Sharemaestro Newsreel

HPE Stock Falls 2.9% as AI Upgrade Rally Unravels

This article first appeared on GuruFocus. Hewlett Packard Enterprise (NYSE:HPE), the enterprise infrastructure heavyweight pushing deeper into AI, dropped roughly 2.9% Tuesday as Monday's analyst-driven pop quickly lost its punch. Morgan Stanley upgraded HPE to Overweight from Equal-Weight, according to Barron's, arguing that the …

AST SpaceMobile Shares Gain with $1.3 Billion Backlog as H2 Revenue Performance Under Scrutiny

The S&P 500 Is at Record Highs and Hasn't Been This Expensive in Decades. History Says This Could Happen Next

At one point this year, the S&P 500 (SNPINDEX: ^GSPC) looked like it was in trouble, falling below 6,400. The war in Iran spooked investors, in what at the time appeared to be the catalyst that could bring the broad index back down to …

European Equities Traded in the US as American Depositary Receipts Rise in Tuesday Trading

European equities traded in the US as American depositary receipts were tracking higher late Tuesday PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have …

Cisco (CSCO) Puts 90,000 Workers On Personalized AI Agents With New Revenue Targets

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Cisco Systems (NasdaqGS: CSCO) is rolling out personalized AI agents to its entire 90,000-person workforce as part of a broad internal transformation. The …

AST SpaceMobile second quarter earnings fall short of estimates

AST SpaceMobile second quarter earnings fall short of estimates Proactive uses images sourced from Shutterstock AST SpaceMobile Inc (NASDAQ:ASTS) reported a wider-than-expected adjusted loss and revenue below analyst estimates for the second quarter, while the company reaffirmed its full-year 2026 revenue guidance and continued …

Key Insights Ahead of Q2 Earnings: Buy, Hold or Sell Ondas Stock?

Ondas Inc. ONDS will release results for the second quarter of 2026 on Aug 13. ONDS' earnings missed the Zacks Consensus Estimate in the last quarter. Its earnings have missed estimates in three of the four trailing quarters, while beating once, with an average …

Pan American Silver Q2 earnings on deck: 4 key factors you can't ignore

Pan American Silver (PAAS [https://seekingalpha.com/symbol/PAAS]) is set to report its Q2 2026 results on August 12 after the market closes, with Wall Street expecting non-GAAP EPS [https://seekingalpha.com/symbol/PAAS/earnings/estimates?period=quarterly] of $0.87 and revenue of $1.14B. However, estimates have moved lower, with six EPS downgrades and one …

Engaging In Insider Activity, Yechiel Amir Ofek At Gilat Satellite Networks Exercises Options Worth $40K

Yechiel Amir Ofek, a Director at Gilat Satellite Networks (NASDAQ: GILT), exercised stock options worth $40,419 for 8,334 shares on August 10, 2026. The article details Gilat Satellite Networks' financial performance, including revenue growth, debt management, and valuation metrics, while also explaining the significance …

Viavi Solutions Inc (VIAV) Stock News Today

This article provides recent news regarding Viavi Solutions Inc (VIAV) stock. It highlights that the stock moved up by 7.33% on June 12 and offers financial data such as its market capitalization and current trading price. The content also includes navigation to various financial …

Nvidia, Micron, DJT, SpaceX, Rocket Lab, Plug Power, Fermi, and More Stocks That Explain Today’s Market

The chip maker’s plan to line up $500 billion in financing for its customers is getting a tentative thumbs-up from shareholders, including Cathie Wood’s ARK Invest which is scooping up shares. Micron Technology gained 0.6% to $865.94. The stock has declined 12% over the …

ASTS Q2 Earnings Call Puts Beta Rollout and Government Growth in Focus

Ceragon Networks (NASDAQ:CRNT) Posts Quarterly Earnings Results

Polen International Equity adds NOK, MUFG; exits AIVAF, RNMBF among Q2 moves

Polen International Equity Strategy outperformed the MSCI ACWI ex-US Index in the second quarter of 2026, returning 21.59% gross and 21.35% net of fees, respectively, versus 14.49% for the benchmark. During the quarter, the fund initiated new positions in ASPEED Technology, Ryohin Keikaku (RYKKF …

Who wins most in NVIDIA’s $500 billion private capital deal?

