Sharemaestro Newsreel

Grab Holdings Limited (GRAB) vs. Sea Limited (SE): Grab Raises Its Outlook as AI and Affordability Pay Off

On August 4, 2026, Grab Holdings Limited (NASDAQ:GRAB) raised its full-year revenue and profit forecasts. The company credited AI investments and an aggressive affordability push for helping it grow even as fuel prices rise across Southeast Asia. The stock jumped as much as 4.9% …

Will CoreWeave's Global Expansion Accelerate Revenue Growth?

CoreWeave, Inc. CRWV is expanding its global infrastructure as demand for AI cloud services continues to strengthen across sectors, geographies and workloads. In the second quarter of 2026, the company generated record revenue of $2.6 billion, up 112% year over year, while its revenue …

Earnings call transcript: Jumia lifts margins in Q2 2026 despite revenue miss

Jumia Technologies AG (JMIA) reported Q2 2026 revenue of $52 million, missing forecasts due to supply disruptions in electronics, but saw its stock rise due to improved profitability and a new $50 million capital raise. The company narrowed its adjusted EBITDA loss to $8.7 …

Benchmark raises Sea stock price target to $175 on strong results

Benchmark has increased its price target for Sea Ltd. (NYSE:SE) shares to $175 from $140, maintaining a Buy rating after the company's strong second-quarter results and improving return on investment. The company's management also raised its fiscal 2026 Shopee adjusted EBITDA guidance to over …

MELI Q2 Deep Dive: Engagement and Investment Drive Growth Amid Margin Compression

MELI Q2 Deep Dive: Engagement and Investment Drive Growth Amid Margin Compression Latin American e-commerce and fintech company MercadoLibre (NASDAQ:MELI) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 49.8% year on year to $10.17 billion. Its non-GAAP profit of …

Can Maplebear's AI Assistant Become a Meaningful Growth Driver?

Maplebear Inc. CART, operating as Instacart, is placing significant strategic emphasis on its new AI Assistant to accelerate platform expansion and deepen user engagement. In the second quarter of 2026, the company piloted this advanced agentic shopping tool, with promising initial results. Unlike basic …

Brokers Suggest Investing in Chewy (CHWY): Read This Before Placing a Bet

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage …

Benchmark Issues Positive Forecast for SEA (NYSE:SE) Stock Price

4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet

Artificial intelligence (AI) is rapidly changing the semiconductor industry, and the next leg of growth could be driven by an enormous increase in infrastructure spending. Four top hyperscalers, Amazon, Alphabet, Microsoft and Meta Platforms, are expected to spend roughly $720 billion to $745 billion …

Should Rising Revenue And Widening Losses Require Action From D-Market Elektronik Hizmetler ve Ticaret (HEPS) Investors?

Why Is Global-e Online Stock Soaring Wednesday? - Global E Online (NASDAQ:GLBE)

Global-e Online (NASDAQ: GLBE) reported better-than-expected second-quarter 2026 results, leading to a surge in its stock price. The company raised its full-year 2026 outlook for revenue, GMV, and adjusted EBITDA, driven by a 39% year-over-year revenue increase and a 44% jump in e-commerce volume. …

ARKX vs. NASA ETF: Identical Fees, Different Space Strategies

Key Points ARK Space & Defense Innovation ETF and Tema Space Innovators ETF both carry an identical 0.75% expense ratio. Tema's ETF manages $1.3 billion in assets under management (AUM) despite being the newer fund. The ARK ETF concentrates heavily on the industrials sector.10 …

TopDawg Expands Multi-Channel Dropshipping Platform with BigCommerce and TikTok Shop Integrations

TopDawg adds BigCommerce and TikTok Shop to its growing lineup of eCommerce, marketplace, and social commerce integrations, giving retailers more ways to sell products from verified U.S.-based suppliers. Key Highlights TopDawg adds BigCommerce and TikTok Shop integrations to its multi-channel dropshipping platform New integrations …

