Sharemaestro Newsreel

Ameriprise Financial (GDDY holder) discloses 9.2% GoDaddy stake via Columbia funds

Ameriprise Financial, through its subsidiaries Columbia Management Investment Advisers and Columbia Seligman Technology and Information Fund, has disclosed a beneficial ownership of 9.2% of GoDaddy Inc.'s Class A common stock as of June 30, 2026. This stake amounts to 12,207,431 shares, with the Columbia …

Is Micron or Sandisk Better Poised For Upside Through The End of September?

Quick Read Micron (MU) leads on HBM AI demand with 84.9% gross margins, while Sandisk (SNDK) jumped 21% after NAND pricing drove 103% sequential data center growth. CEO Sanjay Mehrotra locked in floor gross margins well beyond prior cycle peaks through ~$100B in contracted …

Broadcom Shares Slide 5%, AI Needs to Account for 72% of Growth Next Quarter

Apple proposes to take a 15% cut of purchases made outside the App Store

After trying and failing to delay the matter, Apple on Thursday submitted its proposal for the commissions it wants to charge on purchases made using external links inside apps on its iOS devices. In a new filing in the U.S. District Court of Northern …

Oracle Expands AI Database Offerings Through AWS Cloud: What's Ahead?

Oracle Corporation ORCL is deepening its push into artificial intelligence-driven cloud infrastructure, expanding its database collaboration with Amazon (AMZN)-owned Amazon Web Services ("AWS") in a move that strengthens its multicloud strategy. Oracle recently announced the general availability of Oracle Exadata Database Service on Exascale …

SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?

Silicon Motion Technology Corporation SIMO and Lattice Semiconductor Corporation LSCC are key players in the broader technology hardware ecosystem. Both are fabless semiconductor companies positioned to benefit from demand for AI, data centers, edge and embedded computing. Silicon Motion is a leading developer of …

Broadcom Falls as Investors Appear to Take Profits Ahead of Earnings

Twilio Falls 5.1% as Investors Digest Big Insider Sale After Post-Earnings Surge

MicroVision Prices $17 Million Public Offering to Fund Operations and Capital Spending

MicroVision, Inc. (Nasdaq: MVIS) has priced a $17 million public offering consisting of 6.8 million units, each unit comprising one share of common stock and one warrant. This financing aims to provide capital for working capital, capital expenditures, and general corporate purposes as the …

How Is Salesforce Challenging ORCL & MSFT in the Agentic AI Space?

Salesforce, Inc. CRM is stepping up its competition with Microsoft Corporation MSFT and Oracle Corporation ORCL in agentic AI by combining customer data, business applications and autonomous AI agents on one platform. Its Agentforce platform is already gaining commercial traction, giving Salesforce a strong …

PD Maintained by RBC Capital -- Price Target Raised to $12.00

RBC Capital has maintained its 'Sector Perform' rating for PagerDuty (PD) and increased the price target from $9.00 to $12.00, signaling potential growth despite mixed analyst opinions. GuruFocus identifies PagerDuty as 45.4% undervalued with a GF Value™ of $21.82, yet insider selling and lower …

Is Western Digital Stock a Buy After Q4 Earnings? Here’s What You Need to Know.

Western Digital's Q4 2026 earnings significantly exceeded guidance, with revenue up 44% year-over-year and EPS up 109%. The company demonstrated strong pricing power, particularly with cloud customers, leading to substantial margin expansion. TIKR's model values Western Digital at $1,448 by June 2031, suggesting a …

Uber Technologies (UBER) to Put 2,000 Robotaxis on European Roads

Uber Technologies (UBER) plans to deploy 2,000 self-driving robotaxis across Europe, partnering with China's Pony.ai. This expansion includes commercial service already launched in Zagreb, Croatia, with plans for four more European cities and entry into the Middle East. While Uber is a newer player …

Ondas Q2 Earnings Call Lifts Outlook and Profitability Timeline

Ondas Inc. used its second-quarter 2026 earnings call to raise its full-year revenue target to $525-$550 million, emphasize backlog conversion, and project an earlier path to adjusted EBITDA profitability. The company reported revenues of $83.8 million, exceeding consensus estimates, and expects adjusted EBITDA losses …