Investing.com -- NVIDIA's deal to mobilize over $500 billion in third-party capital with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR reframes how AI factories are built and financed. By turning GPU compute into a standardized, investable asset class, NVIDIA addresses severe liquidity bottlenecks. …

3 Stocks With Accelerating Sales Growth Worth Buying Now

Second-quarter 2026 earnings have been broadly encouraging, with many companies surpassing expectations and delivering stronger growth. Still, investment decisions should extend beyond near-term earnings performance. Investors should also evaluate the broader macroeconomic environment and consider how prevailing economic and industry trends may affect a …

Cisco Launches 40 Communities Johannesburg: A New Chapter of Community-Led Transformation in South Africa

Cisco has announced Johannesburg as its newest 40 Communities (40C) Initiative site, marking its first in Africa. This expansion builds on Cisco's three-decade history in South Africa, focusing on digital transformation and skills development through partnerships. The initiative, named Masibambisane, will collaborate with Jozi …

Honeywell Aerospace (HONA) Trade Settles at Valuation Discount Following Spin-off

Merion Road Capital Management, an investment advisor, released its Q2 2026 Investor Letter. A copy of the letter can be downloaded here. Merion Road's long-only large-cap portfolio increased 3.9% in the quarter, with YTD performance remaining flat. Despite underperforming the S&P, the strategy focuses …

Viavi EVP and Chief Marketing & Strategy Officer Paul McNab sells 1,595 shares worth $59,593.15

Viavi Solutions EVP and Chief Marketing & Strategy Officer Paul McNab sold 1,595 common shares on August 10, 2026, for $37.37 per share, totaling $59,593.15. This transaction reduced McNab's direct holding to 13,876 shares. The news brief was generated by Public Technologies using AI …

Viavi solutions EVP Paul McNab sells $59,605 in stock

Paul McNab, EVP at Viavi Solutions (NASDAQ:VIAV), sold 1,595 shares worth $59,605 on August 10, 2026. This sale follows a 243% surge in VIAVI shares over the past year, although the stock has recently declined by 7.7%, and InvestingPro analysis suggests it may be …

Ceragon Networks Ltd. Reports Earnings Results for the Second Quarter and Six Months Ended June 30, 2026

Ceragon Networks Ltd. reported its financial results for the second quarter and first six months of 2026. For the second quarter, sales increased to $93.91 million from $82.26 million year-over-year, but the company recorded a net loss of $2.09 million, higher than the $1.27 …

Belden (BDC) Stock Looks Cheap On Earnings But Fairly Valued Overall

Belden (BDC) stock has delivered a strong 150.6% return over five years, but its current valuation presents a mixed picture. While the stock appears undervalued on an earnings basis with a P/E ratio of 21.6x, significantly below industry and peer averages, broader valuation checks …

ASTS Reports Wider-Than-Expected Q2 Loss Despite Revenue Growth

AST SpaceMobile, Inc. ASTS reported lackluster second-quarter 2026 results, with both top and bottom lines missing the Zacks Consensus Estimate. The company reported strong year-over-year revenue growth, driven by gateway deliveries and U.S. government contracts. It continued to expand satellite production and partnerships and …

Frost & Sullivan: Cisco Receives the 2026 Global Enterprise Desktop Phone Company of the Year Recognition for Outstanding Enterprise Communications Innovation

The company is redefining enterprise desk phone solutions through an integrated device experience that combines secure communications, intelligent workplace management, and operational excellence across the modern enterprise. SAN ANTONIO, Aug. 11, 2026 /PRNewswire/ -- This week we are pleased to congratulate Cisco on being …

