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NetDragon Schedules Board Meeting to Approve 2026 Interim Results and Consider Dividend

Kingsoft Cloud (KC) Projected to Post Quarterly Earnings on Wednesday

Kingsoft Cloud (NASDAQ: KC) is expected to announce its Q2 2026 earnings before the market opens on Wednesday, August 19th. Analysts project a loss of $0.08 per share and revenue of approximately $446.3 million. Despite a "Moderate Buy" consensus from analysts, the company's CEO …

Check Point Sees AI Security Spending Surge as 2027 Growth Setup Takes Shape

Key Points Interested in Check Point Software Technologies Ltd.? Here are five stocks we like better. AI cybersecurity spending could accelerate in 2027 as customers shift from experimental AI budgets to dedicated funding. Check Point expects rising AI-driven network traffic and demand for protections …

Cetera Investment Advisers Reduces Position in Paycom Software, Inc. $PAYC

Cetera Investment Advisers reduced its stake in Paycom Software (NYSE:PAYC) by 43.8% in the first quarter, selling 10,307 shares and retaining 13,212 shares valued at $1.61 million. Institutional investors collectively own 87.77% of the company. Paycom exceeded quarterly earnings expectations with $2.78 EPS and …

Microsoft Corporation $MSFT is Cumberland Partners Ltd's 3rd Largest Position

Cumberland Partners Ltd significantly reduced its stake in Microsoft Corporation, yet MSFT remains its third-largest holding. The article details institutional ownership, recent analyst ratings, and the company's financial performance, including a strong earnings beat and a recent dividend announcement. It also highlights positive sentiment …

Smith Micro Software Inc (SMSI) Earnings Forecast: Future EPS & Revenue Growth Estimates

Shilchar Techno, Piccadily Agro, Tera Software Fall After Q1 Results

Microsoft Entra Private Access Offers a Zero Trust Path Beyond Always-On VPN

This article discusses how Microsoft Entra Private Access provides a Zero Trust Network Access (ZTNA) solution that offers a more secure alternative to traditional VPNs. Remote-access expert Richard Hicks explains how Entra Private Access replaces broad network access with granular, identity-driven application-level controls, mitigating …

Should Microsoft’s Expanding AI Cloud Ecosystem and Regulatory Scrutiny Require Action From MSFT Investors?

Over the past two weeks, Microsoft reported strong quarterly results, continued heavy AI and data‑center investment, and advanced its custom Maia AI chips and sovereign cloud offerings, while also facing new regulatory scrutiny over Microsoft 365 Copilot-related subscription changes in the UK, Australia, and …

Hedge Funds Favor Microsoft Corporation (MSFT) Over Meta Platforms Inc. (META)

Microsoft Corporation (NASDAQ:MSFT) added nearly $450 billion in market value on Thursday, the largest single-day gain for any U.S. company ever, after its earnings convinced investors its AI spending is starting to pay off. The stock surged as much as 16%, lifting Microsoft's market …

Earnings Flash (CSU.TO) Constellation Software Inc. Reports Q2 Revenue $3.33B, vs. FactSet Est of $3.36B

Take-Two Interactive Software (NASDAQ:TTWO) CEO Sells $10,105,600.00 in Stock

Take-Two Interactive Software CEO Strauss Zelnick sold 40,000 shares of the company's stock for over $10.1 million. This sale follows larger transactions in recent months, despite the company's Q1 results showing a per-share loss but exceeding revenue expectations. Analysts largely maintain a "Buy" rating …

Stran & Company (SWAG) Releases Q2 2026 Earnings: Revenue Growth but EPS Down

Stran & Company (SWAG) reported Q2 2026 earnings with revenue up 2.4% year-over-year to $33.4 million, and gross profit rising to $10.0 million. However, profitability softened, with operating profit at $86,000, net income at $309,000, and diluted EPS down to $0.02. Cash generation also …

Constellation Software Inc. Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026

Constellation Software Inc. Announces Results for the Second Quarter Ended June 30, 2026 and Declares Quarterly Dividend

Constellation Software Inc. TORONTO, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Constellation Software Inc. (TSX:CSU) ("Constellation" or the "Company") today announced its financial results for the second quarter ended June 30, 2026 and declared a $1.00 per share dividend payable on October 9, 2026 to …

Take-Two CEO Strauss Zelnick sells $10.1m in company stock

Strauss Zelnick, CEO of Take-Two Interactive Software Inc., sold 39,900 shares of company stock worth approximately $10.1 million on August 10, 2026, when shares were trading near their 52-week high. These sales were conducted indirectly through the Zelnick Belzberg Living Trust and the Zelnick …

Take-Two Interactive Software Inc. stock underperforms Tuesday when compared to competitors

Take-Two Interactive Software Inc. (TTWO) stock fell 1.21% on Tuesday, closing at $250.50. This underperformance occurred during a generally negative trading session, with the S&P 500 Index and Dow Jones Industrial Average also experiencing declines. The stock's drop ended a two-day winning streak.

