Sharemaestro Newsreel

Amphenol Corporation (APH) Rebounds as Investors Look Past Copper Displacement Fears

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Asset Fund". A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI …

This Cisco Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday

HSBC analyst Stephen Bersey downgraded Cisco Systems from Buy to Hold, cutting its price target. This article lists five significant analyst downgrades for Friday, including T-Mobile US, SoundThinking Inc., Cinemark Holdings, Inc., and Accelerant Holdings, detailing the analysts and their new ratings and price …

Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market

Does Astera Labs, Inc. (ALAB) Have the Potential to Rally 30.45% as Wall Street Analysts Expect?

Shares of Astera Labs, Inc. (ALAB) have gained 1% over the past four weeks to close the last trading session at $322.78, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any …

Algorhythm Holdings (RIME) grows revenue but flags going concern risk in Q2 2026

CXApp Inc. Announces Reverse Stock Split

Common stock expected to begin trading on a split-adjusted basis on August 18, 2026 PALO ALTO, CA / ACCESS Newswire / August 14, 2026 / CXApp Inc.(Nasdaq:CXAI) ("CXAI" or the "Company"), an enterprise AI software company, today announced that its Board of Directors has …

What's Going On With AMD Stock Friday?

Advanced Micro Devices (AMD) is planning a $5 billion bond offering to fund its aggressive expansion into AI and server markets. The company projects over 80% server revenue growth in the second half of 2026 and at least 70% in 2027, with its broader …

Cisco Systems stock drops after record Q4 2026 earnings and AI order surge

Z Squared outlines power-first AI infrastructure strategy By Investing.com

Z Squared Inc. has announced a strategic shift towards acquiring power-connected sites to convert into AI infrastructure. The company recently signed an agreement to acquire Paradox Data and its Union County campus, which already has 8 megawatts of energized capacity and aims for up …

CPAY|Corpay Inc|Price:425.190|Chg%:+15.510

DATA STORAGE ($DTST) Releases Q2 2026 Earnings

A $250 Million Reason Why Micron Stock Is in Focus

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) is putting $250 million behind startups working across the artificial intelligence ecosystem as it seeks earlier exposure to technologies that could shape future memory and storage demand. The Micron Ventures Paradigm Fund is the company's …

CrowdStrike Ahead Of Earnings: What Investors Need To Watch Now (NASDAQ:CRWD)

Apple in Focus as New Houston AI Manufacturing Hub Opens

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is adding a training hub to its growing Houston manufacturing footprint, giving small and midsize companies access to equipment and instruction focused on advanced production methods. The 20,000-square-foot center operates inside Apple's Houston complex, where the …

BRUN Stock Soars After Securing Long-Term Lease To Expand GPU Compute Capacity — CEO Says 'This Gives Us Strong Visibility Into Recurring Revenue'

Rubrik CTO Arvind Nithrakashyap Sells $3.0 Million Stock

Key Points The transaction involved the sale of 38,460 shares at a weighted average price of $79.19, totaling ~$3 million. This disposition reduced the executive's direct stake in the company by ~12%. The sale was executed through the exercise of 38,460 stock options, with …

Applied Materials Extends Margin Streak to 13 Quarters but Shares Fall

This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) reported record third-quarter revenue of $9.12 billion, up 25% year over year, with non-GAAP diluted earnings of $3.50 per share, both ahead of the analyst consensus of $8.995 billion and $3.40. GAAP EPS came in …

Trident Digital Tech stock ticks up on Sikaflow revenue forecast

Riskified Ltd (RSKD) Stock News Today

Needham & Company LLC Lowers TSS (NASDAQ:TSSI) Price Target to $13.00

Needham & Company LLC has reduced its price target for TSS (NASDAQ:TSSI) to $13.00 from $16.00, while maintaining a "Buy" rating, indicating an 8.7% potential upside. This adjustment follows TSS's recent quarterly earnings report, where the company missed consensus EPS estimates, reporting $0.05 against …

Boost Run stock surges 11.5% on GPU infrastructure lease deal By Investing.com

Boost Run Inc. shares surged 11.5% after announcing a long-term lease agreement with 10X Capital to expand its GPU compute capacity. This deal grants Boost Run immediate access to GPU infrastructure, starting with 20 MW and scaling up to 111 MW by 2027, allowing …

Taiwan Shows Resilience in Trying Times

Taiwan is demonstrating remarkable resilience amidst geopolitical challenges, including pressure from China, domestic political disputes, and uncertain U.S. support. Its semiconductor industry is thriving due to the AI boom, leading to significant GDP growth and record stock market highs. While economic ties with the …

Shareholders who lost money in shares of Blaize Holdings, Inc. (NASDAQ: BZAI) should contact Wolf Haldenstein Immediately

