Sharemaestro Newsreel

CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?

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 …

The Advertising Research Foundation Announces 2026 ARF David Ogilvy Awards Finalists

NEW YORK, Aug. 13, 2026 /PRNewswire/ -- The Advertising Research Foundation (ARF) today announced the finalists for the 2026 ARF David Ogilvy Awards, honoring excellence in research-driven advertising and marketing. For more than 30 years, the ARF David Ogilvy Awards have recognized campaigns that …

Asian Equities Traded in the US as American Depositary Receipts Marginally Higher in Thursday Trading

Asian equities traded in the US as American depositary receipts were marginally higher Thursday morning, edging up 0.03% to 3,022.75 on the S&P Asia 50 ADR Index.From North Asia, the gainers were led by education company Four Seasons Education (FEDU) and music streaming service …

Michael Burry Sounds the Alarm Again: AI Is a Circular Financing Web With Nvidia In the Middle

Quick Read Michael Burry flagged that $879 billion in hyperscaler commitments circle through Nvidia (NVDA), inflating reported revenue without multiplying actual customer demand. Five hyperscalers carry $1.65 trillion in off-balance-sheet debt, and Nvidia's CDS spread has doubled in two months as credit markets price …

Databricks Raises $5 Billion at a $190 Billion Valuation

(Bloomberg) -- Databricks Inc. has secured $5 billion in funding at a valuation of $190 billion, the second round of financing this year for a fast-growing software firm that competes with Snowflake Inc. and Alphabet Inc. Most Read from Bloomberg Walter Sells Lakers, Seeks …

1 Russell 2000 Stock to Target This Week and 2 That Underwhelm

1 Russell 2000 Stock to Target This Week and 2 That Underwhelm The Russell 2000 (^RUT) is packed with potential breakout stocks, thanks to its focus on smaller companies with high growth potential. However, smaller size also means these businesses often lack the resilience …

Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

Is Trump Media & Technology Group (DJT) Lawsuit A Threat To Its Business Model?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Trump Media & Technology Group (NasdaqGM:DJT) is facing a federal lawsuit from multiple US media organizations over its plan to sell premium early access …

NBIS Q2 Earnings Call Puts 2027 Capacity and Pricing in Focus

Nebius Group N.V. NBIS used its Q2 2026 earnings call to emphasize capacity expansion, pricing discipline and its decision not to pre-sell all planned 2027 capacity. Management reaffirmed its 2026 outlook, raised its year-end contracted power target and detailed a funding strategy centered on …

Why Nvidia Stock Is Stuck Despite a Wild Week for AI

On paper, the technicals for the stock look positive. After closing above $224 on Wednesday, the share price is sitting comfortably above all of its 20-day, 50-day, and 200-day moving averages. Continue Reading

Stocks rise on broad sector strength: AlphaCheck

Good morning. Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September. Falling oil prices and strong earnings continued to stabilize markets. Here's a check of the markets in …

Taboola.com Ltd (TBLA) News, Articles, Events & Latest Updates

Several law firms, including Glancy Prongay Wolke & Rotter LLP, Law Offices of Howard G. Smith, and The Law Offices of Frank R. Cruz, are investigating Taboola.com Ltd. (TBLA) for potential violations of federal securities laws, urging shareholders who lost money to contact them. …

AQR Capital discloses 5.84% ZipRecruiter (ZIP) stake across 4.0M shares

AQR Capital Management, LLC and its parent, AQR Capital Management Holdings, LLC, have reported a beneficial ownership of 4,002,189 shares of ZipRecruiter, Inc. Class A common stock, which represents a 5.84% stake as of June 30, 2026. The filing indicates that AQR entities hold …

How Travelzoo (TZOO) Affects Rotational Strategy Timing

This article analyzes Travelzoo (TZOO) using AI models to provide trading strategies and multi-timeframe signal analysis. It highlights divergent sentiment readings, a mid-channel oscillation pattern, and an exceptional risk-reward setup targeting a significant gain. The report offers specific entry, target, and stop-loss points for …

Strategus Celebrates Ninth Consecutive Year on the Inc. 5000 List, the Most Prestigious Ranking of America’s Fastest-Growing Private Companies for 2026

Strategus Recognition reflects Strategus' successful evolution into a full service programmatic advertising partner focused on delivering measurable business results DENVER, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Strategus today announced that it has been named to the 2026 Inc. 5000 list, marking its ninth consecutive …

Google, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne™ by Kochava Ecosystem Momentum

Teams can streamline campaign creation, audience and creative operations, and reporting across leading platforms through a governed StationOne experience StationOne by KochavaGoogle, Meta, Reddit, Snap, and TikTok for Business Workspaces Expand StationOne™ by Kochava Ecosystem Momentum SANDPOINT, Idaho, Aug. 13, 2026 (GLOBE NEWSWIRE) -- …

