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Broadcom Stock Tumbles as $10.8 Billion AI Boom Meets Reality
This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO), the semiconductor and infrastructure-software giant, dropped approximately 3.4% to $379.15 Tuesday morning as investors hit the brakes on crowded artificial-intelligence trades. The selloff was not about weaker execution. It was about valuation pressure as higher bond …
Sharemaestro market context Trend signal active 52 weeks +26.4%Palantir, SpaceX and Micron: Buy, Sell or Hold?
Palantir Technologies (PLTR), Micron Technology (MU) and Space Exploration Technologies Corp. (SPCX) represent three of the most compelling companies in the market today, each sitting at the center of some of the world's most important investment themes. They also generate unusually wide disagreement among …
Baidu Inc (BIDU) (Q2 2026) Earnings Call Highlights: AI Cloud Infra Surges 50% as GPU Cloud ... By GuruFocus
This article first appeared on GuruFocus. Total Revenue: RMB31.3 billion, decreasing 2% quarter over quarter and 4% year over year. Baidu General Business Revenue: RMB25.2 billion, decreasing 3% quarter over quarter and 4% year over year. iQIYI Revenue: RMB6.3 billion, increasing 1% quarter over …
Coty Fourth-Quarter Sales Seen Meeting Company's 'Conservative' Outlook, RBC Says
Coty's (COTY) fiscal fourth-quarter sales are expected to meet the company's own "conservative" guid 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 …
Sharemaestro market context Price above Trend Line 52 weeks -30.4% · Next-week setup negative 41.0%Amazon's $500 Bull Case Puts AWS Under Massive Pressure
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN), the cloud-computing and retail giant, barely moved Tuesday morning, trading around $260.98 after Morgan Stanley painted a massive upside scenario for the stock. The firm sees Amazon reaching $335 in its base case, while a more …
Why Baidu Stock Is Tumbling Today
This article first appeared on GuruFocus. Baidu (NASDAQ:BIDU) shares fell 6%on Tuesday after the Chinese internet company posted second-quarter results that trailed Wall Street expectations, despite continued expansion across its AI operations. Revenue totaled RMB31.3 billion ($4.62 billion), down 4% from a year earlier …
See if you qualify for the $18.8M O'Reilly Automotive telemarketing settlement and learn how to stop unwanted texts
O'Reilly Automotive has agreed to pay up to $18.8 million to settle a class action lawsuit alleging it sent unsolicited text messages to consumers on the National Do Not Call Registry. Eligible individuals who received texts between April 15, 2021, and June 29, 2026, …
Century Complete Now Selling New Homes from the Mid $300s at Beaver Creek Preserve in Rimrock, AZ
New gated community offers desirable amenities with one- and two-story floor plans in Arizona's Verde Valley KEY TAKEAWAYS New community offers attainable entry point near Sedona: New construction homes are now selling from the mid $300s, with USDA financing available, offering buyers a more …
Ecolab's CoolIT Deal Raises AI Upside but Also Debt and Cost Risks
Ecolab Inc. ECL has expanded its artificial intelligence infrastructure exposure with the $4.75 billion acquisition of CoolIT Systems. The deal gives Ecolab a larger role in data-center cooling as demand for high-density computing grows. The strategic opportunity is sizable, but so is the financial …
Sharemaestro market context Price below Trend Line 52 weeks -79.3% · Next-week setup negative 32.7%Is Ulta Beauty (ULTA) Still Trading At A 13% Discount?
Ulta Beauty (ULTA) appears modestly undervalued based on a Discounted Cash Flow (DCF) model, suggesting a 13% discount to its intrinsic value of $567 per share. However, its P/E ratio is roughly in line with earnings, indicating the stock is fairly valued from that …
Here's Why You Should Retain Corpay Stock in Your Portfolio Now
Shares of Corpay, Inc. CPAY have had a decent run over the past month. The stock has risen 10.4% compared with the industry's 2.5% growth. The Zacks S&P 500 composite has gained 4.1% during the said time frame. The company's third-quarter 2026 earnings are …
Update: Vnet Group Shares Fall After Q2 Loss Widens
(Updates with latest stock price movement in the headline and first paragraph.)Vnet Group (VNET) shares were down 17% in Tuesday afternoon trading after the company reported a wider Q2 net loss. The company reported a Q2 net loss Tuesday of 0.54 Chinese renminbi ($0.08) …
Is Ecolab Stock Worth Buying as Growth Rises but Debt Risk Builds?
Ecolab Inc. ECL is delivering faster growth across High-Tech, Digital and Life Sciences while pricing and productivity support profitability. The question for investors is whether those improving fundamentals can outweigh substantially higher debt, acquisition-related costs and persistent macroeconomic risks. The operating picture is improving, …
Sharemaestro market context Price below Trend Line 52 weeks -79.3% · Next-week setup negative 32.7%Home Depot Stock Rises After $47.9 Billion Earnings Beat
This article first appeared on GuruFocus. Home Depot (NYSE:HD), the world's largest home-improvement retailer, advanced approximately 0.7% to $340.26 Tuesday morning after delivering a stronger-than-expected second quarter. Revenue climbed 5.7% year over year to $47.9 billion, while adjusted earnings increased 5.1% to $4.92 per …
Sharemaestro market context Price below Trend Line 52 weeks -21.7%T-Mobile (TMUS), The Market’s Favorite Telecom Just Got Downgraded — and the Reason Should Worry Bulls
For a decade, T-Mobile US, Inc. (NASDAQ:TMUS) has been one of the most preferred stocks in the telecom industry. However, on August 14, 2026, Wolfe Research's Peter Supino cut the stock's rating from Outperform to Peer Perform, and the shares declined. As Supino questions …
Sharemaestro market context Price below Trend Line 52 weeks -36.5% · Next-week setup negative 43.3%Digital Turbine Jumps 208% in a Year: Is the Stock Worth Buying Now?
