive capacity additions. 2026 capital expenditures are now projected to be between $35 billion and $39 billion (up from $31-$35 billion), indicating the scale of its AI infrastructure ambitions. Second-quarter revenues of $2.6 billion jumped 112% year over year and 24% sequentially. Backlog reached $104.2 billion, surging 246% year over year. This does not include more than $25 billion of net new customer commitments secured in the early third quarter. To support these long-term", "date_published": "2026-08-13T15:04:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "CRWV"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRWV", "name": "COREWEAVE INC", "sentiment_url": "https://sharemaestro.com/sentiment/f0c56911-640f-40f0-b0b1-8ecda8ee646a/"}]}}, {"id": "source:02673775854b0c9896bc96187a702342b0c5c4dd4e941d3654442fe5bb1ad394", "url": "https://finance.yahoo.com/markets/stocks/articles/3-reasons-investors-love-samsara-150100983.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/3-reasons-investors-love-samsara-150100983.html", "title": "3 Reasons Investors Love Samsara (IOT)", "content_text": "3 Reasons Investors Love Samsara (IOT) What a fantastic six months it's been for Samsara. Shares of the company have skyrocketed 44.3%, hitting $40.04. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation. Is now still a good time to buy IOT? Or is this a case of a company fueled by heightened investor enthusiasm? Find out in our full research report, it's free. Why Are We Positive on IOT? From sensors on vehicles to AI-powered cameras that help prevent accidents, Samsara (NYSE:IOT) is a cloud-based Internet of Thing", "date_published": "2026-08-13T15:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "IOT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IOT", "name": "SAMSARA INC", "sentiment_url": "https://sharemaestro.com/sentiment/4c5a4879-8d03-4708-b723-4746c55bb417/"}]}}, {"id": "source:2310474dcc5e1e9b22d65a0fdf827cdc9b7b9b89dff6a149aa30cf9a93241cbb", "url": "https://finance.yahoo.com/markets/stocks/articles/soundhounds-q2-results-fuel-estimate-141600337.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/soundhounds-q2-results-fuel-estimate-141600337.html", "title": "SoundHound's Q2 Results Fuel Estimate Hikes: Is the Stock a Buy Now?", "content_text": "SoundHound AI, Inc. SOUN has given Wall Street fresh reasons to become more positive after a record second quarter, highlighted by faster revenue growth, improving margins and strong adoption of its OASYS platform. The better-than-expected performance has led to upward estimate revisions, strengthening the investment case even as the stock remains sharply down in 2026. Over the past 30 days, the Zacks Consensus Estimate for SoundHound's 2026 loss has narrowed to 14 cents per share from 15 cents, while the estimated 2027 loss has narrowed to 15 cents from 17 cents. The consensus estimate calls ", "date_published": "2026-08-13T14:16:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "FIVN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "FIVN", "name": "Five9, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/296b6ba5-3597-4449-9033-621c883315d2/"}]}}, {"id": "source:7a811c0297ab772b646a06852043d22ed6c18e75646e7924a2af40d7047b0c3b", "url": "https://finance.yahoo.com/video/ai-boom-keeping-microsoft-china-140134048.html", "external_url": "https://finance.yahoo.com/video/ai-boom-keeping-microsoft-china-140134048.html", "title": "How the AI boom is keeping Microsoft in China", "content_text": "View Comments", "date_published": "2026-08-13T14:01:34+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:daa03d82a37730ab8500f94921934df7079972f9f8a941eb8b65808d9f047413", "url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-dlo-may-bottom-soon-135501159.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/dlocal-dlo-may-bottom-soon-135501159.html", "title": "DLocal (DLO) May Find a Bottom Soon, Here's Why You Should Buy the Stock Now", "content_text": "The price trend for DLocal (DLO) has been bearish lately and the stock has lost 6.1% over the past week. However, the formation of a hammer chart pattern in its last trading session indicates that the stock could witness a trend reversal soon, as bulls might have gained significant control over the price to help it find support. The formation of a hammer pattern is considered a technical indication of nearing a bottom with likely subsiding of selling pressure. But this is not the only factor that makes a bullish case for the stock. On the fundamental side, strong agreement among Wall Street an", "date_published": "2026-08-13T13:55:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "DLON"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "DLON", "name": "DLocal Limited", "sentiment_url": "https://sharemaestro.com/sentiment/f549b04a-5236-4264-bb10-1b1547a22905/"}]}}, {"id": "source:7f8b3f7a9d7b08a71f0d63b9790d8884d5051d2cc0f9b0e2e7281ae9ad56ef62", "url": "https://finance.yahoo.com/markets/stocks/articles/crowdstrike-holdings-crwd-gains-autonomous-134148875.