Sharemaestro Newsreel

Why Micron Stock Is Surging Today

Key Points Micron's rally is continuing today, and the stock is now up more than 240% over the last year. The company's valuation is surging thanks to demand for AI memory chips and surging pricing power in the consumer market. Micron just broke ground …

Securities Fraud Investigation Into Taboola.com Ltd. (TBLA) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

The Law Offices of Frank R. Cruz is continuing its investigation into Taboola.com Ltd. (TBLA) for potential violations of federal securities laws. This follows a 27.50% drop in Taboola's stock price on August 5, 2026, after the company reported second-quarter earnings below guidance, attributing …

What Could Industry Rivals Mean For Trade Desk (TTD) Now?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Trade Desk (NasdaqGM:TTD) is facing rising competitive pressure as Amazon and Google roll out new advertising products that threaten its core demand-side …

Alphabet Stock Slips as Australia Expands News-Payment Rules

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, slipped roughly 0.1% Wednesday morning as Australia turned up the regulatory heat on Big Tech. The government wants major digital platforms to strike content deals with at least …

LiveOne earnings missed by $0.03, revenue fell short of estimates

Market Chatter: Trump Sued Over Plan to Sell Early Access to Truth Social Posts

President Donald Trump was sued by The Intercept and the Freedom of the Press Foundation over Trump 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 …

Is TTD Worth Buying as Cheap Valuation Clashes With Execution Risk?

The Trade Desk, Inc. TTD now trades at valuation levels far below its historical norms after a severe share-price decline. The apparent discount is striking, but it comes as revenue growth has slowed, earnings expectations have weakened and execution concerns have moved to the …

Nebius Earnings: GPU Spot Prices Triple and Neoclouds Exploit Short-Term Scarcity

Morningstar has raised its fair value estimate for Nebius to $150 from $120 due to soaring GPU rental prices and improved operating margins. The company's average contract value per megawatt has more than tripled, with some third-quarter contracts reaching $40 million/MW, as Nebius capitalizes …

Goldman Sachs reports 8.3% stake in Hello Group Inc (MOMO) ADS

Goldman Sachs has reported an 8.3% stake in Hello Group Inc (MOMO) ADS, amounting to 8,900,454.08 American depositary shares as of June 30, 2026. Both The Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC share voting and dispositive power over …

48,000-Plus Alfa Romeo Tonales, Dodge Hornets Recalled for Seat Belts

Stellantis has issued a recall for over 48,700 Alfa Romeo Tonale and Dodge Hornet compact SUVs due to a seat belt issue. The rear outboard seat belts in model-year 2023-25 Hornets and 2023-26 Tonales may twist and fail to retract, increasing injury risk. Dealers …

Groupon (GRPN) Stock Looks Fair On Sales While Broader Checks Look Weak

Reddit Strengthens Ad Game Against Meta and Snap: More Upside Ahead?

Reddit RDDT is benefiting from a unique position in the digital advertising landscape, especially as it strengthens its ad game against major competitors like Meta Platforms META (Facebook/Instagram) and Snap SNAP. A major driver of Reddit's advertising success is its robust financial and user …

Warren Buffett and Greg Abel's Alphabet Stake Now Tops $24.2 Billion: 3 Reasons Berkshire Will Keep Buying

At the end of last year, Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) after leading the charge for 60 years. Current CEO Greg Abel had been at Berkshire for many years before taking over as CEO, but investors have …

LiveOne Q1 Earnings Call Highlights

Key Points Interested in LiveOne, Inc.? Here are five stocks we like better. LiveOne reported improved quarterly results, with fiscal Q1 revenue of $19.4 million and adjusted EBITDA of $4.3 million. Its GAAP net loss narrowed to $3.1 million from $3.9 million a year …

Phoenix New Media: Q2 Earnings Snapshot

Stocks making the biggest moves midday: Wendy's, H&R Block, Quantinuum, CoreWeave, Cava & more

Check out the companies making the biggest moves midday: Wendy's — The fast food chain jumped 13% after The Financial Times reported, citing sources, that Nelson Peltz' Trian Fund Management was preparing a bid to take the company private. National Vision — Shares of …

If I Could Invest $1,000 in Just 1 ETF in August, I'd Pick This Clear Standout Over the Vanguard S&P 500 ETF (VOO)

Key Points Buying the Vanguard Communication Services ETF is a bold bet on Alphabet and Meta Platforms. The communications sector trades at a discount to the S&P 500 and all but one other sector. SpaceX could throw a wrinkle in the composition of the …

TTD Falls 23.5% in a Week Amid Macro Pressure and Execution Woes

The Trade Desk, Inc. TTD has fallen 23.5% in the past week, extending a steep 2026 selloff. The move follows a quarter in which revenue growth slowed sharply and profitability weakened as large advertisers faced macro pressure and the company acknowledged execution gaps.Zacks Investment …

Advanced Micro Devices vs. Alphabet: Which Artificial Intelligence Stock Is a Better Buy in 2026?

