Sharemaestro Newsreel

SanDisk Has Delivered A Return The Index Cannot, And The Swings That Come With It

Image from Pixabay Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions. SanDisk (SNDK) is up 21.4% over the last …

Oppenheimer Just Gave Snowflake Stock a Big Vote of Confidence

Snowflake (SNOW) stock has already delivered a powerful rally in 2026, but Oppenheimer believes the data cloud company still has plenty of room to run. The firm raised its price target to $400 from $295 while maintaining an "Outperform" rating, representing a roughly 36% …

IBM Stock Drops Despite Major OpenAI Partnership

This article first appeared on GuruFocus. International Business Machines (NYSE:IBM), the enterprise-tech heavyweight betting hard on AI and hybrid cloud, announced a major partnership with OpenAI. IBM shares still fell roughly 1.2% Friday morning. That reaction tells the story. Investors have heard plenty of …

Sandisk Stock Jumps on Its Investor Day Success. Why Wedbush Analysts Aren’t 100% Buying the Story.

SanDisk (SNDK) stock is inching higher on Friday following the flash memory specialist's bullish Investor Day presentation, featuring guidance for mid-to-high teens revenue growth through the end of this decade. Still, Wedbush Securities' senior analyst Matt Bryson recommends some caution, citing lingering skepticism regarding …

Nvidia's Next Earnings Could Shock Wall Street: UBS Sees Billions Above Guidance

This article first appeared on GuruFocus. UBS expects Nvidia (NASDAQ:NVDA) to top its fiscal second-quarter revenue outlook by several billion dollars, while retaining a Buy rating and $280 price target ahead of the results. The firm projects revenue of $94 billion to $95 billion …

TransAct Technologies (NASDAQ: TACT) back to profit as margins improve

SailPoint (SAIL) Is Up 13.1% After Launching AI-Era Unified Identity Security Platform – Has The Bull Case Changed?

SailPoint recently launched its unified Identity Security solution for the AI era, featuring Agentic Fabric and Human Fabric to manage both human and non-human identities in real time. This innovation aims to address emerging AI-related security risks, shifting from periodic audits to continuous zero-standing-privilege …

TOMS Capital (BRUN) reports 3.1M Boost Run shares held for managed funds

TOMS Capital Investment Management LP has reported beneficial ownership of 3,125,000 shares of Boost Run Inc.'s Class A Common Stock, representing a 9.8% stake. These shares are held by funds managed by TOMS Capital and include shared voting and dispositive power. The ownership percentage …

Immersion Corp (IMMR) files Form 13F showing $178.7M across 7 holdings

Immersion Corp (IMMR), an institutional investment manager, has filed a Form 13F holdings report disclosing 7 reportable holdings with an aggregate value of $178,728,110. The filing also indicates two other associated managers for these positions. Eric Singer, President, CEO, and Chairman, signed the report.

Broadcom options surge on selloff day, with $400 August 2026 call leading volume

Broadcom's shares fell by 6.7% on a recent trading day, yet options traders showed significant activity, particularly in August 2026 $400 calls. This surge in call volume despite a stock downturn suggests either large players are betting on a rebound or hedging against further …

Avnet(AVT.US) Officer Sells US$5.11 Million in Common Stock

An officer at Avnet (AVT.US) recently sold 93,733 shares of the company's common stock for a total value of $5.11 million. The transaction was executed at an average price of $54.51 per share.

ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Datavault AI Inc. Investors to Secure Counsel ...

Rosen Law Firm is reminding investors of Datavault AI Inc. (NASDAQ: DVLT) who purchased securities between September 4, 2024, and October 30, 2025, about the October 5, 2026, lead plaintiff deadline for a class action lawsuit. The lawsuit alleges that Datavault AI Inc. made …

Wise Group (WSE): Orbis and Allan Gray disclose 5.5% beneficial stake in Class A shares

Orbis Investment Management Ltd and Allan Gray Australia Pty Limited have jointly reported a beneficial ownership of 5.5% in Wise Group plc's Class A ordinary shares, totaling 56,634,516 shares. Orbis holds sole voting and dispositive power over 56,530,693 shares, while Allan Gray Australia holds …

EXYN Price Today: Exyn Technologies, Inc. Stock Price, Quote & Chart | MEXC

Exyn Technologies, Inc. (EXYN) is currently trading at $2.71, down 6.03% from its previous close. The company, a pioneer in autonomous robotics and AI for complex environments, has seen its stock perform weakly over the past year, with a 47.98% decline. This page provides …

BZAI INVESTOR ALERT: Bronstein, Gewirtz and Grossman, LLC Announces that Blaize Holdings, Inc. Shareholders with Substantial Losses Have Opportunity to Lead Class Action Lawsuit!

Bronstein, Gewirtz and Grossman, LLC has announced a class action lawsuit against Blaize Holdings, Inc. (NASDAQ: BZAI) and its officers. The lawsuit alleges that the company made false and misleading statements and failed to disclose material adverse facts between July 18, 2025, and April …

KEEL Stock Consolidates As Traders Study Weak Fundamentals

Keel Infrastructure Corp. (KEEL) stock is consolidating in a tight range after fading from mid-$4s to low $3s, despite a recent 6.34% uptick following a government contract. While the company shows revenue growth, it faces significant challenges with net losses, negative free cash flow, …

Wetour Robotics Shares Surge as Micro-Cap Secures Funding, Schedules Reverse Split Vote

Wetour Robotics' shares surged by up to 186% in premarket trading after the company announced a $1.8 million private placement and scheduled a shareholder vote on a 100-for-1 reverse stock split. The significant price movement was amplified by a thin public float and insider …

Applied Optoelectronics Inc Stock (AAOI) Moved Up by 14.63% on Aug 14: What Signal Does It Send?

