Sharemaestro Newsreel

Applied Materials shares drop despite earnings beat, bullish outlook

Despite beating Q3 revenue and profit estimates and issuing bullish Q4 guidance, Applied Materials (AMAT) shares dropped about 4%. The company reported strong growth across its segments, particularly in Semiconductor Systems, and analysts at Jefferies raised their estimates, naming AMAT their favorite semiconductor equipment …

Lumentum Holdings Stock (LITE) Opinions on Strong Earnings Beat and AI Demand

Apple Stock (AAPL) Opinions on Recent Earnings and Analyst Downgrades

Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom

Polen Capital Management Llc released its "Polen Focus Growth Strategy" Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index's …

Bullish Stock Beats Revenue Estimates and Raises Full-Year Guidance

Why Slow Banking Tech Adoption Gives Jack Henry & Associates (JKHY) a Strategic Edge

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return …

Amphenol's AI Interconnect Opportunity Broadens: What's Next?

Amphenol APH is broadening its AI interconnect opportunity as rising data-center requirements drive demand for high-speed copper, fiber-optic and power interconnect solutions. The company's IT datacom business, which represented 43% of sales in the second quarter of 2026, grew 89% year over year and …

AMAT Q3 Earnings Call Focuses on AI Demand & FY27 Growth

Applied Materials, Inc. AMAT used its third-quarter fiscal 2026 earnings call to raise the tone on AI-related demand, pointing to stronger 2026 system growth and unusually long customer visibility extending into 2027 and beyond. Revenues of $9.12 billion and non-GAAP earnings per share of …

IQMX Price Today: IQM Quantum Computers Oyj American Stock Price, Quote & Chart | MEXC

Wall Street Analysts Believe NCR Voyix (VYX) Could Rally 52.65%: Here's is How to Trade

Shares of NCR Voyix (VYX) have gained 2.4% over the past four weeks to close the last trading session at $8.49, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. …

Will Ondas' New Orders Accelerate Revenue Growth in the Second Half?

Ondas Inc. ONDS has entered the second half of 2026 with substantial order momentum and growing visibility into its revenue outlook. The company delivered record second-quarter revenue of approximately $83.8 million, up 67% sequentially and more than 13 times year over year. Pro forma …

Microsoft’s (MSFT) AI Strategy: Cloud Growth, Big Bets, and Key Risks

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return …

SoundThinking (NASDAQ:SSTI) Rating Lowered to "Hold" at Lake Street Capital

Sidoti Expects Reduced Earnings for TransAct Technologies

Micron: New Street upgrades to buy, says memory is no longer a cyclical story

Investing.com -- In a note on Friday, New Street Research upgraded Micron Technology to buy with a $1,250 price target, arguing the memory maker's current run breaks from the industry's historical boom-and-bust pattern. The firm noted that "Micron's stock is up more than 10x …

Dell Stock Scores Price-Target Hike After Breakout

Dell Technologies stock has room to run after its recent breakout, according to Wells Fargo Securities. Continue Reading

Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers

On this episode of Stock Movers:Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components.Applied Matierals (AMAT) fell …

Form 8K Future FinTech Group Inc. For: 14 August By Investing.com

This article announces that Future FinTech Group Inc. filed a Form 8K on August 11. The filing is related to company information and is reported by Investing.com. The article includes the company's stock symbol, FTFT, and indicates a slight increase in its share price.

Nayax (NASDAQ:NYAX) Upgraded by Keefe, Bruyette & Woods to "Outperform" Rating

Keefe, Bruyette & Woods upgraded Nayax (NASDAQ:NYAX) to an "Outperform" rating from "Market Perform," setting a $75 price target, suggesting a 40.2% upside. Despite this upgrade, the broader analyst consensus for Nayax remains "Hold" with an average target price of $75.76. The company recently …

Navigating Risks and Opportunities in Bentley Systems’ (BSY) AI Strategy

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return …

A Workday Takeover Bid Could End the Software Stocks Selloff

Silver Lake’s takeover of Workday would send a clear signal to investors that private-equity firms are circling software. Continue Reading

SanDisk Corporation Stock (SNDK) Opened Up by 5.92% on Aug 14: What Signal Does It Send?