Unity Software (U) director Egon Durban adds to complex indirect holdings

Unity Software Inc. director Egon Durban reported an indirect acquisition of 21,537 shares of Common Stock on August 7, 2026, stemming from a redemption request made on June 30, 2026, from a limited partnership for the benefit of certain family members. Durban also holds …

ASUR (NASDAQ: ASUR) insider plans sale of 15,420 common shares

An insider at ASURE SOFTWARE INC (NASDAQ: ASUR) has filed a Form 144 notice indicating a proposed sale of 15,420 common shares. The aggregate market value of these shares is $128,786.19, and the sale is planned to occur through Fidelity Brokerage Services LLC on …

Stran's First-Half Net Income Rises to $1.1M From $0.3M

Stran & Company (NASDAQ: SWAG) reported robust financial results for the first half of 2026, with sales increasing 5.4% to $64.6 million and net income growing significantly to $1.1 million from $0.3 million in the prior-year period. EBITDA more than doubled to $1.6 million, …

Stran & Company (SWAG) lifts H1 2026 profit to $1.1M on higher sales

Stran & Company (SWAG) reported increased sales for the first half of 2026, reaching $64.6 million, a 5.4% rise from the previous year, with net income surging to $1.1 million from $250 thousand. While Q2 2026 saw a slight dip in net income, the …

Take-Two Interactive (TTWO) CEO-related trusts sell 40,000 shares, shift 20,000 by gift

Take-Two Interactive's CEO, Strauss Zelnick, had trusts associated with him sell 40,000 shares of common stock on August 10, 2026, for over $10 million. Additionally, 20,000 shares were transferred as bona fide gifts between related trusts. The transactions, filed via a Form 4, show …

Kulicke and Soffa Industries Jumps 5.5% Amid Sector-Wide Rally

Kulicke and Soffa Industries (NASDAQ:KLIC) saw its stock surge by 5.5% to $91.25 on Tuesday, August 11, 2026, driven by a broad sector-wide rally among semiconductor equipment manufacturers. The increase reflects renewed investor interest in the sector, supported by similar gains in several peer …

Microsoft New AI Chip Could Be a Big Win for Marvell and TSMC

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) could soon give its in-house AI chip effort another test, with a potential Maia 300 launch drawing attention to Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). Wedbush Securities said a successful rollout could improve the …

Microsoft Stock Slips as Custom AI-Chip Ambitions Accelerate

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT), the software and cloud powerhouse behind Azure, fell roughly 0.6% Tuesday as investors digested fresh chatter around its next homegrown AI chip. Barron's reported that Microsoft could roll out its next Maia processor as early as …

Microsoft Emerges as Mizuho's Top Software Pick on AI Growth

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) has emerged as Mizuho's preferred software stock through year-end, with analyst Jordan Klein seeing room for Azure growth to accelerate as the company brings more computing capacity online, according to a research note. Klein's case rests …

Marvell Could Be Next Winner in Microsoft AI Bet

This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is reportedly preparing to unveil its next-generation Maia 300 AI accelerator, a move Wedbush says could create a meaningful new opportunity for Marvell Technology (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing (NYSE:TSM). The key issue for investors is …

Tera Software Limited Reports Earnings Results for the First Quarter Ended June 30, 2026

ZoomInfo Data Now Integrated With Microsoft Copilot Studio and Available in Microsoft 365 Copilot, Dynamics 365, Excel, and Word

ZoomInfo's headless GTM context layer now connects to Microsoft 365 Copilot, surfacing 500M contacts, 100M companies, and billions of signals inside Dynamics 365, Excel, and Word without a tab switch VANCOUVER, Wash., August 11, 2026--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the go-to-market intelligence company that helps …

Jim Cramer Weighs In on SoFi’s (SOFI) $16–$19 Range

During CNBC's Mad Money episode on August 5, a caller questioned the near-term trajectory of SoFi Technologies, Inc. (NASDAQ:SOFI), pointing out that the stock has remained stuck in a tight trading band between $16 and $19 over the past six months. The long-term shareholder …

Microsoft named a Leader in the 2026 Gartner® Magic Quadrant™ for CRM Sales Platforms for the sixteenth consecutive year

Microsoft has been recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for CRM Sales Platforms for the sixteenth consecutive year. This recognition highlights Microsoft Dynamics 365 Sales's evolution with AI-powered capabilities that help sales teams streamline activities, prioritize effectively, and enhance customer …

SoFi Technologies (SOFI.US) - moomoo Community

The article is a community post on moomoo focusing on SoFi Technologies (SOFI.US). It appears to be a user's comment or observation about the stock, posted on August 11th at 23:12, and serves as an educational resource within the moomoo platform.

R S Software (India) Ltd is Rated Strong Sell

Prediction: SOFI’s Next Chapter Could Be Its Most Important Yet

Quick Read SOFI posted 61% YoY net income growth and record $14.80B loan originations in Q2, yet shares remain down 31% YTD. Wall Street's $19.87 consensus anchors too low, given that SOFI's 40% earnings growth and a PEG under 1 justify meaningful multiple expansion. …

Stifel raises Guidewire stock price target to $225 on cloud demand

Stifel has increased its price target for Guidewire Software (NYSE:GWRE) shares to $225 from $200, reiterating a Buy rating due to strong cloud demand and market leadership. The firm anticipates Guidewire will surpass Street expectations for fiscal 2027 ARR and revenue, driven by sustained …

Microsoft's Maia 300 Could Be a Win for Marvell and TSMC

This article first appeared on GuruFocus. Chip designer Marvell Technology Inc. (MRVL, Financials) could be among the clearest benefactors if Microsoft's Maia 300 AI accelerator ever achieves considerable scale.Wedbush analyst Matt Bryson said a substantial Microsoft order would likely benefit both Marvell and TSMC, …