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Shift4 Payments Stock (FOUR) Opinions on Q2 Earnings Performance

Progress Software Corp (PRGS) CFO Anthony Folger Sells 2,000 Sha

Anthony Folger, CFO of Progress Software Corp (PRGS), sold 2,000 shares for approximately $89,600, continuing a pattern of insider selling at the company with no insider buys in the past year. The stock's valuation, despite being below its GF Value, is labeled a "Possible …

Microsoft is Consolidating and Will Be More Expensive Soon, So I Keep Buying

Quick Read Microsoft's Azure surpassed $100 billion in annual revenue, grew 43% year-over-year, and is guided to roughly 45% growth next quarter. The OpenAI partnership, with IP rights through 2032 and $250 billion in contracted Azure services, gives MSFT a moat AMZN and GOOGL …

Surging Earnings Estimates Signal Upside for Unity Software (U) Stock

Unity Software (U) is showing strong potential for investors due to significantly surging earnings estimates. Analysts have increased their consensus estimates for both the upcoming quarter and the full year, indicating growing optimism. This positive trend in revisions, coupled with a Zacks Rank #2 …

Microsoft sees mixed hedge fund moves amid AI spending

[Microsoft software company] tupungato Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) saw mixed positioning among major hedge funds, as per their latest 13F filings, with several investors cutting or exiting the stock while others increased their holdings. The filings cover holdings as of June 30. TCI Fund Management, …

Progress Software (PRGS) Upgraded to Buy: Here's What You Should Know

Progress Software (PRGS) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. The Zacks …

Carahsoft to Distribute Upland Software Knowledge Management Tools to Government

Carahsoft Technology will act as the Master Government Aggregator for Upland Software, distributing its knowledge management and contact center products to public sector buyers. This partnership makes Upland's RightAnswers, Panviva, BA Insight, and InGenius products available to government agencies through various contract vehicles. The …

Microsoft Stock Leads 3 AI Infrastructure Picks Backed by Cloud and Chip Spending

Kingsoft Cloud earnings in spotlight: Can AI offset margin squeeze?

Kingsoft Cloud Holdings Ltd. (NASDAQ:KC) is set to report Q2 earnings, with investors focused on whether its surging AI business can drive profitable growth despite significant infrastructure spending. Analysts are bullish on the stock, forecasting substantial revenue growth driven by AI, but near-term profitability …

FTI Consulting (FCN) Faces A Fresh Valuation Test As Earnings Pressure Builds

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. FTI Consulting (FCN) has been drawing investor attention after commentary highlighting annual sales growth …

Progress Software Names Bridget Collins CIO to Lead AI and IT Strategy

Progress Software has appointed Bridget Collins as Chief Information Officer to lead its global IT and security organization, focusing on AI adoption and integration of acquisitions. Collins, a former Progress software engineer, will report to CEO Yogesh Gupta and manage enterprise IT strategy, cybersecurity, …

Microsoft Corporation (MSFT) Valuation Hits Decade Lows as AI Disruption and Spending Fears Weigh on Shares

Pershing Square Holdings, an investment holding company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. Pershing Square is an alternative asset manager that primarily manages capital in publicly traded investment vehicles, with 98% of its capital …

Why Alphabet and Microsoft Suffer Less If AI CapEx Goes Wrong

Quick Read MSFT funded its AI buildout from operations while GOOGL nearly doubled long-term debt to $98B, making Microsoft's balance sheet far more resilient in a slowdown. Alphabet's proprietary TPU stack cuts silicon costs below GPU-dependent rivals, but its 82% Cloud growth must hold …

Microsoft-Backed OpenAI Rolls Out 'ChatGPT for Teens' With New Safety Protections

OpenAI, backed by Microsoft, has launched "ChatGPT for Teens" featuring enhanced safety protections and parental controls. This initiative aims to provide a safer generative AI experience for younger users. The new version incorporates stronger guardrails to ensure appropriate content and interactions for its teenage …

MSFT Stock Holds Up Amid US-Iran Geopolitical Jitters: Retail Calls It ‘Safest Earnings Play’

Novig posts $125 million in first-week sports prediction market volume

Novig tallied more than $125 million in notional trading volume across its debut week, the sports prediction market company told CNBC. That number beat what Kalshi, Polymarket U.S., Underdog, and DraftKings' exchange DKeX each recorded in their respective debut weeks, based on figures Novig …

SoftBank Group put 67% of U.S. portfolio into Intel stock

SoftBank Group disclosed in a 13F filing that Intel stock represented nearly 67% of its disclosed U.S. equity portfolio as of June 30, 2026, with the position totaling 86,956,522 shares valued at $12,141,739,167. The filing, submitted to the Securities and Exchange Commission, places Intel …

Guidewire CEO Michael Rosenbaum sells $207,456 in company stock

Guidewire Software CEO Michael Rosenbaum sold 1,200 shares of company stock for $207,456 at $172.88 per share, as part of a pre-arranged trading plan. This sale follows a 33% return in Guidewire shares over the past six months. The article also touches on recent …

Netwrix Extends Identity Security to AI Agents in Microsoft Entra ID

Latest releases of Netwrix PingCastle and Netwrix Threat Manager add visibility into AI agent identities, expand Entra ID risk coverage to over 100 risk checks, and introduce threat detection for Azure Files FRISCO, Texas, Aug. 18, 2026 /PRNewswire/ -- Netwrix, a recognized leader in …

BRL para xTTWO | Converter Real brasileiro para Take-Two Interactive Software, Inc.

