Sharemaestro Newsreel

Stan Wong's Top Picks: Amazon, Caterpillar & Global X U.S. Electrification ETF

Stan Wong, a portfolio manager at Scotia Wealth Management, shares his top investment picks for North American Large Caps and ETFs. His selections include Amazon, Caterpillar, and the Global X U.S. Electrification ETF. The article provides an overview of these investment choices, reflecting his …

GOOGL Down 19% From 52-Week High: Buy, Sell or Hold the Stock?

Alphabet GOOGL shares closed at $343.54 on Wednesday, a drop of 19% from the 52-week high of $408.61 on May 18. The decline can be attributed to rising capital expenditure as GOOGL focuses on building its AI infrastructure. In the second quarter of 2026, …

JD.Com Inc Stock (JD) Moved Down by 8.50% on Aug 13: Key Drivers Unveiled

JD.Com Inc (JD) stock fell by 8.50% on August 13 despite beating second-quarter earnings estimates, driven by a year-over-year contraction in total net revenues due to weaker domestic consumer spending and electronics sales. The market prioritized concerns over top-line growth and competitive pressures in …

Did You Lose Money Investing in Alibaba Group Holding Limited? Robbins LLP Urges Investors with Significant Losses to Contact the Firm for Information About Their Rights Against BABA

Robbins LLP has filed a class action lawsuit against Alibaba Group Holding Limited (NYSE: BABA) on behalf of investors who purchased shares between June 26, 2025, and June 24, 2026. The lawsuit alleges that Alibaba failed to disclose that it was considered a Chinese …

Why Amazon Stock Is Down Today

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) shares declined around 1% on Thursday as attention turned to a privacy dispute involving Twitch and the use of creator content for artificial intelligence development. Twitch, Amazon's livestreaming service, recently enabled a data-sharing option across creator …

Is It Time to 'Buy the Dip' on eBay Stock?

eBay Inc (NASDAQ:EBAY) was last seen up 1% to trade at $103.29, bouncing off last session's three-month lows thanks to a price-target hike from Citigroup to $130 from $127. Though the $120, just shy of the stock's May 20 record high of $119.31, has …

Amazon’s Price Target Says +32% and Not a Single Analyst Says Sell

Quick Read Zero of 62 analysts rate AMZN a Sell, and the 24/7 Wall St. model targets $353, implying 32% upside with 90% confidence. MSFT fell 6% over the past year while GOOGL surged 69%, making AMZN's 21% gain the laggard with the most …

eBay Inc. stock outperforms competitors on strong trading day

Shares of eBay Inc. (EBAY) rose 2.22% on Thursday, closing at $104.58, and outperformed major indexes like the S&P 500 and Dow Jones Industrial Average. This gain ended a three-day losing streak for the company's stock. The overall market experienced a positive trading session.

The Numbers Get Larger and Larger: Inside the AI Financing Scramble

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. Continue Reading

PDD Holdings Inc Stock (PDD) Moved Down by 4.79% on Aug 13: A Full Analysis

PDD Holdings Inc (PDD) stock dropped by 4.79% on August 13th due to heightened investor caution regarding regulatory challenges and evolving trade policies affecting its international platform, Temu. The company faces pressure from emerging policy adjustments, compliance scrutiny, and heavy reinvestment in subsidies and …

How eBay Creates a Town Square for Seller Concerns

eBay's Government Relations team is actively working to bridge the gap between its sellers and policymakers by creating direct communication opportunities. Through events like showing policymakers eBay Live broadcasts and organizing meetings in Brussels and Berlin, eBay enables sellers to share their experiences and …

Is Uber's Robotaxi Deal With Japan's Hinomaru Kotsu a Growth Catalyst?

Uber Technologies UBER announced that Uber Japan has entered into an operational partnership with taxi operator Hinomaru Kotsu Co., Ltd. Hinomaru Kotsu will manage daily fleet operations for Uber's autonomous-vehicle pilot in Tokyo, which is scheduled to launch in late 2026. Its responsibilities will …

MercadoLibre (MELI) Faces A Valuation Test As Record Q2 Revenue Meets Margin Pressure

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. MercadoLibre (MELI) has drawn fresh attention after reporting Q2 2026 revenue above US$10b, while earnings per share and net income declined year on …

Bill Ackman Invests in Netflix and Visa in a Tough Year for His Pershing Square Funds

The hedge fund manager has added Visa, Mastercard, Netflix and three other new investments to his portfolios. Continue Reading

Shopify's AI-Driven Commerce Gains Momentum: A Sign of More Upside?

Shopify's SHOP AI-driven commerce opportunity is strengthening the company's growth prospects as artificial intelligence reshapes how consumers discover and purchase products. During the second quarter of 2026, AI-driven traffic and orders to Shopify stores each tripled year over year, while new buyer orders through …

Wall Street Is Treating Nvidia GPUs Like Forever Cash-Flow Machines. Here’s What Shatters That Illusion

Quick Read Nvidia's A100 GPUs launched in 2020 still command meaningful rental rates in 2026, pushing CoreWeave's contracted customer demand above $129 billion. Nvidia is mobilizing over $500 billion in third-party capital and backing residual values up to 25%, with CME compute futures set …

SE Maintained by Barclays -- Price Target Raised to $156

Barclays has maintained an "Overweight" rating for Sea Ltd (SE) and raised its price target from $122 to $156, a 27.87% increase. GuruFocus indicates SE is 12.6% undervalued with a GF Value™ of $142.47 and boasts a strong GF Score™ of 80/100, particularly in …