Trimble Arc Agent to Automate Manual Workflows for Global Supply Chains

Trimble Inc. announced the Trimble Arc Agent, an AI tool designed to automate office work and eliminate manual processes for transportation and logistics organizations. This subscription-based SaaS solution connects to existing TMS and third-party applications, extracting and validating data from various unstructured channels. The …

Fund Admits Multi-Year Stock Holdings in Accenture (ACN) Were a “Costly Mistake”

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for "Aoris International Fund". A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return …

Algorhythm Holdings, Inc. Q2 2026: Revenue $3.01M, EPS $(0.25) — 10-Q Summary

Algorhythm Holdings, Inc. (RIME) reported its Q2 2026 financial results, with revenue increasing to $3.01 million and a net loss of $(3.83) million, resulting in a diluted loss per share of $(0.25). This growth was largely due to the acquisition of SMCB and the …

WETO Stock Jumps As Wetour Robotics Unveils Orchestra AI Hub

Wetour Robotics Limited (WETO) shares surged by 196.68% following the launch of Orchestra, a portable AI hub and operating system for wearable robotics. This new platform, built on NVIDIA Jetson technology, positions Wetour Robotics as a key player in Physical AI, aiming to be …

SoundThinking (NASDAQ:SSTI) Earns "Market Perform" Rating from Citizens Jmp

Citizens JMP reiterated its "Market Perform" rating on SoundThinking (NASDAQ:SSTI), while Lake Street Capital downgraded the stock to "Hold" due to disappointing Q2 earnings and reduced 2026 guidance. SoundThinking reported a larger-than-expected loss per share and missed revenue estimates, prompting a lowered revenue forecast …

Globant tumbles on outlook cut, Wedbush downgrade (GLOB:NYSE)

[Globant glass building with blue sky in the background] Arturo Rosenow * Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) tumbled 12% on Friday after it [https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut] cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm. * “We are downgrading shares of Globant …

Globant tumbles on outlook cut, Wedbush downgrade

[Globant glass building with blue sky in the background] Arturo Rosenow * Shares of Globant (GLOB [https://seekingalpha.com/symbol/GLOB]) tumbled 12% on Friday after it [https://seekingalpha.com/news/4633063-globant-stock-plunges-after-full-year-outlook-cut] cut its full-year outlook, prompting Wedbush Securities to downgrade the software development firm. * “We are downgrading shares of Globant …

Universal Electronics (UEIC): Ameriprise group reports 8.1% stake in 13G/A

Ameriprise Financial, Inc., through its subsidiaries Columbia Management Investment Advisers, LLC, and Columbia Small Cap Value Discovery Fund, has reported an 8.1% beneficial ownership stake in Universal Electronics Inc. (UEIC) as of June 30, 2026. The group collectively owns 1,026,032 shares, with the Columbia …

Can Strong LEAP Demand Help ASE Technology Challenge AMKR & INTC?

ASE Technology Holding (ASX) is experiencing robust demand for its leading-edge advanced packaging and testing (LEAP) services, driven by the expansion of AI infrastructure. The company has revised its 2026 LEAP revenue expectations upwards and plans to double these revenues in 2027, indicating strong …

Z Squared targets 100 MW AI-ready power capacity via acquisitions, focusing on power-first strategy and disciplined scaling.

Z Squared Inc. aims to achieve 100 megawatts of AI-ready power capacity in the U.S. through strategic acquisitions of power-rich, grid-connected sites, starting with Paradox Data's Union County campus in Arkansas. The company plans to fund its expansion through stock issuance without incurring debt, …

Agora Inc. (API) Q2 2026 Earnings Call: Revenue Growth and Voice AI Momentum

Agora Inc. (API) reported strong Q2 2026 results, with revenue up 18% year-over-year to $40.4 million, marking its seventh consecutive profitable quarter. The growth was primarily driven by the recovery of real-time engagement and increasing adoption of conversational AI, particularly in call-center applications. The …

Does MaxLinear (MXL) Have the Potential to Rally 31.25% as Wall Street Analysts Expect?

Wall Street analysts project MaxLinear (MXL) could rally 31.3%, with a mean price target of $100.6, despite a standard deviation of $15.68 indicating some variability in estimates. While analyst price targets alone can be misleading, MXL's strong agreement among analysts on upward earnings estimate …

Trust Stamp Non-GAAP EPS of -$0.90, revenue of $1.66M

* Trust Stamp press release [https://seekingalpha.com/pr/20618695-trust-stamp-provided-a-h1-2026-business-report-including-a-22-percent-increase-in-net] (IDAI [https://seekingalpha.com/symbol/IDAI]): 1H Non-GAAP EPS of -$0.90. * Revenue of $1.66M (+22.1% Y/Y). * Net loss for the six months stood at $4.93M, compared to $3.87M in the prior-year period. * Ended the period with $6.31M in cash …

Kyndryl’s Q2 Earnings Call: Our Top 5 Analyst Questions

Kyndryl's Q2 Earnings Call: Our Top 5 Analyst Questions Kyndryl's second quarter results saw a negative market reaction, as sales declined and missed Wall Street's revenue expectations. Management attributed the revenue shortfall to ongoing headwinds in its legacy focus accounts and customers increasingly procuring …