Sony Group Corp Stock (SONY) Opened Up by 3.88% on Aug 14: Key Drivers Unveiled

Sony Group Corp (SONY) saw its stock open up by 3.88% on August 14th, driven by strong first-quarter earnings and a strategic semiconductor joint venture with TSMC. The company raised its full-year guidance and is expanding its presence in advanced sensing technology, leading to …

Ameriprise Financial (TRMB) discloses 12.7M-share Trimble stake at 5.4% of stock

Ameriprise Financial, Inc. has disclosed a significant ownership stake in Trimble Inc. (TRMB), reporting beneficial ownership of 12,681,912 shares of common stock, which constitutes 5.4% of the class, as of June 30, 2026. The filing indicates shared voting power over 11,559,588 shares and shared …

Algorhythm Holdings Inc reports results for the quarter ended June 30 - Earnings Summary

Algorhythm Holdings Inc has released its earnings summary for the quarter that ended on June 30. The article, sourced from Reuters and republished on TradingView News, provides an overview of the company's financial performance during this period. Readers can access the full report and …

Algorhythm Holdings Q2 EPS $(0.25) beats $(0.36) estimate

Algorhythm Holdings (NASDAQ: RIME) reported Q2 2026 EPS of $(0.25), significantly beating the $(0.36) analyst consensus. Revenue reached $3.005 million, exceeding estimates by 0.17% and representing a 161% year-over-year increase, driven by strategic expansions in North America and India. Despite top-line growth, the company's …

Needham Maintains TSS Inc(TSSI.US) With Buy Rating, Cuts Target Price to $13

Needham has reiterated its Buy rating on TSS Inc (TSSI.US) but has adjusted its price target downwards to $13. The article does not provide further details on the rationale behind the price target cut or the maintained rating.

Camtek (NASDAQ:CAMT) Stock Price Down 4.7% After Insider Selling

Camtek's stock price fell by 4.7% following insider selling activity, with CFO Moshe Eisenberg and Director Lior Aviram selling shares totaling approximately $1.26 million. Despite these sales, the company reported better-than-expected quarterly earnings and revenue, and analysts maintain a "Moderate Buy" consensus with an …

BZAI Investors Have Opportunity to Lead Blaize Holdings, Inc. Securities Fraud Lawsuit with SBS Law

Schall, Brown & Schwartz LLP (SBS) has reminded investors of a class action lawsuit against Blaize Holdings, Inc. (NASDAQ: BZAI) for alleged securities fraud between July 18, 2025, and April 28, 2026. The lawsuit claims Blaize made false and misleading statements, improperly recognizing revenue …

DA Davidson Lowers Intellicheck (NASDAQ:IDN) Price Target to $5.00

DA Davidson lowered its price target for Intellicheck (NASDAQ:IDN) to $5.00 from $7.50, but maintained a "buy" rating, indicating a potential upside of over 80%. This adjustment comes despite Intellicheck reporting quarterly EPS of $0.03, matching expectations, on $5.94 million in revenue, and the …

Data Storage Q2 Results: EPS Misses Estimate, Sales Fall 93% YoY

Data Storage Corporation reported Q2 2026 results with Nexus revenue up 9.3% year-over-year to $359,000, but a net loss widened to $1.2 million due to increased SG&A expenses. The company maintains a strong balance sheet with $9.3 million in cash and is actively pursuing …

Zscaler Increases CapEx: Can AI-Led Demand Justify Higher Spending?

Zscaler is increasing its capital expenditures significantly to support growing AI-driven cybersecurity demands, with CapEx potentially reaching high-single-digit percentages of revenues by fiscal 2026 and increasing further in 2027. While this higher spending is expected to pressure near-term free cash flow, the company is …

Lost Money on Wise Group plc (WSE)? Join Class Action Suit Seeking Recovery - Contact The Gross Law Firm

The Gross Law Firm has issued a notice to shareholders of Wise Group plc (NASDAQ: WSE) to join a class action lawsuit. The lawsuit alleges that Wise Group plc made materially false and misleading statements regarding its regulatory risks and anti-money laundering efforts between …

REG - Wise Group PLC - Holding(s) in Company

Skaala Investments OÜ has notified Wise Group PLC of a change in their major holdings, crossing the threshold on August 11, 2026. Their total voting rights in Wise Group PLC now stand at 6.656%, down from a previous notification of 8.7162%. This notification details …

Block's Square Backs The Baked Bear: Will Franchise Growth Accelerate?

