Sharemaestro Newsreel

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 …

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 …

Riskified Ltd (RSKD) Stock News Today

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 …

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 …

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 …

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 …

Unisys to Participate in Upcoming Investor Conferences

BLUE BELL, Pa., Aug. 14, 2026 /PRNewswire/ -- Unisys (NYSE: UIS) has announced that members of its management team will host one-on-one and small group meetings at the following upcoming investor conferences:Unisys Logo Midwest IDEAS Conference, Aug. 27, 2026, in Chicago, Ill. Sidoti Small-Cap …

ServiceNow CFO: Trillions are being spent on AI initiatives. Are companies asking these 3 key questions?

Gina Mastantuono, President and CFO of ServiceNow, emphasizes that with trillions being invested in AI globally, companies must ask critical questions before making major investment decisions. She proposes three key questions: whether the investment deepens competitive moats, addresses a real customer need, and if …

Earnings Update: PagSeguro Digital Ltd. (NYSE:PAGS) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Intel's capital raise could imply foundry progress, expanding customer base: GF

Intel's (INTC [https://seekingalpha.com/symbol/INTC]) $23B [https://x.com/LipBuTan1/status/2088029999748321326?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet] capital raise [https://seekingalpha.com/news/4630452-intel-upsizes-stock-offering-to-20b-prices-at-95] this week could imply that the semiconductor giant has made progress in its all-important foundry unit, and as such, an expanding customer base, GF Securities said. Shares rose fractionally in premarket trading on Friday. “We view …

Q3 Earnings Forecast for VECO Issued By Northland Securities

AI Sales Push Fortinet Shares to New Heights

FTNT provides cybersecurity solutions to enterprises, communications providers, governments, and small- to medium-sized businesses – its AI solutions are under heavy demand. The company's second-quarter fiscal 2026 earnings report showed $2.05 billion in quarterly revenue (a 26% year-over-year jump) with AI-related business growing 25%, …

Why Quantinuum Is Teaming Up with Apple Manufacturer 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

Quantinuum Is Working With This Apple Partner to Scale Quantum Computing

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

How To Earn $500 A Month From Analog Devices Stock Ahead Of Q3 Earnings

Applied Materials Stock Falls After Earnings Beat -- Here's Why

This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares fell about 5% early Friday after the semiconductor equipment maker reported fiscal third-quarter results above Wall Street expectations and lifted its outlook. Revenue increased 25% from a year earlier to $9.12 billion, topping the …

Palantir’s 39.8% week draws 434M shares, but the signal stack has not confirmed the rebound

PLTR posted one of the strongest Technology moves of the week on heavy participation, yet Sharemaestro’s Trend Signal, Market Dynamics and Relative Strength readings remain short of full confirmation.

CSPi Signs Seven-Figure, Six-Year Sports Deal; Renewal Rate 100%

CSPi (NASDAQ: CSPI) reported a fiscal Q3 2026 net loss of $0.09 per share on $14.4 million in sales, down from the prior year, attributed to industry-wide equipment shortages affecting its Technology Solutions backlog. Despite the sales decline, gross margin improved, and the company …

CSPi Reports FY2026 Third Quarter Results

CSP Inc. reported its financial results for the fiscal third quarter and nine months ended June 30, 2026. The company experienced solid growth in its Technology Solutions business from Cloud and Managed Services, despite ongoing hardware supply issues. CSPi also highlighted a 100% customer …

Wedbush cuts Globant stock rating on AI headwinds, lowers target

Wedbush has downgraded Globant S.A. from Outperform to Neutral and reduced its price target due to AI-driven processes impacting the company's traditional time-and-materials business. Globant's revenue growth has decelerated, and while its shift to an outcome-based model shows some success, the transition is slow. …