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/crowdstrike-holdings-crwd-gains-autonomous-134148875.html", "title": "CrowdStrike Holdings (CRWD) Gains as Autonomous AI Agents Go Mainstream", "content_text": "TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the 'TCW Concentrated Large Cap Growth Fund.' A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, driven by resilient economic growth and strong corporate earnings. April marked a recovery from March lows, with the S&P 500 achieving record highs by early June, largely due to robust corporate earnings linked to AI capital spendi", "date_published": "2026-08-13T13:41:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "CRWD"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRWD", "name": "CrowdStrike Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/52921aeb-c7c9-45ef-a73b-484e77abb735/"}]}}, {"id": "source:a228b7c4623d49a3c9d8bb3bc646693e0e9326aa60f262b6bba9c318bcb9ea35", "url": "https://finance.yahoo.com/markets/stocks/articles/stay-invested-block-stock-q2-133500951.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/stay-invested-block-stock-q2-133500951.html", "title": "Should You Stay Invested in Block Stock After Its Q2 Earnings Beat?", "content_text": "Block, Inc. XYZ has entered the second half of 2026 with stronger operating momentum, improving profitability and several growth initiatives across Cash App and Square. The fintech company is also putting more focus on connecting its consumer and merchant ecosystems, while investments in artificial intelligence are aimed at improving product development and efficiency. This gives investors more to consider than a simple earnings beat. XYZ shares had considerably advanced in 2026 heading into second-quarter earnings, reflecting renewed confidence in Block's execution. The stock fell more than 6", "date_published": "2026-08-13T13:35:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "XYZ", "TOST"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "XYZ", "name": "Block, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/b3cdb4b5-efe4-44ef-9dd8-934e10547fee/"}, {"symbol": "TOST", "name": "Toast, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f15fd6d9-7649-4686-8c31-99ff1a86448b/"}]}}, {"id": "source:5a7eb8360a1784e815404d247a49e0875e9ef72a70aaae85caa1b346a426ce84", "url": "https://finance.yahoo.com/markets/stocks/article/why-this-analyst-sees-another-30-rip-in-microsoft-stock-132716702.html", "external_url": "https://finance.yahoo.com/markets/stocks/article/why-this-analyst-sees-another-30-rip-in-microsoft-stock-132716702.html", "title": "Why this analyst sees another 30% rip in Microsoft stock", "content_text": "Microsoft's (MSFT) revitalized stock price may have further room to run, simply based on signals the company sent in its latest earnings report. The big call JPMorgan analyst Samik Chatterjee came out bullish on Microsoft stock in a note on Thursday, taking his price target to $625 from $550. The revised price target assumes about 30% upside from current trading levels. Chatterjee made two important points in explaining his price target hike: Point one: \"We have a favorable view on the growth outlook for the company, wherein we envision an acceleration in the growth of both Azure and M365 Comm", "date_published": "2026-08-13T13:27:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:60418de85d5a123be891e6b7c1b9bac944863917cdd25f3ce003da8334364500", "url": "https://finance.yahoo.com/small-business/articles/crowdstrike-expands-project-quiltworks-smbs-131100522.html", "external_url": "https://finance.yahoo.com/small-business/articles/crowdstrike-expands-project-quiltworks-smbs-131100522.html", "title": "CrowdStrike Expands Project QuiltWorks to SMBs, Extending Frontier AI Risk Protection to Organizations of Every Size", "content_text": "Arrow Electronics, Ignition Technology, Nord