Wolf Haldenstein Adler Freeman & Herz LLP has announced a securities class action lawsuit against Blaize Holdings, Inc. (NASDAQ: BZAI) on behalf of investors who purchased shares between July 18, 2025, and April 28, 2026. The lawsuit follows a report alleging that Blaize artificially …

ARM Holdings (NASDAQ:ARM) Shows Strong Growth and a Technical Breakout Setup

ARM Holdings (NASDAQ:ARM) is demonstrating strong growth with impressive fundamental metrics, including high growth ratings for revenue and EPS, accelerating expected growth, and a robust financial position with no debt. Despite a high valuation, its growth prospects offer justification for growth investors. Technically, ARM …

Data Storage evaluates AI acquisitions with about $9.3M in cash

Data Storage Corporation reported Q2 2026 sales of $358,530, up 9.3% year-over-year, driven by its Nexxis telecommunications business, but net loss attributable to common stockholders widened to $1,225,515. The company maintains a strong capital position with approximately $9.3 million in cash and marketable securities …

Data Storage Corporation Provides Second Quarter 2026 Business Update

Data Storage Corporation (DTST) provided a business update for Q2 2026, highlighting continued momentum at its Nexxis subsidiary with a 9.3% revenue increase year-over-year. The company is actively evaluating M&A opportunities in recurring revenue technology businesses, including AI infrastructure and cybersecurity, leveraging its strong …

Wrap Technologies to support Florida teacher safety training

Wrap Technologies Inc. announced its selection by WOFT Charities to provide training services for a Florida teacher safety program. Funded by a $475,000 appropriation from Florida's state budget, the program will offer practical safety and preparedness training for teachers, administrators, and school personnel. Wrap …

American Century group reports 510,633 IBEX (IBEX) shares, a 3.8% stake

American Century Investment Management, Inc., American Century Companies, Inc., and Stowers Institute for Medical Research have reported a beneficial ownership of 510,633 shares of IBEX Limited common stock, constituting a 3.8% stake in the company as of June 30, 2026. The reporting entities have …

Ribbon Communications to attend major tech and semiconductor conferences in August 2026

Ribbon Communications announced its participation in two major industry events in August 2026: the Rosenblatt 6th Annual Tech Summit on AI and the Jefferies Semiconductor, IT Hardware & Communications Technology Conference. The company aims to highlight its advancements in autonomous networks, leveraging AI and …

Greenhouse entities report 17.5% NCR Voyix Corp (VYX) stake in Schedule 13G/A

Greenhouse-affiliated investment entities and Joseph Milano have reported a beneficial ownership of 24,116,915 shares of NCR Voyix Corp (VYX), which represents 17.5% of the company's common stock. The filing, a Schedule 13G/A, indicates that all reporting persons have shared voting and dispositive power over …

Upland Software (NASDAQ: UPLD) posts wider Q2 2026 loss but higher cash flow

Upland Software reported a wider GAAP net loss of $35.3 million in Q2 2026, primarily due to a non-cash goodwill impairment, despite an 8% revenue decline to $49.1 million largely from 2025 divestitures. However, the company achieved an 18% increase in non-GAAP net income …

Cisco Systems, Inc. (CSCO) Stock Forecasts

Argus has reiterated a $150 target price for Cisco Systems, Inc. (CSCO), citing momentum in AI networking. Cisco, a leader in communications equipment, has expanded its offerings beyond routers and switches into various technology sectors including collaboration, data centers, and security. The report is …

Csquare, Inc. Actuals & Estimates (NYSE:CSQR)

Data Storage GAAP EPS of -$0.52, revenue of $0.36M

* Data Storage press release [https://seekingalpha.com/pr/20619700-data-storage-corporation-provides-second-quarter-2026-business-update] (DTST [https://seekingalpha.com/symbol/DTST]): Q2 GAAP EPS of -$0.52. * Revenue of $0.36M (+9.1% Y/Y). MORE ON DATA STORAGE * Seeking Alpha’s Quant Rating on Data Storage [https://seekingalpha.com/symbol/DTST/ratings/quant-ratings] * Historical earnings data for Data Storage [https://seekingalpha.com/symbol/DTST/earnings] * Financial information for …

Gary Black Warns Elon Musk: Tesla Can’t Match Apple's Marketing Relying Only on ‘Word-of-Mouth and the CEO’s Posts on X’

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Prominent investor Gary Black has issued a stark warning to Elon Musk, asserting that Tesla Inc. cannot match Apple Inc.'s $4.4 trillion valuation by relying solely on …

Semtech's (SMTC) Buy Rating Reiterated at Needham & Company LLC

Needham & Company LLC has reiterated its "Buy" rating for Semtech (SMTC) and set a $200 price target, suggesting a potential 49.7% upside. This follows Semtech exceeding its recent quarterly earnings expectations with $0.51 EPS on $291.02 million in revenue. The stock generally holds …