Global Hedge Funds Rotate from AI Infrastructure to AI Monetization in July, Finds Data Insights

Investors trimmed leveraged semiconductor exposure while increasing long fund participation in Amazon and Tesla; short fund participation strengthened in Apple, Meta and Nvidia NEW YORK & LONDON, August 12, 2026--(BUSINESS WIRE)--While July reflected a shift in market strength for stocks across the S&P 500 …

Victory Marine Holdings’ DGBH Appoints Miles Bodie Director of E-Commerce to Lead Next Phase of GUTSI™ Omnichannel Growth

Victory Marine Holdings Corp. Proven marketplace and direct-to-consumer executive brings Amazon, Shopify, CRM, subscription and lifecycle-marketing experience as GUTSI™ expands across Amazon and Walmart Marketplace Appointment strengthens the digital-retail flywheel connecting marketplace data, direct consumer relationships and GDG's company-owned distribution platform. LOS ANGELES, Aug. …

Revolve Group (NYSE:RVLV) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Global-e (Nasdaq: GLBE) boosts 2026 guidance after strong Q2 surge

Global-e (Nasdaq: GLBE) reported a strong second quarter in 2026, with GMV increasing 44% year-over-year and revenue up 39% to $299.0 million. The company's net profit rose significantly to $47.7 million, and Adjusted EBITDA grew by 62% to $62.4 million, driven by operating leverage …

Nvidia Stock Rises as CEO Eases AI Debt Fears

Nvidia stock was rising in premarket trading Wednesday as fears over the company’s exposure to debt fueling the artificial intelligence boom eased. One factor depressing Nvidia stock in recent days has been nagging fears over the sustainability of debt to fund the buildout in …

1 Hyperscaler Stock to Buy, 1 to Hold, and 1 to Avoid

Key Points Amazon is seeing strong accelerating cloud revenue growth. Microsoft is starting to prove its doubters wrong. SpaceX trades at an other worldly valuation, and its cloud pricing likely isn't sustainable. 10 stocks we like better than Space Exploration Technologies › Hyperscalers, which …

We Like The Quality Of DoorDash's (NASDAQ:DASH) Earnings

Etsy (ETSY) On Earnings, Depop Sale And Buyback Looks Fully Valued

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Etsy (ETSY) is back in focus after second quarter 2026 results topped revenue expectations, followed by job cuts, the Depop sale to eBay, and a new US$2b …

IFC Acquires US$25 Million Equity Interest In Jumia Technologies AG.

The International Finance Corporation (IFC) has invested $25 million in Jumia Technologies AG, Africa's largest public e-commerce platform. This equity investment aims to expand Africa's digital commerce infrastructure, support small businesses, create jobs, and strengthen economic opportunities across the continent. Jumia's CEO, Francis Dufay, …

Jumia raises $50M from IFC and investors in ADS offering

Jumia Technologies AG (NYSE: JMIA) has secured approximately $50 million through the sale of new American Depositary Shares (ADSs). The International Finance Corporation (IFC) subscribed for $25 million worth of ADSs, while Axian and other investors contributed another $25 million. The funds will be …

Jumia Wins IFC, Axian Backing in $50 Million Equity Fundraising

Jumia Technologies AG, an African e-commerce company, has secured $50 million in new equity funding. The capital injection was led by the World Bank’s International Finance Corp. (IFC) with $25 million, and included participation from Jumia's largest shareholder, Axian Telecom, as Jumia aims for …

Morning Bid: Inflation obscures all

By Mike Dolan Aug 12 (Reuters) - What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets It's inflation day stateside and an important moment for Federal Reserve thinking, not to mention for nervy bond markets. To be fair, …

Market’s Momentum Darlings Resurface as Optical Stocks Take Off

(Bloomberg) -- One of the stock market's favorite momentum plays from earlier this year is re-emerging as rising confidence in artificial intelligence spending sends the shares of optical component makers soaring again. Most Read from Bloomberg Phoebe Gates Knew Phia Shopping App Took Credit …