Shares of Digital Turbine Inc. APPS have risen a whopping 208.3% over the past year, outperforming the Zacks Internet – Software industry's decline of 10%. The company has also outpaced the Computer and Technology sector's return of 34.6% and the S&P 500's rally of …
Sharemaestro market context Trend signal active 52 weeks +147.4% · Next-week setup negative 9.8%Ecolab Rallies 12.2% in 3 Months as High-Tech Growth Gains Momentum
Ecolab Inc. ECL shares have gained 12.2% over the past three months, drawing attention to whether improving operating momentum can sustain the advance. Faster growth in High-Tech, Digital and Life Sciences, firmer pricing and a higher 2026 earnings outlook support the case. Elevated debt, …
Sharemaestro market context Price below Trend Line 52 weeks -79.3% · Next-week setup negative 32.7%Is Gilead's Expanding HIV Portfolio a Growth Catalyst?
Gilead Sciences, Inc. GILD has a market-leading HIV franchise, led by flagship HIV therapies — Biktarvy for treatment and Descovy for prevention. Earlier this month, the company reported better-than-expected second-quarter results, driven by strong HIV breast cancer drug Trodelvy and liver disease drug Livdelzi …
Apple Changes App Store Terms to Resolve E.U. Antitrust Dispute
Apple is changing its fee structure for app developers in the European Union after years of regulatory pressure over its App Store practices. Continue Reading
Report: WWE Raw Backlog Not Viewed As A 'High Priority' By Netflix
Netflix is reportedly not prioritizing the upload of the full "WWE Raw" backlog, especially older episodes from the 2000s and 2010s. This delay is attributed to concerns about inappropriate content from the non-PG era that might not align with current standards. While episodes from …
Coty Q4 2026 Earnings Preview
* Coty (COTY [https://seekingalpha.com/symbol/COTY]) is scheduled to announce Q4 earnings results on Wednesday, August 19th. * The consensus EPS Estimate is -$0.01 [https://seekingalpha.com/symbol/COTY/earnings/estimates] (+80.0% Y/Y) and the consensus Revenue Estimate is $1.2B (-4.0% Y/Y). * Over the last 2 years, COTY has beaten EPS …
Sharemaestro market context Price above Trend Line 52 weeks -30.4% · Next-week setup negative 41.0%How Diamondback’s Permian‑to‑Katy Gas Pipeline Bet At Diamondback Energy (FANG) Has Changed Its Investment Story
In August 2026, WhiteWater announced that, together with Devon Energy, MPLX, Diamondback Energy and Western Midstream Partners, its Solitude Pipeline System joint venture had reached a positive Final Investment Decision to build two 48-inch natural gas pipelines from the Permian Basin to Katy, Texas, …
Sharemaestro market context Trend signal active 52 weeks +43.9%Meta Platforms (META) Heads To Trial, Is The Stock 44% Undervalued?
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Meta Platforms (META) is heading into a high stakes federal trial as 29 states accuse its social media apps of addicting and harming children, while …
Is MasTec’s (MTZ) New 5.850% Bond Deal Rewriting Its Balance Sheet Risk‑Reward Story?
Earlier this month, MasTec, Inc. completed a US$647.764 million fixed‑income offering, issuing 5.850% senior unsecured fixed‑rate notes due September 30, 2036, priced at 99.656% of par and callable. This sizeable callable senior debt raise highlights MasTec's current preference for funding through bond markets, which …
Should Merck’s (MRK) Higher 2026 Sales Outlook and New Drug Approvals Require Action From Investors?
In early August 2026, Merck reported second-quarter sales of US$16,607 million and a net loss of US$1,335 million, raised its 2026 sales outlook, and advanced its pipeline with ENFLONSIA label expansion filings for high-risk young children and a new KEYTRUDA combination approval for muscle-invasive …
Datavault AI Q2 2026 Earnings Preview
* Datavault AI (DVLT [https://seekingalpha.com/symbol/DVLT]) is scheduled to announce Q2 earnings results on Wednesday, August 19th. * The consensus EPS Estimate is -$0.03 [https://seekingalpha.com/symbol/DVLT/earnings/estimates] and the consensus Revenue Estimate is $30.25M (+1638.5% Y/Y). MORE ON DATAVAULT AI * Datavault AI to buy CyberCatch in …
Gilead Sciences Inc Stock (GILD) Moved Up by 3.14% on Aug 18: Drivers Behind the Movement
Gilead Sciences Inc (GILD) stock rose 3.14% on August 18, driven by a federal court injunction protecting its HIV medications, robust base-business revenue growth, and strategic oncology investments. Positive market sentiment was also fueled by bullish institutional options activity and strong fundamental performance, despite …