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What Could Palo Alto Networks (PANW) Gain From Its New Policy Control Integration?

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Palo Alto Networks (NasdaqGS:PANW) and FireMon announced completion of FireMon's integration with Palo Alto Networks Strata Cloud Manager, delivering new policy governance and risk validation capabilities for …

Will Ciena's Rising Backlog Improve Revenue Visibility Into 2027?

Ciena Corporation is experiencing strong demand and a growing backlog, which is expected to provide increased revenue visibility into fiscal 2027. The company's backlog surged to $7.7 billion in Q2 fiscal 2026, with a significant portion anticipated to convert into revenue within the next …

Cycurion Releases Q2 2026 Financial Results

Cycurion, Inc. (WAVS) reported its Q2 2026 financial results, showing a narrowed net loss of $4.0 million, or $0.41 per share, indicating improved profitability. Revenue for the quarter was $3.8 million, a slight decrease of 3.4% from Q2 2025, while the company continued to …

Semtech (SMTC): Ameriprise and Columbia report around 3–4% ownership stakes

Ameriprise Financial, Inc. (AFI) and its subsidiary Columbia Management Investment Advisers, LLC (CMIA) have updated their passive ownership report for Semtech Corporation. AFI now reports a 3.7% ownership stake, while CMIA reports 3.4% beneficial ownership. Both entities confirm their holdings are 5% or less …

Workday (WDAY) Surges 17.8%: Is This an Indication of Further Gains?

Workday (WDAY) shares rallied 17.8% in the last trading session to close at $206.45. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 23.6% gain over the …

Judge dismisses lawsuit claiming Micron spread false claims to hurt Chinese chip rival YMTC

A U.S. District Judge dismissed a lawsuit filed by China's Yangtze Memory Technologies (YMTC) against Micron Technology and DCI Group. YMTC had alleged that Micron and DCI spread false claims about its chips posing a national security threat. The judge ruled that the statements …

GMT Capital (CINT) discloses 288,110 CI&T Class A shares, a 1.20% stake

GMT Capital Corp. and Thomas E. Claugus have reported a beneficial ownership of 288,110 Class A common shares in CI&T Inc. (CINT), which represents a 1.20% stake. This disclosure was made via a SCHEDULE 13G/A SEC filing, indicating shared voting and dispositive power over …

Bel Fuse (BELFA) director Peter Gilbert sells 500 Class B shares at $292

Bel Fuse Inc. director Peter E. Gilbert reported an indirect sale of 500 Class B Common Stock shares on August 12, 2026, at a weighted average price of $292.12 per share. The shares were held through his wife, reducing indirect holdings to 750 Class …

Nova (NVMI) Is Up 7.9% After Strong Q2 Beat And Confident Q3 Guidance – What's Changed

Nova (NVMI) recently reported strong Q2 2026 results, exceeding revenue and net income expectations, and provided confident Q3 guidance. This performance suggests management's belief in current semiconductor process-control demand and reinforces the investment narrative around increasing complexity in chip manufacturing. However, the company still …

Can Optical Connectivity Strengthen STMicroelectronics' AI Strategy?

STMicroelectronics (STM) is expanding its optical connectivity solutions, driven by the increasing demand for faster data transmission in AI infrastructure. The company is securing design wins across silicon photonics ICs, electronic ICs, and microcontrollers, with strong revenue growth expected in its Communication Equipment & …

Inside Teledyne’s Bold Bet on the Future of Medical Imaging

Teledyne Technologies announced the acquisition of Varex Imaging Corporation for $1.1 billion, an all-cash deal at $18.90 per share. This strategic move allows Teledyne to expand its presence in high-margin healthcare diagnostics and industrial non-destructive inspection by integrating Varex’s specialized X-ray tube and detector …

Teradyne, Inc.: Target Price Consensus and Analysts Recommendations | TEY | US8807701029

This article provides an overview of analyst recommendations and target price consensus for Teradyne, Inc. (TEY). It lists recent adjustments by various financial institutions, with an average target price of $449.80 and a mean consensus of "BUY" from 17 analysts. The report also includes …

SWKS|Skyworks Solutions Inc|Price:69.591|Chg%:-0.170

KLA Corp (KLAC) EVP & CFO Bren Higgins Sells 31,500 Shares

KLA Corp's EVP & CFO, Bren Higgins, sold 31,500 shares of KLAC stock for approximately $6.61 million, reducing his direct holdings to 307,815.4359 shares. This sale is part of a larger trend at KLA Corp, with 23 insider sell transactions and zero buys over …

Oracle Gets Cheaper Only If The Megawatts Arrive

Image by Jonathan Hammond from Pixabay Consensus has Oracle's multiple dropping steeply by the second forward year, and what that fall rests on is not better margins but data centers the company is still building. Oracle (ORCL) trades at about $156, or roughly 22.7 …

Cerebras Stock Sinks 12% on Q2 Revenue Miss. How to Play CBRS Stock After the Plunge.

Workday, Silver Lake in discussions over potential $43B deal

Workday, Silver Lake in discussions over potential $43B deal Proactive uses images sourced from Shutterstock Workday Inc (NASDAQ:WDAY) has held discussions with private equity firm Silver Lake in recent months about a potential acquisition, Reuters reported, with the enterprise software company carrying a market …

EXFY|Expensify Inc|Price:2.165|Chg%:-0.055

Quantinuum Stock Could Get a Boost From Apple Partner Quanta Computer

Just days after Quantinuum’s first earnings report as a public company, the quantum leader unveils a partnership with Taiwan’s Quanta Computer. Continue Reading

Check Point Software Technologies: Subscription Growth Improved And Valuation Is Now Cheap (Rating Upgrade)

SanDisk jumps 5% as AlphaSpace chart shows AI storage rally

SanDisk (SNDK) shares rallied alongside memory and storage peers like Micron (MU) and Western Digital (WDC) after unveiling multi-year hyperscaler contracts that signify a shift away from historically volatile memory cycles. Yahoo Finance's Julie Hyman takes a closer look using Yahoo Finance's AlphaSpace. Video …

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 …