FurtherAI Now Available in the Microsoft Marketplace

FurtherAI Microsoft customers worldwide can now discover and deploy FurtherAI, the Agentic Workspace for Insurance, through Microsoft Marketplace, accessing trusted solutions that accelerate innovation and business transformation with unified integration across Microsoft products. San Francisco, CA, Aug. 18, 2026 (GLOBE NEWSWIRE) -- FurtherAI, the …

Eastwall Ranks No. 117 on the 2026 Inc. 5000 with Three-Year Revenue Growth of More Than 2,400%

Top Microsoft partner and services firm places among the top 3% of America's fastest-growing private companies and ranks No. 6 in IT Services nationally in its first year of eligibility DENVER, Aug. 18, 2026 /PRNewswire/ -- On August 11, 2026, Inc. revealed that Eastwall …

HOVR Stock (New Horizon Aircraft Stock Analysis) HOVR STOCK PREDICTION & Analysis & News Today Dobes (pNcPohXeWQ)

Fifth Third Stock And Other Banks That Could Gain From A Steeper Yield Curve

This article examines how a steeper US yield curve could benefit certain banks, despite cooling inflation and Federal Reserve uncertainty about rate hikes. It highlights three specific banks—Prosperity Bancshares (PB), Fifth Third Bancorp (FITB), and Glacier Bancorp (GBCI)—detailing their business models, potential advantages from …

Liftoff Mobile, Inc. (NASDAQ:LFTO) Given Consensus Rating of "Moderate Buy" by Analysts

Liftoff Mobile, Inc. (NASDAQ:LFTO) has received a "Moderate Buy" consensus rating from seventeen analyst firms, with an average one-year target price of $35.69. Several analysts initiated coverage with "buy" ratings and specific price targets recently. Additionally, a director purchased a significant amount of company …

Pzena Investment Management LLC Takes $89.33 Million Position in Fifth Third Bancorp $FITB

Pzena Investment Management LLC has acquired a new position of 1,584,757 shares in Fifth Third Bancorp (NASDAQ:FITB) worth approximately $89.33 million during the second quarter, representing about 0.17% of the company. Other institutional investors also modified their holdings, and the stock currently holds a …

Perigon Wealth Management LLC Acquires New Position in Fifth Third Bancorp $FITB

Perigon Wealth Management LLC recently acquired a new position in Fifth Third Bancorp (NASDAQ:FITB), purchasing 55,876 shares valued at approximately $3.15 million during the second quarter. Other institutional investors also adjusted their holdings, with notable increases from D.A.

FTI Consulting (FCN) Stock Still Looks Like A Bargain On Earnings

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. FTI Consulting stock has delivered a decline of about 18.7% over the past three years, yet the valuation checks still lean toward the shares looking …

Oaktop Capital Management II L.P. Makes New Investment in Progress Software Corporation $PRGS

Oaktop Capital Management II L.P. has acquired a new stake of 508,608 shares in Progress Software Corporation (NASDAQ:PRGS), valued at approximately $17.1 million, making it their 10th largest holding. Progress Software recently surpassed quarterly earnings and revenue expectations, reporting $1.62 EPS against $1.46 expected …

Rice Hall James & Associates LLC Invests $19.15 Million in Progress Software Corporation $PRGS

Rice Hall James & Associates LLC has acquired a new stake of 570,261 shares, valued at approximately $19.15 million, in Progress Software Corporation (NASDAQ:PRGS). This investment gives the firm a 1.39% stake in the software maker. The news comes as Progress Software exceeded quarterly …

Softtech Engineers Share Price Target 2027 to 2030: Analyst Outlo

In-Depth Analysis: Microsoft Versus Competitors In Software Industry

This article provides an in-depth analysis of Microsoft (NASDAQ: MSFT) compared to its competitors in the Software industry, examining key financial metrics, market positioning, and growth prospects. It highlights Microsoft's potential undervaluation based on PE and PB ratios, strong profitability indicators like EBITDA and …

TimesSquare Capital Management LLC Takes $76.72 Million Position in Take-Two Interactive Software, Inc. $TTWO

TimesSquare Capital Management LLC has acquired a new stake worth $76.72 million in Take-Two Interactive Software, Inc. (NASDAQ:TTWO) during the second quarter, making it their 26th largest holding. Other institutional investors also adjusted their positions in the company, which saw its stock trading down …

Microsoft's GitHub Reports Outage Affecting Actions Jobs

Microsoft's GitHub is experiencing an outage that is impacting Actions Jobs, as reported by MarketScreener. The specific details or cause of the outage were not immediately available beyond the notification of the issue. This report comes amid other news concerning Microsoft and the broader …

Business Process Outsourcing & Consulting Stocks Q2 In Review: Concentrix (NASDAQ:CNXC) Vs Peers

Business Process Outsourcing & Consulting Stocks Q2 In Review: Concentrix (NASDAQ:CNXC) Vs Peers As the Q2 earnings season wraps, let's dig into this quarter's best and worst performers in the business process outsourcing & consulting industry, including Concentrix (NASDAQ:CNXC) and its peers. The sector …

Take Two Interactive Software (TTWO) Could Be 13% Undervalued As Earnings And Guidance Land

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Take-Two Interactive Software (TTWO) is back in focus after reporting first quarter results on August 7, 2026, along with fresh guidance that outlines …