Security, Pax8, TD SYNNEX, Westcon-Comstor, and Zip Security bring QuiltWorks down market to SMBs worldwide AUSTIN, Texas, August 13, 2026--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) is extending Project QuiltWorks to organizations of all sizes. As frontier AI lowers the barrier to sophisticated attacks and collapses the window between vulnerability and exploitation, every organization becomes a target. Through global distributors, cloud marketplaces, and cybersecurity's deepest channel partner ecosystem, CrowdStrike is bringing the only coordinate", "date_published": "2026-08-13T13:11:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "CRWD"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRWD", "name": "CrowdStrike Holdings, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/52921aeb-c7c9-45ef-a73b-484e77abb735/"}]}}, {"id": "source:cac7748e4d68ab8f845dd3473c92cf1102fc434f9b46a7d1de5c1ad6ce293416", "url": "https://finance.yahoo.com/m/30b2aa92-4f90-32dc-bb78-62c5936e6613/dow-fixture-microsoft-breaks.html", "external_url": "https://finance.yahoo.com/m/30b2aa92-4f90-32dc-bb78-62c5936e6613/dow-fixture-microsoft-breaks.html", "title": "Dow Fixture Microsoft Breaks Out Along With These Stocks, But Datadog Triggers Sell Signals", "content_text": "Dow Jones software giant Microsoft, Palantir and Twilio all broke out past new buy points in recent trading sessions. Continue Reading", "date_published": "2026-08-13T12:01:19+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:4e76c814fdca0ced00fabe33fcffb1feca0e1f2103d8e691c735965734199d39", "url": "https://finance.yahoo.com/technology/ai/articles/exclusive-microsoft-retreats-china-ai-100321382.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/exclusive-microsoft-retreats-china-ai-100321382.html", "title": "Exclusive-Microsoft retreats in China, but AI boom helps it keep a window open", "content_text": "By Eduardo Baptista and Casey Hall BEIJING/SHANGHAI, Aug 13 (Reuters) - Microsoft once regarded the idea of quitting China as unthinkable. The year was 2010 and Google was about to exit due to concerns over censorship and cyberattacks. That decision was lauded by democracy activists, but not Bill Gates and Microsoft's then-CEO Steve Ballmer, who suggested Google was overreacting. In the past five years, however, at least 15 Microsoft branch offices and joint ventures in China have been shut, corporate filings show, and Microsoft is pursuing what five company sources described as \u200ca strategy of", "date_published": "2026-08-13T10:03:21+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:d7763af250a25fcb18851f59593ad61c869f3298047550a670786690da5df4df", "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "title": "SpaceX Passes First Lockup Expiry Test With $500 Billion Rally", "content_text": "(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen They needn't have worried. SpaceX ", "date_published": "2026-08-13T08:45:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "STNEN"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "STNEN", "name": "StoneCo Ltd.", "sentiment_url": "https://sharemaestro.com/sentiment/392eac1c-0986-41ea-81ba-a0320abe83e9/"}]}}, {"id": "source:4e132cc6019e3531a303eeb327634faa1908b996a242b68ffc9326ffc3ebaca9", "url": "https://finance.yahoo.com/technology/ai/articles/german-firms-shift-microsoft-strategies-080000668.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/german-firms-shift-microsoft-strategies-080000668.html", "title": "German Firms Shift Microsoft Strategies from Cloud to AI", "content_text": "Organizations prioritize AI governance, operational control and measurable outcomes as Microsoft platforms evolve, ISG Provider Lens\u00ae 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 research report published today by Information Services Group (ISG) (Nasdaq: III), a global AI-centered technology research and advisory firm. The 2026 ISG Provider Lens\u00ae Microsoft AI and Cloud Ecosystem report for Germany finds that Microsoft is integrat", "date_published": "2026-08-13T08:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:0a85a48b2cacf1b114d9a9e35398c1241f3550813279879ac48b6d889d0ecdcc", "url": "https://seekingalpha.com/news/4632100-burry-adds-to-ai-shorts-says-nebius-is-what-the-top-of-a-boom-looks-like?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632100-burry-adds-to-ai-shorts-says-nebius-is-what-the-top-of-a-boom-looks-like?