Sharemaestro Newsreel

“The Bottleneck Isn’t the Chips Anymore”: Goldman Sachs Says These Are AI’s Next Big Winners

Quick Read Sung Cho at Goldman Sachs picks Lumentum (LITE), up 600% in one year, and Coherent (COHR) as AI infrastructure rotates from GPUs to optical connectivity. Optical capacity is extremely hard to scale while inference demand accelerates, giving connectivity stocks longer trade duration …

Cisco Systems, Inc. $CSCO Stock Holdings Lowered by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC significantly reduced its stake in Cisco Systems, Inc. (CSCO) by 38.4% in the second quarter, selling over 54,000 shares but still retaining a substantial holding. Despite this reduction, institutional investors collectively own a large portion of CSCO, and the company …

AST SpaceMobile Stock Falls After Q2 Revenue Miss and Wider-Than-Expected Loss

Satellite dishes on telecoms tower ©Shutterstock AST SpaceMobile (NASDAQ:ASTS) shares fell 2.8% to $66.82 in pre-market trading after the satellite communications company reported second-quarter 2026 results that missed Wall Street expectations on both revenue and adjusted earnings. The decline extended losses that began after …

ClearOne (CLRO) details Cortigent reverse merger, 78% Vivani control and new equity plan

ClearOne (CLRO) announced a reverse merger with Cortigent, Inc., a wholly-owned subsidiary of Vivani Medical, Inc. The deal, which will rename the combined entity Cortigent Holdings, Inc. and list it on Nasdaq as "CRGT," involves ClearOne issuing 12,500,000 shares to Vivani, granting Vivani a …

How To Earn $500 A Month From Cisco Stock Ahead Of Q4 Earnings

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Ahead of Cisco Systems, Inc's fourth-quarter earnings report on Wednesday, Aug. 12, investors may be eyeing potential gains from the company's dividends. Currently, Cisco has an annual …

Cisco Systems, Inc. $CSCO is LVM Capital Management Ltd. MI's 7th Largest Position

LVM Capital Management Ltd. MI has reduced its stake in Cisco Systems by 3%, selling 11,546 shares, yet Cisco remains its seventh-largest holding, valued at $44.5 million. Analysts maintain a "Moderate Buy" rating with an average price target of $123.14, with some increasing targets …

Sapient Capital LLC Trims Position in Cisco Systems, Inc. $CSCO

Sapient Capital LLC significantly reduced its stake in Cisco Systems (NASDAQ:CSCO) by 47.2% in the second quarter, selling 10,841 shares but retaining 12,117 shares valued at $1.42 million. Despite this trimming by one institutional investor, other hedge funds have increased their positions, and institutional …

ASTS Stock Takes Biggest Hit In 2 Weeks: AST SpaceMobile Sticks To $1B Revenue Goal, Government May Bring Half

Viasat Inc (VSAT) Earnings Forecast: Future EPS & Revenue Growth Estimates

This article provides an earnings forecast for Viasat Inc (VSAT), highlighting its current earnings forecast score, average price target, and analyst ratings. Based on 11 analysts, the stock has a "Buy" trend with an average price target of $40.50. The report also includes expected …

Royal Bank of Canada Grows Stock Holdings in Clearfield, Inc. $CLFD

Royal Bank of Canada significantly increased its stake in Clearfield, Inc. by 21.1% in the first quarter, now owning 282,350 shares valued at approximately $7.5 million. Clearfield has a "Moderate Buy" consensus rating from analysts with an average target price of $41.75, despite mixed …

CoreWeave’s Forecast Is Key to Stopping Another Earnings Selloff

(Bloomberg) -- CoreWeave Inc. shares have been on a roll lately after a monthslong slump. Now, the neocloud provider's earnings after the close Tuesday can give investors a sense of whether the rally is sustainable. Most Read from Bloomberg China Unleashes $28 Trillion Capital …

City Holding Co. Purchases 17,583 Shares of Cisco Systems, Inc. $CSCO

City Holding Co. significantly increased its stake in Cisco Systems, Inc. during the second quarter, purchasing an additional 17,583 shares and bringing its total holdings to 52,435 shares valued at approximately $6.16 million. This move comes as Cisco reported strong quarterly earnings, beating analyst …

TEC reduces pressure on support teams with proactive outage communications powered by Adtran and GOCare

TEC has significantly improved its outage responses and reduced inbound support calls by implementing GOCare's OutageIQ solution, integrated with Adtran's outage notification API and Mosaic One. This integration allows TEC to proactively inform subscribers of service disruptions, enhancing customer trust and streamlining support operations. …

US Stock Market Today: S&P 500 Futures Edge Higher As Rate Hike Fears Ease

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Morning Bull - US Market Morning Update Tuesday, Aug, 11 2026 US stock futures are slightly higher this morning, with E-mini S&P …

Viasat Inc. (NASDAQ:VSAT) Receives Average Rating of "Moderate Buy" from Analysts

Viasat Inc. (NASDAQ:VSAT) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $90.67. Despite the positive outlook and a recent 5.5% share increase, the company's latest quarterly results missed expectations on both earnings per share and revenue. …

Zebra Technologies Corporation $ZBRA Stock Position Reduced by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. Has $10.69 Million Holdings in Applied Optoelectronics, Inc. $AAOI

Assenagon Asset Management S.A. significantly increased its stake in Applied Optoelectronics, Inc. (NASDAQ:AAOI) by 48% in the second quarter, bringing its total holdings to 72,164 shares valued at $10.69 million. The company's stock is largely owned by institutional investors and hedge funds (61.7%), while …

Ceragon Networks Ltd (CRNT) Earnings Forecast: Future EPS & Revenue Growth Estimates

Extreme Networks rated Buy after post-earnings dip due to cautious guidance, not business issues.