(GLBE) Global-e Online Ltd. Expects Q3 Revenue Range $308.5M - $315.5M

Global-e Online Ltd. (GLBE) anticipates its third-quarter revenue to fall within the range of $308.5 million to $315.5 million. This announcement follows the company's Q2 results, where it reported adjusted EPS of $0.37 per share and revenue of $299.0 million, surpassing FactSet estimates. The …

Global-e raises full-year guidance on strong Q2 results

Global-e Online Ltd. (NASDAQ:GLBE) reported strong second-quarter financial results, leading the e-commerce platform provider to increase its full-year 2026 guidance across all metrics. The company achieved significant growth in gross merchandise value, revenue, and adjusted EBITDA, along with a substantial net profit increase and …

AMD Trades at 63x Forward Earnings, While Nvidia Trades at 24x. History Says This Is the Better Buy.

In the rapidly expanding semiconductor ecosystem, Advanced Micro Devices (NASDAQ: AMD) and Nvidia (NASDAQ: NVDA) stand as pivotal players powering the compute backbone of artificial intelligence (AI). Nvidia dominates with its Blackwell and Rubin GPU architectures, which deliver industry-leading performance for large-scale training and …

Did JD.com’s 618 Push and Rising AI Spend Just Reframe JD’s Investment Narrative?

JD.com is set to report its second-quarter 2026 results on August 13, with revenue expected to reflect the impact of its 618 Grand Promotion, expanding services, and heavier investment in artificial intelligence and international operations. While campaigns like 618 and growth in food delivery …

PDD Holdings Inc. Sponsored ADR $PDD Shares Purchased by Handelsbanken Fonder AB

Handelsbanken Fonder AB increased its stake in PDD Holdings Inc. (NASDAQ:PDD) by 9.1% in Q2, acquiring an additional 34,750 shares to bring its total to 415,029 shares valued at $31.7 million. This increase occurred despite PDD's recent quarterly earnings missing analyst expectations, with EPS …

AM Markets Need to Know: Gemini hits 1B users, chip rally, and more

[New York City and London multiple exposure image] Stock index futures were muted on Wednesday as traders turned their attention to a closely watched consumer inflation report that could offer fresh clues on the Federal Reserve's policy path. Here are the five news items …

The Stock Market Is Flashing the Same Warning Signal That It Did Before the Dot-Com Bubble. Here's What History Says Comes Next.

Key Points One way to measure the S&P 500's valuation is by looking at the Shiller CAPE ratio. The CAPE ratio measures the S&P 500's value relative to its 10-year average inflation-adjusted earnings. The last time the CAPE ratio was this high, the market …

Global-e Online Ltd. $GLBE is Wasatch Advisors LP's 9th Largest Position

Wasatch Advisors LP has significantly increased its stake in Global-e Online Ltd. (NASDAQ:GLBE) by 28.1% during the second quarter, making it their 9th largest holding. The firm now owns 8.28 million shares of GLBE, valued at approximately $287.4 million, representing about 1.9% of its …

Wasatch Advisors LP Sells 1,980 Shares of MercadoLibre, Inc. $MELI

Wasatch Advisors LP reduced its stake in MercadoLibre (NASDAQ:MELI) by 1.6%, selling 1,980 shares but still holding 120,943 shares valued at $205.3 million. Despite this sale, MercadoLibre remains a significant holding for the firm, representing about 1.3% of its portfolio. The company reported strong …

Better AI Infrastructure Stock: Vertiv vs. Eaton

Key Points Microsoft, Meta, Amazon, Alphabet and other tech giants are projected to spend as much as $1 trillion on AI in 2027. Vertiv specializes in AI infrastructure with essential data center products, such as power management and cooling solutions Eaton is a legacy …