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Burry adds to AI shorts, says \u2018Nebius is what the top of a boom looks like\u2019", "content_text": "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 (ZTS [https://seekingalpha.com/symbol/ZTS]). Burry, the investor featured in \u201cThe Big Short,\u201d said in a Substack post [https://michaeljburry.subs", "date_published": "2026-08-13T07:51:41+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "ORCL"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ORCL", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/68ed501b-503b-47ec-b45c-8640511a6296/"}]}}, {"id": "source:40b12659bf8b25795440aa6cc7c6c5eb9a8726e4dd3cb46b9fe73edb511fd927", "url": "https://finance.yahoo.com/m/3524393c-1e83-3193-af28-9e5b8b921a1f/the-hidden-red-flag-in-wall.html", "external_url": "https://finance.yahoo.com/m/3524393c-1e83-3193-af28-9e5b8b921a1f/the-hidden-red-flag-in-wall.html", "title": "The Hidden Red Flag in Wall Street\u2019s Price Targets", "content_text": "Nvidia and other tech stocks have a wide \u201cdispersion\u201d of price targets. Why that could be a problem for investors. Continue Reading", "date_published": "2026-08-13T06:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:8da574ddd21b70bcfc3aa3f2e7640f8976b4907b90b638642154ff7a6bc9cd4f", "url": "https://finance.yahoo.com/markets/stocks/articles/adyen-lifts-2026-revenue-outlook-054128944.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/adyen-lifts-2026-revenue-outlook-054128944.html", "title": "Adyen lifts 2026 revenue outlook after strong first half", "content_text": "Aug 13 (Reuters) - Adyen, the Dutch \u200cfirm that \u200chandles payments for \u200bSpotify and Microsoft, raised its annual revenue \u200cgrowth \u2060forecast on Thursday as it \u2060continued to win \u200bmore customers \u200band \u200binvest in \u200cits payments technology. Adyen now expects net revenue to grow between \u200c21% and \u200b23% \u200bin \u200b2026, \u200ccompared with a \u200bprevious \u200brange of 20% and \u200b22%. (Reporting \u200cby Gianluca Lo \u200bNostro and Leo \u200bMarchandon;) View Comments", "date_published": "2026-08-13T05:41:28+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:994ebb96fc78103e370cf155d2b1e1a916ccf703db927036cce0f92feb695072", "url": "https://finance.yahoo.com/markets/stocks/articles/why-rubrik-rbrk-back-spotlight-043105951.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-rubrik-rbrk-back-spotlight-043105951.html", "title": "Why Rubrik (RBRK) Is Back In The Spotlight", "content_text": "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 a Service, a new offering built on Rubrik's cyber and data resilience platform to address complex recovery and continuity needs. See our latest analysis for Rubrik. Rubrik's recent product announcements around AI agent security and the Wipro Enterprise Resilience as a Service launch come as the stock trades at US$96.73, with a 7 day share ", "date_published": "2026-08-13T04:31:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "RBRK"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RBRK", "name": "RUBRIK INC", "sentiment_url": "https://sharemaestro.com/sentiment/b066e211-7161-40c8-85d9-cdda37507e7f/"}]}}, {"id": "source:b069c93089bd9aca49a7a0586bedaef3549efbe380be62c353a146de3bed5709", "url": "https://seekingalpha.com/news/4632058-trump-signs-memo-enlisting-private-sector-in-cyber-operations-against-foreign-crime-groups?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632058-trump-signs-memo-enlisting-private-sector-in-cyber-operations-against-foreign-crime-groups?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Trump signs memo enlisting private sector in cyber operations against foreign crime groups", "content_text": "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 the capability and innovation of the private sector to help conduct these cyber operations under the direction, \u200bcontrol, and authority of the U.S. Government,\" the White House said. The White House, \u200bin a fact sheet about the memo, cited ransomware attacks,", "date_published": "2026-08-13T04:19:58+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Balance sheet", "PANW", "RBRK", "S1"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PANW", "name": "Palo Alto Networks, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/ee23eb12-3549-4219-9411-9152abb63f99/"}, {"symbol": "RBRK", "name": "RUBRIK INC", "sentiment_url": "https://sharemaestro.com/sentiment/b066e211-7161-40c8-85d9-cdda37507e7f/"}, {"symbol": "S1", "name": "SENTINELONE INC", "sentiment_url": "https://sharemaestro.com/sentiment/4750a7cf-b0e8-46e7-95d6-179c44f84a76/"}]}}, {"id": "source:ec0cc943ba46f676522404d03982833869f675daf1e21c82295439be1cbf83bf", "url": "https://finance.yahoo.com/technology/ai/articles/could-blackbaud-blkb-change-fundraising-021139550.