Why this analyst sees another 30% rip in Microsoft stock

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 …

Burry doubles down on Nebius short after stock surges 34% on earnings

Investing.com -- Nebius Group's stock surged 34% on August 12 after the AI cloud company posted second-quarter revenue of $582.3 million, up 454% year-over-year and ahead of analyst estimates of $572.75 million compiled by LSEG. The blowout results did not deter short seller Michael …

'Big Short' investor Steve Eisman sees an Achilles heel in the AI boom

Steve Eisman is warning that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. The investor, best known for his bet against the housing market ahead of the global financial crisis, said the two AI …

Cars.com (CARS) Q2 2026 Earnings Call Transcript

RDDT Stock Pops Big After-Hours: Revenue And Earnings Smash Expectations

Teads (TEAD) Q2 2026 Earnings Call Transcript

Insulet Corporation’s (PODD) Wearable Pod Tech Finds New Frontier

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the "Insiders Fund". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% …

The Fund Mounts Against Alphabet’s (GOOG) Aggressive AI Spending

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the "Insiders Fund". A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% …

New Engen Announces Wave of New Client Wins Including Arena Club and More as Brands Shift to Creative-Led Growth

New Engen New engagements reflect growing demand for more distinctive creative – and the connected media and measurement systems that make it perform SEATTLE, Aug. 13, 2026 (GLOBE NEWSWIRE) -- New Engen, a creator-led, performance-driven growth agency, today announced new engagements with Arena Club, …

Priori Expands Client Advisory Board with New Members from Fortune 500 Corporate Legal Departments

Priori Legal operations and legal department leaders from Mastercard, Meta, Google, Uber, General Motors, U.S. Bank, Capital One and more will help shape the future of outside counsel management NEW YORK, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Priori, the legal technology company modernizing outside …

Alphabet (GOOG): AI Era’s Primary Beneficiary

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

3 Reasons CVBF is Risky and 1 Stock to Buy Instead

3 Reasons CVBF is Risky and 1 Stock to Buy Instead CVB Financial trades at $22.57 and has moved in lockstep with the market. Its shares have returned 9.5% over the last six months while the S&P 500 has gained 11.7%. Is now the …

A Guide to Investing in AI ETFs

The artificial intelligence (AI) sector currently remains one of the most powerful growth engines in the global equity market. Following years of rapid development, 2026 has brought both eye-popping rallies and localized corrections to AI-focused stocks and thematic funds, mapping divergent performance paths. For …

Results: The Beachbody Company, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates

Ackman adds Netflix, Visa and Mastercard in portfolio revamp

Investing.com -- Bill Ackman disclosed six new portfolio holdings on Thursday, including Netflix, Visa, and Mastercard, representing his largest portfolio restructuring in several years. The billionaire investor said he began purchasing the shares during the second quarter for his investment funds, including Pershing Square …

Alphabet stock holds above $343 as analysts see more than 20 percent upside

Alphabet Inc. Class C stock (GOOG) is currently trading in the mid-$340s, with analysts predicting over 20% upside to an average target price near $420. The company's stock is supported by positive analyst ratings and a modest dividend yield, balancing significant AI investments with …

Baidu rating downgraded to A- by Fitch on search decline

Fitch Ratings has downgraded Baidu, Inc.'s long-term issuer default rating to A- from A, citing a structural decline in the company’s search advertising business and lower EBITDA generation. The downgrade is attributed to intensifying competition from AI chatbots and other platforms, which are eroding …

Anthropic in talks to acquire Israeli AI startup Decart for $6 billion

Anthropic is in talks to acquire Decart AI for roughly $6 billion, according to Bloomberg. The deal has not been finalized and could fall through, Bloomberg said. Decart develops world models alongside software designed to lower AI training expenses by improving how efficiently chips …

Ackman unveils six new investments including Netflix, Visa, Mastercard in biggest portfolio overhaul in years

By Svea Herbst-Bayliss NEW YORK, Aug 13 (Reuters) - Bill Ackman unveiled six new holdings including Netflix, Visa and Mastercard, marking the billionaire investor's biggest portfolio overhaul in years. Ackman said on Thursday he acquired shares ‌starting in the second quarter that will be …

Vantage Data Centers and Nebius Expand UK AI Infrastructure with First Deployment in South Wales AI Growth Zone

Deployment will add high-density NVIDIA-powered AI capacity at Vantage's Newport campus, supporting the UK's ambition to scale domestic AI compute and reinforcing South Wales as a strategic digital infrastructure hub DENVER & LUXEMBOURG, August 13, 2026--(BUSINESS WIRE)--Vantage Data Centers, a leading global provider of …