ClearOne to merge with Cortigent, pivoting to neurotech under new Nasdaq ticker

ClearOne has signed a definitive merger agreement with Cortigent, a neurotechnology firm, effectively becoming Cortigent Holdings, Inc. and trading on Nasdaq under the ticker CRGT. This strategic move, which is essentially a reverse merger, marks a complete transformation for ClearOne from an audio-video company …

Motorola Solutions, Inc. (MSI) Stock Forecasts

This article provides a stock forecast for Motorola Solutions, Inc. (MSI), highlighting it as a leading provider of communications and analytics, primarily for public safety. It notes that the company's revenue largely comes from land mobile radios and network infrastructure. The content includes a …

Is Digi International (DGII) Fully Valued On Strong Earnings And Higher 2026 Guidance?

Digi International (DGII) reported strong third-quarter 2026 results with increased revenue, net income, and EPS, and raised its full-year 2026 revenue guidance. Despite a significant 91.73% year-to-date share price return, the company is considered "14.6% Overvalued" with a fair value of $72.20 compared to …

AST SpaceMobile Inc (ASTS) (Q2 2026) Earnings Call Highlights: Revenue Surges Past $31M, ...

This article first appeared on GuruFocus. Revenue: $31.5 million in Q2 2026, more than doubling Q1 revenue, driven by US government contract milestones and commercial gateway deliveries. Full-Year 2026 Revenue Guidance: Reiterated at $150 million to $200 million, with revenue expected to build sequentially …

Is Motorola Solutions (MSI) Still Undervalued On Raised 2026 Outlook And Record Backlog?

Motorola Solutions (MSI) has reported strong Q2 2026 results, including double-digit revenue and earnings growth, and has raised its full-year outlook, supported by a record backlog. Despite a significant 23.5% three-month surge in its stock, MSI still trades about 12% below the average analyst …

Frequency Electronics, Inc. (98K.F) stock price, news, quote and history

This Yahoo Finance page provides a detailed overview of Frequency Electronics, Inc. (98K.F), including its current stock price, news, and historical data. It highlights the stock's significant performance, showing returns that have substantially outperformed the S&P 500 across various periods (YTD, 1-year, and 3-year). …

AST SpaceMobile reiterates $150M-$200M 2026 revenue guidance while targeting ~45 BlueBird satellites by early 2027

Earnings Call Insights: AST SpaceMobile (ASTS) Q2 2026 MANAGEMENT VIEW * "We recently received an award pending government approvals and final agreements with long-time partner, Rakuten, regarding the selection for participation in the low Earth Orbit Satellite Infrastructure Development Project or J-LEO in Japan, …

/C O R R E C T I O N -- Integrated Research (IR)/

In the news release, IR launches Iris for HPE Nonstop, bringing AI-powered observability insights to mission-critical infrastructure, issued 17-Jun-2026 by Integrated Research (IR) over PR Newswire, we are advised by the company that the headline and body have been updated to correctly reflect that …

AAOI Stock Pulls Back From 8-Year High As Traders Brace For Q4 Earnings

Viasat Inc (VSAT) Shares Surge 5.5% -- What GF Score of 63 Tells Investors

Viasat Inc (VSAT) shares surged 5.5%, but the company is significantly overvalued according to its GF Value™ of $18.70 compared to its current price of $84.83. Despite a GF Score™ of 63/100, indicating above-average performance, Viasat is unprofitable, cash-flow-negative, and has seen significant insider …

AST SpaceMobile, Inc. (ASTS) Reports Q2 Loss, Lags Revenue Estimates

AST SpaceMobile, Inc. (ASTS) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to a loss of $0.41 per share a year ago. These figures are adjusted for non-recurring items. This …

Vistance Networks (VISN) On Special Payout And Earnings Is The Stock Now Fully Valued

Trump Media targets closing TAE merger by end of 2026 while signing 10+ Truth API deals at $60k-$100k per month

Earnings Call Insights: Trump Media & Technology Group (DJT) Q2 2026 MANAGEMENT VIEW * "Starting with this call, you should expect an evolving approach on how we communicate as a company. More regular updates, more context around our strategy, and more openness about where …

Harmonic Inc. expected to post earnings of 17 cents a share - Earnings Preview

Harmonic Inc. is projected to report earnings of 17 cents per share in its upcoming earnings announcement. This preview indicates the financial community's expectations for the company's performance. The full article provides more details on this earnings forecast.

Earnings call transcript: AST SpaceMobile Q2 2026 misses estimates as shares slip

Nokia Corp. ADR underperforms Monday when compared to competitors

Nokia Corp. ADR (NOK) dropped 2.46% on Monday, underperforming against a broader market downturn where the NASDAQ Composite and Dow Jones Industrial Average also fell. This marks the fourth consecutive day of losses for the ADR, closing at $9.13.

SpaceX Rivals Rocket Lab And AST SpaceMobile Sink After Mixed Earnings

SpaceX rivals Rocket Lab and AST SpaceMobile reported mixed-to-weak second-quarter results late Monday, though both guided higher. Both stocks hit historic highs earlier in Q2, as the broader space industry experienced sectorwide excitement in the lead-up to SpaceX's IPO. Rocket Lab reported mixed earnings, …