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/could-blackbaud-blkb-change-fundraising-021139550.html", "title": "How Could Blackbaud (BLKB) Change Fundraising Work With Its New AI Integration?", "content_text": "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 is designed to surface real-time donor and campaign intelligence inside familiar workflows for fundraising professionals. Blackbaud positions the move as part of its focus on secure, workflow-native AI tailored specifically to nonprofit organizations. AI moving deeper into everyday productivity tools is a wider shift worth understanding, so it may be useful to also look at the broader group of companies building the infrastructure behind these capabilities through 56 AI infrastructure stocks.NasdaqGS:BLKB Earnings & Revenue Growth as at Aug 2026 Blackbaud is a US software company with a reported market value of about $2.0b and a focus on AI-powered tools for nonprofits. This integration fits into its broader push to embed data and automation directly into fundraising workflows, rather than using separate specialist systems. 4 things going right for Blackbaud that this headline doesn't cover. How the Microsoft 365 Copilot tie-up speaks to Blackbaud's AI and network story Blackbaud's Narrative rests on the idea that AI-powered, cloud platforms and its connected giving network can keep users inside its ecosystem while competitors like Salesforce and Oracle push hard on integration. This Copilot link is a test of whether that AI and network story holds up inside tools fundraisers already live in. Expanding cloud-based platforms, AI-driven innovation, and unique network effects are driving higher user adoption, retention, and recurring revenue growth... Read the full Blackbaud narrative to see the case behind these numbers The Microsoft 365 Copilot integration lines up cleanly with that thesis. It moves Blackbaud's AI from a separate screen into everyday software, which speaks directly to the goal of tying fundraising work to its cloud platforms and data. It also leans on Blackbaud's focus on sector-specific security and governance rather than generic tooling. What the market may miss is how this connects to the YourCause and Expedited Giving work that routes donations and data through Blackbaud's rails. If fundraisers can query Raiser's Edge NXT inside Outlook while donations clear quickly through Blackbaud payments, that supports the network-effect angle while also testing the risk that better integrated rivals could squeeze pricing or relevance. Story Continues This Copilot news matters less on its own than in how it supports or contradicts the Blackbaud Narrative you believe, so it is worth weighing it against that bigger story before reacting to headlines. To ensure you're always in the loop on how the latest news impacts the investment narrative for Blackbaud, head to the community page for Blackbaud to never miss an update on the top community narratives. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include BLKB. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments", "date_published": "2026-08-13T02:11:39+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}, {"id": "source:3e4184391f855155c90a68d9a32172d6c68d45e4ab5ee69df99607264fd3b837", "url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-enters-defense-ai-021131644.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/coreweave-crwv-enters-defense-ai-021131644.html", "title": "CoreWeave (CRWV) Enters Defense AI While Opening Three Indonesia Data Centers", "content_text": "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 missions. The agreement focuses on mission specific AI infrastructure tailored for highly sensitive federal workloads with specialized security and compliance requirements. CoreWeave also disclosed plans for three new data centers in Indonesia as part of a broader push into the Asia Pacific cloud mark", "date_published": "2026-08-13T02:11:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "CRWV"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRWV", "name": "COREWEAVE