Block's XYZ Square is strengthening its presence in the food and beverage industry as The Baked Bear, a handcrafted cookie ice cream sandwich brand, expands its national footprint. The dessert chain currently operates 36 U.S. locations and plans to add at least five more …

Mobility Global (NYSE:MBGL) Shares Gap Up After Insider Buying Activity

Mobility Global (NYSE:MBGL) shares gapped up after Director Mark S. Peek purchased 50,000 shares over three days for a total of approximately $980,550. The stock opened at $20.82, up from its previous close of $19.83. Analysts maintain a "Moderate Buy" rating with a consensus …

T. Rowe Price Associates (ARRY) discloses 5.6% ownership in Array Technologies common stock

T. Rowe Price Associates, Inc. has disclosed a beneficial ownership of 5.6% in Array Technologies, Inc. (ARRY) common stock, totaling 8,642,626 shares, through a Schedule 13G filing. The firm reported sole voting power over 8,615,360 shares and sole dispositive power over all 8,642,626 shares, …

T. Rowe Price Investment Management (PTC) discloses 13.1M-share position in PTC Inc.

T. Rowe Price Investment Management, Inc. has filed a Schedule 13G/A, disclosing a beneficial ownership of 13,063,201 shares of PTC Inc. common stock, which represents an 11.3% stake in the company. The filing indicates that T. Rowe Price holds sole voting power over 12,568,696 …

T. Rowe Price Investment Management (MTSI) discloses 2.85M MACOM shares in 13G/A

T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G, disclosing a beneficial ownership of 2,850,185 shares of MACOM Technology Solutions Holdings Inc. common stock, which represents 3.7% of the class. The firm reports sole voting power over 2,841,849 shares and sole …

Government contracts and the quantum computing sector (QUBT:NASDAQ)

[Quantum computing concept. Digital communication network. Technological abstract.] metamorworks/iStock via Getty Images INVESTORS SHOULD KNOW: Quantum Computing Inc. (QUBT [https://seekingalpha.com/symbol/QUBT]) is emerging as a key public-market pure-play in quantum and photonics technology. With its latest earnings release, the company disclosed that roughly 70–80% of …

Government contracts and the quantum computing sector

[Quantum computing concept. Digital communication network. Technological abstract.] metamorworks/iStock via Getty Images INVESTORS SHOULD KNOW: Quantum Computing Inc. (QUBT [https://seekingalpha.com/symbol/QUBT]) is emerging as a key public-market pure-play in quantum and photonics technology. With its latest earnings release, the company disclosed that roughly 70–80% of …

T. Rowe Price (MQ) discloses 11.6% Marqeta stake; Mid-Cap Value Fund holds 5.1%

T. Rowe Price Associates, Inc. has filed an amendment reporting a beneficial ownership of 11.6% in Marqeta Inc-A common stock, totaling 45,481,645 shares. The filing indicates that T. Rowe Price exercises sole voting and dispositive power over these shares, with their Mid-Cap Value Fund …

Software M&A heats up: Which SaaS stocks could be next for private equity?

Investing.com -- Workday (WDAY) shares surged nearly 18% on Wednesday, August 13, their best single-day gain since 2016, after Reuters reported that private equity firm Silver Lake is in talks to acquire the enterprise software company in a deal that would rank among the …

Kawhi Leonard Investigation Takes New Turn as Leaked Emails Emerge

Leaked emails have revealed that Los Angeles Clippers personnel facilitated contact between Kawhi Leonard's representatives and Daktronics, a company involved in the team's arena. This discovery adds a new dimension to the NBA's ongoing investigation into Leonard's financial arrangements and potential salary cap circumvention, …