Applied Optoelectronics Inc (AAOI) stock rose by 14.63% on August 14th due to strong demand for its 800G optical transceivers for AI data centers and robust forward guidance. The company reported a significant surge in data center revenue, returned to non-GAAP profitability, and expects …

AAOI Stock Surges As Record AI Revenue Fuels Bull Run

Applied Optoelectronics Inc. (AAOI) stock surged by 14.66% due to record Q2 2026 revenue, driven by strong demand for optical networking, especially in AI data centers. The company reported its fifth consecutive quarter of record revenue, with an 86% year-over-year increase, and returned to …

Tiger Global adds Cerebras, exits Webull, boosts Intel stake, among top Q2 trades

[Intel To Report Quarterly Earnings] Justin Sullivan/Getty Images News Chase Coleman III's Tiger Global Management established new positions in Cerebras Systems (CBRS [https://seekingalpha.com/symbol/CBRS]) and Applied Digital (APLD [https://seekingalpha.com/symbol/APLD]) and eliminated its positions in Webull (BULL [https://seekingalpha.com/symbol/BULL]) and Zscaler (ZS [https://seekingalpha.com/symbol/ZS]), among its notable trades …

Shopify (SHOP) Is Up 7.5% After Strong Q2 Earnings And AI-Led Outlook Has The Bull Case Changed?

[HPE Stock] Hewlett Packard Enterprise Q4 2020 Earnings Call (12/1/20) Roast Of Kevin Hart (Z31hyl2m9T)

Lam Research to Boost R&D Capacity 50% as Stock Consolidates Near Key Technical Levels

Lam Research announced a significant investment to boost its R&D experiment capacity by over 50% across global facilities, aiming to accelerate development for AI-era chip architectures. The company also expanded workforce initiatives, including training programs with NY Creates and adding engineering jobs in Singapore. …

What's next for Apple after Q3 earnings?

Apple Inc. (AAPL [https://seekingalpha.com/symbol/AAPL]) delivered record fiscal Q3 2026 results with $109.42 billion in revenue—a 16.36% year-over-year increase—yet shares tumbled approximately 7% to 10% in the days following the earnings report. The company posted a beat on both revenue and earnings per share, with …

Cisco Systems Shares Fall After HSBC Downgrade

Cisco Systems' shares declined after HSBC downgraded its rating on the company's stock to Hold from Buy, adjusting its price target to $120 from $137. HSBC indicated that Cisco's stock is now considered fairly valued. This downgrade contributes to a mixed sentiment around Cisco, …

Why Semtech (SMTC) Stock Is Trading Up Today

Why Semtech (SMTC) Stock Is Trading Up Today What Happened? Shares of semiconductor company Semtech (NASDAQ:SMTC) jumped 3.5% in the afternoon session after Needham maintained its 'Buy' rating and $200 price target on the stock. Analyst N. Quinn Bolton's confirmation signals confidence in Semtech's …

Zeta Global Gains Share, But Is It Enough to Justify a Buy?

Intapp, Inc. Submits Annual Report for Fiscal Year Ending June 30, 2026

Intapp, Inc. (NASDAQ:INTA) has filed its Annual Report on Form 10-K for the fiscal year ended June 30, 2026, with the SEC. The report indicates 76,511,148 shares outstanding as of August 6, 2026, and a non-affiliate market capitalization of $2.5 billion as of December …

Globant Slumps as Weak Profit, Guidance Cuts Overshadow Revenue Beat

CSP Inc. (CSPI) swings to loss as operating cash turns negative in 2026

Why Sportradar Group (SRAD) Is Up 6.9% After Q2 Loss and Major Buyback Shift

Appian (APPN) Lifts Outlook As AI Driven Q2 Strength Puts Valuation Back In Focus

Salesforce Stock Drops 2.8% as JPMorgan AI Bounce Vanishes

This article first appeared on GuruFocus. Salesforce (NYSE:CRM), the enterprise-software giant behind one of corporate America's biggest customer platforms, surged more than 4% Thursday after JPMorgan (NYSE:JPM) came out swinging for the stock. Analyst Samik Chatterjee initiated coverage with an overweight rating and a …

Cisco Beat On Every Line, Then Fell On What AI Costs To Ship

Photo by Zozz_ on Pixabay Record revenue, a guide above Wall Street, and a stock down anyway, because the growth now arrives as hardware and the mix shift is what compresses the margin. Cisco Systems (CSCO) reported record fiscal Q4 revenue of $17.3 billion, …

Broadcom Shares Plunge on Major VMware Security Threat

This article first appeared on GuruFocus. Broadcom (NASDAQ:AVGO) shares dropped about 6% Friday as reports of attacks targeting a recently fixed VMware security issue weighed on the stock. The vulnerability affects VMware vCenter Syslog Server, a tool used to manage and oversee virtual infrastructure. …

KeyBanc Has Message For Apple Stock Investors

This article first appeared on GuruFocus. Apple (NASDAQ:AAPL) is showing encouraging demand signals heading into its next iPhone cycle, but KeyBanc says investors should not mistake stronger spending for the start of another major growth leg. The firm remains Underweight with a $250 price …