INC", "sentiment_url": "https://sharemaestro.com/sentiment/f0c56911-640f-40f0-b0b1-8ecda8ee646a/"}]}}, {"id": "source:60e99f529f1ae6d05dc4f3437ed936e896eded5fd34f7a6d8c6739e850043d0b", "url": "https://www.nasdaq.com/articles/coreweave-has-104-billion-contracted-revenue-and-59-billion-market-value", "external_url": "https://www.nasdaq.com/articles/coreweave-has-104-billion-contracted-revenue-and-59-billion-market-value", "title": "CoreWeave Has $104 Billion of Contracted Revenue and a $59 Billion Market Value", "content_text": "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 capital spending plan to $35 billion to $39 billion.10 stocks we like better than CoreWeave \u203a CoreWeave(NASDAQ: CRWV) reported second-quarter results after the market closed on Tuesday, and the number that mattered wasn't revenue. It was the backlog. The artificial intelligence (AI) cloud provider's revenue backlog reached about", "date_published": "2026-08-13T01:34:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "CRWV"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "CRWV", "name": "COREWEAVE INC", "sentiment_url": "https://sharemaestro.com/sentiment/f0c56911-640f-40f0-b0b1-8ecda8ee646a/"}]}}, {"id": "source:ba5a4253bb71a0e1a355d84567f06bd8894ecbc21401afababce66cec8f41464", "url": "https://finance.yahoo.com/technology/ai/articles/why-rubrik-rbrk-14-1-011141102.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/why-rubrik-rbrk-14-1-011141102.html", "title": "Why Rubrik (RBRK) Is Up 14.1% After New AI Resilience Offerings With Wipro", "content_text": "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 role in the CSAI Foundation's AI Resilience Center of Excellence, these launches position the company at the heart of emerging standards for secure, governed autonomous AI in the enterprise. We'll now examine how Rubrik's new Enterprise Resilience as a Service offering may influence its investment", "date_published": "2026-08-13T01:11:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "RBRK"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RBRK", "name": "RUBRIK INC", "sentiment_url": "https://sharemaestro.com/sentiment/b066e211-7161-40c8-85d9-cdda37507e7f/"}]}}, {"id": "source:7fa9a8171b3ca79b9c370acff235dd401a25e05ce05f828e339a6a671ccba068", "url": "https://finance.yahoo.com/markets/stocks/articles/rubrik-rbrk-stock-may-near-231529922.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/rubrik-rbrk-stock-may-near-231529922.html", "title": "Rubrik (RBRK) Stock May Be Near Fair Value Despite New AI Security Launch", "content_text": "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 Discounted Cash Flow (DCF) estimate pointing to a price that is roughly in line with the current market level while market based multiples lean on the expensive side. Year to date, Rubrik is up 28.2%, which puts extra focus on whether the current share price already reflects much of the good news. Recent AI security launches such as Rubrik Agen", "date_published": "2026-08-12T23:15:29+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "RBRK"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "RBRK", "name": "RUBRIK INC", "sentiment_url": "https://sharemaestro.com/sentiment/b066e211-7161-40c8-85d9-cdda37507e7f/"}]}}, {"id": "source:77168613eff4d46848d42bfa9ceb802e346942380bb721f9ce6f322700f89859", "url": "https://finance.yahoo.com/markets/stocks/articles/samsara-inc-iot-stock-falls-221501143.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/samsara-inc-iot-stock-falls-221501143.html", "title": "Samsara Inc. (IOT) Stock Falls Amid Market Uptick: What Investors Need to Know", "content_text": "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%. Shares of the company have appreciated by 9.27% over the course of the past month, outperforming the Computer and Technology sector's loss of 0.41%, and the S&P 500's gain of 2.13%. The upcoming earnings release of Samsara Inc. will be of great interest to investors. The company's earnings report is expected on September 3, 2026. The", "date_published": "2026-08-12T22:15:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "IOT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "IOT", "name": "SAMSARA INC", "sentiment_url": "https://sharemaestro.com/sentiment/4c5a4879-8d03-4708-b723-4746c55bb417/"}]}}, {"id": "source:1c76badeb411a071ceaf38741794155745e41e74fdffa883d1f4590dcd2d04f6", "url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-looks-below-221051456.