"Big Short" Steve Eisman says China’s AI models are "Achilles’ heel" of AI trade

Investing.com -- Steve Eisman said the artificial intelligence boom depends largely on the success of just two companies: OpenAI and Anthropic. The investor, known for betting against the housing market before the global financial crisis, said Tuesday on CNBC's "Fast Money" that the two …

Cerebras Systems Poised to See More Upside From Capacity, AI Demand, Morgan Stanley Says

Cerebras Systems (CBRS) is poised to see further growth as it adds data center capacity, expands new inference products with AMD (AMD) and Amazon (AMZN) Web Services, as well as gains more hyperscaler business, Morgan Stanley said in a note Thursday.The company expects core …

3 Reasons CHWY is Risky and 1 Stock to Buy Instead

3 Reasons CHWY is Risky and 1 Stock to Buy Instead Over the past six months, Chewy's shares (currently trading at $22.58) have posted a disappointing 12.9% loss, well below the S&P 500's 11.7% gain. This may have investors wondering how to approach the …

Can IBM's Together AI Cloud Deal Boost Its Growth Prospects?

International Business Machines Corporation IBM has entered into a multi-year, $240 million agreement with Together AI to support the growing demand for enterprise artificial intelligence (AI) inference. The partnership will enable IBM to expand its cloud infrastructure offerings for open-source AI workloads and strengthen …

3 Reasons to Hold Netflix Stock Despite a 20.9% YTD Decline

Netflix NFLX shares have plunged 20.9% year to date, a decline steep enough to test the patience of long-term holders. Shares of Netflix have underperformed the broader Zacks Consumer Discretionary sector's decline of 7.5% Yet a close reading of the company's own second-quarter 2026 …

Kornit Digital's Q2 Presents Evidence of Growing Momentum, Morgan Stanley Says

Kornit Digital's (KRNT) Q2 financial results show that momentum is building, although greater proof of durability is needed to become more constructive as H2 revenue growth and gross margins moderate, Morgan Stanley said in a note Wednesday. The investment firm cited Q2 revenue Silver …

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 …

Craig-Hallum cuts Jumia Technologies stock price target on macro headwinds

Craig-Hallum has reduced its price target for Jumia Technologies (NYSE: JMIA) to $12.00 from $18.00 due to lower peer multiples, increased macro headwinds, and slower short-term growth estimates, while maintaining a Buy rating. The company's recent Q2 revenue of $52 million missed analyst forecasts …

Can UPS Keep Improving Margins as Network Savings Reach $3 Billion?

United Parcel Service, Inc. UPS emerged from the second quarter with better-than-expected earnings, higher full-year guidance and further evidence that its network overhaul is lowering costs. The key question is whether those savings can continue to support margins while package volumes remain under pressure. …

Should DoorDash’s Drone Launch and Buyback Shift How DASH Investors View Its Profit Strategy?

Credit Acceptance names former Amazon AI executive as CTO

Credit Acceptance Corporation announced the appointment of Jeetu Mirchandani, a former Amazon AI executive, as its new Chief Technology Officer, effective August 27, 2026. Mirchandani brings over two decades of technology leadership from Amazon, where he specialized in applied AI, supply chain technology, personalization, …

What Does Wayfair (W) Opening Its First Pennsylvania Store Mean For Investors?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Wayfair (NYSE:W) plans to open its first Pennsylvania store in Pittsburgh, expanding its physical retail presence. The new location will give customers in-store …

SE Q2 Earnings Miss Estimates as Costs Rise, Revenues Beat & Grew Y/Y

Sea Limited's SE adjusted earnings were 86 cents per share in the second quarter of 2026, missing the Zacks Consensus Estimate by 14%. On a reported basis, earnings per share rose 7.7% year over year to 70 cents. Revenues of $7.8 billion increased 48.1% …

'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 …

Nvidia rival Cerebras stock plunges as company swings to quarterly loss

What happened: Cerebras Systems (CBRS) stock fell 17% in premarket trading on Thursday after the AI chipmaker's Q2 results and Q3 outlook failed to impress investors a day earlier. What's behind the move: Cerebras swung to a loss of $2.98 per share in Q2 …

AutoStore Holdings Ltd (FRA:1IG) (Q2 2026) Earnings Call Highlights: Record Revenue and Amazon ...

This article first appeared on GuruFocus. Revenue: Record revenue of $192 million in Q2 2026, up 43% year over year and 16% sequentially. Order Intake: Record order intake of $218 million in Q2 2026. Gross Margin: Strong gross margin of 72%. Adjusted EBITDA Margin: …

Credit Acceptance Announces New Chief Technology Officer to Advance Digital-First, AI-Enabled Business Evolution

Credit Acceptance Corporation Southfield, Michigan, Aug. 13, 2026 (GLOBE NEWSWIRE) -- Credit Acceptance Corporation (Nasdaq: CACC) (referred to as the "Company", "Credit Acceptance", "we", "our", or "us") today announced that Jeetu Mirchandani, a veteran technology and AI executive with more than two decades of …

Morgan Stanley Sees Sea's Spending Building Earnings Power

This article first appeared on GuruFocus. Sea (NYSE:SE), the Singapore-based operator of the Shopee e-commerce platform, Garena gaming business, and Monee digital finance arm, had its price target raised by Morgan Stanley to $153 from $130, with the firm maintaining an Overweight rating. Morgan …