Riot, NIQ surge, On Holding tumbles premarket

Investing.com - U.S. stock futures were little changed on Tuesday, as fading hopes for a deal to reopen the Strait of Hormuz kept oil prices elevated, while investors looked ahead to key U.S. inflation data for fresh clues on the Federal Reserve's interest rate …

Cloud AI Today - Novo Nordisk Partners With AWS For AI-Driven Drug Discovery

Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development …

AST SpaceMobile Q2 2026 earnings miss, full-year guidance held

AST SpaceMobile reported second-quarter revenue of $31.5 million, falling short of analyst expectations, while reaffirming its full-year revenue guidance of $150 million to $200 million. The $34.5 million analyst consensus, cited by The Wall Street Journal, went unmet. AST SpaceMobile attributed the period's revenue …

Cisco or Coherent: Which Stock Is Poised to Soar After Earnings?

Quick Read Cisco beats Coherent for retirement portfolios, pairing a 93% earnings beat probability and $0.42 quarterly dividend with a low beta of 1. Nvidia's $2 billion investment validates Coherent's growth story, but a P/E of 181 and a 14% single-day drop relegate it …

Cisco’s 90K Agent Rollout: The CFO Math Behind Full-Workforce Agentic Deployment

The Economics of Scale Starting at the end of July 2026, Cisco is deploying personalized AI agents to its entire 90,000-person workforce. This is not a pilot program; it is a standardized infrastructure shift intended to change how the company produces work. To manage …

Morgan Stanley sees more upside in these stocks as 'chipflation' worsens

Rapid demand and subsequent higher prices for memory chips are unlikely to end anytime soon, Morgan Stanley warns. The call: Morgan Stanley analyst Erik Woodring caught our attention with a new note out on Tuesday on ways to play the memory chip price increase. …

Stocks Mostly Up Pre-Bell as Investors Assess Uncertainty Over US-Iran Deal

wall street stock market flag new york trading equity -Shutterstock US equity markets were mostly trending higher before the open Tuesday as investors weigh fading optimism that the US and Iran would reach a quick resolution to their conflict and reopen the Strait of …

Adtran Holdings, Inc.: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution

Adtran Holdings, Inc. has issued a release according to Article 40, Section 1 of the WpHG (the German Securities Trading Act) for Europe-wide distribution. The notification of major holdings indicates that iShares Trust, based in Wilmington, Delaware, USA, crossed a threshold on August 6, …

AudioCodes EVP, Chief Business Officer Lior Aldema sells 2,812 shares worth $28,066

Lior Aldema, EVP and Chief Business Officer of AudioCodes, sold 2,812 ordinary shares on August 10 for a total of $28,066, at a weighted average price of $9.98 per share. Following this transaction, his beneficial ownership in the company stands at 104,065 ordinary shares. …

Insider Selling: AudioCodes (NASDAQ:AUDC) EVP Sells 2,812 Shares

AudioCodes (NASDAQ:AUDC) Executive Vice President Lior Aldema sold 2,812 shares of the company's stock for a total of $28,063.76. This sale reduced his holdings by 2.63% and was conducted under a pre-arranged Rule 10b5-1 trading plan. The company recently reported better-than-expected quarterly earnings and …

Zebra Technologies Corporation (ZBRA) turnover swells as weekly rally accelerates

The barcode, RFID and tracking-technology maker closed at $376.49, with weekly market data showing gains stretching across one-, four- and twelve-week periods.

SpaceX Rivals Report Mixed Earnings; Rocket Lab Sinks On Possible Neutron Delays

SpaceX rivals Rocket Lab and AST SpaceMobile reported mixed-to-weak second-quarter results late Monday, though both guided higher. AST SpaceMobile ticked up Tuesday morning, while Rocket Lab sank. The two hit historic highs earlier in Q2, as the broader space industry experienced sectorwide excitement in …