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/oracle-orcl-stock-looks-below-221051456.html", "title": "Oracle (ORCL) Stock Looks Below Fair Value on Earnings Today", "content_text": "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 price around US$153 still leaves room for value. Over 5 years, Oracle has returned 84.4%, which places recent weakness in the context of a longer track record of value creation for shareholders. AI and quantum partnerships tied to Oracle Cloud, such as recent work with Quantinuum and Google Cloud, can support expectations for future cas", "date_published": "2026-08-12T22:10:51+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ORCL"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ORCL", "name": "Oracle Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/68ed501b-503b-47ec-b45c-8640511a6296/"}]}}, {"id": "source:3da13bb263b07a37c201de1090e5bff8e463d0e0f4a2e7e7bef46845d3f9637a", "url": "https://finance.yahoo.com/markets/stocks/articles/magnificent-seven-earnings-remain-robust-214600791.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/magnificent-seven-earnings-remain-robust-214600791.html", "title": "Magnificent Seven Earnings Remain Robust: MSFT, AAPL", "content_text": "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 and Apple AAPL, posted solid results overall, though the post-earnings reaction was much stronger for MSFT. Apple Breaks Records Apple's results reflected its strongest June-quarter period ever, with quarterly revenue of $109.4 billion growing 16% year-over-year. Adjusted EPS came in at $2.02, growing an even stronger 29% from the year-ago period. It also reported double-digit revenue growth across iPhone, Mac, and Services, with similar gains in every geographic segment. Its installed base of active devices reached an all-time high across its major product categories, with its overall gross margin seeing a benefit from tariff refunds. As usual, the iPhone reflected the mega-cap tech giant's biggest source of revenue, with sales coming in at $54.3 billion and growing by 21.6% year-over-year.Zacks Investment Research Image Source: Zacks Investment Research Though iPhone reflects the greatest portion of sales, the Services category has quickly grown to be another big top line contributor over recent years, with quarterly sales of $30.7 billion reflecting a 12% YoY increase. Apple's cash-generating abilities have always been a critical part of investor sentiment surrounding the stock, with it also reporting record operating cash flow for its June-quarter period. The strong cash-generating abilities have allowed shares to trade at a premium, with its dividend payouts pleasing investors looking to obtain top-tier tech exposure paired with paydays. Microsoft Posts Huge Cloud Growth Microsoft posted a double-beat relative to our consensus expectations, with sales growing by 18% YoY alongside 23% YoY growth in earnings. Most importantly, the mega-cap heavyweight delivered favorable Intelligent Cloud results, a key benchmark the market has consistently scrutinized amid the billions it's been investing in AI infrastructure. Microsoft's Intelligent Cloud results include Azure, its cloud computing platform that provides AI computing power to businesses. Intelligent Cloud revenue came in at $39.3 billion, beating our consensus estimate handily and growing 32% YoY. The growth rate here is mightily important from a sentiment standpoint, showing an acceleration relative to recent periods.Zacks Investment Research Image Source: Zacks Investment Research Enterprise adoption of Copilot surged throughout its FY26 to over 30 million paid seats, further underpinning the momentum the company is enjoying thanks to its AI-related investments. Story Continues Bottom Line Six of beloved Mag 7 members have delivered their results, with just NVIDIA NVDA the lone player yet to report. Both Microsoft MSFT and Apple AAPL posted solid results, with each again seeing strong growth. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Apple Inc. (AAPL) : Free Stock Analysis Report Microsoft Corporation (MSFT) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research View Comments", "date_published": "2026-08-12T21:46:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MSFT"], "_sharemaestro": {"country": "Mexico", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MSFT", "name": "Microsoft Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/26d996f0-934e-412e-9147-c6d1d6579110/"}]}}]}