Key Points Advanced Micro Devices is rapidly expanding its footprint in the data center market through specialized artificial intelligence accelerators and high-performance computing solutions. Alphabet maintains a dominant position in global advertising while achieving significant revenue growth and high net margins in its cloud …

Match Group (MTCH) Moves to Strong Buy: Rationale Behind the Upgrade

Investors might want to bet on Match Group (MTCH), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock …

SpaceX Rises 5% on Fresh Starlink Launch, Intuitive Machines Gains 3% Ahead of Earnings

Quick Read SPCX jumps 5% on a Morgan Stanley $300 price target and fresh Starlink launch, while LUNR gains 3% ahead of Thursday earnings. Morgan Stanley's $300 SPCX target hinges on AI deals with Google and Anthropic and Cursor's revenue path from $4B to …

Top Midday Stories: Consumer Prices Rise 3.4% YoY in July; CoreWeave Q2 Loss Narrower Than Expectations

The S&P 500 Index and Nasdaq Composite were up slightly, while the Dow Jones Industrial Average was 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 …

Nebius Second-Quarter Revenue Exceeds Estimates Amid Robust AI Cloud Gains

Nebius Group NBIS.jpg -Shutterstock Nebius (NBIS) reported stronger-than-expected second-quarter revenue on Wednesday as robust demand for artificial intelligence capacity drove more than 500% year-over-year growth in the Dutch company's cloud business. The cloud computing company's overall revenue surged to $582.3 Silver Upgrade to read …

Update: Market Chatter: Meta Platforms Faces German Criminal Complaint Over AI Smart Glasses

(Updates with response from a Meta Platforms spokesperson in the fourth paragraph.) Meta Platform 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 …

Earnings call transcript: LiveOne misses revenue view in Q1 2026 as shares fall

Could This Company Berkshire Owns a 37% Stake in Become the Google of Audio Advertising?

Sitting quietly in Berkshire Hathaway's portfolio is SiriusXM Holdings (NASDAQ: SIRI), which only accounts for 1.1% of the conglomerate's total portfolio. Looking a little more closely, however, shows that while its stake is small as a percentage in the portfolio, Berkshire still owns a …

Global Artificial General Intelligence (AGI) Market Report 2026–2033: Evaluating Foundation Models, Autonomous Agents, and Market Strategies of OpenAI, Meta, Google, xAI, and NVIDIA

Company Logo Accelerating technical breakthroughs highlighted by OpenAI's and Microsoft's autonomous agent rollouts, DeepSeek's open-weights architecture disruptions, xAI's compute expansions, and Meta's open multimodal research—are propelling the global artificial general intelligence market toward a projected $1.55 billion by 2033. This 150-page study delivers an …

omain-Specific LLM Platforms Market Report 2026–2033: Evaluating Custom Fine-Tuning, RAG Architectures, and Market Shares of Microsoft, Google, NVIDIA, and IBM

Company Logo Accelerating shift from general-purpose AI to industry-tailored solutions—highlighted by Microsoft's clinical AI advancements, Google's expanded Vertex AI vertical models, NVIDIA's domain-specific NIM microservices, and IBM's compliance-driven Granite LLMs—is propelling the global domain-specific LLM platforms market toward a projected $15.54 billion by 2033. …

Tencent Music: Organic Deceleration And Competition Weigh On Outlook (Rating Downgrade)

Cava Rises on Sales; CoreWeave Sores on AI Outlook | Stock Movers

On this episode of Stock Movers:- Cava (CAVA) is also rising this morning as sales jumped with Americans flocking to Pita Chips, Salmon, and other Mediterranean-diet oriented foods.- Super Micro (SMCI) is giving a sales outlook that topped even the rosiest projections. That along …

Taboola (TBLA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wed, Aug. 5, 2026 at 08:30 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Aadam Anwar Founder and CEO - Adam Singolda CFO - Steve Walker Full Conference Call Transcript Operator: Good day, and thank you for …

Nebius Jumps 20% Days After Michael Burry Said His AI Shorts Were Like ‘Shooting Fish in a Barrel’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Nebius Group N.V.(NASDAQ:NBIS) shares jumped over 20% Wednesday, days after Michael Burry disclosed a short position, as the AI infrastructure company said the expected payback period on …

Alphabet (GOOGL) Doubles Down On AI Bonds And DeepMind Shake-Up – What Trade-Offs Are Emerging?

In early August 2026, Alphabet announced a large multi‑tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind's leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI …

Amazon Raises 2026 AI Spending to $220B: Smart Bet or Riskier Trap?

Amazon AMZN has pushed its 2026 capital expenditure forecast to roughly $220 billion, up from the $200 billion guided earlier in the year, with the increase tied primarily to higher memory and component costs and continued build-out of AI and cloud infrastructure. The revised …

Microsoft Corporation (MSFT) vs. Meta Platforms, Inc. (META): Two Different Bets Behind Big Tech’s $1 Trillion Lease Bill

On August 4, Reuters reported that Microsoft Corporation (NASDAQ:MSFT), Meta Platforms, Inc. (NASDAQ:META), Oracle, Amazon, and Alphabet have together committed roughly $1.09 trillion in future lease payments for facilities that haven't even opened yet, mostly AI data centers. Microsoft's own pipeline is the largest …

Why Intel’s $20 Billion Stock Offering Is Actually a Great Sign for the Company

Shares of Intel have been under pressure this week since the chip maker announced a $20 billion stock offering. UBS analyst Timothy Arcuri wrote Wednesday that Intel’s $20 billion stock offering will “remove an overhang” for the stock as it will allow the chip …